2020 Grantees

Through personalized email, text, and in-app video messages from CFP®  professional volunteers, AdvisersGiveBack.org helps pro bono clients relieve financial stress and gain financial confidence. FFP’s grant provided AdvisersGiveBack.org with funds to launch a pilot, with the goal of testing the platform’s ability to help pro bono clients achieve key tasks within their action plan.

As the nation grapples with the COVID-19 crisis, front-line healthcare workers are under enormous burden, threatening their physical, mental, and financial health and well-being. FFP worked with American Nurses Foundation and Nurses House to develop the Financial Guidance for Nurses Program which pairs nurses in need with pro bono financial planners to help them navigate their financial burdens during these difficult times.

Angel Foundation is working with FFP to pilot a program to disrupt Cancer-related financial toxicity in the Twin Cities area. A financial navigator, along with Certified Financial Planners, will conduct financial risk assessments and develop individual financial plans for cancer patients. With skyrocketing costs for cancer treatment, higher deductibles, and the inability to work, cancer patients need sound financial advice to help avoid dire financial outcomes.

AVLF assists low-income tenants who too often face illegal evictions, unlawful withholding of security deposits, or unsafe living conditions. While the majority of its volunteers assist with legal issues, the organization is working with the FPA of Georgia to help clients achieve further stability by providing access to a pro bono financial planner. FFP’s grant helped support this program.

Atrium Health’s Levine Cancer Institute, in partnership with FFP, is offering comprehensive multidisciplinary financial planning and support for patient with hematologic malignancies.  Oncologists expect that by decreasing the financial stress and difficulties these greatly at-risk patients are experiencing, there will be not only improvement in their quality of life, but also increase their survival.

Britepaths has two distinct one-on-one financial literacy efforts that it has combined into “A Brighter Path to Financial Stability” program, funded in part by FFP. The program supports low- and middle-income individuals through a one-touch Financial Counseling Clinic, as well as deeper long-term financial help through one-on-one mentoring.  Britepaths has opened a one-stop shop for financial coaching, workforce development and other wrap-around services called the Financial Empowerment Center.

The CASH Campaign of Maryland promotes economic advancement for low-to-moderate income individuals and families in Baltimore and across Maryland. Its Financial Coaching Expansion Project integrates one-on-one sessions with pro bono financial planners into CASH’s well established financial coaching program.

CENTS’ Financial Navigation Clinic for Patients with Cancer will specially train CFP® professionals and connect them with cancer patients for individual financial consultations and planning. Through CENTS, patients and families can also access patient advocates who can help with health insurance and pharma assistance, and if needed, volunteer bankruptcy attorneys.

Family Reach,  in partnership with FFP and the FPA, developed the Financial Planning for Cancer Program which pairs cancer patients and their families with pro bono financial planners to help them manage cash flow and debt during cancer treatment. This program leverages a digital hub that matches CFP® professionals with patients and caregivers to ensure consistent professional standards, and an eLearning program that ensures CFP’s®  are equipped to provide families facing cancer with the best support possible.

Financial Independence Training (FIT) sponsors Financial Readiness Clinics (FRC) where FPA financial planners work one-on-one with military members, empowering them to achieve financial stability and avoid compromising mission readiness. Readiness to deploy and accomplish their unit’s mission is the military member’s responsibility…FRC coaching identifies dangerous pitfalls common in the lives of young military members that can derail them from achieving their goals. FFP’s grant will advance FRCs expansion within the Marine Corps and extend it to the Navy.

Supported by FFP, FPA^®’s Pro Bono Program activates financial planning volunteers to deliver pro bono services to people in need, helping underserved individuals and families—including low- to moderate-income individuals, inmates, young adults, military, domestic violence survivors, homeless individuals and more—to build assets and improve their lives.

FFP’s grant to KCADV will support financial planning sessions for domestic violence survivors in Kentucky. While KCADV provides financial education and asset building services, this Program will give survivors an opportunity to meet with a trusted, financial expert who can answer their individual needs.

In partnership with Building Homes for Heroes (BHH), the NAPFA Consumer Education Foundation (NCEF) provides pro bono financial planning services to wounded veterans of the Afghanistan and Iraq conflicts, through which NAPFA Certified Financial Planner® volunteers are matched with a veteran for up to a 2-year period.

Together with the Financial Planning Association of Minnesota, Prepare + Prosper will boost the integration of financial planning within its continuum of financial care model, in order to more effectively help its customers build long-term financial health.

Savvy Ladies provides free financial education and a free financial Helpline to empower women to achieve financial independence. FFP’s grant helped them to acquire a more sophisticated “case management” platform, enabling them to match more women seeking guidance and support with CFP® professional volunteers.

Sage Financial Solutions (SFS) bridges the gap between financial service professions and low-wealth communities. Working with the United Ways of California, SFS will provide 1:1 financial planning services and retirement workshops to low-wage workers whose employers have enrolled in the state-sponsored individual retirement savings system. Financial Planners and coaches will support their education, plan development, and implementation of long-term goals

The Smart With Your Money Financial Planning Clinics connect low-income and underserved populations—many of them active military or veterans—with pro bono financial planners to assist them on their path to financial well-being and self-sufficiency.

Working in Support of Education (W!se) provides personal finance education to domestic violence survivors through its innovative MoneyW!SE program. With FFP’s support, survivors in New Orleans and New York City will have the opportunity to take the MoneyW!SE course virtually, receive one-on-one financial counseling from FPA pro-bono financial planners, and become Certified Financially Literate™ by passing the W!se Financial Literacy Certification Test.

FFP’s grant to YWCA Evanston/North Shore will help match women with individual financial coaches to guide them in developing goals and actions steps, and support their achievement. The coaching relationship helps guarantee progress toward a more stable, financial future for the women we serve.