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Foundation for Financial Planning

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Description

The mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the financial planning community with people in need.

The Foundation provides grants to U.S.-based nonprofit organizations that offer pro bono financial planning services for underserved populations, including active military members and wounded veterans, people with cancer, seniors and family caregivers, domestic violence...

Description

Opportunity Information

Application Deadlines
Application Deadlines
Geographic Scope
Geographic Scope
Areas of Interest
Areas of Interest
Types of Support
Types of Support
Funder Information
Total Annual Giving
$485,000
Grant Range
Grant range
Type
Type
EIN
EIN
Application Procedures
Application Procedures

Requirements

Eligibility Details
Eligibility Details

Contact Information

General Contact
General Contact
Primary Contact
Primary Contact

Grants History

This funder has a page on their website listing previous grantees.
Grants Awarded

You can review tax forms on ProPublica. Learn more about them and the 990.

990s

This is a list of grant recipients noted on the funder’s 990 forms.

This includes forms filed in 2023 and later, so it can include information for tax years earlier than that.

The information below is pulled directly from the form itself without any alterations.

If the details are not included, e.g. “Various”, they may be indicated on the PDF on the IRS site.

Grants less than $5,000 are not necessarily listed on the 990 form.

Tax Year Title City State/ Province Country Purpose Amount
ANGEL FOUNDATION MENDOTA HEIGHTS MN US OUTREACH $25,000
3RD DECADE TUSCON AZ US OUTREACH $20,000
BEDFORD STUYVESANT RESTORATION CORP BROOKLYN NY US OUTREACH $25,000
BRITEPATHS FAIRFAX VA US OUTREACH $35,000
CAPITAL AREA ASSET BUILDING CORP WASHINGTON DC US OUTREACH $10,000
The full list of grants awarded is available to members. Join today!
Map of Giving
Total Giving
Median Giving
Average Giving
Comparison
Number of Grantees
Total assets

The most recent tax form filed for 2024 lists the following key individuals.

Name Title
ALEXANDRA ARMSTRONG CFP Trustee
ANTHONY TONY SVACH CIMA Vice Chair
BEN HARRISON Immediate Pa
BERNIE CLARK Trustee
DR DAVE YESKE DBA CFP Chair
ED WALTERS Trustee
ERIC GREY Trustee
ERICA JAMES Trustee
GABRIAL GARCIA Trustee
HUSSAIN ZAIDI Trustee
JAMIE GRANTHAM Operations D
JEFFREY JEFF CONCEPCION Trustee
JOCELYN WRIGHT Trustee
JOE CHORNYAK Trustee
JONATHAN DAUPHINEESQ Ceo
KALITA BLESSING Trustee
KATHERINE EGAN Vp Of Dev. &
KRISTIN PUGH Trustee
MARTY KURTZ CFP Trustee
MEGAN CARPENTER Trustee
The full list of key leaders is available to members. Join today!