Foundation for Financial Planning

The mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the financial planning community with people in need.

The Foundation provides grants to nonprofit organizations that offer pro bono financial planning services for underserved populations, including active military members and wounded veterans, people with cancer, seniors and family caregivers, domestic violence survivors, and low-income families.

Eligible programs must:

• engage CERTIFIED FINANCIAL PLANNER™ professionals as volunteers;
• include one-on-one engagements between financial planner volunteers and pro bono clients, fostering personalized financial planning advice and counsel; and,
• 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 are provided for:

• ongoing, proven programs;
• new programs; and,
• new financial planning components to enhance existing programs.

Note: The Foundation also awards grants to chapters of financial planning organizations for programs that seek to help underserved members of the community through one-on-one pro bono financial planning sessions.

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