The Foundation for Financial Planning supports the delivery of free, no-strings-attached financial planning to those in need. The Foundation for Financial Planning is a 501(c)(3) nonprofit organization with the mission of helping people take control of their financial lives by connecting the financial planning community to people in need.
Military families and wounded veterans, newly diagnosed cancer patients, domestic violence survivors, and many more have benefited from our volunteers' free financial guidance. Join the movement to help those in crisis or need reach financial peace of mind.
Mission: To help people take control of their financial lives by connecting the financial planning community with people in need, powering the delivery of pro bono financial advice.
FFP is delighted to welcome Kate Healy as our new Chair and announce that Yonhee Choi Gordon, Steve Larson, Jean Setzfand, Edward Walters and Jocelyn Wright, MBA, CFP®, RICP® will join our Board of Trustees in 2021. Read the full announcement here: https://ffpprobono.org/2021-new-chair-five-new-trustees/
FFP is proud to announce our 2021 grants recipients! Each of these fantastic organizations is working to deliver pro bono financial guidance to individuals and families who are struggling amid this time of great need. Read the full announcement below.
American Nurses Foundation, Angel Foundation , Bedford Stuyvesant Restoration Corporation, Britepaths, Caroline Friess Center Inc., The CASH Campaign of Maryland, Catholic Charities Dallas, Down Syndrome Indiana, Family Reach, Financial Planning Association, National Association of Personal Financial Advisors (NAPFA), Prepare and Prosper, San Diego Financial Literacy Center, United Policyholders, United Way of Central Florida, W!se
https://ffpprobono.org/release-2021-grants-recipients/
FOUNDATION FOR FINANCIAL PLANNING ANNOUNCES 2021 GRANT RECIPIENTS FFP to develop and support pro bono financial planning programs serving thousands of Americans facing financial hardship in 2021 WASHINGTON, D.C.: January…
FFP is proud to announce our new #CommunitiesOfColor Initiative, presented by BNY Mellon | Pershing, expanding our support of pro bono financial guidance programs for people of color, many of whom are struggling amid the economic fallout of #COVID19. Read more: https://ffpprobono.org/release-communities-of-color-initiative/
FFP’s ProBonoPlannerMatch.org is a first-of-its-kind online platform connecting thousands of financial planners to worthy pro bono opportunities nationwide. Want to do pro bono to reach those most in need? Start here: https://probonoplannermatch.org/home
Pro Bono Planner Match helps bring free, quality financial advice and planning to people in need by matching CERTIFIED FINANCIAL PLANNER™ professionals with volunteer opportunities nationwide.
This #GivingTuesday, support a cause that will make a lasting impact on people's lives. Our #COVID19 Financial Resilience Fund is bringing pro bono financial guidance & planning to essential workers, seniors, and more. All gifts will be MATCHED. Give today https://ffpprobono.org/covid-19fund/
Pledges of $1,000 or more can be paid over up to five years. All gifts are tax-deductible and will be matched, dollar-for-dollar, doubling your impact.
Thank you to our Corporate Advisory Council members for this powerful statement of support for growing pro bono service within the profession. Read more about their collective commitments and recommendations here: https://ffpprobono.org/corporate-statement/ #FinancialLeaders4ProBono
Check out InvestmentNews coverage of our Corporate Advisory Council’s newly released joint statement, and find out why these top corporate leaders are encouraging a greater focus on pro bono service within the profession. #FinancialLeaders4ProBono https://www.investmentnews.com/cfps-pro-bono-covid-19-199280
The biggest brands in the industry endorsed a call to action to dedicate 25 hours a year to pro bono service.
Today, members of FFP's Corporate Advisory Council released a joint statement on the importance of pro bono service in financial planning, including how together their companies can advance the cause. Read the full statement at https://ffpprobono.org/corporate-statement/ #FinancialLeaders4ProBono
FFP website, November 12, 2020: Coming Together to Help At-risk Americans in a Time of Crisis – The following statement was submitted by members of Foundation for Financial Planning’s Corporate…
FFP and our partners are proud to help service members and their families achieve financial stability through our pro bono programs. On this #VeteransDay, we want to say THANK YOU to the millions of Americans who have served our country! https://www.youtube.com/watch?v=qPOH1KTvIis&feature=emb_title
Published on Nov 4, 2016 Melissa's husband Tony was just 23 years old when he was severely injured while on tour in Iraq. Thanks to her work with a pro bono ...
Paul Austin, CFP®, volunteers with FFP partner CASH Campaign of Maryland to help bring pro bono financial advice to lower income families in MD. He shared with us how he helped one client stabilize her finances amid challenges related to #COVID19. Read the full story here: https://ffpprobono.org/pauls-story/
UPCOMING DEADLINE! Until June 1st, FFP is accepting grant applications from nonprofits helping families in need achieve better financial stability. Know an organization whose programs may be a good fit? Visit our Grants page to learn more:
FFP provides grants to a range of community-based and national 501(c)(3) nonprofit organizations whose programs reach underserved families with free, quality financial advice from Certified Financial Planner (CFP®) professionals.
Corporations must continue to step up in support of nonprofit services amid the #COVID19 crisis. We cannot do this critical work without you! Thank you to Charles Schwab Foundation and our other Corporate 100 Club partners for your support. #PowerProBono
U.S.-based corporate funders announcing commitments in support of COVID-19 relief and response efforts include the eBay Foundation, Kaiser Permanente, and Santander Consumer USA Foundation....
FFP is proud to launch the #COVID19 Financial Resilience Fund to help bring pro bono financial guidance to families struggling amid the crisis. Charles Schwab Foundation will match your gift to the Fund, dollar-for-dollar, up to a total of $500,000! Read the full announcement here:
FFP has announced the launch of its COVID-19 Financial Resilience Fund, fueled by a $500,000 matching commitment from Charles Schwab Foundation. All qualified contributions to the Fund will be matched…
Donor Advised Funds across the U.S. hold collective assets of $121B, ready to be distributed to charities in need. FFP urges financial advisors to encourage clients to distribute funds from DAFs in 2020 to keep critical nonprofit services afloat, many of which support America’s most vulnerable families. Read our full statement with Certified Financial Planner Board of Standards, Inc. (CFP Board), Financial Planning Association & National Association of Personal Financial Advisors (NAPFA) , here:
As the nation grapples with the COVID-19 health and economic crisis, the 1.3 million charities in the U.S. are facing unprecedented challenges that threaten their ability to deliver critical services, and in some cases their very survival. Most nonprofits rely on contributions and grants from indivi...
Are you a financial planner who wants to help others during the pandemic? Take FFP's free, 50-minute training (sponsored by Capital Group) to learn the basics of delivering pro bono service. Receive a CE credit too! Click below to learn more. #PowerProBono
FFP only recognizes volunteers who are CERTIFIED FINANCIAL PLANNER™ professionals or who work in conjunction with a CFP professional who provides oversight. This policy is in place to help ensure that recipients of pro bono financial advice receive quality, ethical service.
FFP has been in close touch with our partners to determine how we can activate our resources and networks of supporters and volunteers to help more Americans during this devastating crisis. Read our full statement here:
As the nation grapples with the coronavirus pandemic, we face unprecedented challenges that will require all sectors to collaborate for the public good, including finding ways to support the millions of financially at-risk Americans who will need quality financial planning and advice more than ever....
Did you know that the Charles Schwab Foundation is MATCHING all qualified donations to FFP, up to a total of $500K? Get into the holiday spirit this #GivingTuesday by doubling your gift in support of pro bono financial planning for people in need!
The Foundation for Financial Planning (FFP) does NOT provide grants, loans or funding to individuals. Please send us a direct message if you have received suspicious information about free money or grants provided to individuals by FFP, or if you have questions about any other suspicious activity related to our organization. If you think you have been targeted by a scam (especially if money or personal/bank account information has changed hands), we encourage you to file a complaint with the FBI’s Internet Crime Complaint Center at: https://www.ic3.gov/complaint/default.aspx/.
To learn more about how to spot and report a scam to Facebook, please visit: https://www.facebook.com/notes/facebook-security/learn-how-to-stay-vigilant-and-report-scams/10154816666600766/
Prior to filing a complaint with the IC3, please read the following information regarding terms and conditions. Should you have additional questions prior to filing your complaint, view FAQ for more information on inquiries such as:
FFP is proud of the work we do to help service members and veterans achieve financial stability. THANK YOU to the millions of American veterans for your service to our country! And thank you to the many advisors who have volunteered their time and expertise to support them. Learn more about our work with military and veterans here: https://foundationforfinancialplanning.org/our-work/national-programs/military-veterans/
Like most Americans, many service members do not receive comprehensive personal financial education in school. Compounding this, active members and veterans of the armed services often face substantial and unique financial challenges.
Big thank you to Moisand Fitzgerald Tamayo, LLC and FFP trustee Dan Moisand for contributing their honorarium for their @CharlesSchwab’s IMPACT Trailblazer Award to FFP. Congrats on this huge honor! #SchwabIMPACT #Trailblazers
Thank you to those who helped us honor our Lifetime Achievement Award recipient, Alex Armstrong! There's still time to take advantage of her generous match. Visit https://secure.givelively.org/donate/foundation-for-financial-planning-inc/alex-armstrong-lifetime-achievement-match to see your gift DOUBLED between now and Oct 31!
Armstrong Fleming & Moore, Inc. Carter Financial Management Yeske Buie Jon Dauphiné Charles Schwab
Lifetime Achievement Tribute: Alex Armstrong
We’re excited for the upcoming Metro Washington Financial Planning Day hosted by Financial Planning Association of the National Capital Area! If you or someone you know is in need of expert financial guidance but can’t afford financial planning services, now’s your chance to benefit from free, one-on-one financial advice from a pro. Stop by between 9 AM-2 PM on Saturday, October 12 at the VA Tech Northern Virginia Center. #PowerProBono
This program exists thanks to the support of Presenting Sponsor Commonwealth Financial Network and the dozens of other companies and individuals that have contributed to our Pro Bono for Cancer effort. Thank you! #ProBono4Cancer
The Financial Planning for Cancer program, a collaborative effort between the Foundation for Financial Planning (FFP) and the nonprofit Family Reach, provides financial planning assistance to those battling cancer. Through this program, individuals and families affected by cancer are paired with a CERTIFIED FINANCIAL PLANNER™ (CFP®) volunteer to combat their risk of “financial toxicity.” Commonwealth is proud to sponsor the work of the FFP and its Pro Bono for Cancer effort, and we’re pleased to share this inspiring video that shows the impact that advisor and volunteer Craig Cohn is making in the lives of one local Massachusetts couple. Thank you, Craig, for your passion and commitment to helping those in need.
https://hubs.ly/H0kZghx0
Pro Bono for Cancer is helping hundreds of families. Yi & Matt are one. #ProBono4Cancer
Foundation for Financial Planning brought together the leaders of Financial Planning Association, Certified Financial Planner Board of Standards, Inc. (CFP Board), and National Association of Personal Financial Advisors (NAPFA) to strategize about growing and enhancing pro bono service in the financial planning profession. Learn more in Investment News:
https://www.investmentnews.com/article/20190919/BLOG09/190919909/leading-financial-planning-organizations-agree-to-promote-pro-bono
"20 people who helped shaped the financial planning industry" includes 4 current FFP trustees Alexandra Armstrong, Elissa Buie, Dr. Dave Yeske & Dan Moisand and many former leaders and supporters. They shaped the profession AND its commitment to pro bono service! InvestmentNews #PowerProBono
They developed the art and science of financial planning and set high standards for its practitioners
With more than 1/3 of cancer patients depleting their savings due to the financial toxicity of cancer, we are pleased to see this announcement from the U.S. Education Department. See how pro bono financial planning is helping patients at ProBono4Cancer.org.
Nearly a year after President Trump signed the cancer deferment statute into law the Education Department has just released the request form.
Britepaths
We had another great Financial Literacy Workshop with the Congressional Black Caucus Foundation on Friday! Megan Brinsfield from The Motley Fool Wealth Management offered tips on "Reducing Your Tax Burden," and Lori Auxier of The College Place Alexandria discussed "Reducing Student Loan Debt." Britepaths and Financial Empowerment Center at South County are honored to have been invited to coordinate speakers for this great summer workshop series for CBCF's summer interns, including two of our wonderful Financial Literacy volunteers. And thank you to Foundation for Financial Planning for recommending us!
Congressional Black Caucus Foundation-Financial Literacy Workshop Series: Reducing Your Tax Burden and Student Loan Debt
The Congressional Black Caucus Foundation (CBCF) presents, Reducing Your Tax Burden and Student Loan Debt. This is the third and final workshop in the CBCF's Financial Literacy Summer Seminar Series for 2019!!! Attendees will learn various strategies on how to identify their eligible tax credits and...
Last week Abacus Planning Group, Inc. hosted a "Be Our Guest" learning session benefiting FFP and pro bono financial planning for people in need. Thanks to all who participated in this great event and to Abacus Planning Group for championing our cause! #PowerProBono
Our new grantee this year, Atrium Health, is offering comprehensive multidisciplinary financial planning and support for patients diagnosed with cancer.
Does your organization help underserved families improve their finances? Apply now for 2020 funding: http://foundationforfinancialplanning.org/our-work/grant
We are thrilled to continue working with Austin Habitat for Humanity this year, as they build upon their Pro Bono Financial Planning Initiative for their interested homebuyers.
Does your organization help underserved families improve their finances?
Apply now for 2020 funding: http://foundationforfinancialplanning.org/our-work/grants/
FFP is excited to support our new grantee, The CASH Campaign of Maryland, which promotes economic advancement for low-to-moderate income individuals and families across Maryland.
Does your organization help underserved families improve their finances? Apply now for 2020 funding: http://foundationforfinancialplanning.org/our-work/grants/
1 in 3 adult cancer patients completely deplete their savings.
For an update on the work FFP is doing with grantee Family Reach to address these challenges, see Family Reach’s 2018 Annual Report on the Financial Planning for Cancer Program.
https://bit.ly/2tGJ0E6
Sarah Baker, CFP®, a pro bono financial planner with the Financial Empowerment Center at South County (Alexandria, VA), a space operated by FFP grantee Britepaths, shares her story of working 1-on-1 with a client who is new to America.
https://foundationforfinancialplanning.org/sarahs-story/
As a reminder, we are now accepting grant applications for 2020 via the link below. If you are working with at-risk families to improve their financial lives or know of another organization that is looking for funding, we encourage you to apply or share with others!
https://foundationforfinancialplanning.org/our-work/grants/
Sarah’s Story https://foundationforfinancialplanning.org/wp-content/uploads/2019/02/Baker_Sarah-e1550686845236.jpg 400 411 FFP FFP https://foundationforfinancialplanning.org/wp-content/uploads/2019/02/Baker_Sarah-e1550686845236.jpg February 20, 2019February 20, 2019 Sarah's Story Sarah Baker, CFP....
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Pro Bono for Cancer is helping hundreds of families. Yi & Matt are one. #ProBono4Cancer
This holiday season, we are thankful for our terrific partners. See how we are collaborating with three of our grantees, Family Reach, CENTS, and the Financial Planning Association to bring pro bono financial planning to vulnerable families nationwide. foundationforfinancialplanning.org/our-work/national-programs/helping-people-with-cancer/ foundationforfinancialplanning.org/our-work/national-programs/fpa-partnerships/
This holiday season, we are proud to promote our Pro Bono for Cancer Campaign - seeking to raise $1M in seed funding to develop and expand pro bono financial planning programs for at-risk families affected by cancer. Pilots launching soon in Boston & Seattle. Visit ProBono4Cancer.org to give today!
Learn more at ProBono4Cancer.org
How does FFP work with organizations around the country to Power Pro Bono Financial Planning? Visit FoundationForFinancialPlanning.org to learn more.
A report from the National Director of Teen Services of the Boys and Girls Club of America on our grant supporting Family Finance Nights. This is a story about the program in Indianapolis.
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