Washington, D.C. · Public charity
Foundation for Financial Planning Inc
Our mission is to help people in need improve their financial lives by expanding access to pro bono financial planning.
- $473k
- Granted FY2024(still arriving)
- 20
- Grants FY2024
- 18
- Organizations funded FY2023
- 39%
- First-time grantees FY2023
- Median grant, FY2024
- $20,000
- Largest grant, FY2024
- $75,000
- Organizations funded a year
- 12 to 18
- FY2017 to FY2023
- States reached, FY2024
- 12
- Total assets, FY2024
- $32M
How open it is to new grantees
In FY2023, 39% of the organizations Foundation for Financial Planning Inc funded were first-time grantees, receiving 35% of its grant dollars.
New vs renewed · share of each year
In FY2023, 65% of grant dollars renewed an existing relationship; $167k went to new ones.
Where new relationships form · theme of each grantee’s first grant
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2024still arriving | 20 | $469k | 45% |
| FY2023 | 18 | $475k | 39% |
| FY2022 | 15 | $417k | 47% |
| FY2021 | 14 | $331k | 0% |
| FY2020 | 17 | $441k | 29% |
| FY2019 | 13 | $398k | 46% |
| FY2018 | 13 | $450k | 46% |
| FY2017 | 12 | $496k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.
Where its grants go
Grant dollars by states, across the years we hold.
Which US states its grants reach
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 | $477,500 | 6 | 1% |
| Family Reach Foundation | $380,000 | 6 | 1% |
| Britepaths Inc | $267,700 | 8 | 2% |
| Debtwave Credit Counseling Inc Dba San Diego Financial Literacy Cent | $193,000 | 8 | 1% |
| Napfa Foundation | $142,500 | 8 | 28% |
| Angel Foundation | $130,000 | 5 | 1% |
| Bedford Stuyvesant Restoration Corporation | $111,660 | 6 | 0% |
| Consumer Education and Training Services | $90,000 | 2 | 39% |
| Atrium Health Foundation | $90,000 | 2 | 0% |
| Working in Support of Education Inc | $89,000 | 5 | 1% |
Show all 50 grantees
Plus 2 recipients with no EIN on record ($365k), not named here.
Where it is load-bearing
Foundation for Financial Planning Inc supplied at least a quarter of the budget for 3 of its grantees at some point. The chart plots its 48 largest grantees; load-bearing ones sit top left.
Tap a dot to name the grantee.
How this is measured
Co-funders
Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.
Open a dossier: Charities Aid Foundation America · The Harry and Jeanette Weinberg Foundation Inc · Calvin K Kazanjian Economics Foundation Inc · Pwc Foundation Inc · AbbVie Foundation · The Robert Wood Johnson Foundation · Wells Fargo Foundation · The Blackbaud Giving Fund · Td Charitable Foundation · Truist Foundation Inc · WK Kellogg Foundation · Jpmorgan Chase Foundation
How this is measured
Compare Foundation for Financial Planning Inc with peer funders
Warm introductions · Powered by PlinthPlus
How do I get to Foundation for Financial Planning Inc?
Find your warmest path to Foundation for Financial Planning Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.
About Foundation for Financial Planning Inc
- How much does Foundation for Financial Planning Inc give?
- Foundation for Financial Planning Inc reported 20 grants totaling $472,860 in its FY2024 IRS filing. It funded between 12 and 18 organizations a year over FY2017 to FY2023.
- What does Foundation for Financial Planning Inc fund?
- By grant dollars over FY2017 to FY2024, its largest causes are Human Services (31%), Community Improvement (21%), Health (20%).
- Who are Foundation for Financial Planning Inc's largest grantees?
- By total granted over FY2017 to FY2024: Financial Planning Association ($478k), Family Reach Foundation ($380k), Britepaths Inc ($268k).
- Does Foundation for Financial Planning Inc fund new organizations?
- In FY2023, 39% of the organizations it funded were first-time grantees.
- Which funders back the same organizations as Foundation for Financial Planning Inc?
- Its strongest co-funders, measured against what their size predicts, include Charities Aid Foundation America, The Harry and Jeanette Weinberg Foundation Inc, Calvin K Kazanjian Economics Foundation Inc.
- Where is Foundation for Financial Planning Inc based?
- Foundation for Financial Planning Inc is based in DC.
Play a game based on Foundation for Financial Planning’s filings →