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Ways to Give

The Center is turning big ideas into bold action, and we need your support. Make your gift today to help shape the future of the financial planning profession.

HELP ADVANCE THE PROFESSION

Our donors are essential to advancing the mission of the Center. Here are just some of the accomplishments we've achieved with their generosity, since 2016.

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75%

Increase in the number of CFP® professionals under the age of 30, for a total of 4,686 in 2019.

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1,300

New women CFP® professionals in 2019, a record increase in a single year, reaching over 20,000 women CFP® professionals for the first time.

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3,259

African American and Latinx CFP® professionals in 2019 - more than double the growth rate of all CFP® professionals since 2017.

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100% of your donation directly supports the Center’s initiatives to build a talent pipeline, foster diversity and inclusion, and advance knowledge for practice.

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Tax Information

The Center for Financial Planning is an initiative 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.