How to Apply
Each year, FFP provides grants to great nonprofit organizations to help fund programs linking volunteer financial planners to people in need.
Who may apply?
Any U.S.-based 501(c)(3) nonprofit that shares FFP’s commitment to helping underserved people achieve better financial stability and capability.
When can I apply and when can I expect the grants?
Grant proposals are typically accepted from January 15th to June 1st of each calendar year via our online application portal. All applications are reviewed by the FFP Grants Committee, made up of independent financial planners and industry leaders. Approved grant applicants will begin to receive funding in January of the following calendar year.
How can I apply?
All grant applications must be submitted through our online application portal.
- Watch this video for instructions on how to apply.
- Visit the Foundation for Financial Planning’s landing page on Common Grant.
- If you do not already have a Common Grant account, set up your account as a “Applicant” and select Foundation for Financial Planning as your “Grant Maker.”
- Apply via the Annual Grant Application.
How much support is available?
Annual grants are generally in the range of $5,000 to $40,000, with exceptions made for programs delivering outstanding impact.
To date, FFP has provided over $7 million in grants
What types of programs are funded?
Eligible programs must:
- Engage CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals as volunteers. Often this may be through a local financial planning firm or through a local affiliate of a financial planning organization, such as a chapter of the Financial Planning Association®(FPA®). Eligible programs can also be matched with CFP volunteers by posting volunteer opportunities on CFPVolunteerMatch.org (you can post here whether or not you receive a grant from FFP).
- Include one-on-one engagements between financial planner volunteers and pro bono clients, fostering personalized financial planning advice and counsel.
- Help people in need of financial guidance or in a financial crisis who are underserved by the market and couldn’t ordinarily access quality, ethical advice.
FFP seeks to fund programs that are scalable, replicable, and sustainable. Programs funded may offer one-time counseling engagements and/or ongoing coaching relationships between volunteer and client.
Please note: FFP will prioritize applications that touch on how the organization will provide virtual service delivery as a result of COVID-19.
Funding may be available for:
- Ongoing, proven programs
- New programs
- A new financial planning component to enhance an existing program
Our grants have supported programs helping many diverse groups, including active military members and wounded veterans, people with cancer, seniors and family caregivers, domestic violence survivors, general low-income families and many others.
Alexandra Armstrong Innovation Grant
In 1995, Alexandra Armstrong, CFP®, was among a group of financial advisors who championed our emerging Foundation as a way to give back to their communities and advance the financial planning profession. She has been integral in building our endowment fund, which fuels FFP’s grantmaking to nonprofit pro bono financial planning programs across the country. Under Armstrong’s leadership as past chairman and longtime trustee, FFP has funded and developed a range of programs that bring expert financial planning and advice to people in need.
To recognize Alex Armstrong’s tireless dedication to advancing pro bono service, FFP gave her our first Lifetime Achievement Award and created the Alexandra Armstrong Innovation Grant. The grant is awarded annually to a nonprofit organization that demonstrates remarkable creativity and potential for impact in its programming.
All nonprofits that apply for FFP grants will be considered for this special grant as part of our Grants Committee’s review process. No additional action on the part of the applicant is needed.
For more information, email firstname.lastname@example.org. Please allow 48 hours for a response.