About Foundation for Financial Planning
Foundation for Financial Planning Inc. centers its grantmaking on pro bono financial planning for people in need, backing nonprofits that connect volunteer CFP® professionals with individuals and families facing financial vulnerability. Its recent grants show a repeated pattern of supporting organizations that expand or sustain these services, from national infrastructure to local delivery partners. The Financial Planning Association received $77,500 in 2023, $75,000 in 2024, and $75,000 in 2025 for outreach, indicating ongoing support for a national pro bono platform. Family Reach Foundation also appears in the recent grants, with a $60,000 award in Boston for outreach tied to this work. The foundation’s active programs point to a mix of general grants, community grants, and special innovation support, with grants aimed at scalable and replicable program models. Its focus areas include military and veterans, people with cancer, at-risk seniors, communities of color, underserved women, low- to moderate-income households, domestic violence survivors, young adults, people experiencing homelessness, and incarcerated or reentry populations. The result is a funder that uses philanthropic support to widen access to financial guidance for populations that are often excluded from paid advice.
What Foundation for Financial Planning Funds
A core theme is service expansion through nonprofit partnerships. In one example, the foundation gave $45,000 in 2024 to Angel Foundation in Mendota Heights, Minnesota, for outreach, supporting pro bono financial planning connected to people affected by cancer. Another thread is support for organizations serving people rebuilding financial stability after incarceration; After Innocence in Oakland, California received $40,000 in both 2024 and 2025 for outreach. The foundation also funds organizations serving women and local communities, including Savvy Ladies in New York, New York, which received $26,000 in 2025, and Britepaths in Fairfax, Virginia, which received $35,000 in 2023, 2024, and 2025. These grants show a focus on nonprofit partners that can deliver financial guidance through repeatable programs rather than one-off counseling.
How Foundation for Financial Planning Gives
Typical grants cluster in the mid-five-figure range: the 25th percentile is $15,000, the median is $22,000, and the 75th percentile is $35,000. Recent awards include repeated funding to the same organizations across multiple years, such as the Financial Planning Association, After Innocence, Britepaths, Wings for Widows, 3rd Decade, Bedford Stuyvesant Restoration Corp, and Flyte. That pattern suggests ongoing support for established partners rather than isolated one-time awards. The foundation is an operating grantmaker, not an individual-giving vehicle, and it does not make program-related investments. Several active programs accept unsolicited applications, including Community Grants and Nonprofit Match.