Click here for a Summary of Grants awarded since 1998.

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Pro Bono

An important attribute of a

profession is the commitment to the community at large. Hear some planners share their Pro Bono support and outreach experiences.
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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.

A single mother persuaded her children to make use of the free school lunch program (which they were eligible, but preferred not to take) and gave up her own weekly “night out” in order to afford a monthly IDA deposit.

Click here to view other individual successes.