How to Apply

Each year, FFP provides grants to great nonprofit organizations to help fund programs linking volunteer financial planners to people in need.

Who may apply?

Any U.S.-based 501(c)(3) nonprofit that shares FFP’s commitment to helping underserved people achieve better financial stability and capability.

When can I apply and when can I expect the grants?

Grant proposals are typically accepted from January 15th to April 30th of each calendar year via our online application portal. All applications are reviewed by the FFP Grants Committee, made up of independent financial planners and industry leaders. Approved grant applicants will begin to receive funding in January of the following calendar year.

How can I apply?

All grant applications must be submitted through our online application portal.

Helpful tips:
  1. Watch this video for instructions on how to apply.
  2. Visit the Foundation for Financial Planning’s landing page on Common Grant.
  3. If you do not already have a Common Grant account, set up your account as a “Grant Seeker” and select Foundation for Financial Planning as your “Grant Maker.” You can turn on notifications to be alerted when our grant cycle is open.
  4. Apply via the Annual Grant Application.

How much support is available?

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

To date, FFP has provided over $6.2 million in grants

What types of programs are funded?

Eligible programs must:

  1. Engage CERTIFIED FINANCIAL PLANNER™ (CFP®) 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®(FPA®).
  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.

Funding may be available for:

  • Ongoing, proven programs
  • New programs
  • A new financial planning component to enhance an existing program

Our 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.

FFP’s 2017 grantees include 18 nonprofit organizations that were carefully selected based on potential for impact in their communities.

For more information, contact:
Amira Tart
FFP Director of Grants & Programs
email: amirat@foundationforfinancialplanning.org
phone: 202-864-5184.