The Foundation for Financial Planning is aresource development and grant-making organization and achieves its mission by making grants to other organizations and groups.

How You Can Participate

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 will 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.

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 the 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.

All gifts are tax-deductible as allowed by law.

Annual Fund

To help continue the Foundation's forward progress an annual fund was created to raise funds to help defray the cost of administering the endowment. The funds raised through the annual fund will allow us to use the entire income stream from the endowment for our financial planning causes. Become a member of the Leadership Circle with a $1,000 gift.

To download a Gift Form, click here.

Endowment Fund

To fully endow the Foundation's program, $10 million will be needed. This amount will provide a stable and predictable base for sustaining the public education and research initiatives. While substantial, this amount will be paid to the Foundation over a five-year period, allowing donors to make pledges payable on an annual, semi-annual, or quarterly basis.

Click here to download instructions for gifts of stock or to make a wire transfer from your bank.

To download a Pledge Form, click here.

After completing the form, please fax it to (678) 623-3450 or mail it to the following address:

Foundation for Financial Planning
2191 Northlake Parkway, Suite G
Tucker, GA 30084.

Remember the Foundation for Financial Planning in your estate plan.

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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.

Matching Gifts Increase Contributions

Thanks to generous support from individual and corporate contributors, the Foundation has funded twenty-five programs since 1998. Many individuals have increased their support through their company's matching gift programs. If your company has a matching gift program, don't forget to include your company's matching gift form with your contribution.

Click here for a list of matching gift companies.