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 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 Rochelle Zeidman, Managing Director of Development, at email@example.com or mail to: Rochelle Zeidman, 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.
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 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 Rochelle Zeidman, Managing Director of Development, at firstname.lastname@example.org or 202-379-2255.
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.