Giving vulnerable members of our communities a helping hand by sharing our professional expertise – that's what pro bono financial planning is all about. Throughout the country, FPA chapters are working with community partners to assist those with the greatest need for and the least access to the power of financial planning.
The FPA Pro Bono Program targets low income individuals and families striving to build assets and improve their lives but cannot afford to engage a planner on their own. Chapters may also outreach to other populations in need to meet the specific needs of their communities.
Volunteering as an FPA pro bono planner is a great way to give back, build professional skills and strengthen ties with your community and fellow FPA members. Join your chapter program now!
Coming Soon!
Chapter Leader Resources
If you are a chapter leader starting or running a program, FPA has a wealth of resources to help you.
Pro Bono
Guidebook (PDF | 145KB)
Find everything you need to know about starting and
running a pro bono financial planning program, including advice,
resources and best practices.
Pro Bono
Toolkit
Get all the resources outlined in the Pro Bono Guidebook and more,
including:
- FPA Pro Bono Guidelines and tools for building a chapter pro bono program
- Tools for working with volunteers and partner organizations, such as sign-up sheets, outreach brochures and an MOU template
- Tools for working with clients, such as presentations, worksheets and engagement documentation
Pro Bono
Community of Interest
This is an online forum where FPA members can share ideas, best
practices and stories about pro bono financial planning.
FPA's Pro Bono Program is funded in part by generous grants from the Foundation for Financial Planning.
