The Foundation for Financial Planning powers the delivery of pro bono financial planning to people in crisis or need.
Washington, DC
Joined May 2013
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Join the Foundation for Financial Planning for a free webinar, Helping Pro Bono Clients Reduce High Interest Rates with Debt Managment Plans on ๐ง๐ต๐๐ฟ๐๐ฑ๐ฎ๐, ๐๐๐น๐ ๐ญ๐ณ ๐ฎ๐ฌ๐ฎ๐ฑ, ๐ฎ๐ ๐ญ:๐ฌ๐ฌ ๐ฃ๐ ๐๐ง
๐ฅ๐ฒ๐ด๐ถ๐๐๐ฒ๐ฟ ๐ต๐ฒ๐ฟ๐ฒ: us06web.zoom.us/webinar/regiโฆ
๐ Milestone Monday: Celebrating 30 years of impact! Created in 2020, ProBonoPlannerMatch.Org has connected 3,000+ advisors with pro bono opportunities. Nonprofits can connect with CFPยฎ professionals seeking to provide free, one-on-one financial guidance to those in need.
๐Nonprofits ๐ Need FREE financial planning support for your clients? @FPAOC offers virtual 1-on-1 CFPยฎ sessions + financial literacy webinarsโno program needed! Learn more: FPAOCprobono.org
๐ฐBREAKING! Today FFP is proud to release a new series of case studies showcasing how three leading RIAs are embedding pro bono financial planning into their business models and cultures. citywire.com/ria/news/meet-tโฆ
Check out FFP on the back cover of @investmentnews! We're so grateful to InvestmentNews for donating ad space to support our initiatives. Thanks also to our 30th Anniversary sponsors for their unwavering support. Learn more about our mission at FFPprobono.org
๐ ย Milestone Monday: Celebrating 30 Years of Financial Hope! In 2018, FFP founded our Corporate 100 Club, a giving program designed to engage industry-leading companies in FFP's mission. Now comprised of 18 member companies, this group is dedicated to powering pro bono!
๐Milestone Monday: FFP launches its first issue-based campaign, Pro Bono for Cancer, in 2017. This national, fully virtual program has helped nearly 3,000 cancer patients and their families with pro bono financial planning during a critical time of need, ffpprobono.org/our-work/natiโฆ
Join us for the first annual Savvy Ladies 2025 Volunteer Summit on April 28th & 29th! ๐ Featuring Stacy Francis, Hannah Moore, FFP's own Rachel Roth, and other distinguished professionals. Empower women with financial knowledge. Register for free: savvyladies.org/volunteer/voโฆ
๐ ๐ ๐ถ๐น๐ฒ๐๐๐ผ๐ป๐ฒ ๐ ๐ผ๐ป๐ฑ๐ฎ๐: In 2016, the Foundation for Financial Planning (FFP) moved its headquarters to Washington, D.C. and brought on Jon Dauphinรฉ as CEO. This move marked the beginning of an exciting new chapter for our organization.
As Women's History Month comes to an end, join us in recognizing our staff, our committed trustees, and the thousands of female advisors who volunteer their time and expertise to provide pro bono financial planning to families in need.
๐ Milestone Monday: In 2010, FFP and partners brought pro bono Financial Planning Days to 30 communities nationwide. Learn more about FFP's history and our 30th Anniversary Campaign here: ffpprobono.org/support-pro-bโฆ
Sarah Batz transformed her financial life from juggling part-time jobs to guiding others at Prepare + Prosper. With help from Steve Gilbertson, CFPยฎ, she gained confidence and now empowers others through pro bono coaching. Full story here: ffpprobono.org/sarah-story/
๐ข Volunteer Opportunity for CFPยฎ ๐ขProfessionals!ย Cancer LINC seeks volunteer financial planners to provide virtual guidance to low-income cancer patients in Richmond, VA. Share this post or visit ProBonoPlannerMatch.Org for more info! #Volunteer #PowerProBono
๐ ๐ ๐ถ๐น๐ฒ๐๐๐ผ๐ป๐ฒ ๐ ๐ผ๐ป๐ฑ๐ฎ๐: ๐๐ฒ๐น๐ฒ๐ฏ๐ฟ๐ฎ๐๐ถ๐ป๐ด ๐ฏ๐ฌ ๐ฌ๐ฒ๐ฎ๐ฟ๐
In 2005, FFP required all our grantees to engage CFPยฎ professionals in their programs. In 2022, @CFPBoard & FFP formalized our partnership to help more people in need with pro bono. ffpprobono.org/our-work/natiโฆ
๐๐ถ๐ฑ ๐๐ผ๐ ๐ธ๐ป๐ผ๐ ๐๐ต๐ฎ๐ ๐ฎ๐ฏ๐ผ๐๐ ๐ต๐ฎ๐น๐ณ ๐ผ๐ณ ๐๐๐ฃยฎ ๐ฝ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น๐ ๐๐ผ๐๐น๐ฑ ๐ฟ๐ฎ๐๐ต๐ฒ๐ฟ ๐๐ผ๐ฟ๐ธ ๐ณ๐ผ๐ฟ ๐ฎ ๐ณ๐ถ๐ฟ๐บ ๐๐ต๐ฎ๐ ๐ฒ๐ป๐ฐ๐ผ๐๐ฟ๐ฎ๐ด๐ฒ๐ ๐ฝ๐ฟ๐ผ ๐ฏ๐ผ๐ป๐ผ, ๐ฏ๐๐ ๐น๐ฒ๐๐ ๐๐ต๐ฎ๐ป ๐ฎ ๐๐ต๐ถ๐ฟ๐ฑ ๐๐ต๐ถ๐ป๐ธ ๐๐ต๐ฎ๐ ๐๐ต๐ฒ๐ถ๐ฟ ๐ณ๐ถ๐ฟ๐บ ๐ฑ๐ผ๐ฒ๐?
Cindy transitioned from nonprofit work to financial planning, using her skills to help pro bono clients manage debt and set savings goals. Read her story here: ffpprobono.org/cindy-story/
Join us on March 18 at 12 PM EST for a free webinar with CFP Board Ambassador Elizabeth Yoder, CFPยฎ, on how CFPยฎ professionals can help pro bono clients with disabilities secure financial stability using ABLE accounts. Earn 1 CE Credit! us06web.zoom.us/webinar/regiโฆ
๐ ๐ ๐ถ๐น๐ฒ๐๐๐ผ๐ป๐ฒ ๐ ๐ผ๐ป๐ฑ๐ฎ๐: ๐๐ฒ๐น๐ฒ๐ฏ๐ฟ๐ฎ๐๐ถ๐ป๐ด ๐ฏ๐ฌ ๐ฌ๐ฒ๐ฎ๐ฟ๐
In 2003, Jim Peniston became FFP's first Executive Director. Under his tenure, FFP grew nationally, launched Financial Planning Days, supported troops, and awarded $5M in grants. ffpprobono.org/support-pro-bโฆ
๐ Milestone Monday: Celebrating 30 years
FFP's Support for 9/11 Victims: In 2001, FFP helped launch FPAโs National Financial Planning Support Center, providing pro bono services to victims' families and first responders ffpprobono.org/mark_story/
๐๐๐๐ฃ ๐๐ฒ๐ฎ๐๐๐ฟ๐ฒ ๐๐ฟ๐ถ๐ฑ๐ฎ๐: ๐ฎ๐ฌ๐ฎ๐ฑ ๐๐ฟ๐ฎ๐ป๐๐ฒ๐ฒ ๐ฆ๐ฝ๐ผ๐๐น๐ถ๐ด๐ต๐! ๐
Flyte, a New Orleans-based nonprofit, empowers entrepreneurs and families with the skills and resources to overcome systemic financial inequities. flyteeducation.org/