Updated Friday, April 18, 2014 as of 12:33 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:



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 31, 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:

Nominee Information














Community Organization(s) Served















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





For the Team of the Year Award




Entry Submitted by:









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.

I/We attest that all statements contained herein are accurate and true to the best of my/our knowledge.



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