| The Foundation for Financial Planning
Since this quarter’s meeting will be about charitable giving, I thought it would be appropriate to have this quarter’s newsletter recognize a non-profit organization that we can all support. The mutual vision of The Foundation for Financial Planning and the FPA® is to foster public understanding of the value of financial planning, particularly to underserved populations, and we are committed to work together to that end.
Both FPA® and the Foundation for Financial Planning believe that public service is a pillar of the profession and recognize that by working together we can accomplish far more than each organization separately. Our organizations recognize that financial planning is a helping profession and expanded public service opportunities will advance and enrich the profession.
The Foundation, through its regular grant process, has awarded several grants to the National Financial Planning Support Center, the pro bono arm of the FPA®. Through these grants, more and more FPA® chapters and members are connecting with community based organizations to provide pro bono activities in their communities.
FPA also encourages financial support to the Foundation through the inclusion of a suggested contribution line on its membership and renewal applications. Through the opt-in program, thousands of financial planners have provided support, and you can too. Please visit www. foundation-finplan.org to make your tax-deductible donation.
Working together, the Foundation for Financial Planning and the Financial Planning Association are making a difference in the financial lives of people in need.
Foundation for Financial Planning Visits Marine Bases
The Foundation for Financial Planning had the opportunity to participate with volunteer financial planners and local service agencies at two Moneywise in the Military programs in late February. Funded in part by a grant from the Foundation for Financial Planning, Moneywise programs were presented at Parris Island, South Carolina, and Camp Lejuene, North Carolina, as part of its outreach to military personnel.
It was reported during the program at Camp Lejuene, that nearly 30% of all enlisted Marines, rank E-1 to E-4, have financial problems serious enough to affect security clearances. This is causing some security jobs to go unfilled, jeopardizing not only careers, but also the country’s security. Credit scores are part of the criteria used by the military to determine security clearances and over drafts, pay day lending loans, maxed out credit cards, late payments, are all leading to poor credit scores.
The Foundation for Financial Planning, volunteer financial planners from the Georgia and Triangle, North Carolina chapters of the FPA, Kelvin Boston, host of the PBS series Moneywise, and local service agencies provided information on budgeting, savings, debt management, home buying, the Uniformed Armed Services Thrift Savings Plan (401K), and more. The Foundation also distributed a booklet, Accomplishing your Financial Mission, to those in attendance, and provided additional copies for the Wounded Warrior program at Camp Lejuene for their work with returning wounded veterans. These bases are the first of twenty-five that will be visited this year.
Not only is Moneywise in the Military helping members of our armed forces and the families take control of their financial lives, but is also helping contribute to the security of our nation.
Programs such as these are made possible because of the generous support of donors like you. To make an additional gift or pledge to the Foundation to help provide additional financial literacy and pro bono financial planning activities, click here to go to our website at www.foundation-finplan.org, or send a tax-deductible donation to 2191 Northlake Parkway, Suite G, Tucker, GA 30084.
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