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Foundation for Financial Planning Inc at a glanceMostly funded, not a grantmaker: see who funds it →

· 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 FY2024still arriving
20
Grants FY2024still arriving
12
States reached
$75k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0197% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Human Services$1.1MCommunity Improvement$734kHealth$684kEducation$337kCrime & Legal$155kPhilanthropy$45kHousing & Shelter$42kEmployment$40kOther$0
02FY2024 · 20 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $8k
  • $10k–50k18 grants · $387k
  • $50k–250k1 grant · $75k
$20,000
Median grant
12
States reached
$32M
Total assets
Largest grants
RecipientAmount
FINANCIAL PLANNING ASSOCIATION$75,000
AFTER INNOCENCE$40,000
BRITEPATHS$35,000
WINGS FOR WIDOWS$31,000
3RD DECADE$26,000
SAVVY LADIES$26,000
BEDFORD STUYVESANT RESTORATION CORP$25,000
FLYTE$25,000
CHICO STATE ENTERPRISES$20,400
NEIGHBORHOOD HOUSING SERVICES OF$20,000
COMMUNITY ACTION PARTNERSHIP OF$20,000
DEBTWAVE CREDIT COUNSELING$18,000
WOMEN'S RESOURCE CENTER TO END$16,210
A SANCTUARY FOR MILITARY FAMILIES$15,000
UNITED WAY OF GREATER CINCINNATI$15,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $802k) land where the poverty rate runs at 13%, against an area that typically sits at 10%. 83% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%WINGS FOR WIDOWS: $31k → 11%PREPARE PROSPER: $20k → 14%DEBTWAVE CREDIT COUNSELING: $30k → 11%INCREASING HOPE FINANCIAL TRAIN: $15k → 12%GREATER WASHING URBAN LEAGUE: $20k → 14%VETERANS PLUS: $20k → 12%GREENPATH FINANCIAL WELLNESS: $30k → 8%CONSUMER CREDIT COUNSELING OF: $20k → 15%CONSUMER EDUCATION AND TRAINING SER: $50k → 9%3RD DECADE: $26k → 15%WINGS FOR WIDOWS: $30k → 11%PREPARE PROSPER: $20k → 14%SAFE FINANCIAL SOLUTIONS: $20k → 9%DEBTWAVE CREDIT COUNSELING: $25k → 11%APPRISEN: $15k → 15%CONSUMER EDUCATION AND TRAINING SER: $40k → 9%3RD DECADE: $25k → 15%PREPARE PROSPER: $10k → 14%ADVISERS GIVE BACK: $20k → 10%DEBTWAVE CREDIT COUNSELING: $25k → 11%SAVVY LADIES: $26k → 17%CONSUMER CREDIT COUNSELING OF: $15k → 15%CASH CAMPAIGN FOR MARYLAND: $20k → 19%3RD DECADE: $20k → 15%PREPARE PROSPER: $10k → 14%DEBTWAVE CREDIT COUNSELING: $25k → 11%CASH CAMPAIGN FOR MARYLAND: $20k → 19%DEBTWAVE CREDIT COUNSELING: $25k → 11%SAVVY LADIES: $19k → 17%CASH CAMPAIGN FOR MARYLAND: $20k → 19%DEBTWAVE CREDIT COUNSELING: $25k → 11%CASH CAMPAIGN FOR MARYLAND: $20k → 19%SAVVY LADIES: $13k → 17%DEBTWAVE CREDIT COUNSELING: $20k → 11%DEBTWAVE CREDIT COUNSELING: $18k → 11%TRIAGE CANCER: $15k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
MN
IL
MI
NY
MA
OR
OH
PA
RI
CA
CO
KY
VA
MD
AZ
NC
SC
DC
LA
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

82%of every dollar goes to organizations it has funded before.
$2.9M · 25 repeat orgs$620k to everyone else

Grantees it renews have grown median revenue +38% since the first grant, against +23% for those funded once.

25 repeat relationships: 11 still active in FY2024, 14 since wound down; 9 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

25
18

Total granted

$2.9M
$475k

Median revenue growth · since first grant

+38%
+23%

Still filing today

88%
94%

New vs renewed · share of each year

In FY2024, 69% of grant dollars renewed an existing relationship; $146k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
Human ServicesEducationHealthCommunity ImprovementHousing & ShelterCrime & LegalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • FR
    FAMILY REACH FOUNDATION
    6× · 2017–2022 · $380k · revenue +98%
  • BI
    BRITEPATHS INC
    8× · 2017–2024 · $268k · revenue +77%
  • NF
    NAPFA FOUNDATION
    8× · 2017–2024 · $143k · revenue +178% · 28% of their budget

Funded once

  • GU
    GRANTS UNDER 5000
    one grant, 2017 · $190k
  • LOCAL INITIATIVES SUPPORT CORPORATIONgraduated
    one grant, 2022 · $35k · revenue +25%
  • TT
    TEXAS TECH FOUNDATION INC
    one grant, 2023 · $35k · revenue -16%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Cambridge Credit Counseling Corp

The organization specializes in providing education and counseling services to individuals and groups who are concerned about their financial situation. If appropriate, the organization also helps individuals establish affordable and…

Human Services
2
Coop Careers Inc

Building a movement of diverse, upwardly mobile college grads overcoming underemployment through digital skills and peer connections.

Education
3
Consumer Education Services Inc

Consumer education services, inc. empowers people to overcome their financial challenges and lead financially-healthy lives.

Human Services
4
Center for Responsible Lending

Promoting financial fairness and economic opportunity for all, ending abusive lending practices.

Crime & Legal
5
Common Impact Inc

Common impact's mission is to strengthen the capacity of social change organizations, enabling them to better run and scale their programs. through its partnership with companies, common impact taps into the business skills and expertise…

Unclassified
6
National Association of Insurance and Financial Advisors

Empowering financial professionals and consumers through world-class advocacy and education.

—
7
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.

Community Improvement
8
Consumer Credit Counseling Service of Southern Nevada

The mission of the agency is to promote economic security through financialy responsible behavior to all consumers. regardless of the ability to pay.

—
9
Credit Union of America

Provide lending, savings, and financial services for mutual purpose, including consumer loans, real estate loans, credit cards, savings and certificate accounts, investment options, and multiple methods for member access to their financial…

—
10
Nonprofit Finance Fund

Nonprofit finance fund is a nonprofit lender, consultant, and advocate. for 45 years, we've helped organizations access the money and resources they need to realize their communities' aspirations. alongside others, we're working to build…

Community Improvement
11
Incharge Debt Solutions

Incharge debt solutions helps consumers achieve financial balance and move closer to their dreams.

Human Services
12
Behavior Analyst Certification Board Inc

We protect consumers of behavior analysis services by systematically establishing, promoting, and disseminating professional standards.

Employment
How this is measured
The grantee most central to the portfolio’s shape is Working in Support of Education Inc; the most unlike its peers is United Policyholders. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

48 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 48 of the 52 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

3
Load-bearing (≥25% of a budget)
11
Early backer (in before they grew)
48/48
Grantees still filing
32/48
Grew since first funded

Where the money sits, by cause and then by grantee

DEBTWAVE CREDIT COUNSELING INC DBA SAN DIEGO FINANCIAL LITERACY CENT: $193,000 · Human ServicesDEBTWAVE CREDIT COUNSELING…Consumer Education and Training Services: $90,000 · Human ServicesConsumer Education and Tra…CASH CAMPAIGN OF MARYLAND INC: $80,000 · Human ServicesCASH CAMPAIGN OF MARYLAND …3RD DECADE INC: $71,000 · Human Services3RD DECADE INCWINGS FOR WIDOWS: $61,000 · Human ServicesWINGS FOR WIDOWSPrepare and Prosper: $60,000 · Human ServicesPrepare and ProsperSAVVY LADIES INC: $57,000 · Human ServicesSAVVY LADIES INCCONSUMER CREDIT COUNSELING SERVICES OF THE MIDWEST INC: $50,000 · Human ServicesCONSUMER CREDIT COUNSELING…GREENPATH INC: $30,000 · Human Services+6 more: $110,000 · Human Services+6 moreBRITEPATHS INC: $267,700 · OtherBRITEPATHS INCGRANTS UNDER 5000: $190,085 · OtherGRANTS UNDER 5000Individual grant recipient: $175,000 · OtherIndividual grant recipientUnited Policyholders: $40,000 · OtherCATHOLIC CHARITIES OF DALLAS INC: $30,000 · OtherFINANCIAL INDEPENDENCE TRAINING: $30,000 · OtherUnited Way of Central Florida Inc: $30,000 · Other+8 more: $103,710 · Other+8 moreFAMILY REACH FOUNDATION: $380,000 · HealthFAMILY REACH FOUNDAT…ANGEL FOUNDATION: $130,000 · HealthANGEL FOUNDATIONATRIUM HEALTH FOUNDATION: $90,000 · HealthATRIUM HEALTH FOUNDA…+2 more: $14,000 · HealthFINANCIAL PLANNING ASSOCIATION: $477,500 · Community ImprovementFINANCIAL PLANNIN…LOCAL INITIATIVES SUPPORT CORPORATION: $35,000 · Community ImprovementLOCAL INITIATIVES…COMMUNITY ACTION PARTNERSHIP OF PROVIDENCE COUNTY: $20,000 · Community Improvement+1 more: $10,000 · Community ImprovementNAPFA FOUNDATION: $142,500 · EducationNAPFA FOUND…WORKING IN SUPPORT OF EDUCATION INC: $89,000 · EducationWORKING IN …FLYTE INC: $50,000 · EducationFLYTE INCTEXAS TECH FOUNDATION INC: $35,000 · EducationTEXAS TECH …Chico State Enterprises: $20,400 · EducationChico State…AMERICAN NURSES FOUNDATION INC: $15,000 · EducationBedford Stuyvesant Restoration Corporation: $111,660 · Housing & ShelterNEIGHBORHOOD HOUSING SERVICES OF CHICAGO INC: $20,000 · Housing & ShelterFAMILY HOUSING RESOURCES INC: $14,000 · Housing & ShelterCOALITION FOR A BETTER ACRE INC: $8,000 · Housing & ShelterAfter Innocence: $80,000 · Crime & LegalZEROV INC: $50,000 · Crime & LegalTZEDEK DC INC: $15,000 · Crime & Legal
Human Services$802,000Other$866,495Health$614,000Community Improvement$542,500Education$351,900Housing & Shelter$153,660Crime & Legal$145,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetFINANCIAL PLANNING ASSOCIATION: $477,500 over 6y, 1.0% of budgetFAMILY REACH FOUNDATION: $380,000 over 6y, 1.3% of budgetBRITEPATHS INC: $267,700 over 8y, 2.1% of budgetDEBTWAVE CREDIT COUNSELING INC DBA SAN DIEGO FINANCIAL LITERACY CENT: $193,000 over 8y, 0.8% of budgetNAPFA FOUNDATION: $142,500 over 8y, 28% of budgetANGEL FOUNDATION: $130,000 over 5y, 1.4% of budgetBedford Stuyvesant Restoration Corporation: $111,660 over 6y, 0.3% of budgetConsumer Education and Training Services: $90,000 over 2y, 39% of budgetATRIUM HEALTH FOUNDATION: $90,000 over 2y, 0.1% of budgetWORKING IN SUPPORT OF EDUCATION INC: $89,000 over 5y, 1.4% of budgetCASH CAMPAIGN OF MARYLAND INC: $80,000 over 4y, 1.1% of budgetAfter Innocence: $80,000 over 2y, 10% of budget3RD DECADE INC: $71,000 over 3y, 2.4% of budgetWINGS FOR WIDOWS: $61,000 over 2y, 13% of budgetPrepare and Prosper: $60,000 over 4y, 1.0% of budgetSAVVY LADIES INC: $57,000 over 3y, 4.0% of budgetCONSUMER CREDIT COUNSELING SERVICES OF THE MIDWEST INC: $50,000 over 3y, 0.6% of budgetFLYTE INC: $50,000 over 2y, 9.1% of budgetZEROV INC: $50,000 over 2y, 0.2% of budgetUnited Policyholders: $40,000 over 3y, 2.2% of budgetLOCAL INITIATIVES SUPPORT CORPORATION: $35,000 over 1y, 0.0% of budgetTEXAS TECH FOUNDATION INC: $35,000 over 1y, 0.0% of budgetCATHOLIC CHARITIES OF DALLAS INC: $30,000 over 2y, 0.1% of budgetGREENPATH INC: $30,000 over 1y, 0.1% of budgetUnited Way of Central Florida Inc: $30,000 over 2y, 0.1% of budgetChico State Enterprises: $20,400 over 1y, 0.0% of budgetNEIGHBORHOOD HOUSING SERVICES OF CHICAGO INC: $20,000 over 1y, 0.3% of budgetGREATER WASHINGTON URBAN LEAGUE INC: $20,000 over 1y, 0.1% of budgetCOMMUNITY ACTION PARTNERSHIP OF PROVIDENCE COUNTY: $20,000 over 1y, 0.2% of budgetSAGE FINANCIAL SOLUTIONS INC: $20,000 over 1y, 2.3% of budgetCOORDINATED ASSISTANCE NETWORK: $20,000 over 1y, 2.9% of budgetADVISERS GIVE BACK INC: $20,000 over 1y, 47% of budgetWOMEN MOVING ON INC WOMENS RESOURCE CENTER TO END DV: $16,210 over 1y, 0.3% of budgetTZEDEK DC INC: $15,000 over 1y, 0.6% of budgetAMERICAN NURSES FOUNDATION INC: $15,000 over 1y, 0.1% of budgetIncreasing HOPE: $15,000 over 1y, 2.3% of budgetTRIAGE CANCER: $15,000 over 1y, 0.7% of budgetUnited Way of Greater Cincinnati: $15,000 over 1y, 0.1% of budgetA Sanctuary for Military Families Inc DBA Project Sanctuary: $15,000 over 1y, 0.5% of budgetFAMILY HOUSING RESOURCES INC: $14,000 over 1y, 0.4% of budgetCAPITAL AREA ASSET BUILDING CORPORATION: $10,000 over 1y, 0.3% of budgetVeterans Multi-Service Center Inc: $10,000 over 1y, 0.1% of budgetGOODWILL INDUSTRIES OF LANE AND SOUTH COAST COUNTIES INC: $10,000 over 1y, 0.0% of budgetCONSUMER BANKRUPTCY ASSISTANCE PROJECT: $10,000 over 1y, 4.9% of budgetCOALITION FOR A BETTER ACRE INC: $8,000 over 1y, 0.3% of budgetYWCA EvanstonNorth Shore: $7,500 over 1y, 0.0% of budgetACHIEVA: $7,500 over 1y, 0.5% of budgetCANCER SUPPORT COMMUNITY San Francisco Bay Area: $6,500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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.

Charities Aid Foundat…The Harry and Jeanett…Calvin K Kazanjian Ec…Pwc Foundation IncAbbVie FoundationThe Robert Wood Johns…Wells Fargo FoundationThe Blackbaud Giving …Td Charitable Foundat…Truist Foundation IncWK Kellogg FoundationJpmorgan Chase Founda…
Charities Aid Foundation AmericaVA15.2× affinity18 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

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
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Foundation for Financial Planning Inc funds: left to right is the share of its income from government, bottom to top the share from Foundation for Financial Planning Inc. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%3%13%28%50%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 11%
  • Cash Campaign of Maryland Inc: 11% of income from government
  • Goodwill Industries of Lane and South Coast Counties Inc: 3% of income from government
no gov moneyreceives it· size = income
3get no government money at all
15report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
05Through Plinth

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.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 52 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Foundation for Financial Planning’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home