Washington, D.C. · Public charity
Certified Financial Planner Board of Standards Center for Financial Planning
The mission of cfp board center for financial planning, a 501(c)(3) nonprofit organization, is to advance competent and ethical financial planning and expand cfp professional diversity for the benefit of the public.
- $560k
- Granted FY2024(still arriving)
- 1
- Itemized grants FY2024
- 1
- Organizations funded FY2021
- 0%
- First-time grantees FY2021
- Itemized, FY2024
- $50k
- The rest is grants the schedule does not break out
- Median grant, FY2024
- $50,000
- Largest grant, FY2024
- $50,000
- Organizations funded a year
- 1 to 2
- FY2017 to FY2021
- States reached, FY2024
- 1
- Total assets, FY2024
- $46M
How open it is to new grantees
In FY2021, 0% of the organizations Certified Financial Planner Board of Standards Center for Financial Planning funded were first-time grantees, receiving 0% of its grant dollars.
New vs renewed · share of each year
In FY2021, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 1 | $50k | 0% |
| FY2021 | 1 | $25k | 0% |
| FY2020 | 2 | $68k | 50% |
| FY2019 | 1 | $25k | 0% |
| FY2018 | 1 | $25k | 0% |
| FY2017 | 1 | $25k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
Top grantees
Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Financial Planning Association | $137,637 | 5 | 1% |
| Foundation for Financial Planning Inc | $80,000 | 2 | 3% |
About Certified Financial Planner Board of Standards Center for Financial Planning
- How much does Certified Financial Planner Board of Standards Center for Financial Planning give?
- Certified Financial Planner Board of Standards Center for Financial Planning reported 1 itemized grants totaling $50,000, out of $559,602 in total grant expense reported on the return in its FY2024 IRS filing. It funded between 1 and 2 organizations a year over FY2017 to FY2021.
- What does Certified Financial Planner Board of Standards Center for Financial Planning fund?
- By grant dollars over FY2017 to FY2024, its largest causes are Community Improvement (63%), Human Services (37%).
- Who are Certified Financial Planner Board of Standards Center for Financial Planning's largest grantees?
- By total granted over FY2017 to FY2024: Financial Planning Association ($138k), Foundation for Financial Planning Inc ($80k).
- Does Certified Financial Planner Board of Standards Center for Financial Planning fund new organizations?
- In FY2021, 0% of the organizations it funded were first-time grantees.
- Where is Certified Financial Planner Board of Standards Center for Financial Planning based?
- Certified Financial Planner Board of Standards Center for Financial Planning is based in DC.