Funder DirectoryFINANCIAL PLANNING ASSOCIATION
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Grantmaking public charityEIN 841521488

FINANCIAL PLANNING ASSOCIATION

DENVER, CO 80203

Total Assets

$6.1M

FY 2024

Annual Giving

FY 2024

Grants Made

0

FY 2024

Avg Grant

FY 2024

Grant Range

Typical

Deadlines

Applications

Programs & Activities

Program 1

Member relations: fpa membership staff assist fpa members in joining and renewing as fpa members as well as navigating their fpa member benefits to ensure they take full advantage of their membership. As a professional membership association, benefits are focused on supporting members in elevating their knowledge through professional development, expanding their connections through community, growing their businesses through tools and resources for business success, and protecting their profession through advocacy.

Program 2

Fpa retreat is a long-standing, non-traditional gathering of the fpa community. It is an event that attracts leading financial planners due to its level of intimacy, community learning, and advanced, cutting-edge content. The event provides opportunities for networking, advanced education, and exposure to new theories and best practices.

Focus Areas

Community Improvement & Capacity Building

Financial Snapshot

2024 filing

Total Revenue

$7.8M

Total Expenses

$7.5M

Top Recipients

1 grants

$123K
1 grant

Grant Size Distribution

1 grants

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

Geographic Focus

1 states

New York
$123K
100% of total

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FINANCIAL PLANNING ASSOCIATION — Grants, Financials & Contact | Grantivo