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Foundation for Financial Planning

Deadline: April 30, 2018

The Foundation for Financial Planning provides providing grants to nonprofits to create and expand pro bono programs, helping activate volunteer financial planners, developing innovative pro bono program models, offering free financial planning resources, and raising the visibility of pro bono service within the financial planning profession. The Foundation supports organizations committed to helping underserved people achieve better financial stability and capability. To be eligible, programs must:

  • Engage Certified Financial Planner professionals as volunteers. Often this may be through a local financial planning firm or through a local affiliate of a financial planning organization, such as a chapter of the Financial Planning Association.
  • Include one-on-one engagements between financial planner volunteers and pro bono clients, fostering personalized financial planning advice and counsel.
  • Help people in need of financial guidance or in a financial crisis who are underserved by the market and couldn’t ordinarily access quality, ethical advice.

The Foundation seeks to fund programs that are scalable, replicable, and sustainable. Programs funded may offer one-time counseling engagements and/or ongoing coaching relationships between volunteer and client. Grants have supported programs helping many diverse groups, including active military members and wounded veterans, people with cancer, seniors and family caregivers, domestic violence survivors, general low-income families and many others.

Amount: Grants will range from $5,000-$40,000.

Eligibility: Organizations must have nonprofit 501(c)(3) status.

Link: http://foundationforfinancialplanning.org/our-work/grants/

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