Foundation for Financial Planning Announces a $250,000 Matching Gift Program with AIG in Celebration of its 20th Anniversary of Supporting Pro Bono Financial Planning

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AIG is the first financial services corporation to make a gift in support of the Foundation’s 20th Anniversary, five-year $5 million goal.

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As an industry, it is important we recognize the Foundation’s mission as a priority and support the delivery of pro bono financial planning to the underserved,” said Steve Maginn, president & CEO, AIG Financial Distributors.

In celebration of its 20th anniversary of supporting pro bono financial planning, the Foundation for Financial Planning announced today AIG will contribute and match financial planner and investment advisor contributions of up to $250,000 in support of pro bono financial planning activities.

AIG has supported the Foundation’s mission for more than 19 years, contributing more than $1 million and strengthening its brain trust by having executives serve as Trustees of the Board. “As a longstanding supporter of the Foundation and pro bono financial planning, AIG understands the expansion of pro bono financial planning is an investment in a more financially educated society and is pleased to be the first financial services corporation to make a gift in support of the Foundation’s 20th Anniversary, five-year $5 million goal. As an industry, it is important we recognize the Foundation’s mission as a priority and support the delivery of pro bono financial planning to the underserved,” said Steve Maginn, president & CEO, AIG Financial Distributors. AIG and the Foundation have launched an industry Call to Action to help the Foundation reach its goal and will match contributions of $1,000 or more.

With help from over 13,000 financial services volunteers, the Foundation has supported the delivery of pro bono financial planning to more than 350,000 people and has provided over $5.7 million in grants nationally to community-based organizations who work with the underserved, which includes active military, veterans, domestic abuse survivors, first time homeowners and many others.

The Foundation is the only organization dedicated solely to supporting the delivery of pro bono financial planning to underserved communities. “We understand financial planning decision-making is more complex today than at any time in recent history and particularly with those who do not have access to, or knowledge of, financial planning. Through community grants and the connecting of financial services professionals with pro bono opportunities, the Foundation is committed to expanding the accessibility of pro bono financial planning to the underserved and we are thankful for the continuous support of AIG,” said Bernie Clark, Foundation Chair.

“The Foundation’s work is continuous and for every person we reach, we know there are countless others who are in need and could benefit from pro bono financial planning. Our focus is to expand pro bono financial planning to the underserved; while realizing our mission requires the ongoing support of the financial services industry—financial and volunteer support and most importantly, brain trust backing—industry leaders serving as Trustees of the Foundation’s Board of Trustees,” said James A. Peniston, executive director of the Foundation for Financial Planning.

Contact the Foundation at (770) 938-1110 or http://www.foundation-finplan.org to learn how you can help the Foundation reach its five-year $5 million goal to expand pro bono financial planning.

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Dawn Butler

Dawn Butler
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