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Nonprofit Resources

See below for tools and resources to support the efforts of nonprofit organizations seeking to develop or grow pro bono financial planning programs. Get started with Pro Bono Financial Planning: An Overview for Nonprofits to learn how CFP® professional volunteers can support your nonprofit organization’s constituents, and 7 steps Nonprofits Can Use to Get Started for actionable recommendations for developing a program.

ProBonoPlannerMatch.Org helps bring free, quality financial advice and planning to people in need by matching CERTIFIED FINANCIAL PLANNER™ professionals with volunteer opportunities nationwide.

CFP®’s can register here and browse opportunities to volunteer. Nonprofits can register here to connect with CFP® volunteers who want to provide free, no-strings-attached financial planning and advice to underserved populations. Check out 7 steps Nonprofits Can Use to Get Started to learn more.

How to Start a Pro Bono Financial Planning Program: CFP® professionals meet rigorous education, training, and ethical standards and are committed to serving their clients’ best interests to prepare them for secure financial futures. Their expert assistance can help empower pro bono clients, helping them prioritize and manage debt, save for emergencies, create and follow a budget, navigate employee and government benefits, and much more. This webinar explores how nonprofit organizations, CFP® professionals, and FPA® chapters can start pro bono financial planning and guidance programs to bring much-needed expert advice to underserved members of their communities.

Using Financial Counseling Skills to Better Serve Pro Bono Clients: A CFP® professional can advise clients on complex financial matters such as financial planning, taxes, and retirement while an advisor with an AFC® designation focuses more on assisting clients with everyday financial challenges and spending habits. This webinar will explore the ways in which AFC-centric skills can complement the CFP® designation, especially in pro bono financial planning, where the advisor is serving low- and moderate- income clients.

Using Financial Empathy to Help All Clients Achieve Financial Well-being and Empowerment: Race, ethnicity, and gender play a significant role in how consumers interact with the financial services industry. This webinar explores financial well-being across a diverse set of identity groups and discusses the how financial planners can use financial empathy to empower individuals to improve their well-being. The webinar deck is available here.

Pro Bono Financial Planning During the COVID-19 Crisis: What Advisors and Clients Need to Know provides advisors with information relevant to pro bono service during COVID-19, including: an overview of the stimulus package; discussion of legislative provisions such as unemployment insurance, rent/mortgage, retirement accounts, taxes, and more;  and additional resources for pro bono advisors and their clients.

Public Benefits & Other Social Services: What Pro Bono Advisors Need to Know provides a comprehensive overview of public benefits and social services, including: detailed explanations of entitlement and welfare programs such as Social Security Disability Insurance and SNAP, eligibility criteria, and how to apply. The webinar deck is available here.

The Pro Bono Financial Planning Volunteer Training is a free, one-hour online module that helps financial planners understand the basics of how to provide pro bono service to underserved members of the community. The Pro Bono Financial Planning Volunteer Training 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. *A version of the Pro Bono Financial Planning Volunteer Training specially geared to FPA members is also available on FPA’s site here.

This deck provides additional information about many key aspects of building a pro bono financial planning program, from promoting the program to potential clients to recruiting and training pro bono financial planners. Other tools and resources, several developed by nonprofit grantees of FFP, include:

These disclosures can also serve as important tools in a pro bono engagements:

  • Sample Pro Bono Financial Planning Engagement Letter: Used to define the terms and objectives of the relationship as well as the limitations of service. FFP recommends that the Letter of Engagement be signed by the financial planner and the client, with a copy retained by each, and if feasible by the nonprofit host of the program.
  • Sample Verbal Disclosure: If it is not possible to use a written Letter of Engagement due to the nature of service delivery (for example, if there is only a brief, one-time consultation using video conference or telephone), FFP has developed a Sample Verbal Disclosure for the planner to share with the client verbally. Note however that the abridged version is not as protective as the Letter of Engagement, and does not include a Privacy Policy, a requirement per the CFP Board’s Standards of Ethics and Conduct when a CFP professional is providing financial planning or advice.
  • Sample Privacy Policy: If needed by the volunteer, FFP has also developed a customizable Privacy Policy.
  • Sample Volunteer Agreement Disclaimer: This disclaimer, developed by the Foundation for Financial Planning, ensures that pro bono financial planners and nonprofit organizations agree to a set of terms as they engage with one another.

Resources focused on a specific population, like military/veterans, people affected by serious illness, or domestic violence survivors.



  • A comprehensive, location-based network of free and reduced-cost resources for food, housing, goods, transit, health, money, care, education, work, legal assistance and more. It includes listings for both social services provided by nonprofits and government benefits. Visit, and enter a zipcode to find resources.
  • The official benefits website of the U.S. government, where consumers can find public benefits they may be eligible to receive and information about how to apply. Examples of public benefits include Medicaid, Temporary Aid for Needy Families (TANF), Supplemental Nutrition Assistance Program (SNAP), LIHEAP (utility assistance), Section 8 (rental housing vouchers), and much more!

CFPB Bulk Publications and other Practitioner Resources: The mission of the Consumer Financial Protection Bureau is to make markets for consumer financial products and services work for consumers by making rules more effective, by consistently and fairly enforcing those rules, and by empowering consumers to take more control over their economic lives.

Nonprofits and pro bono financial planners can use CFPB publications and resources to help the people they serve increase their understanding of key areas such as credit, saving, debt, retirement, and more. CFPB also offers a number of prerecorded webinar series that pro bono financial planners can use to support their clients, including:

FFP has developed a series of client testimonial videos that nonprofits can use to highlight the impact of pro bono financial planning. We encourage you view the videos below to learn how pro bono financial planners can support low- to moderate income people, and to use them in your client recruitment efforts. NOTE: Please reach out to us if you would like to use portions of any of the videos for your outreach and we may be able to work with you to provide shorter segments.

  • Rifka’s Story – Rifka remembers feeling depressed and anxious as the financial realities of her breast cancer treatment began to settle in. The wife and mom of seven did not want her family to have to deal with the burden of her medical expenses.
    After receiving guidance from a pro bono financial planner, Rifka began to see a light that she could not find before being connected to Family Reach. As a breast cancer survivor, Rifka now owns her dream house and more. She describes the opportunity to meet with a pro bono financial planner as an amazing resource to help current cancer patients reach their dreams of becoming triumphant survivors.
  • Raven’s Story – As a single mom of four, Raven is the family’s only source of income. When her three-year-old son was diagnosed with Leukemia, Raven began to miss work to take care of her son and before she knew it, Raven began to overdraft her account to cover basic expenses and her dreams of homeownership were put on hold.
    Raven recalls being apprehensive about financial coaching but gained comfort as she found her pro bono financial planner non-judgmental and easy to talk to.  Raven created a budget, lowered her expenses, and purchased her first home within six months of planning. Raven is still in disbelief as she was able to turn her dream into reality in the midst of her son’s fight with cancer.
  • Nora’s Story – After living 10 years in Bolivia, Nora and her family moved back to the United States with very little to seek a life of financial independence. Although Nora and her husband did not know where to start on their journey, they had concerns about meeting with a financial advisor.
    “She never, at any point, was trying to sell me anything or go a certain way,” says Nora about her pro bono financial planner. In three months of planning, Nora and her husband began to budget, and their net worth began to grow. Nora highly recommends Britepaths and pro-bono financial planning to help others feel empowered and take control of their finances.
  • Darrell’s Story – Growing up poor with 16 siblings in Bronx, N.Y., Darrell never received financial education during his childhood. In a kind-hearted attempt to help one of his siblings, Darrell signed a loan for a car while in college for his brother. When his brother stopped making payments on the car, Darrell’s credit began to plummet.
    Knowing that his parents were not able to help financially, Darrell turned to Bedford Stuyvesant Restoration Corporation for financial guidance. Darrell started to gain the financial education he never received growing up within a matter of weeks. Using the advice from his pro bono financial planner, Darrell turned his credit score from poor to excellent and is looking forward to buying a home soon.
  • Michael’s Story – Michael knows firsthand how hard readjusting to civilian life can be as a wounded veteran. Like many of the men and women who served in Afghanistan, Michael was injured in Afghanistan. Civilian life became hard as an amputee and single father of three girls.However, Michael says his life changed for the better after his first, confidential meeting with a pro bono financial planner. He encourages other veterans to take the leap of faith and give pro bono financial services a try to gain peace of mind.
  • Pro Bono Client Voices: The Impact of Financial Planning – A short compilation of the stories above. Listen to five clients describe how they benefited from pro bono advice provided by a volunteer CFP® professional.

Our Impact

Maria’s Story

Cindy’s Story

Amey’s Story

Raven’s Story

Darrell’s Story

Serenity’s Story

Lydine’s Story

Michael’s Story

Pamela’s Story