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    3. Foundation for Financial Planning
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    Foundation for Financial Planning

    ActiveHuman Services
    WASHINGTON, DCWebsite2028645180

    About Foundation for Financial Planning

    FFP powers pro bono financial planning for people in need by providing grants to nonprofits to create and expand pro bono programs; connecting CFP® professionals to pro bono opportunities; developing signature programs with national reach; offering free financial planning resources; and raising the visibility of pro bono service within the financial planning profession.

    Focus Areas

    Military and veteransPeople with cancer / cancer patients and caregiversAt-risk seniors / low-income seniorsCommunities of colorUnderserved womenLow- to moderate-income individuals and familiesDomestic violence survivorsYoung adultsPeople experiencing homelessnessIncarcerated/reentry populations

    Who They Fund

    low-income and low-wealth individuals and households

    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.

    Financial Snapshot

    Annual Giving

    $469K

    Total Assets

    $32.2M

    Total Revenue

    $3.4M

    Total Expenses

    $2.3M

    Typical Grant Size

    Most grants fall between $15K and $35K, with a median of $22K.

    25th Percentile

    $15K

    Median

    $22K

    75th Percentile

    $35K

    Geographic Reach

    National16 states funded

    About 6% of grants go to recipients in NY.

    Funding intensity
    Low
    High
    Headquarters

    Leadership

    JONATHAN DAUPHINEESQ

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    Privacy PolicyTerms of ServiceYour privacy choicesEnvironmental footprintSystem Status
    EIN (Tax ID): 58-1446336Latest Form 990: 2025Total assets: $32.2M3 filings on recordFind their full 990 filing →
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    financially vulnerable/underserved populations
    people in need seeking free financial advice

    Funding Style

    direct service delivery (pro bono)access expansion/scalecapacity building for service provision

    Topics

    pro bono financial planningfinancial capability and literacydebt management and budgeting supportasset building and long-term financial security

    Where Foundation for Financial Planning Makes Grants

    Grantmaking is national, and all recent grants in the provided sample went to US recipients. The highest concentration by recipient state is Massachusetts, while 9% of grants went to recipients in the District of Columbia. Recent recipients span multiple cities, including Denver, Boston, Mendota Heights, Oakland, Fairfax, Brooklyn, New York, Wayzata, Tucson, New Orleans, and Providence. The pattern shows broad domestic coverage with recurring support for organizations in both major metro areas and smaller regional hubs.

    Frequently Asked Questions About Foundation for Financial Planning

    What kinds of organizations does Foundation for Financial Planning Inc support?

    It funds community-based and national 501(c)(3) nonprofit organizations that develop or expand pro bono financial planning programs. The active program descriptions also point to support for nonprofit partners delivering low-cost or pro bono financial planning and related services to people in need.

    Which populations are most often named in the foundation’s focus areas?

    Named focus areas include military and veterans, people with cancer and caregivers, at-risk seniors, communities of color, underserved women, low- to moderate-income individuals and families, domestic violence survivors, young adults, people experiencing homelessness, and incarcerated or reentry populations.

    What is the typical grant size?

    The foundation’s grant-size distribution centers in the mid-five-figure range: the 25th percentile is $15,000, the median is $22,000, and the 75th percentile is $35,000.

    Does the foundation fund the same organizations more than once?

    Yes. Several recent recipients appear in multiple years, including the Financial Planning Association, After Innocence, Britepaths, Wings for Widows, 3rd Decade, Bedford Stuyvesant Restoration Corp, and Flyte.

    Can nonprofits apply directly for some of its grants?

    Yes. The Community Grants program, the FFP Community Grants annual program, Nonprofit Match, and the Financial Planning Organizations Community Grant are all listed with unsolicited applications accepted. The Alexandra Armstrong Innovation Grant is selected from applicants to the general grant program and does not require a separate application.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Open Grant Opportunities

    Current and upcoming funding from Foundation for Financial Planning that your nonprofit may be able to apply for.

    Open now

    Community & National Nonprofit Grants (General Grants Program)

    pro bono financial planningprogram developmentscalable/replicable program models+5 more

    Who can apply: 501(c)(3) nonprofit organizations running or developing pro bono financial planning programs that engage CFP® professionals and serve underserved populations.

    Deadline: Annual grantmaking cycle; specific deadlines not specified on site (applicants directed to online portal for application timing).

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    Deadlines and eligibility are summarized from public sources and may change — always confirm the details on the funder's official application page before applying.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    FINANCIAL PLANNING ASSOCIATIONDENVER, CO$75,0002025OUTREACH
    AFTER INNOCENCEOAKLAND, CA$40,0002025OUTREACH
    BRITEPATHSFAIRFAX, VA$35,0002025OUTREACH
    WINGS FOR WIDOWSWAYZATA, MN$31,0002025OUTREACH
    3RD DECADETUSCON, AZ$26,0002025OUTREACH
    SAVVY LADIESNEW YORK, NY$26,0002025OUTREACH
    FLYTENEW ORLEANS, LA$25,0002025OUTREACH
    BEDFORD STUYVESANT RESTORATION CORPBROOKLYN, NY$25,0002025OUTREACH
    CHICO STATE ENTERPRISESCHICO, CA$20,4002025OUTREACH
    NEIGHBORHOOD HOUSING SERVICES OFCHICAGO, IL$20,0002025OUTREACH
    COMMUNITY ACTION PARTNERSHIP OFPROVIDENCE, RI$20,0002025OUTREACH
    DEBTWAVE CREDIT COUNSELINGESCONDIDO, CA$18,0002025OUTREACH
    WOMEN'S RESOURCE CENTER TO ENDDECATUR, GA$16,2102025OUTREACH
    A SANCTUARY FOR MILITARY FAMILIESPAGOSA SPRINGS, CO$15,0002025OUTREACH
    APPRISENGAHANNA, OH$15,0002025OUTREACH
    UNITED WAY OF GREATER CINCINNATICINCINNATI, OH$15,0002025OUTREACH
    TRIAGE CANCERCHICAGO, IL$15,0002025OUTREACH
    FAMILY HOUSING RESOURCESTUSCON, AZ$14,0002025OUTREACH
    VETERANS MULTI-SERVICE CENTERPHILADELPHIA, PA$10,0002025OUTREACH
    NAPFA CONSUMER EDUCATION FOUNDATIONCHICAGO, IL$7,5002025OUTREACH
    FINANCIAL PLANNING ASSOCIATIONDENVER, CO$75,0002024OUTREACH
    ANGEL FOUNDATIONMENDOTA HEIGHTS, MN$45,0002024OUTREACH
    AFTER INNOCENCEOAKLAND, CA$40,0002024OUTREACH
    TEXAS TECH FOUNDATION INCLUBBOCK, TX$35,0002024OUTREACH
    BRITEPATHSFAIRFAX, VA$35,0002024OUTREACH
    WINGS FOR WIDOWSWAYZATA, MN$30,0002024OUTREACH
    3RD DECADETUSCON, AZ$25,0002024OUTREACH
    FLYTENEW ORLEANS, LA$25,0002024OUTREACH
    BEDFORD STUYVESANT RESTORATION CORPBROOKLYN, NY$25,0002024OUTREACH
    PREPARE PROSPERSAINT PAUL, MN$20,0002024OUTREACH
    DEBTWAVE CREDIT COUNSELINGESCONDIDO, CA$20,0002024OUTRECH
    SAVVY LADIESNEW YORK, NY$18,5002024OUTREACH
    TZEDEK DC INCWASHINGTON, DC$15,0002024OUTREACH
    WORKING IN SUPPORT OF EDUCATIONNEW YORK, NY$15,0002024OUTREACH
    CONSUMER CREDIT COUNSELING OFGAHANNA, OH$15,0002024OUTREACH
    NAPFA CONSUMER EDUCATION FOUNDATIONCHICAGO, IL$15,0002024OUTREACH
    INCREASING HOPE FINANCIAL TRAINNORTH CHARLESTON, SC$15,0002024OUTREACH
    CANCER SUPPORT COMMUNITY SAN FANCISWALNUT CREEK, CA$6,5002024OUTREACH
    FINANCIAL PLANNING ASSOCIATIONDENVER, CO$77,5002023OUTREACH
    FAMILY REACH FOUNDATIONBOSTON, MA$60,0002023OUTREACH
    LOCAL INITIATIVES SUPPORT CORPORATINEW YORK, NY$35,0002023OUTREACH
    BRITEPATHSFAIRFAX, VA$35,0002023OUTREACH
    ANGEL FOUNDATIONMENDOTA HEIGHTS, MN$25,0002023OUTREACH
    DEBTWAVE CREDIT COUNSELINGSAN DIEGO, CA$25,0002023OUTRECH
    BEDFORD STUYVESANT RESTORATION CORPBROOKLYN, NY$25,0002023OUTREACH
    WORKING IN SUPPORT OF EDUCATIONNEW YORK, NY$22,0002023OUTREACH
    3RD DECADETUSCON, AZ$20,0002023OUTREACH
    CONSUMER CREDIT COUNSELING OFGAHANNA, OH$20,0002023OUTREACH
    GREATER WASHING URBAN LEAGUEWASHINGTON, DC$20,0002023OUTREACH
    NAPFA CONSUMER EDUCATION FOUNDATIONCHICAGO, IL$20,0002023OUTREACH

    FINANCIAL PLANNING ASSOCIATION

    $75,000
    DENVER, CO2025

    OUTREACH

    AFTER INNOCENCE

    $40,000
    OAKLAND, CA2025

    OUTREACH

    BRITEPATHS

    $35,000
    FAIRFAX, VA2025

    OUTREACH

    WINGS FOR WIDOWS

    $31,000
    WAYZATA, MN2025

    OUTREACH

    3RD DECADE

    $26,000
    TUSCON, AZ2025

    OUTREACH

    SAVVY LADIES

    $26,000
    NEW YORK, NY2025

    OUTREACH

    FLYTE

    $25,000
    NEW ORLEANS, LA2025

    OUTREACH

    BEDFORD STUYVESANT RESTORATION CORP

    $25,000
    BROOKLYN, NY2025

    OUTREACH

    CHICO STATE ENTERPRISES

    $20,400
    CHICO, CA2025

    OUTREACH

    NEIGHBORHOOD HOUSING SERVICES OF

    $20,000
    CHICAGO, IL2025

    OUTREACH

    COMMUNITY ACTION PARTNERSHIP OF

    $20,000
    PROVIDENCE, RI2025

    OUTREACH

    DEBTWAVE CREDIT COUNSELING

    $18,000
    ESCONDIDO, CA2025

    OUTREACH

    WOMEN'S RESOURCE CENTER TO END

    $16,210
    DECATUR, GA2025

    OUTREACH

    A SANCTUARY FOR MILITARY FAMILIES

    $15,000
    PAGOSA SPRINGS, CO2025

    OUTREACH

    APPRISEN

    $15,000
    GAHANNA, OH2025

    OUTREACH

    UNITED WAY OF GREATER CINCINNATI

    $15,000
    CINCINNATI, OH2025

    OUTREACH

    TRIAGE CANCER

    $15,000
    CHICAGO, IL2025

    OUTREACH

    FAMILY HOUSING RESOURCES

    $14,000
    TUSCON, AZ2025

    OUTREACH

    VETERANS MULTI-SERVICE CENTER

    $10,000
    PHILADELPHIA, PA2025

    OUTREACH

    NAPFA CONSUMER EDUCATION FOUNDATION

    $7,500
    CHICAGO, IL2025

    OUTREACH

    FINANCIAL PLANNING ASSOCIATION

    $75,000
    DENVER, CO2024

    OUTREACH

    ANGEL FOUNDATION

    $45,000
    MENDOTA HEIGHTS, MN2024

    OUTREACH

    AFTER INNOCENCE

    $40,000
    OAKLAND, CA2024

    OUTREACH

    TEXAS TECH FOUNDATION INC

    $35,000
    LUBBOCK, TX2024

    OUTREACH

    BRITEPATHS

    $35,000
    FAIRFAX, VA2024

    OUTREACH

    WINGS FOR WIDOWS

    $30,000
    WAYZATA, MN2024

    OUTREACH

    3RD DECADE

    $25,000
    TUSCON, AZ2024

    OUTREACH

    FLYTE

    $25,000
    NEW ORLEANS, LA2024

    OUTREACH

    BEDFORD STUYVESANT RESTORATION CORP

    $25,000
    BROOKLYN, NY2024

    OUTREACH

    PREPARE PROSPER

    $20,000
    SAINT PAUL, MN2024

    OUTREACH

    DEBTWAVE CREDIT COUNSELING

    $20,000
    ESCONDIDO, CA2024

    OUTRECH

    SAVVY LADIES

    $18,500
    NEW YORK, NY2024

    OUTREACH

    TZEDEK DC INC

    $15,000
    WASHINGTON, DC2024

    OUTREACH

    WORKING IN SUPPORT OF EDUCATION

    $15,000
    NEW YORK, NY2024

    OUTREACH

    CONSUMER CREDIT COUNSELING OF

    $15,000
    GAHANNA, OH2024

    OUTREACH

    NAPFA CONSUMER EDUCATION FOUNDATION

    $15,000
    CHICAGO, IL2024

    OUTREACH

    INCREASING HOPE FINANCIAL TRAIN

    $15,000
    NORTH CHARLESTON, SC2024

    OUTREACH

    CANCER SUPPORT COMMUNITY SAN FANCIS

    $6,500
    WALNUT CREEK, CA2024

    OUTREACH

    FINANCIAL PLANNING ASSOCIATION

    $77,500
    DENVER, CO2023

    OUTREACH

    FAMILY REACH FOUNDATION

    $60,000
    BOSTON, MA2023

    OUTREACH

    LOCAL INITIATIVES SUPPORT CORPORATI

    $35,000
    NEW YORK, NY2023

    OUTREACH

    BRITEPATHS

    $35,000
    FAIRFAX, VA2023

    OUTREACH

    ANGEL FOUNDATION

    $25,000
    MENDOTA HEIGHTS, MN2023

    OUTREACH

    DEBTWAVE CREDIT COUNSELING

    $25,000
    SAN DIEGO, CA2023

    OUTRECH

    BEDFORD STUYVESANT RESTORATION CORP

    $25,000
    BROOKLYN, NY2023

    OUTREACH

    WORKING IN SUPPORT OF EDUCATION

    $22,000
    NEW YORK, NY2023

    OUTREACH

    3RD DECADE

    $20,000
    TUSCON, AZ2023

    OUTREACH

    CONSUMER CREDIT COUNSELING OF

    $20,000
    GAHANNA, OH2023

    OUTREACH

    GREATER WASHING URBAN LEAGUE

    $20,000
    WASHINGTON, DC2023

    OUTREACH

    NAPFA CONSUMER EDUCATION FOUNDATION

    $20,000
    CHICAGO, IL2023

    OUTREACH