Giving Back

Hear how some of the many Americans, overwhelmed by circumstances beyond their control, are being reached through our grant support.
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Be Our Guest Programs for 2008

                    What would you give to spend a day at a top planner’s office?

The Foundation for Financial Planning is proud to announce Be Our Guest.  This is an extraordinary event that is a cost efficient opportunity for any one interested in participating with a few other like minded practitioners.  You will have the opportunity to share an intimate, on site “brain dump,” with these successful planners.  The cost to attend is a $1,000 contribution to the Foundation for Financial Planning.

Several Be Our Guest sessions are scheduled for the remainder of 2008.

June 26 – Glenn Kautt, CFP®, EA – McLean, VA

 August 13 – Cheryl Holland, CFP® - Columbia, SC

September 15 - Ross Levin, CFP® - Edina, MN

September 17 – Norm Boone, MBA, CFP® – San Francisco, CA

October 1 - Bill E. Carter, CFP®, CLU, ChFC - Dallas, TX

November 7 – Alexandra Armstrong, CFP® - Washington, DC

November 13– Roy Diliberto, CFP® - Philadelphia, PA  

Click here for more information and registration.

Nominate Pro Bono and Philanthropic Programs

for Community Leadership Awards

There are many financial planners and advisors as well as FPA Chapters who are volunteering their time and expertise to improve the lives of many individuals in their communities.  While these efforts are being offered through generous hearts and not for recognition, you can provide recognition for their efforts to give back to their communities, through a nomination for the Community Leadership Awards.  The Invest in Others Charitable Foundation and InvestmentNews sponsor the awards. 

In its second year, the Community Leadership Awards are designed to honor the achievements of the financial planners’ and advisors’ volunteer contributions in their communities.  While not limited to just pro bono and financial literacy efforts, it is an opportunity for these pro bono programs to be recognized through this award process. 

A $10,000 donation will be made by the Invest in Others Charitable Foundation to each category award winner’s charity.  You might want to consider the Foundation for Financial Planning as one of your charities when submitting a nomination.  Either way, this is a great way to recognize the unselfish contributions of so many planners and FPA chapters.  FPA Chapters are eligible under the Group Award (Volunteer Team Award) category. 

Please click here for more information about the awards and to download a nomination form. 

The Invest in Others Charitable Foundation was begun by LPL Financial and has added the Foundation for Financial Planning to its list of recognized charities for contributions made by LPL Financial Advisors. 

Financial Firms Among Corporations

Offering Matching Gifts

Many individuals have increased their support to the Foundation for Financial Planning through their company's matching gifts program, including many financial service companies like Ameriprise Financial, Franklin Templeton, American Funds / The Capital Group Companies, LPL, Allianz Investors, Charles Schwab Companies, AIG, Fidelity and more .  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.

Make an online contribution to the Foundation for Financial Planning by clicking here.

Thanks to the Financial Planning Association

Several years ago, in recognition of the mutual vision to foster public understanding of the value of financial planning, particularly to underserved populations, the Foundation for Financial Planning and the Financial Planning Association

committed to work together to that end.   

Click here to learn more. 

Searching for a Financial Planner?

Click here to locate a financial planner through the Certified Financial Planners Board of Standards, Inc.

Click here to locate a financial planner through the Financial Planning Association^®.

Click here to locate a financial planner through The National Association of Personal Financial Advisors

Pro Bono

Click here to learn about pro bono activities or to locate a pro bono planner through the Financial Planning Association ® (FPA®)

Other resources at the Society Directory.

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 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. 

   Needs & Solutions Click          here to learn more.

   Click here to see more    

   about  How we are Making

   A Difference

   Click here to see other

   ways in which we're making

   a difference.

Why Take Control of Your Retirement?

Longevity Probability

If a husband and wife are each 65 years, the probability is 50.3% that at least one of them will live to age 90.

Click here to view chart.

The Transfer of Responsibility

A structural shift is changing the landscape of Americans' retirement.

Click here for complete story.

National Financial, a Fidelity Investment Company

Increases Support to $100,000

 Click here to read the full story.

Focus Financial Partners Donates $100,000 to Support
Mission of the Foundation for Financial Planning

Click here to read the full story.