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FFP Grantee Resources

Grant Logistics and Timing:
  • Disbursement of funds: Per the grant agreement, FFP will provide half of the grant award by the end of January 2024, and the remaining half after the Q2 quarterly report is submitted and shows that you are on track to meet your project goals. Please let us know if your address has changed from that which you have entered on Common Grant.
  • Quarterly grant reports: Brief quarterly reports will be due: 4/15/2024, 7/15/2024, 10/15/2024, and 1/15/2025. Here is a sample report template (yours will be slightly different) if you are not already familiar, so you can see the data that we are interested in capturing about your program. We use this data to assess the impact of our grantmaking and identify areas where we can offer support if needed.
  • Quarterly grantee calls: In order to facilitate the sharing of ideas among grantees, we host hour-long calls with grantees on a quarterly basis. Many of these calls feature a “guest speaker” who will lead part of the conversation. Past topics have included client recruitment, performance measurement, volunteer training, and public resources. Please let me know if there something that you would like to learn about or if you would like to lead a discussion on a particular topic (no need to be an “expert”).
Program Development and Recruitment Resources:
  • Pro Bono Planner Match: FFP’s online platform,, connects financial planners with pro bono financial planning opportunities at nonprofit organizations. If you have not already, we strongly encourage you to register and post an opportunity! Please let me know if you have any questions or would like me to walk you through the site.
  • Tip Sheet: Here you will find a seven step “guide” to help you develop pro bono financial planning programs, and recruit pro bono financial planners and clients.
  • Pro Bono Training and Other Resources: Our Pro Bono Financial Planning Volunteer Training is a free, 50-minute online module that helps financial planners understand the basics of how to provide pro bono service to underserved members of the community. It is approved for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards (CFP Board). After viewing the training in its entirety, volunteers must take and pass a self-assessment to receive their CE credit.  We also provide a number of tools and resources, many developed by FFP grantees, that can help you as you develop and execute your programs. Please visit:
Other Tools that FFP Provides to Support Your Programs:
  • Letter of Engagement: A letter of engagement (linked here), which must be signed by the financial planner and the client, is an important tool in a pro bono relationship. The CFP Board’s updated Standards mandate that financial planners share their privacy policy with clients- this requirement is integrated into this Letter of Engagement. FFP also provides other sample disclosures, including a verbal disclosure, here.
  • Marketing Collateral: We have developed a flyer as well as a quote card to help you highlight the value of pro bono financial planning to potential clients. You can customize these pdfs with your organization’s logo as well as with your contact information. 
  • Errors and Omissions Insurance for Pro Bono Financial Planners:  Since October 1st, 2020, FFP has provided Errors and Omissions (E&O) Insurance to financial planners who deliver pro bono advisory services through nonprofit grantees or through a nonprofit that connected with the planner via Pro Bono Planner Match. For more information, click here.