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COMMUNITY OUTREACH
Wingspan Gives Back, Inc. was
formed in 2013 as the charitable
arm of Wingspan Portfolio Advisors
to support the communities in
which we conduct our business.
By creating our own 501c3, we
were able to increase our legacy
of caring for our communities
while drawing from WPA’s six-year
history of giving back.
Meet Wingspan Portfolio Advisors
Wingspan is an award-winning, diversified mortgage
services company, partnering with banks, investors,
mortgage insurers, and attorneys throughout the U.S.
With multiple offices in Texas, California, Louisiana,
Colorado, and Florida, Wingspan’s team of experienced
professionals provides a wide range of strategic services
to assist the mortgage industry.
Meet Wingspan Gives Back
Staffed by volunteers and led by Chairman of the Board,
Steven Horne, Wingspan Gives Back works to increase
the impact of our organization in the community by
fostering relationships with other community and
business leaders, engaging Wingspan Portfolio Advisors
employees, and performing outreach activities on their
behalf. We are proud to partner with like-minded
organizations to make a greater difference.
Wingspan employees are encouraged to volunteer, get
involved and make a difference in the communities we
call home.
Wingspan has been
named to Inc. 500 list
of fastest-growing
companies for two
years in a row.
Susan G. Komen Race for the Cure runners and volunteers make a difference.
Signature Benefit Events
Since its inception in 2013, Wingspan Gives Back has
been proud to build on the tradition of giving back that
Wingspan Portfolio Advisors began in 2008. Since day
one, WPA has participated in a variety of community
events, but the 501c3 creation has allowed us to reach
out on a whole new level.
TOP: CEO Steven Horne presents the Spirit of Wingspan
Award to sports legends Tim Brown, Roger Staubach
and Curtis McClinton.
BOTTOM: Golfers tee up at the Ingénue Golf Tournament.
RIGHT: Annika Horne sings “Little Soldier.”
WINGSPAN GIVES
BACK’S SIGNATURE
EVENTS:
• 	The Hall of Honor Award
Program
•	Ingénue Concert and
Charity Golf Tournament
• 	Heroes  Hope Concert
and Charity Golf
Tournament
Wingspan Gives Back’s signature events have benefited, educated, and inspired our communities.
Hall of Honor Awards Program
WGB is proud to have partnered with Wingspan Portfolio
Advisors and the Mortgage Bankers Association to
create the Hall of Honor Awards Program to recognize
executives and leaders in the mortgage industry who
support the men and women of our military. The Hall
of Honor Awards program made its debut at the MBA’s
Mid-Winter Housing Finance
Conference in March 2014, in
Colorado. We honored those
who are making a difference
in building a bridge between
the marketplace and the
military, and we will continue
doing so at future conferences.
Kevin Baer
Hall of Honor
Award Winner
We Salute JPMC for Supporting Our Heroes
JPMorgan Chase is committed to serving the
unique needs of America’s military, veterans and
their families through employment, housing and
education programs.
• Employment - In 2011, JPMorgan Chase and 10 other companies launched
the 100,000 Jobs Mission. In less than three years, the coalition has hired
117,439 veterans and has grown to 143 companies that represent almost
every industry in the American economy.
• Housing - In 2011, JPMorgan Chase pledged to award 1,000 mortgage-free
homes to military families by 2016. Since then, the bank has provided more
than 680 mortgage-free homes, amounting to more than $102 million, to
military families with its non-profit partners. Chase refurbishes each home
to meet the unique need of the veteran.
• Education - JPMorgan Chase co-founded Syracuse University’s Institute
for Veterans and Military Families (IVMF), the first national center in higher
education focused on the social, economic, education and policy issues
impacting veterans and their families post-service.
For Supporting The Heroes Who Proudly Serve Our Country
“The Hornet’s Nest” follows Peabody and Emmy Award-
winning ABC News Journalist Mike Boettcher and his son
Carlos Boettcher, who were armed only with their
cameras when they were embedded with U.S. forces
fighting on the front lines in Afghanistan amid the
constant threat of the Taliban. The film unfolds a true
story of survival for the soldiers, and for the father and
son team who seek to reconnect under the most
harrowing of circumstances.
About The Hornet’s Nest
In a joint statement, “The Hornet’s Nest” Co-Directors/Producers Christian
Tureaud and David Salzberg added, “It is truly an honor to team up with the
and the Hall of Honor Founders for this free screening of ‘The Hornet’s Nest.’
This film gives you a never-before-seen look at the sacrifices, patriotism and
dedication our troops face every day in battle.”
Our community service events in key
cities included a special screening of
The Hornet’s Nest.
Vail, CO
Chicago, IL
Columbus, OH
Charlotte, NC
Melbourne, FL
Monroe, LA
Norman, OK
Dallas, TX
As a community service,
each of the initial Hall of
Honor events included an
exclusive pre-screening of
“The Hornet’s Nest,” a feature
film that followed Peabody
and Emmy Award-winning ABC
News Journalist Mike Boettcher
and his son while they were
embedded with U.S. forces.
Over $100,000 was donated
to raise awareness and support
the mission to educate
individuals about the service
of our troops abroad and
domestically.
Football Legend Roger Staubach and Emmy Award-winning
Journalist Mike Boettcher enjoy the Ingénue Golf Tournament.
Ingénue
Ingénue continues to be the true signature Wingspan
event, featuring a weekend of entertainment that
includes a cabaret style show, and a silent auction.
Event proceeds benefit Music Is Medicine, a non-profit
foundation that donates instruments and teaching time
to youths being treated in children’s hospitals, and
Pfamily Arts, a non-profit arts association that broadens
the acceptance and accessibility of the arts in the North
Dallas area. In its third year, Ingénue expanded to
include an invitation-only celebrity golf event hosted
by Roger Staubach. In the past three years,
the Wingspan-sponsored event raised
more than $100,000 for these
two charities.
Local performers along with seasoned Broadway veteran William R. Parks
(Phantom in The Phantom of the Opera) entertain the donors at Ingénue
2013: Music  More, raising thousands for charity.
Created in 2011 by Steven
Horne’s 13-year-old daughter
Annika, Ingénue Music  More
began as a small charity
concert in a local theatre.
Annika gathered her fellow
performers, invited friends and
families, and raised thousands
of dollars for two of her favorite
local causes. Three years later,
her legacy continues, and
Ingénue has grown!
Heroes  Hope Charity Golf Tournament and Concert
In its inaugural year, the Wingspan Heroes  Hope Charity
Golf Tournament and Benefit Concert supported Project
HOPE Foundation, 9-1-1 for Kids and the Military Warriors
Support Foundation, and boasted over 300 participants.
Spirit of Wingspan Award recipients were honored at the
events for embodying the spirit of giving back.
Roger Staubach presented the
keynote speech at the celebrity
golf event with Tim Brown, Darren
Woodson and many other sports
legends in attendance on the
links. Wynonna Judd headlined
the private patriotic concert.
The events were capped off with
an exclusive standing-room-only
pre-screening of the military
support film ”The Hornet’s Nest.”
Wingspan Presents
“Heroes  Hope,”
a Charity Golf Tournament,
VIP Movie Screening
and Private Concert with
Wynonna Judd.
TEAM MARCOM
HEROES  HOPEBENEFIT CONCERTStarring 5-Time Grammy Award WinnerWYNONNA JUDD
The Heroes and Hope Charity Golf Tournament
and Benefit Concert donated thousands to
three deserving charities: 9-1-1 for Kids, Military
Warriors Support Foundation, and Project HOPE
Foundation.
Wingspan Employees Giving Back
•	Music Is Medicine
•	Susan G. Komen Race for the Cure
•	North Texas Food Bank
•	Project HOPE Foundation
•	 National Kidney Foundation
•	PFAMILY ARTS
•	 Military Warriors Support 	Foundation
• 	 9-1-1 For Kids
•	 American Red Cross
•	No Paws Left Behind
•	Denton State Supported Living
Center
•	The American Heart Association
•	Boys  Girls Clubs of Collin County
•	Dallas (ISD) Grants for Innovative
•	 Teaching with the Junior League
•	Family Gateway
•	Friends of Wednesday’s Child
•	Genesis Women’s Shelter  Support
•	Open Hearts Children and Family
Services
•	Rainbow Days
•	United Way of Metropolitan Dallas
Wingspan employees participate in Wingspan Gives Back outreach
by donating toys, walking for charity and giving blood.
Together Wingspan employees make a difference and give back.
Wingspan Looking Forward
As we move forward, Wingspan Portfolio Advisors and
Wingspan Gives Back remain dedicated to making a
difference in our communities. Exciting plans are in
the works for Ingénue 2015 to include our new partners,
the House of Blues Dallas and Kidd’s Kids. Our leadership
continues to raise awareness and funds, perform out-
reach, engage our employees, and provide support to
our communities.
Founders Kelly Boyd Judy, President, and
Margo McClinton Stoglin, Vice President,
continue to serve the communities that
Wingspan calls home with pride.
I am so proud of the work we
have been able to accomplish
with Wingspan Gives Back
over the years. Wingspan’s
employees continue to amaze
me with their dedication to
service, their commitment to
the communities in which we
live and work, and their pride
in giving back. I look forward
to finding out what we can
accomplish next!
Steven Horne
Founder, CEO and President
Wingspan Portfolio Advisors
www.WingspanGivesBack.com

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Wingspan Gives Back Community Outreach 2014

  • 2. Wingspan Gives Back, Inc. was formed in 2013 as the charitable arm of Wingspan Portfolio Advisors to support the communities in which we conduct our business. By creating our own 501c3, we were able to increase our legacy of caring for our communities while drawing from WPA’s six-year history of giving back. Meet Wingspan Portfolio Advisors Wingspan is an award-winning, diversified mortgage services company, partnering with banks, investors, mortgage insurers, and attorneys throughout the U.S. With multiple offices in Texas, California, Louisiana, Colorado, and Florida, Wingspan’s team of experienced professionals provides a wide range of strategic services to assist the mortgage industry. Meet Wingspan Gives Back Staffed by volunteers and led by Chairman of the Board, Steven Horne, Wingspan Gives Back works to increase the impact of our organization in the community by fostering relationships with other community and business leaders, engaging Wingspan Portfolio Advisors employees, and performing outreach activities on their behalf. We are proud to partner with like-minded organizations to make a greater difference. Wingspan employees are encouraged to volunteer, get involved and make a difference in the communities we call home. Wingspan has been named to Inc. 500 list of fastest-growing companies for two years in a row. Susan G. Komen Race for the Cure runners and volunteers make a difference.
  • 3. Signature Benefit Events Since its inception in 2013, Wingspan Gives Back has been proud to build on the tradition of giving back that Wingspan Portfolio Advisors began in 2008. Since day one, WPA has participated in a variety of community events, but the 501c3 creation has allowed us to reach out on a whole new level. TOP: CEO Steven Horne presents the Spirit of Wingspan Award to sports legends Tim Brown, Roger Staubach and Curtis McClinton. BOTTOM: Golfers tee up at the Ingénue Golf Tournament. RIGHT: Annika Horne sings “Little Soldier.” WINGSPAN GIVES BACK’S SIGNATURE EVENTS: • The Hall of Honor Award Program • Ingénue Concert and Charity Golf Tournament • Heroes Hope Concert and Charity Golf Tournament Wingspan Gives Back’s signature events have benefited, educated, and inspired our communities.
  • 4. Hall of Honor Awards Program WGB is proud to have partnered with Wingspan Portfolio Advisors and the Mortgage Bankers Association to create the Hall of Honor Awards Program to recognize executives and leaders in the mortgage industry who support the men and women of our military. The Hall of Honor Awards program made its debut at the MBA’s Mid-Winter Housing Finance Conference in March 2014, in Colorado. We honored those who are making a difference in building a bridge between the marketplace and the military, and we will continue doing so at future conferences. Kevin Baer Hall of Honor Award Winner We Salute JPMC for Supporting Our Heroes JPMorgan Chase is committed to serving the unique needs of America’s military, veterans and their families through employment, housing and education programs. • Employment - In 2011, JPMorgan Chase and 10 other companies launched the 100,000 Jobs Mission. In less than three years, the coalition has hired 117,439 veterans and has grown to 143 companies that represent almost every industry in the American economy. • Housing - In 2011, JPMorgan Chase pledged to award 1,000 mortgage-free homes to military families by 2016. Since then, the bank has provided more than 680 mortgage-free homes, amounting to more than $102 million, to military families with its non-profit partners. Chase refurbishes each home to meet the unique need of the veteran. • Education - JPMorgan Chase co-founded Syracuse University’s Institute for Veterans and Military Families (IVMF), the first national center in higher education focused on the social, economic, education and policy issues impacting veterans and their families post-service. For Supporting The Heroes Who Proudly Serve Our Country “The Hornet’s Nest” follows Peabody and Emmy Award- winning ABC News Journalist Mike Boettcher and his son Carlos Boettcher, who were armed only with their cameras when they were embedded with U.S. forces fighting on the front lines in Afghanistan amid the constant threat of the Taliban. The film unfolds a true story of survival for the soldiers, and for the father and son team who seek to reconnect under the most harrowing of circumstances. About The Hornet’s Nest In a joint statement, “The Hornet’s Nest” Co-Directors/Producers Christian Tureaud and David Salzberg added, “It is truly an honor to team up with the and the Hall of Honor Founders for this free screening of ‘The Hornet’s Nest.’ This film gives you a never-before-seen look at the sacrifices, patriotism and dedication our troops face every day in battle.” Our community service events in key cities included a special screening of The Hornet’s Nest. Vail, CO Chicago, IL Columbus, OH Charlotte, NC Melbourne, FL Monroe, LA Norman, OK Dallas, TX As a community service, each of the initial Hall of Honor events included an exclusive pre-screening of “The Hornet’s Nest,” a feature film that followed Peabody and Emmy Award-winning ABC News Journalist Mike Boettcher and his son while they were embedded with U.S. forces. Over $100,000 was donated to raise awareness and support the mission to educate individuals about the service of our troops abroad and domestically. Football Legend Roger Staubach and Emmy Award-winning Journalist Mike Boettcher enjoy the Ingénue Golf Tournament.
  • 5. Ingénue Ingénue continues to be the true signature Wingspan event, featuring a weekend of entertainment that includes a cabaret style show, and a silent auction. Event proceeds benefit Music Is Medicine, a non-profit foundation that donates instruments and teaching time to youths being treated in children’s hospitals, and Pfamily Arts, a non-profit arts association that broadens the acceptance and accessibility of the arts in the North Dallas area. In its third year, Ingénue expanded to include an invitation-only celebrity golf event hosted by Roger Staubach. In the past three years, the Wingspan-sponsored event raised more than $100,000 for these two charities. Local performers along with seasoned Broadway veteran William R. Parks (Phantom in The Phantom of the Opera) entertain the donors at Ingénue 2013: Music More, raising thousands for charity. Created in 2011 by Steven Horne’s 13-year-old daughter Annika, Ingénue Music More began as a small charity concert in a local theatre. Annika gathered her fellow performers, invited friends and families, and raised thousands of dollars for two of her favorite local causes. Three years later, her legacy continues, and Ingénue has grown!
  • 6. Heroes Hope Charity Golf Tournament and Concert In its inaugural year, the Wingspan Heroes Hope Charity Golf Tournament and Benefit Concert supported Project HOPE Foundation, 9-1-1 for Kids and the Military Warriors Support Foundation, and boasted over 300 participants. Spirit of Wingspan Award recipients were honored at the events for embodying the spirit of giving back. Roger Staubach presented the keynote speech at the celebrity golf event with Tim Brown, Darren Woodson and many other sports legends in attendance on the links. Wynonna Judd headlined the private patriotic concert. The events were capped off with an exclusive standing-room-only pre-screening of the military support film ”The Hornet’s Nest.” Wingspan Presents “Heroes Hope,” a Charity Golf Tournament, VIP Movie Screening and Private Concert with Wynonna Judd. TEAM MARCOM HEROES HOPEBENEFIT CONCERTStarring 5-Time Grammy Award WinnerWYNONNA JUDD The Heroes and Hope Charity Golf Tournament and Benefit Concert donated thousands to three deserving charities: 9-1-1 for Kids, Military Warriors Support Foundation, and Project HOPE Foundation.
  • 7. Wingspan Employees Giving Back • Music Is Medicine • Susan G. Komen Race for the Cure • North Texas Food Bank • Project HOPE Foundation • National Kidney Foundation • PFAMILY ARTS • Military Warriors Support Foundation • 9-1-1 For Kids • American Red Cross • No Paws Left Behind • Denton State Supported Living Center • The American Heart Association • Boys Girls Clubs of Collin County • Dallas (ISD) Grants for Innovative • Teaching with the Junior League • Family Gateway • Friends of Wednesday’s Child • Genesis Women’s Shelter Support • Open Hearts Children and Family Services • Rainbow Days • United Way of Metropolitan Dallas Wingspan employees participate in Wingspan Gives Back outreach by donating toys, walking for charity and giving blood. Together Wingspan employees make a difference and give back.
  • 8. Wingspan Looking Forward As we move forward, Wingspan Portfolio Advisors and Wingspan Gives Back remain dedicated to making a difference in our communities. Exciting plans are in the works for Ingénue 2015 to include our new partners, the House of Blues Dallas and Kidd’s Kids. Our leadership continues to raise awareness and funds, perform out- reach, engage our employees, and provide support to our communities. Founders Kelly Boyd Judy, President, and Margo McClinton Stoglin, Vice President, continue to serve the communities that Wingspan calls home with pride. I am so proud of the work we have been able to accomplish with Wingspan Gives Back over the years. Wingspan’s employees continue to amaze me with their dedication to service, their commitment to the communities in which we live and work, and their pride in giving back. I look forward to finding out what we can accomplish next! Steven Horne Founder, CEO and President Wingspan Portfolio Advisors www.WingspanGivesBack.com