3rd Decade provides a two-year financial education and personalized one-on-one mentoring for 18-35-year-olds, utilizing CFP® 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 2024 and to grow the impact their work has on the lives of young adults throughout the country.
After Innocence provides post-release assistance to America’s exonerees – individuals released after having been imprisoned for crimes they did not commit – the majority of whom never received meaningful compensation for the time they lost, nor reliable help rebuilding their lives. Through a grant from FFP, After Innocence will continue its program to provide one-on-one pro bono financial guidance and advice to exonerees.
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 expand 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.
Atrium Health’s Levine Cancer Institute, in partnership with FFP, is offering comprehensive multidisciplinary financial planning and support for patients 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 an improvement in their quality of life but also an increase in their survival.
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 the community in financial planning.
Britepaths serves northern Virginia families in financial crisis through its Financial Empowerment program. With support from FFP, Britepaths engages volunteer CFP® professionals 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.
The Foundation for Financial Planning will assist CSC participants in understanding finance and medical debt for people facing cancer. The program will address the financial impact of a cancer diagnosis by providing patients and their loved ones with education delivered through a series of webinars and interactive group sessions, on topics specific to an at-risk audience. There will be the option for personalized one-on-one counseling with a financial advisor at no cost as well.
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. Initially developed as the Yellow Ribbon Network, CAN has an extensive history of serving veterans and members of the military. With support from FFP, CAN seeks to advance its technology platform by recruiting CFP® professional volunteers and offering pro bono financial planning to military veterans and their families.
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.
Flyte is a New Orleans-based nonprofit that empowers entrepreneurs and families with the skills and resources they need to overcome systemic financial inequities. Its flagship Entrepreneur Empowerment Program, the largest and most comprehensive mentorship and training small business incubator in Louisiana, works with 70 early-stage small business owners annually. Over 90% of these business owners are women of color from low- and moderate-income Households. With FFP’s Support, each entrepreneur will have access to a dedicated CFP® professional volunteer and 30+ hours of personal finance training.
Increasing H.O.P.E operates as a one-stop educational resource, providing integrated services to help families and individuals achieve financial stability and build assets. Increasing H.O.P.E will utilize FFP’s grant to support its dFree© Financial Education program, expanding this program to include pro bono one-on-one financial planning through the use of CFP® professional volunteers.
In partnership with Building Homes for Heroes (BHH), the NAPFA Foundation provides pro bono financial planning services to wounded veterans, through which NAPFA Certified Financial Planner® volunteers are matched with a veteran for up to two years. This year, FFP is also supporting NAPFA’s College Affordability Program, an initiative in which students and their families are matched with CFP® volunteers to help them navigate the cost of higher education.
With support from FFP, Prepare + Prosper works with the Financial Planning Association of Minnesota to boost the integration of financial planning within its free tax, financial coaching, and financial inclusion programs. Through this work, Prepare + Prosper helps its customers build long-term financial health through a financial continuum of care that routes individuals to financial counseling, financial coaching, and/or financial planning.
With support from FFP, the SDFLC’s “Smart With Your Money Financial Planning Clinics” connect low-income and underserved populations—many of them active military or veterans—with pro bono CFP® professionals to assist them on their path to financial well-being and self-sufficiency. As is common post-COVID-19, SDFLC provides both in-person and virtual opportunities for clients to work with financial planners 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.
The School of Financial Planning at Texas Tech University is nationally recognized for its comprehensive academic offerings and experiential learning opportunities for students. With support from FFP, Texas Tech will revise and enhance the 2013 Apple Seed: A Student Guide to Pro Bono Financial Planning, an in-depth curriculum kit that teaches financial planning students how to provide pro bono services.
Tzedek DC seeks to close the racial wealth gap through a three-pronged approach synthesizing direct legal and financial counseling services, community outreach and education, and policy advocacy. Support from FFP will allow Tzedek DC to utilize CFP® professional volunteers to extend its financial counseling services to even more residents who face legal and financial challenges arising from debt.
Wings for Widows works with FFP to match pro bono CFP® professionals with recently widowed men and women nationwide. CFP® coaches work with their widowed clients over four sessions on average to address their largest concerns as well as nine financial topics applicable to most widows. Wing for Widows supports the CFP® professionals 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.
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