Grantmaking public charityEIN 742385850
CERTIFIED FINANCIAL PLANNER BOARD OF
WASHINGTON, DC 20005
Total Assets
$45.9M
FY 2024
Annual Giving
$50K
FY 2024
Grants Made
1
FY 2024
Avg Grant
$50K
FY 2024
Grant Range
—
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
$326KPro bonocfp board center for financial planning recognizes that pro bono financial planning not only benefits those served but also enhances the profession and helps build the financial planning workforce of the future. Cfp board center for financial planning partners with the foundation for financial planning to help make pro bono opportunities, training and resources available to all cfp professionals.17,916 cfp professionals reported 389,435 hours of pro bono financial planning in 2024 and our goal is to grow the number of cfp professionals providing pro bono service to over 25,000 by the end of 2026.
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$8.4M
Total Expenses
$9.8M
Giving Over Time
3 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
4 grants
Grant Size Distribution
4 grants
Geographic Focus
2 states
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