Updated Saturday, May 18, 2013 as of 3:14 PM ET

Pro Bono Financial Planning Awards Nomination Form

Presented by the Foundation for Financial Planning & Financial Planning magazine

The Pro Bono Financial Planning Awards recognize the unselfish efforts of financial planners and advisors who have contributed their time and talents to helping those in need take control of their finances.

Category Submitted:

(select one only)

Pro Bono Awards:

Volunteer of the Year
Team of the Year

Award Categories:

Pro Bono Planner of the Year: Presented to a financial planner/advisor who has made a leadership contribution to a nonprofit organization by arranging for the group to receive dedicated professional financial services, including pro bono advice and financial life skills.

Pro Bono Team of the Year: Presented to a group of financial planners/advisors (office, practice, chapter) for their involvement in providing pro bono advice and/or financial life skills activities to underserved populations in partnership with community-based organizations.

Deadline for submissions is May 17, 2013

To make a nomination, simply enter the information requested below, then click the Submit button.
If you experience problems submitting an award nomination, please contact us.

All Fields are required for submission. Please submit only one category per entry form.

I am nominating: Self Other(s)

Nominee Information

Name of nominee(s)
Firm name
Title
Address
City/State/Zip
Phone
Cell
Email

Community Organization(s) Served

Name of organization
Organization address
City/State/Zip
Phone
Web address
Name of contact
Contact phone
Email
How many years has the candidate been affiliated
with the organization?
Organization's IRS Tax
Status and Federal ID #

1. If pro bono service was performed through a nonprofit community-based or social service organization, how has it contributed to its mission? (Please provide a brief description.)

2. Define the types of individual(s) being served.

3. Define the type of work provided by the nominee (Please be specific.)

4. How many individuals are being served by the nominee? Please indicate types of audiences (i.e. senior citizens, students, women, etc.), how many individuals in each audience served and type of outreach to each audience.

Audience	Type of outreach (i.e. One-on-one format, lecture, course)			# served/attendees

5. How many pro bono hours has the nominee provided?
6. What was the impact on the lives of the individuals served?

7. Describe any informational materials utilized with the program.

8. Provide any additional information you feel is pertinent to this activity.

For the Team of the Year Award

1. How many members/associates are in the organization/firm?
2. What is the total number of members/associates involved in this
pro bono outreach?

Entry Submitted by:

Name
Company
Relationship to
nominee

Address
City/State/Zip
Phone
Email

To complete your nomination, please submit two reference letters – one must be from the non-profit organization (required) and any additional information about the nominee(s) – photos, articles, etc. (optional). Please e-mail reference letters and supporting material to jimp@foundation-finplan.org with the subject line stating: Pro Bono Financial Planning Awards.