2021 Grantees

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.

Edelman Financial Engines is partnering to provide volunteers for this initiative.

Angel Foundation is working with FFP on a program to disrupt Cancer-related financial toxicity in the Twin Cities area. A Licensed Oncology Social Worker, along with Certified Financial Planners, 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.

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 one-touch Financial Counseling sessions, 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 supported in part by FFP and the United Way, called the Financial Empowerment Center.

The Caroline Center embraces a holistic approach to job training by incorporating essential skills as part of its curriculum, as well as providing enduring, individualized support to every woman. With FFP’s support, Caroline Center will be able to add to the arsenal of services it provides, further empowering women by enabling them to meet one-on-one with CFP® professionals.

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.

With the support of FFP, Catholic Charities Dallas will offer pro bono financial planning to low- and moderate-income financial literacy clients who are highly motivated to break the cycle of poverty. Catholic Charities Dallas will recruit volunteers from the FPA Chapter of Dallas/Fort Worth.

Down Syndrome Indiana is working with FFP to recruit CFP professional volunteers to provide one-on-one financial guidance and advice to families who have a loved one with Down syndrome and who are not able afford financial planning on their own.

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.

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.

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 Pro Bono Committee of the Financial Planning Association of Minnesota, Prepare + Prosper will boost the integration of financial planning within its free tax, financial coaching, and financial inclusion programs, in order to more effectively help its customers build long-term financial health through a financial continuum of care that better routes customers to financial counseling, financial coaching, and/or financial planning.

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. Due to COVID-19, for the foreseeable future the clinics will be virtual to give individuals the opportunity to work with a planner in a private, convenient and safe manner.

United Policyholders is partnering with FFP and the Financial Planning Association to provide one-on-one pro bono financial planning services to individuals who have been impacted by natural disasters. These services are part of a Roadmap to Recovery Program through which UP provides valuable education and guidance on collecting available insurance proceeds, making sound financial decisions, navigating the many challenges of recovering financially and emotionally, and getting back home after a catastrophic loss.

The Financial Stability Initiative (FSI) of United Way of Central Florida works to build financial literacy among low-income families. FFP’s support will help the United Way of Central Florida motivate families to use tax refunds to build retirement by providing them with the opportunity to connect to CFP professionals.

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.