Grants & Programs

2017 grant application cycle is closed. Next grant cycle will open early 2018.

Review the Grant Guidelines for instructions and a link to the application (page 4).  

Watch this video to learn how to apply for a grant.

Apply for a grant here.

Overview:

The Foundation for Financial Planning awards grants to 501(c)(3) nonprofit organizations to support the delivery of pro bono financial planning to populations who could not otherwise afford or access financial planning servicesFPA San Gabriel Valley at Rosemead Financial Planning Day

Eligible programs must:
  • Utilize financial planning professionals as volunteers, or local affiliates of financial planning organizations, through pro bono activities
  • Include one-on-one engagements between financial planners and pro bono clients
  • Deliver programs to specific target audiences who are underserved by the market, in need of financial guidance, or in a financial crisis
  • Provide opportunities to those of diverse socioeconomic levels to obtain unbiased financial planning advice and counsel

To be considered, projects must incorporate the involvement of financial planning professionals as community volunteers or work in collaboration with local affiliates of financial planning associations. Click here to view an applicant tutorial video.

Our Grant Guidelines give in-depth instructions for how to apply for a grant from the Foundation for Financial Planning. You can also download our implementation tips here.

Our staff is here to assist you. Contact Amira Tart, Program Outreach Director if you have questions about the grant process.

You do not need a grant to implement a program. Please visit our Program Resources and Consumer Resources to access tools ready for immediate use.

Read about our 2017 Grantees.

$250,000 Plus Donors