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Foundation for Financial Planning

Deadline: April 30, 2015

The Foundation for Financial Planning awards grants to non-profit organizations for pro bono financial advice and community outreach activities. The Foundation aims to help people take control of their financial lives by connecting the financial planning community to people in need. The Foundation will provide grants to groups with programs that utilize financial planning practitioners in the delivery of services, and outreach must:

  • Utilize financial planning professionals, or local affiliates of financial planning organizations, through pro bono activities
  • Deliver programs to specific target audiences who are underserved by the market, in need of financial guidance, or in a financial crisis
  • Provide opportunities to obtain unbiased financial advice in time of crisis or disaster, or financial life skills education, through financial planning professionals, to those of diverse socioeconomic levels to help them take control of their financial lives

To be considered, projects need to incorporate the involvement of financial planning professionals as community volunteers and in pro bono activity, or in partnership with local affiliates of financial planning associations.

Amount: Grants will range from $5,000-$300,000.

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

Link: http://www.foundation-finplan.org/grants-and-programs

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