Financial Services Industry Supports 20 Years of Pro Bono Financial Planning

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Foundation for Financial Planning announces a five-year $5 million goal to increase its endowment to $25 million, which will position the Foundation to provide up to $1 million in grants annually.

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“This year, the organization continues its drive to engage corporations and professionals nationwide in the Foundation’s efforts,” said Bernie Clark, Foundation Chair.

In its 20th year of supporting the delivery of pro bono financial planning, the Foundation for Financial Planning is pleased to reflect on 20 years of uninterrupted service to the underserved.

During this time, more than 13,000 industry professionals have volunteered to provide pro bono financial planning to the underserved. This contribution of time is valued at over $27 million and the generosity of pro bono financial planning services has resulted in serving more than 350,000 people, which included more than 52,000 one-on-one pro bono financial planning sessions. It Matters!

“With two decades of support for underserved communities, the Foundation for Financial Planning exemplifies the true spirit of commitment and dedication to supporting pro bono financial planning,” said Bernie Clark, Foundation Chair. "This year, the organization continues its drive to engage corporations and professionals nationwide in the Foundation’s efforts."

The Foundation for Financial Planning is unique and is the only organization dedicated solely to supporting the delivery of pro bono financial planning to underserved communities. With the exceptional success of the last 20 years, the Foundation is now poised for an even greater future. "There is no better industry example of giving back than the work and mission of the Foundation for Financial Planning — it is a testimonial that financial services corporations and professionals believe all people should have access to and can benefit from financial planning," said James A. Peniston, executive director of the Foundation for Financial Planning.

The Foundation has provided more than $5.7 million in grants to local, regional and national nonprofits in support of pro bono financial planning and knows supporting efforts in local communities through grant-making and collaborative partnerships are critical to long-term success. The Foundation’s grants cycle is open through April 30, 2015.

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About the Foundation for Financial Planning

The Foundation for Financial Planning, a 501(c) (3) non-profit is the only organization solely devoted to supporting the delivery of pro bono financial planning. Its mission is to help people take control of their financial lives by connecting the financial planning community with people in need. Visit http://www.foundationforfinancialplanning.org for more information and to learn how you can contribute to making a difference in the financial lives of others.    

The Foundation for Financial Planning meets its mission daily by connecting financial planners with underserved populations and has helped provide more than 350,000 people with pro bono financial planning. The Foundation has provided more than $5.7 million in grants to local, regional and national nonprofits in support of pro bono financial planning, including providing financial planning resources free of charge to the military and has connected more than 13,000 financial planners with volunteer opportunities. It Matters!

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Dawn Butler

Dawn Butler
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