Foundation for Financial Planning Tech & Pro Bono
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About the Foundation for Financial Planning
The Foundation for Financial Planning is a Washington, DC-based 501(c)(3) charitable organization, solely devoted to supporting the delivery of pro bono financial planning and advice to at-risk populations, including active military members and wounded veterans, people with cancer and other serious medical diagnoses, seniors and family caregivers, low-income workers and their families, domestic violence survivors, and many more. Dedicated to powering pro bono financial planning, FFP has provided more than $8.3 million in grants to national and community-based pro bono programs; worked with partners to activate more than 22,000 financial planners to volunteer their time and talents; helped bring pro bono dvice to more than 500,000 underserved people; and acted as a leader and catalyst to embed a rich tradition of pro bono service across the financial planning profession. Visit FFPprobono.org to learn more.
Why are we focusing on tech solutions for pro bono financial planning engagements?
FFP believes that good tech solutions can help facilitate pro bono engagements while bringing more efficiency and impact to the volunteer and client experiences. Within five years, we hope to see widespread adoption of technology that enhances pro bono work with LMI (low-to moderate-income) clients, driving scale by making it easier for advisors to volunteer their time and talent. Rather than a one-size-fits-all solution, we anticipate that a range of stakeholders within the fintech ecosystem will develop promising approaches.
We want to hear from you!
Please note that due to the volume of inquiries and requests to provide product demonstrations, FFP has created this form so that we can track potential tech solutions that could advance pro bono financial planning and advice. FFP will keep all forms on file; use them to inform our Tech Initiative; and may be in touch for further information. Unfortunately, we cannot meet individually with all companies and individuals.
The Foundation for Financial Planning is a Washington, DC-based 501(c)(3) charitable organization, solely devoted to supporting the delivery of pro bono financial planning and advice to at-risk populations, including active military members and wounded veterans, people with cancer and other serious medical diagnoses, seniors and family caregivers, low-income workers and their families, domestic violence survivors, and many more. Dedicated to powering pro bono financial planning, FFP has provided more than $8.3 million in grants to national and community-based pro bono programs; worked with partners to activate more than 22,000 financial planners to volunteer their time and talents; helped bring pro bono dvice to more than 500,000 underserved people; and acted as a leader and catalyst to embed a rich tradition of pro bono service across the financial planning profession. Visit FFPprobono.org to learn more.
Why are we focusing on tech solutions for pro bono financial planning engagements?
FFP believes that good tech solutions can help facilitate pro bono engagements while bringing more efficiency and impact to the volunteer and client experiences. Within five years, we hope to see widespread adoption of technology that enhances pro bono work with LMI (low-to moderate-income) clients, driving scale by making it easier for advisors to volunteer their time and talent. Rather than a one-size-fits-all solution, we anticipate that a range of stakeholders within the fintech ecosystem will develop promising approaches.
We want to hear from you!
Please note that due to the volume of inquiries and requests to provide product demonstrations, FFP has created this form so that we can track potential tech solutions that could advance pro bono financial planning and advice. FFP will keep all forms on file; use them to inform our Tech Initiative; and may be in touch for further information. Unfortunately, we cannot meet individually with all companies and individuals.