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2023 Grantees

Current Grantees

3rd Decade provides a two-year financial education and personalized one-on-one mentoring for 18-35-year-olds, utilizing CFPs and financial planning professionals as volunteers to support, mentor, and encourage participants on their financial journey. FFP’s support allows 3rd Decade to serve an increasing number of participants in 2023 and to grow the impact their work has on the lives of young adults throughout the country.

Supported by the FFP, Angel Foundation’s™ Financial Cancer Care program connects patients with a Social Worker and a Pro Bono Certified Financial Planner™ through educational workshops and one-on-one meetings. The goal of the program is to provide a road map for patients to help decrease anxiety about managing finances as they navigate the potentially devastating effects of cancer-related financial toxicity

Apprisen works closely with low-to-moderate income individuals to pay down overwhelming debt and achieve financial goals. With support from FFP, Apprisen will launch the FinFit Forward program to help clients’ overcome barriers both structural and emotional and connect with trusted, welcoming and accessible financial health and planning services. Through this program, low-to-moderate income clients will increase financial confidence, savings, and asset attainment.

Bedford Stuyvesant Restoration Corporation, the nation’s first community development corporation, pursues strategies to close the racial wealth gap in Central Brooklyn’s lower income neighborhoods through an economic mobility platform designed to help people become financially literate and independent. With support from FFP, Restoration and the FPA of Metro New York provide one-on-one sessions and workshops to educate clients and community in financial planning.

Britepaths serves northern Virginia families in financial crisis through its Financial Empowerment program. With support from FFP, Britepaths engages volunteer CFPs in financial coaching, workshops, and classes, as well as longer-term financial mentoring. These services are provided through the Financial Empowerment Center at South County (FEC), managed by Britepaths in partnership with Fairfax County and The United Way of the National Capital Area.

Capital Area Asset Builders (CAAB) is creating opportunities for low- and moderate-income individuals in the greater DC region to build financial security, savings, and wealth for the future. With FFP’s support, CAAB will engage volunteer Certified Financial Planners in one-on-one financial planning sessions to advance its financial capability building efforts.

The Consumer Bankruptcy Assistance Project (CBAP) assists low income, Philadelphia residents with free debt counseling and pro bono Chapter 7 Bankruptcy representation. With FFP’s support, CBAP will be able expand one-on-one financial counseling services, further empowering low-income families to take control of their financial futures.

The Coordinated Assistance Network is a secure cloud-based platform for individuals who seek help from nonprofits in the areas of finances, housing, employment, benefits, education, counseling, and more.  With support from FFP, CAN seeks to advance it technology platform to create a new financial planning offering, and then recruit CFP volunteers to serve individuals in need.

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.

The Center for Financial Inclusion at the Greater Washington Urban League offers a suite of services designed to put community members in the driver’s seat to building a secure financial future. We help address the root causes of financial decision-making, which are often caused by financial trauma and daily stress. The Center, funded in part by FFP, provides pro bono financial planning to support our community members in building wealth and creating their financial legacy.

Local Initiatives Support Corporation (LISC), a nonprofit CDFI that supports community development initiatives in 37 cities and through a rural program that reaches 45 states. LISC works with a vast network of community partners, including through over 100 Financial Opportunity Centers® (FOCs). FOCs provide income supports as well as career and financial coaching services that help low- to- moderate income families improve their finances. Working with 4 FOC’s in Houston, LISC will support the integration of pro bono financial planning into the FOCs’ programming.

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.

The Savvy Ladies Helpline is a free resource offered to women who are in need of guidance regarding their personal finances. The Helpline supports women by arranging a confidential telephone consultation with a Certified Financial Planner™ who assists them with their specific needs. Through a grant from FFP, Savvy Ladies will increase the impact and reach of the hotline, serving more women via the adoption of technology to facilitate matching callers and volunteers.

Wings for Widows is working with FFP to match pro bono CFP professionals with recently widowed men and women nationwide. CFP coaches work with their widow-clients over four sessions, on average, to address their largest concerns and nine other financial topics applicable to most widows. Wing for Widows supports the CFPs to ensure to help clients gain financial clarity, resulting in control, confidence, and new peace of mind.

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 Chicago 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.

Volunteer Opportunities

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Grantee and Client Spotlight

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