• Bernie_SCHW

    Charles Schwab Foundation Offers Dollar-for-Dollar Match for Pledges $5,000 and Above

    Bernie Clark – Executive Vice President of Schwab’s Advisor Services and Chair of the Foundation for Financial Planning – announced that through the end of the year, the Charles Schwab Foundation will provide a dollar-for-dollar match for every individual gift or…

  • Corporate Seminar Conference Team Collaboration Concept

    Apply for a Grant Today!

    Is your nonprofit empowering people take control of their financial lives with one-on-one pro bono financial planning? Are you connecting your clients with members of the financial planning community? Apply for a grant today, and let us help your nonprofit…

  • Family Greeting Military Father Home On Leave

    A Pro Bono Financial Plan – It Matters!

    “As veterans, we don’t have a lot of resources. We tend to rack up a lot of debt which outstrips our ability to repay.  I appreciate how the pro bono planner really cared about me, listened and the…

  • Woman_Christa

    A New Life – It Matters!

    Believing in a Second Chance Matters!  Christa moved to a new city with her daughters to remove them from substance abuse violence and attended a program offered through a Foundation grant.  With a new job—Christa completed CNL and…

  • FPD

    Giving an hour or a day as a volunteer – It Matters!

    Financial planners joined Westchester Community College in a one day pro bono financial planning event and provided 325 participants with one-on-one consultations.  “I wish there were more events like this. Everything about the day was fantastic!  My highest…

  • Disabled person

    Helping Wounded Warriors – It Matters!

    Scott, was hit by a roadside IED while on patrol in Sadr City, Iraq in 2008.  His body has mostly healed but his wife has had to stop working to provide the nearly 24/7 care required as he…

  • Couple Working on Bills

    Reducing Debt – It Matters!

    “My husband and I have paid off our cars and reduced our debt by refinancing our home at a lower interest rate.  We no longer live week-to-week and we no longer carry two pay-day loans.  We have a clearer…

  • senior women small

    Financial Planning Days – It Matters!

    “We have done quite a bit of research into long-term financial planning, but we were still lacking the confidence to feel fully capable and competent in that area in our lives.  My sister and I attended a Financial…

  • danquote

    Why I Give

    Dan Moisand CFP® Moisand Fitzgerald Tamayo, LLC                  

  • bobquote

    Why I Give

    Bob Oros, Fidelity Institutional Wealth Services®