Insights

Leadership transition The organization is undergoing a CEO transition following Jon Dauphiné's retirement, signaling potential openness to partnerships or new vendor relationships to support strategic initiatives.

Pro bono expansion FFP is actively expanding pro bono financial planning services, including developing a financial coaching offering with Familyreach and FPA, creating opportunities to introduce scalable tech platforms, CRM enhancements, and volunteer management tools.

Grants and reach With a track record of grants totaling around $10 million and outreach to hundreds of thousands in crisis, there is interest in funding partnerships, donor platforms, and impact measurement solutions that demonstrate program outcomes.

Tech stack integration Current technologies include Donorbox, JSON-LD, Google Maps, and Secure forms; there is potential to propose integrated fundraising, analytics, and accessibility improvements to streamline donor engagement and volunteer coordination.

Mission-aligned funding The focus on vulnerable populations (military, veterans, cancer patients, seniors, caregivers, survivors) suggests alignment opportunities for sponsorships, grants, and programs from financial services vendors targeting CSR, compliance, and community reinvestment.

Similar companies to Foundation for Financial Planning

Foundation for Financial Planning Tech Stack

Foundation for Financial Planning uses 8 technology products and services including WordPress, Shopify, WooCommerce, and more. Explore Foundation for Financial Planning's tech stack below.

Media & News

Foundation for Financial Planning's Email Address Formats

Foundation for Financial Planning uses at least 3 email formats:
Foundation for Financial Planning Email FormatsExamplePercentage
FLast@foundationforfinancialplanning.orgJDoe@foundationforfinancialplanning.org
100%
FLast@ffpprobono.orgJDoe@ffpprobono.org
75%
First@ffpprobono.orgJohn@ffpprobono.org
25%

Frequently Asked Questions

What is Foundation for Financial Planning's phone number?

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You can contact Foundation for Financial Planning's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Foundation for Financial Planning's official website and social media links?

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Foundation for Financial Planning's official website is ffpprobono.org and has social profiles on LinkedIn.

How much revenue does Foundation for Financial Planning generate?

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As of August 2026, Foundation for Financial Planning's annual revenue is estimated to be $10M - $25M.

What is Foundation for Financial Planning's NAICS code?

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Foundation for Financial Planning's NAICS code is 52 - Finance and Insurance.

How many employees does Foundation for Financial Planning have currently?

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As of August 2026, Foundation for Financial Planning has approximately 17 employees across 2 continents, including North America and Europe. Key team members include Chief Financial Officer: M. H. and Chartered Independent Financial Adviser: J. L. Explore Foundation for Financial Planning's employee directory with LeadIQ.

What industry does Foundation for Financial Planning belong to?

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Foundation for Financial Planning operates in the Financial Services industry.

What technology does Foundation for Financial Planning use?

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Foundation for Financial Planning's tech stack includes WordPress, Shopify, WooCommerce, Mailchimp, Google Cloud, Chart.js, OWL Carousel and Really Simple Discovery.

What is Foundation for Financial Planning's email format?

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Foundation for Financial Planning's email format typically follows the pattern of FLast@foundationforfinancialplanning.org. Find more Foundation for Financial Planning email formats with LeadIQ.

When was Foundation for Financial Planning founded?

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Foundation for Financial Planning was founded in 1995.
Foundation for Financial Planning logo

Foundation for Financial Planning

Financial ServicesDistrict of Columbia, United States11-50 Employees

Foundation for Financial Planning is a national charity in the financial services sector focused on advancing pro bono financial planning for at-risk populations. It supports this aim by providing grants to national and community programs and by mobilizing volunteer financial planners to donate their time. Based in Washington, DC, the organization has operated for over 30 years and has contributed to expanding pro bono service within the profession.

Its work targets groups including active military members and wounded veterans, people facing cancer and other serious illnesses, seniors and family caregivers, low-income families, and domestic violence survivors. Over its history, FFP has reached hundreds of thousands of people in crisis or need and has engaged tens of thousands of planners in volunteer service. In 2023, a partnership with the CFP Board was established to connect CFP professionals with people in need.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Foundation for Financial Planning's revenue is estimated to be in the range of $10M - $25M

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