Funder DirectoryCERTIFIED FINANCIAL PLANNER BOARD OF
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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

$326K

Pro 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

Community Improvement & Capacity Building

Financial Snapshot

2024 filing

Total Revenue

$8.4M

Total Expenses

$9.8M

Giving Over Time

3 years

Giving over time from 2019 to 2024. Peak $68K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

4 grants

Grant Size Distribution

4 grants

<$10K
$10–50K
4
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

District of Columbia
$80K
56% of total
Colorado
$63K
44% of total

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CERTIFIED FINANCIAL PLANNER BOARD OF — Grants, Financials & Contact | Grantivo