FOUNDATION FOR FINANCIAL PLANNING INC

Powering Pro Bono Financial Planning

aka FFP   |   Washington, DC   |  www.FFPprobono.org

Mission

The Foundation for Financial Planning's mission is to help people in need improve their financial lives by expanding access to pro bono financial planning.

Ruling year info

1983

Chief Executive Officer

Mr. Jon Dauphiné Esq.

Main address

1425 K Street NW Suite 750

Washington, DC 20005 USA

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EIN

58-1446336

NTEE code info

Philanthropy / Charity / Voluntarism Promotion (General) (T50)

Financial Counseling, Money Management (P51)

Financial Institutions/Services (Non-Government Related) (W60)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

Pro bono financial planning can change lives, giving people in serious need a chance to achieve financial stability. Wounded veterans, domestic violence survivors, people with serious illness and many others can benefit enormously from the expertise of financial planners who volunteer their time and talent to provide free, quality financial advice. Studies show that individuals with cancer often face “financial toxicity,” manifested by a mix of severe economic stress, depression and anxiety that can worsen the underlying health condition. Even with private health insurance or coverage through Medicare or Medicaid, families are at substantial risk of financial catastrophe. These families experience not only a major increase in daily expenses, but often a significant loss of income due to patients’ and their caregivers’ inability to maintain full-time work. We believe that financial planning can help.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Pro Bono for Cancer Campaign

FFP’s Pro Bono for Cancer Campaign is raising funds to develop and support efforts around the country connecting cancer patients and their families to free, quality financial advice.

Population(s) Served
People with diseases and illnesses
Economically disadvantaged people

As the coronavirus pandemic leaves millions of Americans facing financial hardship, the Foundation for Financial Planning (FFP)’s role is more important than ever. The COVID-19 Financial Resilience Fund will support our efforts to deliver free financial planning and advice to those most impacted by this crisis.

Population(s) Served
Economically disadvantaged people
Unemployed people

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The Foundation for Financial Planning is the only organization solely devoted to powering pro bono financial planning.

FFP focuses much of our grantmaking and other efforts on areas where we believe we can have the greatest impact, including programs for military and veterans, programs for people with cancer, and activating volunteers across the country. In 2016, we were proud to support efforts that benefited homeless women and their families, low-income homebuyers, military, domestic violence survivors and more.

FFP’s Pro Bono for Cancer Campaign is raising funds to develop and support efforts around the country connecting cancer patients and their families to free, quality financial advice. Our goal is to test, refine and grow outstanding program models so that this work can be replicated and scaled, eventually helping thousands of families across the country.

FFP aims to mobilize the profession to adopt a tradition of pro bono service; increase financial capacity in order to grow our grant funding & program services; expand access to and impact of pro bono financial planning programs for at-risk individuals and families; and grow public awareness and visibility of FFP and pro bono financial planning.

Since our founding in 1995, FFP has funded pro bono programs in 39 states.

The pro bono work we make possible goes beyond financial literacy to provide one-on-one, free, quality guidance on people’s most challenging money issues. Our grants fund opportunities for personal interactions between volunteer financial planners and vulnerable people.

Through our nationally-driven programs, we award grants to a range of community-based and national nonprofits who serve these key groups and whose efforts can be replicated and scaled; Support the development of specialized program models, training tools, and more that can be shared among our grantees, establishing a “learning loop” that enables us to refine and improve programs over time; Help forge connections between volunteer planners interested in serving these groups and the nonprofit programs we support; Maximize the impact that pro bono financial planning can have on the unique challenges faced by these groups.

Over our history, FFP has supported the delivery of free financial guidance to more than 500,000 people in crisis or need. We’ve awarded grants totaling over $8 million to national and community-based organizations in 38 states.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization collecting feedback from the people you serve?

  • How is your organization using feedback from the people you serve?

  • With whom is the organization sharing feedback?

  • Which of the following feedback practices does your organization routinely carry out?

  • What challenges does the organization face when collecting feedback?

Financials

FOUNDATION FOR FINANCIAL PLANNING INC
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

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FOUNDATION FOR FINANCIAL PLANNING INC

Board of directors
as of 10/21/2021
SOURCE: Self-reported by organization
Board chair

Ms. Kate Healy

Bernie Clark

Schwab Advisor Services

Alexandra Armstrong

Armstrong, Fleming & Moore, Inc.

Eric Grey

Capital Group

David Canter

Fidelity Investments

Terri Fiedler

AIG Financial Distributors

Ben Harrison

Pershing Advisor Solutions

Kate Healy

TD Ameritrade Institutional

Laura Tarbox

Tarbox Family Office

Dave Yeske

Yeske Buie Inc.

Anthony Svach

BlackRock

Eric Clarke

Orion Advisor Solutions, LLC

Jeff Concepcion

Stratos Wealth Partners, Ltd.

Marty Kurtz

The Planning Center

Jocelyn Wright

The Ascension Group

Ed Walters

Lincoln Financial Group

Steve Larson

T. Rowe Price Group

Yonhee Gordon

JMG Financial Group

Scott Kahan

Financial Asset Management

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? No

Organizational demographics

SOURCE: Self-reported; last updated 10/21/2021,

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

No data

Race & ethnicity

No data

Gender identity

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Sexual orientation

No data

Disability

No data