The Foundation for Financial Planning awards grants to non-profit organizations for pro bono advice and community outreach activities that help people take control of their financial lives by connecting the financial planning community to people in need.

Click on the following links to download PDF files for:
Grant Guidelines
Concept Paper Application

NOTE: Deadline for Concept Paper (step one) application is April 30.

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Local Planner Affiliates Grant Program

The Foundation for Financial Planning Board of Trustees has established a grant program to support pro bono and community outreach activities conducted by local financial planning affilates.

The Board of Trustees envisions that through the Affiliate Grant Program, the Foundation will accomplish help facilitate access to financial planning in times of need through pro bono or other activities.

By sponsoring the Affiliate Grant program, the Foundation Board of Trustees has created a way to help support community outreach and pro bono activities through local financial planning groups and its members.

Click here to view Grant Guidelines.

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 fact that more than half of the clients responding said that they had sought goal-setting advice from a volunteer financial planner is a solid indicator that they had started to become actively engaged in healing, following the extreme emotional distress that they suffered".

Executive Director
American Red Cross 9-11 Recovery Program

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