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Foundation For Financial Planning

Foundation For Financial Planning

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Max Funding

Up to $40K

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Application Due Date

May 1, 2026

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Funder Details:

Funder Type:

Private

Funding Frequency:

Annual Grant

Use of Funds:

Programs/Projects

Funding Duration:

One-Year Grant

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Application Type

Full Application

Eligibility:

✅ 501(c)(3) Organizations

Program Areas:

Health, Veterans, Seniors, Social Services, Human Services, Disaster Relief, Women, Homelessness, Economic Development, Cancer, Domestic Violence, Caregiving Services

Locations:

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Puerto Rico, Washington DC

About The Grant

FFP provides grants to a range of community-based and national 501(c)(3) nonprofit organizations whose programs reach underserved families with free, quality financial advice from Certified Financial Planner professionals.


We seek to fund programs that are scalable, replicable, and sustainable, focusing much of our grantmaking on areas where we believe we can have the greatest impact, including programs for military and veterans, programs for people with cancer, and activating volunteers in partnership with our national partner, the Financial Planning Association (FPA®).


FFP also awards grants to chapters of financial planning organizations (such as the Financial Planning Association and the National Association of Personal Financial Advisors) for programs that seek to help underserved members of the community through one-on-one pro bono financial planning sessions.


Our grants have supported programs helping many diverse groups, including active military members and wounded veterans, people with cancer, seniors and family caregivers, domestic violence survivors, general low-income families, and many others.



Eligible programs must:


-Engage CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals as volunteers. Often, this may be through a local financial planning firm or through a local affiliate of a financial planning organization, such as a chapter of the Financial Planning Association®(FPA®). Eligible programs can also be matched with CFP volunteers by posting volunteer opportunities on ProBonoPlannerMatch.org (you can post here whether or not you receive a grant from FFP).


-Include one-on-one engagements between financial planner volunteers and pro bono clients, fostering personalized financial planning advice and counsel.


-Help people in need of financial guidance or in a financial crisis who are underserved by the market and couldn’t ordinarily access quality, ethical advice.


FFP seeks to fund programs that are scalable, replicable, and sustainable. Programs funded may offer one-time counseling engagements and/or ongoing coaching relationships between the volunteer and client.



Funding may be available for:


  • Ongoing, proven programs

  • New programs

  • A new financial planning component to enhance an existing program


Grant proposals are typically accepted from January 15th to May 1st of each calendar year.


Questions, or if this is your first time applying, please contact Rachel Roth at rroth@ffpprobono.org or 202-864-5184.

While we do accept unsolicited applications, organizations will be most successful after an introductory call.

Requirements

  • Any U.S.-based 501(c)(3) nonprofit that shares FFP’s commitment to helping underserved people achieve better financial stability and capability.

Grantor Information:

Name:

Foundation For Financial Planning

Type:

Private

Contact:

More Info: 

Restrictions:

Not Specified

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