The Foundation for Financial Planning supports nonprofits and financial planning organizations in the U.S. connecting underserved individuals with free, quality financial planning.
Financial planning organizations may apply for $1,250 at any time. Decisions will be made within a month and money awarded immediately. Applications from nonprofit organizations are due by April 30, 2024. Grants typically range from $5,000 – $40,000 and will be sent in January 2025.
Eligibility
This grant is open to:
- 501(c)3 nonprofit organizations
- Chapters of financial planning organizations, like the Financial Planning Association and the National Association of Personal Financial Advisors
Required Activities
All programs must:
- Enlist at least one professional credentialed as a CERTIFIED FINANCIAL PLANNER™ to work for the program pro bono
- Conduct one-on-one appointments between volunteer financial planners and clients
- Assist underserved individuals who can’t afford quality financial planning advice
Allowable Expenses
Grant funding may be used for:
- Staff time for program development, management, data collection and evaluation
- Outreach and promotion
- Program materials
- Rental fees for space and equipment
- Child care and transportation vouchers for participants
- Volunteer recruitment, training, and recognition
- Impact studies
Alexandra Armstrong Innovation Grant
The Alexandra Armstrong Innovation Grant is awarded to one nonprofit that has shown remarkable creativity and potential for impact with its financial planning program. All applicants are automatically considered.
