Foundation for Financial Planning

FPA Annual Pro Bono Impact Report 2014

Delivery of pro bono financial planning enriches the lives of everyone touched by it…the recipients, the financial planning volunteers, donors and society as a whole.

Celebrating 20 years of pro bono financial planning and 5.7 million dollars in grant support, the Foundation is pleased to share the FPA Annual Pro Bono Impact Report.

5,570Confidential One-on-One

Pro Bono Financial Planning Sessions

“I wish there were more events like this. Everything about the day was fantastic! My highest priority is planning for retirement. As a result of today, I was able to meet with a financial planner to get started.”

18,228 in attendance at1,484 presentations

“Over time, through volunteering, I realized that those I assisted wanted the same thing as every other client I work with in my day job... security."

You made it happen, through your volunteerism!

Volunteer Financial Planners: 2,646

Individuals Served: 23,798

Hours Volunteered: 18,769

Value of Contributed Hours: $3,753,125

Financial Planning Days Consortium

New 2014 PartnerMilitary Partners

Stakeholder Partnerships, Education and Communication 

(SPEC) 

National Pro Bono Partners

Community Partners by FPA ChapterAll Chapters helped with opportunities to serve these organizations

Homes for Our Troops-All Chapters available for Military one-on-onesOperation Home Front-All Chapters available for Military one-on-ones

ARArkansas

Our House a homeless shelterAZ

Greater PhoenixArizona Phone BankArizona State UniversityAZ Dept of AdministrationFamily Self Sufficiency AllianceFinancial Planning Day Consortium: CPF Board, US Conference of Mayors, FPA and FFPValley of the Sun United Way

CAEast Bay

Financial Planning Day:City of Oakland Job Fair, Operation Hope, Mayors office and Local Assembly membersContra Costa County Independent Living Skills ProgramMechanics BankThe High Risk Reentry Court program: U.S. District Court, the U.S. Attorney’s Office, the Federal Public Defender’s Office, the U.S. Probation Office, community treatment providers, and community support groups.

Los AngelesFinancial Planning Day City of Los Angeles Mayor's OfficeLos Angeles Public LibraryHabitat for Humanity - Greater Los Angeles

Northern CaliforniaAmerica Saves WeekFinancial Planning Day; State Controller's Office for "Manage Your Money Week."Jr. Achievement-Nor Cal

Orange CountyCA State Controller's OfficeSocial Security OfficeSmall Business MajorityMercy House Transitional Living CenterSimon Family Foundation

San DiegoAllstate; Wise; YWCA San DiegoFinancial Planning Day Consortium-San DiegoMiramar Marine Air Station: Corporal CourseMoneyWise for Domestic Violence SurvivorsYWCASan Diego Oasis (Learning over 50); San Diego Financial Literacy Center; Manage Your Money Week; Financial Planning Day Consortium;Wounded Warriors-San Diego

San FranciscoCasa de las Madres - domestic violence victimsJewish Community Center of SF Job CorpsJr Achievement- SFSF Mayor's Office of Financial Empowerment, Manage Your Money Week, Financial Planning Day ConsortiumSingle Stop USA;CA state Controller's officeSmart Money Network; SF Treasurer's Office of Financial Empowerment; Consumer Credit Counseling; Mission Economic Development Agency; SF Housing YWCA-Berkeley

San Gabriel ValleyPilgrim Place-Senior Retirement Community

Community Partners by FPA ChapterSilicon Valley

City of SunnyvaleFinancial Planning Day Consortium City of Sunnyvale/SV LibraryHabitat for Humanity-SVVarious Library LocationsSanta Clara County LibrarySCC Library System; Sunnyvale Library; San Jose LibraryUniversity Cal Santa Clara

COColorado

Operation Hope-Young EntrepreneursDenver

Junior Achievement-DenverMile Hi Church-open to entire communityMoney Smart Week-Denver

Southern ColoradoJunior Achievement of Southern ColoradoUniversity of Colorado Hospital Authority

DCNational Capital Area

Department of Insurance, Securities and Banking for District of ColumbiaFinancial Planning Day: District of Columbia, Department of Insurance, Securities, and Banking Investors Protection Trust; Bank of DC; AARP; CFP Board, US Conference of MayorsGreater Washington Jump$tart CoalitionOur Daily BreadPromote Pro bono outreach at Advocacy DayVirginia cooperative Extension, a partnership of Virginia Tech and Virginia State University

FLGreater Ft Lauderdale

Community Foundation of Broward CoCommunity Foundation of Palm Beach

MiamiUS Southern Command

Northeast FloridaEmployee Benefit program-NE FLFamily FoundationsUnited Way Real $enseUnited Way of Northeast Florida

South West FLGrace Place Naples

SuncoastJunior Achievement-Suncoast

GAGeorgia

Financial Planning Day Consortium: CFP Board, US Conference of Mayors, FPA and FFP; Oglethorpe UniversityMoney Smart Week: Local Libraries in Forsyth and Cobb Counties

HIHawaii

Wounded Warrior-HawaiiIA

IowaUnited Way of Central IowaUnited Way of Central Iowa and Iowa Legal AidUnited Way of Central Iowa, Drake University

ILIllinois

Chicago Federal Reserve Money smart weekChicago Public LibraryFinancial Planning Day Chicago Public LibraryCFP BoardFoundation for Financial PlanningUS Conference of MayorsCollege of DuPageDuPage County Senior ServicesEaster SealsIllinois Joining Forces, National Guard

INGreater Indiana

Financial Planning Day Consortium, Indiana Public Retirement Systems (INPRS), Indiana Secretary of State, Consumer Protection Division, Indiana 529 Plan, VITA, Purdue Extension, Apprisen, CICOA Aging & IN Home Solution, WorkOne Indy; University of Indianapolis business students volunteer; State of Indiana Personnel Dept that Promoted FP Day

KSGreater Kansas City

FDIC: Alliance for Economic Inclusion, Money Smart NBC Action News-Financial Planning Call in Show; Consumer Credit Counselors

KYKentuckiana

Metro Louisville Government; Operation Homefront; USAA

LABaton Rouge

Junior Achievement-Baton RougeGreater New Orleans

Wise Domestic Violence prepare to launch partnershipMA

MassachusettsDana Farber Cancer InstituteLawrence Community WorksMassachusetts National GuardMassachusetts State Treasurer's OfficeMilitary Student Appreciation Day University of Massachusetts LowellMonson High School in conjunction with Monson Savings Bank: Financial Freedom for Veterans, Service members and their FamiliesOperation Moneywise with State Treasurers office at Mass Bay Community CollegeThe Money Conference Financial EmpowermentWomen Veterans Conference

MDMaryland

Financial Planning Day Consortium, Junior Achievement, OperationHopeJunior Achievement-BaltimoreJunior Achievement Finance ParkMakingChange, Howard County Library, Money Matters FairMoney Power Day, Baltimore Cash Campaign

MIMichigan

Money Smart Week-MichiganVarious libraries throughout SE Michigan

Community Partners by FPA Chapter

Community Partners by FPA ChapterMN

MinnesotaAccountability Minnesota, Senior LinkageBest Prep; Junior AchievementPrepare + ProsperFinancial Planning Day: The Foundation for Financial PlanningThe U.S. Council of MayorsCFP BoardFinancial Planning AssociationMinnesota Jump-Start Coalition to young independently living adults

MOGreater St. Louis

Money Smart Week -St Louis; St Charles LibrarySLATEFinancial Planning Day: FFP, CFP Board, FPA, US Conference of Mayors

St. LouisUnited Way A.S.S.E.T programUnited Way Money Smart WeekUniversity of MO-Columbia

NENebraska

Best Prep & Local High schools-OmahaNJ

New JerseyBergen Community College, Office of Event PlanningFinancial Planning Day: Department of Housing, Elizabeth, NJEmployee Benefit program-NJMontclair Public Library

NYLong Island

Employee Benefit program-LIIRSNassau County Bar Association Pro Bono Division.

New York21 PartnersBorough of Manhattan Community College (BMCC) Career GearCenter for Independence of the Disabled (CIDNY)Dress for SuccessFEGS Health & Human ServicesLegal Information for Families Today (LIFT)nPower 3Ds for SuccessNY City Financial Action Consortium (NYCNAC)NY Public Library Financial Literacy CentralNYC Office of Financial EmpowermentProject RenewalSamaritan VillageSanctuary for FamiliesSavvy LadiesSemiPermThe Family Justice Center (FJC) of NY (4 locations - Manhattan, Queens, Bronx and Brooklyn) W!SE (Working in Support of Education)-Domestic Violence

Western NYAARPOracle Charter SchoolWestminster Economic Development Initiative

OHCentral Ohio

Columbus Metropolitan LibraryFinancial Planning Day Consortium-Central OHJunior Achievement of Central OhioNew Directions Career Center

Northeast OhioThe Beacon Journal Financial literacy Article publicationUnited Way, Univ of Akron, Akron Public Library, Beacon JournalFinancial Planning Day Consortium

South West OhioFinancial Planning Day Consortium SW OH

OROregon and SW Washington

Best Prep & Local High schools-PortlandBradley Angle , Oregon Department of Consumer & Business Services, Innovative Changes, Metropolitan Family Service, REACH, Rosewood InitiativeJunior Achievement-Portland

PACentral Pennsylvania

American Cancer SocietyPhiladelphia Tri-State

Best Prep & Local High schools-PhiladelphiaPledging TreeW!SE; Women Against Abuse

TNEast Tennessee

JR Achievement of East TennesseeMiddle Tennessee

Davidson County Correctional FacilityDavidson County Sheriffs DepartmentEdgehill LibraryNashville Rescue Mission

TXAustin

Foundation Communities financial coachingVita Tax Preparation through Foundation CommunitiesWomen-Low income

Dallas Fort WorthFinancial Planning WeekInterfaith Housing coalitionJunior Achievement DFWJunior Achievement-DFWPrisoner Entrepreneur ProgramSigma Phi Lambda

HoustonFinancial Mentors of America (FMA)Methodist Hospital Clinic of Houston with the Muscular Dystrophy Association (MDA)Methodist Hospital with funding through Muscular Dystrophy Association.The Women's Resource of Greater Houston (TWR)

San Antonio & South TexasCity of San Antonio and Family Service AssociationFinancial Planning Day Consortium

West TexasFinancial Planning Day, Veterans Resource Coordinating Group (VRCG)Veterans Resource Coordinating Group (VRCG)

UTUtah

BYU University; UVU University; LDS Church;LDS Church and Brigham Young UniversityWISE; Family Justice Center; YWCA

YWCA; Family Justice Center

Community Partners by FPA Chapter

VACentral Virginia

Chesterfield Life Long Learning CenterFort Lee Military BaseHenrico High SchoolHope ChurchLaburnum Elementary SchoolLakewood ManorMultiple high schools in the Richmond Metro areaVirginia Council on Economic EducationWounded Warriors-Central VA

Hampton RoadsCity of Virginia Beach; Bank OnVirginia Beach Cooperative Extension ServicesFinancial Planning Day Consortium

WAPuget Sound

American Financial SolutionsApprisen Financial AdvocatesClearPoint Credit Counseling SolutionsCENTS – Consumer Education and Training ServicesFinancial Planning Day ConsortiumSeattle Financial Empowerment CenterSeattle Financial Empowerment NetworkCity of SeattleAmerican Financial Solutions, CENTs,Clearpoint, Apprisen,Seattle SchoolsFinancial Empowerment Network of Seattle-King County

Community Partners by FPA ChapterWI

Southern WisconsinCanaan Baptist ChurchEmployee Benefit program-SoWis.Journey House Center for Family Learning and Youth Athletics; The Wisconsin Women's Business Initiative Corporation; AARP WisconsinFinancial Planning Day ConsortiumMake A Difference Wisconsin

National FPA Pro Bono Advisory Committee

Dick Power, CFP®, Massachusetts, ChairOmega Hartman, CFP®, New Jersey, Past Chair

Lori Irwin, CFP®, Hampton Roads VADave Hoyer, CFP®, Philadelphia Tri-State

Wendell B. Fuller, CFP®, Central VARenee Porter-Medley, CFP®, SW Florida

Noreen Coughlin, Foundation for Financial Planning

New Members in 2015:Lori Ackerman, CFP®, Northern California

Jim Thompson, CFP®, MassachusettsJacqualine Arnold, Georgia

Interested in joining the committee visit: http://connect.onefpa.org/volunteeropportunities

For more information:FPA Pro Bono FPAprobono@OneFPA.org770-938-1110

Dick Power, CFP®, Chair powerplans@verizon.net

Noreen Coughlinnoreenc@foundation-finplan.org

To volunteer: Contact your local Chapter Pro

Bono or Community Outreach Director

Sign up for pro bono financial planning on the Foundation’s website

Develop a program and/or help a non profit submit a grant: www.foundation-finplan.org