Overview

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Est.

1984

Fiscal Year Start

Jun 1

Organization Type

Grantmaker

AI Summary

The National Financial Planning Support Center is a 501(c)(3) organization that focuses on providing financial support through a relationship-based, invitation-only grantmaking process. With a total of $170K in grants paid since its inception in 2014, the Center does not accept unsolicited proposals. Nonprofits interested in engaging with this funder can explore warm-introduction pathways via Impala's Funder Prospecting.

Mission Statement

Increase awareness of the importance of financial planning.
Total Funding Given
$170K
2014
Grantees funded
1
Multi-year grantees
0%
Funding by Year
Evaluate your own portfolio
Understand the health of your own grantees and uncover signs of risk.
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Evaluate your own portfolio
Understand the health of your own grantees and uncover signs of risk.
Total No. of Grants
1
Median 1st year grant
$170K
Median 2nd year grant
N/A
P
Patrick Mahoney
Executive
J
Janet Stanzak
Board Member
E
Ed Gjertsen
Board Member

Frequently Asked Questions

Can I submit an unsolicited grant proposal to National Financial Planning Support Center?
No. National Financial Planning Support Center does not accept unsolicited proposals. Funding is by invitation only.
Where does National Financial Planning Support Center give?
National Financial Planning Support Center primarily gives to organizations located in Colorado. These states represent the largest share of the foundation’s grantmaking by dollars awarded. Additional geographic details are available to registered users.
What size are National Financial Planning Support Center’s grants?
The largest share of grants from National Financial Planning Support Center fall in the above $10 million range. The median first-year grant is about $170 thousand. More detailed grant size data is available to registered users.
How many grants does National Financial Planning Support Center make each year?
In 2014, National Financial Planning Support Center awarded about 1 grants, totaling nearly $170 thousand. More detailed grant metrics are available to registered users.
Who did National Financial Planning Support Center fund recently?
In 2015, National Financial Planning Support Center awarded grants to about 1 grantees. Recent grantees include The Financial Planning Association. More detailed information on all recent recipients is available to registered users.
How do we apply to National Financial Planning Support Center?
National Financial Planning Support Center does not accept unsolicited proposals. Funding is by invitation only.