Recognizing Advisors Who Are Making a Difference

Pro Bono Awards Logo 2017

Call for Nominations! The Pro Bono Awards recognize the community service work of advisors who have contributed their time and talents to help those in need take control of their finances. Winner’s charity will receive a $5,000 grant.

Boost Your Brand, Support Those in Need

Portrait Of Businesswoman Working In Creative Office

Join Investopedia’s free Advisor Insights platform to share your professional expertise while supporting pro bono financial planning. Learn more about how you can help unlock a five-figure contribution to the Foundation for Financial Planning in just a few easy steps!

We Did It!

Yes

Thank you to the generous donors who together contributed $575,000 as part of our ambitious 2016 matching campaign, with all gifts matched dollar-for-dollar by the Charles Schwab Foundation. These critical funds will allow us to significantly increase our impact…

Giving pro bono financial advice can provide hope in these divided times

jd-2016

This has been a crazy year. The election divided the nation as the candidates argued over who could best champion the interests of the middle class, especially those who are struggling economically and feel left behind by…

A Special Thank You to Our Veterans and Volunteers

Sgt. Tony Doyle’s life was forever changed when he was severely injured while on tour in Iraq. Watch his family’s incredible story of courage and resilience, and discover how pro bono financial planning helped them reach financial freedom.

Grantee Spotlight: Britepaths, formerly Our Daily Bread

Britepaths

Generally, our clients are the “working poor”– they work but have low incomes and could not otherwise afford the expert financial advice that we provide. When they arrive [to our Financial Counseling Clinics], they are often despondent, and…

Why I Give

danquote

Dan Moisand CFP® Moisand Fitzgerald Tamayo, LLC                  

Conquering Debt

Family Greeting Military Father Home On Leave

“As veterans, we don’t have a lot of resources. We tend to rack up a lot of debt which outstrips our ability to repay.  I appreciate how the pro bono planner really cared about me, listened and created…

New Life, New Home

Woman_Christa

Christa knew she had to remove her daughters from a bad situation at home – one that surrounded them with substance abuse and violence. When she picked up and moved her family to a new city, she discovered a program…

Helping Wounded Warriors

Disabled person

Scott was hit by a roadside IED while on patrol in Sadr City, Iraq in 2008. His body has mostly healed but his wife has had to stop working to provide the nearly 24/7 care required, as Scott…

$250,000 Plus Donors