A planned gift is an investment in the future of pro bono financial planning. With a planned gift to the Foundation for Financial Planning, you can combine your desire to give back to those in need with your overall financial, tax, and estate planning goals. Join our Legacy Society and support those in critical need of free, quality financial advice for years to come!
Please let us know if you have included FFP in your estate or planned giving so we can recognize you as part of our Legacy Society
Thank you to our Legacy Society donors!
Alexandra Armstrong, CFP®
Russell W. Ketron, CFP®
Tim Kochis, JD, MBA, CFP®
Jack T. McCord
Brent Neiser, CFP® & Marion Neiser
3 Simple Ways to Make a Legacy Gift
1. Name the Foundation for Financial Planning as a beneficiary of your retirement account.
- Name the Foundation for Financial Planning as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
- Pass the balance of your retirement assets to the Foundation by contacting your plan administrator.
- Tell the Foundation about your gift! Your plan administrator is not obligated to notify us. So if you don’t tell us, we may not know.
2. Name the Foundation for Financial Planning as a beneficiary of your trust.
- Include a gift to the Foundation for Financial Planning in your will or trust.
- Indicate a specific amount or a percentage of the balance remaining in your estate or trust.
- Tell us about your gift so we may celebrate your generosity now!
3. Instead of surrendering a life insurance policy you no longer need, change the beneficiary to the Foundation.
- Name the Foundation for Financial Planning as a beneficiary of your life insurance policy.
- Tell us about your gift!
For questions about planned giving, please email email@example.com.
The Foundation for Financial Planning (Federal Tax ID 58-1446336) is a 501(c)(3) nonprofit organization and therefore your contribution is tax-deductible to the extent allowed by law. We are located at 1425 K Street NW, Suite 750, Washington, DC 20005.