Thank you for your interest in advancing the financial planning profession so that every American has access to competent and ethical financial planning advice. You may choose to make a one-time gift or a multi-year pledge to the CFP Board Center for Financial Planning. 

100% of your donation directly supports the Center’s programs.

You can be part of the solution by helping to build a Financial Planning Body of Knowledge, elevate the rigor of financial planning as an academic discipline, and foster diversity and inclusion in the profession.

MAKE A ONE-TIME DONATION

DONATE ONLINE

Make your gift today.

DONATE BY PHONE

Call 800-487-1497 with your credit card.

DONATE BY MAIL

Download the donation form and mail to the Center.

All donors who give $50 or more are listed on the Center’s website and in our annual report.

MAKE A MULTI-YEAR PLEDGE

Download the pledge form and email to Diane LaVigna, Director of Development, at dlavigna@cfpboard.org or mail to: Diane LaVigna, CFP Board Center for Financial Planning, 1425 K Street NW, #800, Washington, DC 20005.

Multi-year donors get prominent recognition on the Center’s website and in our annual report.

OTHER WAYS TO GIVE

DONOR ADVISED FUND

Make a gift through your donor advised fund.

GIFT OF STOCK OR BY WIRE TRANSFER

Call 202-379-2237 to request instructions for making a gift of appreciated securities or a gift by wire transfer.

PLANNED GIVING

Leave a legacy through a transformative gift in your will, trust, or estate plan to shape the future of the financial planning profession.

QUALIFIED CHARITABLE DISTRIBUTION

Make a charitable gift directly from a traditional IRA account without incurring federal income tax on the withdrawal.

EMPLOYER MATCHING GIFT

Enhance the impact of your donation with a matching gift from your employer.

CORPORATE SPONSORSHIPS

Corporate sponsorships are tailored to meet your firm’s unique business and/or philanthropic goals. 

CONTACT: For further information about these or other ways to support the Center, please contact Diane LaVigna, Director of Development, at dlavigna@cfpboard.org or 202-379-2255.

TAX INFORMATION: The Center for Financial Planning is a division of CFP Board which is a 501(c)(3) nonprofit organization (Tax ID #: 74-2385850). Donations are tax deductible to the extent allowed by law.