Logo
Home
Donate Now
Grant Info
Annual Report
Summary of Grants
Contributors
individuals
corporate
Trustees
Newsletters
Contact Us
CORPORATE CONTRIBUTORS

Founder - $1,000,000

Allianz Group
Allianz Global Investors
Allianz Life Insurance of North America

Ameriprise Financial, Inc.
Charles Schwab & Co., Inc.

Partner - $750,000

AIG

AIG Investor Group
FSC

$500,000

American Funds Distributors, Inc.

Benefactor - $250,000

AIM Investments
American Skandia Life Assurance Corporation

Financial Planning Magazine*
Franklin Templeton Investments
ING Advisors Network
Lincoln Financial Group
DWS Scudder Distributors
SEI Investments
Van Kampen Funds

Associate - $200,000

Journal of Financial Planning*
Pershing
Raymond James Financial Services
T. Rowe Price Associates, Inc.

Associate - $100,000

Columbia Management Distributors
CNL Investment Company
Discovery - The Essential Databases
Financial Advisor Magazine*
Focus Financial Partners
LPL Financial
MFS Investment Management
      National Financial, a Fidelity              Investments Company 

Pioneer Investments
Putnam Investments

SunStar & iFinancial Marketing*
Thornburg Investment Management
Wells Real Estate Funds

Mentor - $50,000

AllianceBernstein Investments
Cadaret, Grant & Co., Inc.
Calvert Group, Ltd.
Dreyfus Corporation

Hines Real Estate Securities
Inland Real Estate Investment Corporation
Morningstar, Inc.

W. P. Carey & Co., LLC

 

*In Kind Contribution

logos

Mission Statement

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.

We're Making A Difference

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.

Donate Now | Grant Information | Grant Guidelines | Grant Application | Annual Report
Summary of Grants | Trustees | Newsletters | Contact Us
Website Design:
Kudzu Graphics