6th Annual Pro Bono Awards 2016 Guidelines and Eligibility
This section provides detailed information regarding the Pro Bono Financial Planning Awards participation guidelines and eligibility requirements. If you have any additional questions, please click here to send us an inquiry.
Nominees must be active, or retired, financial planners (e.g., CFP®), registered representatives (e.g. Series 7) or registered investment advisers.Volunteer involvement with the nonprofit organization must be current and ongoing as of the last 12 months.Activities must have included one-on-one pro bono financial advice and guidance for underserved populations. (e.g., low income, high school and college students, social service agency clients, military personnel and families, individuals in a crisis situation such as violence abuse victims, affected by a catastrophic situation such as medical, death, bankruptcy, etc.)
Finalists will be determined by mid-June. Honorees will be announced in the August issue of Financial Planning magazine.Grant awards will be given to the winners and a runner-up:A $5,000 grant will be given to the nonprofit organization in which the winner is engaged to provide continued support of financial life skills outreach. Only qualified nonprofit organizations and educational institutions with tax-exempt status granted under the Internal Revenue Code Section 510(c)(3) are eligible to receive award donations.A $2,500 grant will be given to the nonprofit organization in which the runner-up is engaged to provide continued support of financial life skills outreach. Only qualified nonprofit organizations and educational institutions with tax-exempt status granted under the Internal Revenue Code Section 510(c)(3) are eligible to receive award donations. Nominees’ entry information will not be given to anyone outside of Financial Planning magazine or the Foundation for Financial Planning. Finalists must agree to be interviewed, photographed, filmed and featured in Financial Planning magazine and on www.Financial-Planning.com and www.FoundationForFinancialPlanning.org
- Finalists will be selected based on the following criteria:
- Reach: How many individuals have been served? When did the activity begin, how long did it take, and how often does it occur?
- Results: How has the impact changed the lives of the recipients of the pro bono services? Has the nominee been recognized by others as being dedicated to achieving desired results through pro bono financial life skills outreach?
- Sustainable: Is the activity replicable in other areas and with other organizations? Can the activity continue without the participation of the nominee/organization?
The Nomination Form must be filled out completely and include two reference letters. Incomplete forms will not be considered.Entries may be submitted in the online form or e-mailed to firstname.lastname@example.org.Please be as specific as possible. Only those entries that meet the criteria provided will be considered. Financial Planning magazine will review only completed nomination forms that are accompanied by all supporting materials. Entries must be received no later than June 28, 2016Due to the large volume of entries received, only the honorees will be contacted.INCOMPLETE NOMINATION PACKETS WILL NOT BE CONSIDERED
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