Meet Our 2017 Grantees

The Foundation for Financial Planning has provided over $6 million in grants to community organizations around the country. Our 2017 Grantees are working to empower underserved clients through education and access to CERTIFIED FINANCIAL PLANNER™ professionals. The following organizations illustrated both a commitment to aiding underserved populations and ability to provide their clients access to CFP® Professionals.

Adult Student Outreach, UW-WhitewaterWhitewaterWIThe University of Wisconsin-Whitewater's project Financial Front: One-on-One Financial Planning for Veteran Students will use existing resources and professional networks to provide financial literacy training and one-on-one financial planning for student veterans at UW-Whitewater, potential veteran students, and area veterans.
AFCPE (Association for Financial Counseling and Planning Education)WestervilleOH
AFCPE seeks to build a unique and replicable, integrated financial planning and coaching model for military communities. This Military Transition Financial Wellness Program (MTFWP) program will provide professional education to financial planners, counselors, and coaches to better address the financial well-being of Service members and their spouses transitioning from active duty
Bridges to IndependenceArlingtonVAThe Money Smarts Pay program, implemented in collaboration with the Virginia Cooperative Extension, is a three-month intensive money management program in which participants attend classes, meet one-on-one with financial coaches, and work on a set of specific action steps to improve their financial well-being. Participants learn how to create and stick to a budget, pay down debt, and build an emergency fund. Together, participants and coaches work to resolve financial problems, including errors on credit reports, billing disputes, etc.
Britepaths (Formerly Our Daily Bread, Inc.)FairfaxVABritepaths has two distinct one on one financial literacy programs that we have combined into “A Brighter Path to Financial Stability” program. The program has a one-touch Financial Counseling Clinic and deeper long-term financial help through one-on-one mentoring.
Conejo Valley Senior ConcernsThousand OaksCASenior Concerns’ Financial Concerns Program secures volunteer financial planners to provide pro bono consultations to seniors and family caregivers. The overarching goal of the Financial Concerns Program to provide information, resources and support to seniors and family caregivers families in an effort to ensure they have the knowledge and tools to prepare for and meet their healthcare, housing and other important needs as they age.
DebtWave Credit Counseling, Inc. d.b.a. San Diego Financial Literacy CenterSan DiegoCAThe Smart With Your Money Financial Planning Clinics connect low-income and under-served populations with pro-bono financial professionals to assist them on their path to financial well-being and self-sufficiency.
Family Scholar House, Inc.LouisvilleKYFamily Scholar House's Building Confident Futures program is a comprehensive financial education program targeted to very low-income disadvantaged single parents who have not had financial stability or access to tools to manage finances, but all of whom are pursuing college degrees to break the cycle of poverty for their families. The Building Confident Futures program includes financial preparation curriculum, a series of workshops, mentoring opportunities and one-on-one financial coaching sessions for our disadvantaged single parents.
GreenPath, Inc.Farmington HillsMIGreenPath helps to increase the financial wellness of the families that we serve; improving their ability to build savings, decrease debt, and be financially resilient. GreenPath is concerned about the impact of family finances on low- and moderate-income households in Detroit, Michigan.
Habitat for Humanity of Greater Los Angeles (Habitat LA)BellflowerCAHabitat for Humanity of Greater Los Angeles’ Family Investment Program (FIP) program provides low income individuals with a variety of financial and homeownership courses and workshops. This year, approximately 100 low income individuals from underserved communities will be provided with tools and resources to examine their current household expenses, develop financial plans, ultimately build their family wealth.
Indianapolis Neighborhood Housing Partnership, Inc. (INHP)IndianapolisINThe INHP Pro Bono Financial Planning Program provides low- and moderate-income families access to certified financial planning services through an innovative partnership with Valeo Financial Advisors.
Institute of Gerontology Wayne State UniversityDetroit MIFinancial Health After 60 was created to provide older adults information applicable to their financial position at their stage in the life cycle. This financial education curriculum was created to cater to the needs of older Americans nearing or in retirement.
Kentucky Coalition Against Domestic Violence FrankfortKYKCADV will use pro bono financial planners to teach financial education classes and provide one/one financial planning for domestic violence survivors at shelters and low-income, single parent students at community colleges throughout Kentucky.
Making A Difference FoundationSeattleWA The overarching goal of the Financial Concerns Program to provide information, resources and support to seniors and family caregivers families in an effort to ensure they have the knowledge and tools to prepare for and meet their healthcare, housing and other important needs as they age.
Midas CollaborativeAllstonMAThe Midas Financial Confidence & Coaching Program is grounded in the coaching philosophy and belief that clients are already “creative, resourceful and whole,” though they may need some support and guidance to reach their financial goals. The FCCP coaching and planning teams use a strengths-based approach, paired with financial expertise, to assist clients in developing new knowledge, skills, abilities, and the confidence to sustain support their financial well-being.
NCEF-NAPFA Consumer Education FoundationChicagoILNCEF provides pro bono financial planning services to wounded veterans of the Afghanistan and Iraq conflicts through a formalized partnership with Building Homes for Heroes (BHH). NCEF volunteers are matched with a veteran for at least a 2 year period. The veteran and advisor meet monthly.
Working in Support of EducationNew YorkNYMoneyW!se, a program of Working in Support of Education, is an innovative financial literacy program for survivors of domestic violence. Participants take a 12-week course on personal finance and at the end, we administer our Financial Literacy Certification Test – a national standardized exam. Those passing become Certified Financially LiterateTM. Classes meet once a week for two hours and food, childcare, and access to financial counseling are provided.


“We see veteran students all the time for whom small financial mistakes have a unfortunate ripple effect on their lives and the lives of family members.  The opportunity for one-on-one financial planning will empower University of Wisconsin-Whitewater veteran students and community members to make educated decisions about how to reach their goals and better care for themselves and their families.”

Dr. Lauren Smith
Director of Adult Learning
University of Wisconsin-Whitewater


Learn How to Volunteer and Apply for Grants
  • Are you a CFP® Professional who is interested in providing pro bono financial planning to grantees’ clients? Email to learn if grantees are seeking financial planners and how to sign up to volunteer.
  • Do you work for a nonprofit and are interested in applying for a grant? Visit our Grants & Programs page to learn about how to apply.


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