|
 
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. We achieve this by supporting pro bono advice and outreach activities.
Foundation for Financial Planning Awards 140th Grant
With growing uncertainty about the U.S. economy driving increased financial anxiety among Americans, the importance of preparing for the future financially has never been more critical.
The Foundation has crossed a milestone with their 100th grant. The Foundation provides grants to other non-profit and community-based organizations to help bring financial planning to people who can't afford it, and teach financial life skills to those who’ve never learned it.
“With the approval of 15 new grants this past November and the addition of over 20 grants to local Financial Planning Association® chapters in support of Financial Planning Days, the Foundation has reached a significant milestone in its history,” said Elaine Bedel, CFP®, chair of the Foundation. “Since 1998, the Foundation has awarded 140 grants totaling $4.6 million.”
Foundation beneficiaries include military families, the recently unemployed, homeless people who are deep in debt and young, disadvantaged adults who are trying to find their way.
Bedel also shared that several new grants will continue the Foundation’s focus to expand the creation of pilot programs that deliver pro bono financial planning and life skills to audiences across the nation. In addition, there are grant recipients utilizing materials and concepts developed through earlier grants to expand programs to audiences in new areas.
TD Ameritrade Institutional Announces Matching Donation Program to Provide Financial Planning Assistance to Americans in Need
TD Ameritrade Institutional, a division of TD Ameritrade, Inc.,has announced that for every dollar individual financial planners and investment advisors contribute to the Foundation for Financial Planning to support pro bono financial advice for Americans in need, TD Ameritrade Institutional will match their contributions, up to a total of $1 million.
The pledges and matching contributions will help the Foundation in their ongoing support of a wide range of projects across the U.S. that offer free financial advice to non-profit groups serving those not traditionally served by the marketplace, including low-income families, high school students, military personnel and victims of disasters.
To make a pledge to the Foundation for Financial Planning, click here, or call 770- 938-1110.
 Giving Back - Stories about some individuals who are taking control of their financial lives.
Hear how some of the many Americans, overwhelmed by circumstances beyond their control, are being reached through our grant support.
View Video
Requires latest Windows Media Player
Ask a Financial Planner a Question? NO STRINGS ATTACHED
Click here to connect to ask a financial planner a question with “no strings attached”. This service is provided by the Financial Planning Association and is intended for educational purposes only. Please be aware that complete data is not being gathered, alternatives are not being considered and a financial planning engagement is not being established.
Thank You to our Major Corporate Donors
Find a Financial Planner
Click here to locate a financial planner through the Certified Financial Planners Board of Standards, Inc.
Click here to locate a financial planner through the Financial Planning Association
Click here to locate a financial planner through The National Association of Personal Financial Advisors
FREE CALCULATORS
TO HELP YOU PLAN FOR MAJOR FINANCIAL DECISIONS AND SAVING!
|
