Foundation / Corporation
Foundation for Financial Planning (FFP)
Grants to USA nonprofit organizations to provide free financial consultations to people in need, the underserved, disadvantaged, and special needs populations. Funding priority will be given to programs that are collaborative, that impact the largest number of people, and that can be easily replicated.
Micro-grants of up to $1,250 are also available, typically to financial planning organizations that are doing pro bono outreach.
Priority will also be given to the following:
- Projects utilizing financial planning professionals in the delivery of one-to-one consultation to people in need;
- Larger projects with impact on larger numbers of underserved;
- Projects that can be easily replicated on a regional or nationwide basis. Approved projects must agree to share program materials, handouts, presentations and other related materials to FFP for dissemination for use in other programs and areas, and/or by other organizations.
- Projects targeted to disadvantaged, underserved or special need populations;
- Projects that are sustainable beyond FFP Funding
Requests are encouraged from programs that are collaborative in design, with partners such as social service agencies and community-based adult education centers.
Outreach must utilize financial planning professionals, or local affiliates of financial planning organizations, in pro bono financial planning activities; generally, through and with community-based organizations, to:
- Deliver programs to specific target audiences who are underserved by the market, in need of financial guidance, or in a financial crisis with particular emphasis on adult populations who are generally not being served by the market
and/or cannot pay for financial planning advice;
- Provide financial planning to military personnel and their families and other at-risk underserved populations;
- Support pro bono financial planning that provides opportunities to obtain unbiased financial advice in time of crisis or disaster
- Utilize financial planning professionals offering pro bono financial planning to those of diverse social economic levels
GrantWatch ID#: 180319
Applicants must be tax-exempt under Section 501(c) (3) of the Internal Revenue Service Code, other appropriate 501 (c) designation such as a professional trade association engaged in financial planning, and must be classified as “not a private foundation” under Section 509(a) of the Code.
The Foundation will not fund:
- Organizations that have not been designated tax-exempt status according to Internal Revenue Code Section 501 (c) (3) or its equivalent for colleges and universities. (Note: Pending status is not sufficient).
- Organizations that discriminate on the basis of age, color, disability, marital status, national origin, race, religion, sex, sexual orientation, or veteran status
- Organizations and/or Project Principals and team members who fail to meet requirements of the USA Patriot Act and related regulations
- Foreign organizations
- International programs or projects
- Organizations whose projects include re-grant of FFP funding.
- Endowments or capital campaigns
- Fees or stipends to Financial Planners
- Political, fraternal or sports organizations or campaigns
- Books and magazines; articles or advertising in professional journals
- Fundraising activities such as benefits, charitable dinners or sporting events
- Legislative or lobbying efforts
- Loan or loan-guarantees to non-profit organizations
- Individual Development Accounts
- Incentives for individuals
- Programs for religious groups, except where they provide needed services to the community at large and do not include or promote a particular religious instruction or belief
Please note the Foundation does not generally fund indirect costs. The board may reconsider on a case-by-case basis.
Funding for approved grants will be made in January 2018. Notification of grant approval will generally not occur prior to the fourth quarter of the calendar year.
View an applicant tutorial video: https://www.youtube.com/watch?v=wb-GaEnzOkI
How to apply for micro grants for up to $1,250:
This process is free and may be open at different times during the year, with funds being sent typically within 2 weeks of approval. This process is streamlined and different than the normal grant process. Please contact the Foundation for more specific information about when these are open. Please note they are typically for financial planning organizations that are doing pro bono outreach such as FPA Chapters and NAPFA regions.
Before starting your grant application, please review the funding source's website listed below for updates/changes/addendums/conferences/LOIs.
Amira Tart, Program Outreach Director
USA: 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 City; New York; North Carolina; North Dakota; Ohio; Oklahoma; Oregon; Pennsylvania; Rhode Island; South Carolina; South Dakota; Tennessee; Texas; Utah; Vermont; Virginia; Washington, DC; Washington; West Virginia; Wisconsin; Wyoming