Why I Give . . .
 “This profession has been extremely good to me. Giving to the Foundation has allowed me, in a very small way, to give something back to the profession and to the public. The benefit of giving to the Foundation is that it is a gift that keeps giving throughout the years to worthy causes." Bill E. Carter, CFP®, CLU, ChFC
“It doesn’t make a difference where you sit in the economic structure, the political structure or the social structure, you understand that when low income people thrive, the community thrives and we all thrive. Through my support of the Foundation I can help low income people thrive.” Glenn Kautt, CFP®, EA, AIFA
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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.
The Foundation for Financial Planning is a resource development and grant-making organization and achieves its mission by making grants to other organizations and groups.
How You Can Participate
LIMITED TIME!
FIDELITY INVESTMENTS ANNOUNCES MATCHING DONATION PROGRAM
Fidelity Investments’ institutional division will match every dollar in new pledges individual financial planners and investment advisors, contribute to the Foundation, to support pro bono financial services for Americans in need until December 31, 2010, up to $1 million. The full pledge amount will be matched even if the pledge is paid over five-years. Click here to download the "matching pledge form" and doouble your gift.
A Pledge of Cash
Pledges may have payments spread over five years on an annual, semi-annual, or quarterly basis. Gifts of cash may, of course, produce immediate income tax savings.
Annual Fund
To help continue the Foundation's forward progress, an Annual Fund has been established to help defray the cost of administering the endowment. The funds raised through the annual fund allow us to use the entire income stream from the endowment for our financial planning causes. There are several giving levels. You can become a member of the Leadership Circle with a gift of $1,000.
To access a Gift Form, click here.
Endowment Fund
The Endowment Fund was established to help create a lasting legacy and provide an ongoing source of funds for mission-based grants. Income from the invested endowment is used to fund the Foundation's grant program. Additional gifts and pledges to the Endowment Fund provide a stable and predictable base for sustaining pro bono advice, community outreach and public education initiatives. Gifts to the Endowment Fund can be paid to the Foundation over a five-year period, allowing donors to make pledges payable on an annual, semi-annual or quarterly basis.
To download a Pledge Form, click here.
Click here to download instructions for gifts of stock or to make a wire transfer from your bank.
All gifts are tax-deductible as allowed by law.
After completing the form, please fax it to (678) 623-3450 or mail to the following address:
Foundation for Financial Planning
2191 Northlake Parkway, Suite G
Tucker, GA 30084.
Matching Gifts
Click for Matching Gifts information.
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