The Foundation for Financial Planning utilizes a two-step grant application process. All initial inquiries must be submitted on a Concept Inquiry form by April 30. After review, those CIF application approved will be asked to submit a full application and supporting materials.

Concept Paper Application

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The Foundation for Financial Planning helps 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.

The Foundation for Financial Planning is supporting non-profit organizations who are utilizing financial planners to help people in need take financial control by donating their time to help adult Americans in financial quandaries, as in:

• Veterans from Iraq and Afghanistan, and the widows and widowers of Iraq and Afghanistan combatants who have left grieving families with little but government life insurance, helped by financial planners.
• Battered women – fleeing from abusive spouses, intellectually incapable of managing their own affairs, being helped by financial planners.

Click here to see other ways in which we're making a difference.