Pro Bono in a Time of Crisis

    Pro Bono in a Time of Crisis

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    Pro Bono in a Time of Crisis

    Dear Partners and Friends,

    As the nation grapples with the coronavirus pandemic, we face unprecedented challenges that will require all sectors to collaborate for the public good, including finding ways to support the millions of financially at-risk Americans who will need quality financial planning and advice more than ever before.

    The Foundation for Financial Planning (FFP) is in close touch with our partners, supporters, and volunteers to determine how we can activate our resources and networks to help more Americans during this unique and devastating crisis. While the lasting effects of this pandemic are yet to be fully understood, FFP will be taking several steps in the near-term to help pro bono volunteers, consumers, and our nonprofit partners navigate this difficult period:

    • We have developed a dedicated page to house relevant resources for advisors and their pro bono clients, including information on provisions in emergency legislation that can help people and ways that advisors can assist different groups. If you have ideas for additional resources to be included, please contact Rachel Roth at rroth@foundationforfinancialplanning.org.
    • As our grantees have been made aware, FFP will offer emergency grants and technical assistance to help ensure that the pro bono programs we fund can stay afloat, including by moving in-person engagements to virtual models and by helping cover overhead costs where possible.
    • We have accelerated the launch of our new CFP Volunteer Match platform to help facilitate the connection between financial planners who want to offer pro bono services and nonprofits that have (virtual) opportunities to serve those in need, possibly including the elderly, small business owners, low-income workers, and more.

    If you are a CFP® professional who would like to offer pro bono services to families facing serious risk during this period, please create a profile on CFPVolunteerMatch.org. You will be notified as we populate virtual volunteer opportunities in the coming weeks and months.

    Thank you to those who have already reached out with ideas of how FFP and the financial planning profession can step up during this time of incredible need. We look forward to working alongside all of you to help ensure that as many people as possible can access quality financial guidance when they need it most.

    Sincerely,

    The Foundation For Financial Planning Team