The NAPFA Foundation is a 501(c)(3) non-profit organization that is committed to turning Americans into confident financial decision makers.

The Foundation directly supports NAPFA’s strategic driver, advocacy, by helping to drive the initiative of increasing accessibility of Fee-Only financial planning resources and services to a broader population.

使命: Transforming lives by expanding access to Fee-Only financial planning

愿景: Changing lives through pro-bono financial advice.

The NAPFA Foundation fulfills its Mission with the following programs:

  • Building 首页s for Heroes — This is the exclusive CFP® partner advising disabled veterans. This program has been directly supported through generous grants from the Foundation for Financial Planning (FFP) since 2016.
  • Advisers Give Back— The Foundation partners with Advisers Give Back by connecting consumers with a pro bono NAPFA advisor.
  • College Affordability Project — This project helps families understand the costs of college and connecting families with tools to save money on the cost of college. This program is directly supported through generous grants from the Foundation for Financial Planning (FFP).

The NAPFA Foundation is celebrating 20 years in 2024!

Giving back through the NAPFA Foundation is an excellent way to make a difference. Consider volunteering your financial planning expertise or making a donation to support the Foundation's programs. All contributions are tax-deductible and spent on operations and programming.

As a financial planner, your impact of offering pro-bono advice to people who otherwise would not have access to is immeasurable.

Please consider donating $20 in honor of the Foundation celebrating its 20th anniversary!

捐赠 Today

Employer ID Number: 20-2025908

For more information, please contact Nick Casas, NAPFA Foundation Program Coodinator, (847) 483-5400 ext. 106.

Scholarships

The NAPFA Foundation offers many scholarship opportunities that can assist future Fee-Only planners.

  • Diahann Lassus Scholarship
  • Gail Parker Scholarship
  • Lynn Ballou Scholarship

Learn more

Thank you, Donors!

The NAPFA Foundation greatly appreciates the support of its donors. View a list of 2022-2023 donors 在这里.

By making a monetary contribution to support the NAPFA Foundation, you:

  • Take enterprising action on a cause whose urgency you experience every day.
  • Ensure that NAPFA’s client-focused, Fee-Only values are strongly represented in the industry’s consumer outreach efforts.
  • Support current NAPFA Foundation pro-bono programmatic opportunities.
  • Develop future national pro-bono opportunities for affinities you have served locally including the elderly, terminally ill, veterans, school children, women and those in poverty.

Access the Foundation's Annual Report

The NAPFA Foundation is proud to share the meaningful work it has done to advance its mission. The Board of Trustees is excited to share the status of the Foundation's continued efforts to expand access to Fee-Only financial planning.

Access the Report

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