Foundation for Financial Planning (Washington, DC)Click map for a full size active view.
The Foundation for Financial Planning (FFP) helps people take control of their financial lives by connecting the financial planning community with people in need. This is achieved through the support of pro bono financial planning for underserved populations.
We believe that everyone can benefit from a financial plan and quality financial advice. That’s why the pro bono work we make possible goes beyond financial literacy to provide one-on-one, free, quality guidance on people’s most challenging money issues. Our grants fund opportunities for personal interactions between volunteer financial planners and vulnerable people.
The Foundation for Financial Planning 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 CFP professionals.
Eligible programs must:
1) Engage CERTIFIED FINANCIAL PLANNER™ (CFP®) 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®(FPA®). Eligible programs can also be matched with CFP volunteers by posting volunteer opportunities on FFP's platform, www.ProBonoPlannerMatch.org (you can post here whether or not you receive a grant from FFP, and we can help you recruit volunteers!)
2) Include one-on-one engagements between financial planner volunteers and pro bono clients, fostering personalized financial planning advice and counsel;
3) 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.
Questions, or if this is your first time applying, please contact Rachel Roth at rroth@ffpprobono.org or 202-864-5184.
While we do accept unsolicited applications, organizations will be most successful after an introductory call.
FFP was founded in 1995 by leading financial planners who wanted to give back to their communities and advance their profession. They formed a nonprofit and raised money to create an endowment fund that powers grantmaking to worthy pro bono financial planning programs nationwide. Many financial planners stepped up to support the cause, as did leading corporations that provide services to the financial planning profession. A movement was born. The Foundation attracted enough resources for its new endowment fund that in 1998 it began making grants to a range of nonprofit programs serving vulnerable people with free financial advice.
After the 9/11 terrorist attacks, FFP and our partners accelerated the evolution of pro bono planning as we spearheaded an initiative to provide free financial planning to victims’ families and first responders. We also worked with partner organizations to help fund and implement Financial Planning Days, a program with events across the country that invited the public to meet one-on-one with financial planners for advice at no cost.
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. We focus on funding programs that enable planners to meet one-on-one with people in need so that guidance can be personalized and customized to individual circumstances, as opposed to programs that provide financial literacy in group settings without the opportunity for one-on-one interaction.
For more information, visit http://ffpprobono.org/our-work/grants/how-to-apply/
Questions, or if this is your first time applying, please contact Rachel Roth at rroth@ffpprobono.org.
Grantmaker accepts unsolicited and solicited applications.
Grant
| Cycle name |
Applications opened |
Applications closed |
|---|---|---|
| Year | January 15 | May 1 |
| Name | Notes |
|---|---|
| Sample Budget Template for Application.xlsx | Budget Template |
| Project timeline.docx | Project timeline |
| Q1 Grant Report.pdf | Sample Grant Report |
| FFP Nonprofit Outreach_5.23_flyer_1.pdf | What is Pro Bono Financial Planning? |
| 7 Steps_Engage Volunteer FAs_3.2.pdf | 7 Steps to Creating a Pro Bono Financial Planning Program |
| 2021_11 FFP Sample Engagement Letter FINAL.docx | Sample Letter of Engagement |
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Foundation for Financial Planning accepts grant applications for the Financial Planning Organizations Community Grants (formerly Micro Grants) on an on-going basis. These $1,250 grants are awarded to financial planning organizations (e.g. Financial Planning Association, National Association of Personal Financial Advisors) that seek to help underserved members of the community.
Financial workshops with question and answer forums are beneficial yet they do not address sensitive personal financial situations. Therefore, these grants will be awarded to chapters that develop programs that provide greater opportunity for adults to meet with pro bono planners in confidential one-on-one sessions.
Examples of programs that this grant supports includes: Financial Planning Days, financial educational clinics that offer one-on-one sessions. Note that financial planning organizations or chapters should apply for grant funding prior to the event.
Note: U.S.-based 501(c)(3) nonprofit organizations should apply for grants via the Annual Grant Application.
Questions rroth@ffpprobono.org
Grantmaker accepts unsolicited applications.
Grant
| Cycle name |
Applications opened |
Applications closed |
|---|---|---|
| Continuous | Continuous | Continuous |
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Don't have an account? Sign up to open an account and start an application.