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Foundation for Financial Planning

Deadline: April 30, 2019

The Foundation for Financial Planning (FFP) provides grants to a range of nonprofit organizations whose programs reach underserved families with free, quality financial advice from Certified Financial Planner professionals. It seeks to fund programs that are scalable, replicable, and sustainable, focusing much of its grantmaking on areas where it believes it can have the greatest impact, including programs for military and veterans, programs for people with cancer, and activating volunteers in partnership with its national partner, the Financial Planning Association. 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.

Funding may be available for:

  • Ongoing, proven programs
  • New programs
  • A new financial planning component to enhance an existing program

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 are generally in the range of $5,000-$40,000, with exceptions made for programs delivering outstanding impact.

Eligibility: Any U.S.-based 501(c)(3) nonprofit that shares FFP’s commitment to helping underserved people achieve better financial stability and capability.

Link: https://foundationforfinancialplanning.org/our-work/grants/how-to-apply/

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