Charitable organizations: help for the people you serve

If your organization has clients in need of pro bono financial planning assistance, please take the following steps:

Start by reading the criteria that define who qualifies for pro bono assistance.
Prepare a brief statement of your typical clients' needs (basic money management, debt management, victim of a serious illness, addictive spending, etc.) and indicate where the need exists (city and state, or a national need).
E-mail your statement to our Webmaster, including your organization's name and your name, address, telephone number, fax number, and e-mail address.
Once we have received your request for a pro bono financial planner, NEFE will match you with a volunteer advisor in the desired area. The constituent will be contacted directly by the volunteer planner to schedule a meeting.

To Learn More

Or perhaps you still have some unanswered questions. Our FAQs should help answer any questions you have about the Pro Bono Financial Planning Program.

If you are a charitable organization already participating in the Project for Financial Independence, you now can download the following support materials:

Information for National Charitable Organizations

Toolkit for Local or Community-Based Organizations

Toolkit for Clients