Financial Planning Pro Bono Awards Nomination Form



Presented by the Foundation for Financial Planning & Financial Planning

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 23, 2014

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














3. 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 planning
(i.e. One-on-one, workshop, both)
# served/attendees




For the Team of the Year Award




Entry Submitted by:









To complete your nomination, please submit two reference letters – including one (required) from the nonprofit organization – as well as any additional information (optional) you'd like to include about the nominee(s), such as photos, articles, etc. 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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