Financial Planning Grants Go Out

The Foundation for Financial Planning has awarded nine new grants totaling $565,272. The grants went to:

BestPrep, a financial education program targeted at high school students in Minnesota, to create a "Budgeting Matters" presentation for distribution through Minnesota high schools. The program will utilize financial planning volunteers from the FPA of Minnesota.

CharlotteSaves Inc., in support of its "Building Wealth, Not Debt" program that will be delivered with financial planning professionals to lower-income wage earners in Charlotte, N.C., and the surrounding areas.

The FPA of Miami-Dade, for a community outreach program focused on underserved populations to provide translation and delivery of financial literacy education information for the Hispanic and Haitian/Creole populations.

The Georgia Consortium for Personal Financial Literacy, which is partnering with the FPA of Georgia, to provide financial education and pro bono planning targeting senior citizens of low to moderate income, women of low to moderate income, and students and educators.

ISED Ventures, Central Iowa Saves, to support a campaign aimed to increase financial stability for low to moderate-income individuals working through several major employers in the central Iowa area.  The program uses volunteers from the FPA of Iowa.

Legal Services of Northern California, for support of specific financial literacy, financial investment and financial planning inquiries to their Senior Legal Hotline. The program utilizes financial planner NAPFA volunteers.

The National Financial Planning Support Center, to provide ongoing support for the FPA's pro bono initiative. In part, the grant will support a Pro Bono Director's Forum for FPA chapter pro bono directors, a Pro Bono Guidebook, and quarterly teleconferences for pro bono volunteers to share pro bono ideas and activities.

The New River Education Fund, to support production of the PBS series "Moneywise." In addition to the series, the grant will assist with the development of "Moneywise Minutes" and with programs for the military at 25 military bases throughout the country. A community outreach financial literacy education program will also be presented through African-American churches.

The New Mexico Project for Financial Literacy, for support of financial literacy education for low-income participants qualified for the state-funded Individual Development Account program. Many of the participants are referred through Head Start programs and other social service agencies.

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