Thanksgiving Is The Nicest Time To Express Our
Appreciation For Those Whose Friendships And Support Means So
Much To Us
At this time of thanksgiving and reflection, The Foundation
for Financial Planning counts among our many blessings, the
friendship and goodwill of the more than 10,000 individual
financial planners and dozens or financial services
corporations that have provided charitable donations and
support to our cause. We are grateful for the confidence
you have shown us through your support, as we work together to
help people in need take control of their financial lives.
We are also grateful to the thousands of financial planners
who provide pro bono advice to people in need and crisis.
We wish you, your family and associates a most beautiful
Thanksgiving Season.
Your Donations At Work Helping People In Need
What Some Financial
Planners Are Saying
It has been five years since the attacks on the World Trade
Center, and recently several financial planners met in New
York and shared some thoughts about their 9-11 pro bono
activities. Here are some of their thoughts about their
work and the grant support to the FPA's National Financial
Planning Support Center received from the Foundation for
Financial Planning.
"We came together as the
Financial Planning Association across the country right
after 9/11, and the first group to help with funding was the
Foundation for Financial Planning. Without the Foundation,
the National Financial Planning Support Center may not have
started providing support to those in need so quickly. And
the Foundation has continued to support our efforts.
Recently, when the Red Cross stopped funding all pro bono
efforts for the 9/11 rescuers, the Foundation stepped in and
gave us a grant so that we could continue the work with the
10,000 people who were affected physically by the 9/11 dust
cloud."
One planner shared a story from one of his pro bono
clients. “The man that had been in the shower when the first
plane struck the tower, and a friend of his knocked on his
door and asked if he heard what happened at the World Trade
Center? His wife worked there. He turned on the TV in time to
watch the second plane fly directly into his wife's floor.”
As he said, he was a witness to his wife's murder. To
suddenly be forced to make such huge financial decisions and
solve issues for him and his family while suffering from such
grief, was almost more than he could bear. To be able to help
him and to be able to see the relief in his eyes when I
advised him on what he should do and the step-by-step process
that he should follow, that was a very rewarding experience
for me. And I think it really helped him
"Working with 9/11 victims and
family members has been very rewarding. The satisfaction of
just being able to help people... you're sitting there
talking to them and they realize that they're not alone,
there are other people in similar circumstances, and we can
help them with their finances, listen to their stories, and
make them also realize that there's no immediate decisions
they have to make right now. This is really something that's
going to affect their lives in the long-term. And, you know,
the money is part of it, but so is how we help them address
other issues, like their budgeting, and their tax and estate
planning."
The Truest Road To Success Lies In Helping Other
People Succeed
The Truest Road To Success Lies In Helping Other People
Succeed, and financial planning is the perfect profession for
living out that belief. Many of you are financial planners
because you want to help your clients improve their lives. And
many of you extend that desire beyond your clients.
You work hard to improve the quality of life in your
community – through your schools, places of worship, charities
and service organizations. You believe that if you earn your
living from the community, you should give back to that
community.
As you are making your list of year end gifts we ask you to
consider putting the Foundation for Financial Planning on your
list. We hope the Foundation will become a part of your
personal philanthropic giving as one of the major ways you
give back to the financial planning profession and those in
need.
Financial planning is a profession that cares for the
greater good, and it is a profession that helps people realize
their dreams. Through the Foundation for Financial Planning
you can broaden the impact of your efforts. With a gift to the
Foundation, you’ll help more people than you’re able to help
in your daily practice. In particular, your help will go to
those in need or crisis. And they will benefit from the kind
of insight and concern you provide to each one of your
clients. Through the mission and grants of the Foundation,
your gift will enable Americans to reap the benefits of
financial planning long after we’re gone. It is a legacy our
profession will be proud of.
Click on the link in this message to make a gift online
today, or download a pledge form to make a multi-year
commitment to help people take control of their lives by
connecting the financial planning community with people in
need. Or if you prefer, send your tax-deductible gift to
2175 Northlake Parkway, Suite 128, Tucker, GA 30084.
Remember, you may also make a gift of stock.
How Can You Make A Difference?
To learn more about the Foundation for Financial Planning
and our other grantees, visit our website at www.foundation-finplan.org
