About Us

Since 1995, the Foundation has provided more than $6.2 million in grants to local, regional and national nonprofits to support programs that link financial planners to people in crisis or need. Our grantees’ programs have served more than 400,000 people, and have included over 58,000 personalized, one-on-one planning sessions with cancer patients, military families, domestic violence survivors and more.

In addition to our grantee partnerships, the Foundation works alongside key partners to recruit, engage and connect volunteer planners to needy people in their communities. To date, we have engaged over 15,000 industry professionals, whose pro bono work has amounted to 157,000 hours, valued at over $31 million.

With a new home in Washington, D.C. and new team in place, we aim to significantly grow the ranks of volunteer planners through expanded partnerships and scalable program models that will allow us to reach increasingly more individuals in critical need of free financial planning.

The Foundation for Financial Planning is a 501(c)(3) nonprofit organization and therefore all charitable contributions are tax-deductible to the extent allowed by law. Federal Tax ID 58-1446336.


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