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Foundation for Financial Planning (FFP) Annual Grant

Grants to USA Nonprofits to Provide Pro Bono
Financial Planning Services to Underserved Populations

Agency Type:

Foundation / Corporation

Funding Source:

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Foundation for Financial Planning (FFP)

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Grants ranging from $5,000 to $40,000 to USA nonprofit organizations that provide underserved groups with free financial planning services. Funding may be requested for new programs, proven and ongoing programs, or new financial planning components that will enhance an existing program.

U.S.-based nonprofits who are assisting underserved populations and empowering them through the delivery of pro bono financial planning by unbiased and ethical financial planners are encouraged to apply. The Foundation focuses on funding programs that enable the planner to meet one-on-one with the person in need so that guidance can be personalized and customized to individual circumstances and not on programs that provide financial literacy in group settings without the opportunity for one-on-one interaction.

The Foundation seeks to fund programs that are scalable, replicable and sustainable, focusing much of its grantmaking on areas where the it believes it can have the greatest impact, including programs for military and veterans, programs for people with cancer, and activating volunteers in partnership with its national partner, the Financial Planning Association (FPA).

Eligible programs must:
1. Engage Certified Financial Planner 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.
2. Include one-on-one engagements between financial planner volunteers and pro bono clients, fostering personalized financial planning advice and counsel.
3. 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 volunteer and client.

The Foundation’s 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.

GrantWatch ID#:

GrantWatch ID#: 180319

Estimated Size of Grant:

Annual grants are generally in the range of $5,000 to $40,000, with exceptions made for programs delivering outstanding impact.

Additional Eligibility Criteria:

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 (CFP) professionals.

Pre-Application Information:

Grant proposals are typically accepted from January 15th to April 30th of each calendar year via the online application portal.

How to Apply:

Application Information:

Contact Information:

Before starting your grant application, please review the funding source's website listed below for updates/changes/addendums/conferences/LOIs.

Apply Online:

Amira Tart

Foundation for Financial Planning
1425 K Street NW, Suite 750
Washington, DC 20005

(202) 864-5183

URL for Full Text (RFP):

Geographic Focus:

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