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Grant funders / District of Columbia / Certified Financial Planner Board of

Certified Financial Planner Board of

Washington, District of Columbia  ·  EIN 352787547  ·  Private foundation

Certified Financial Planner Board of is a private foundation based in Washington, District of Columbia. Its most recent IRS Form 990-PF reports $564K in grants paid and $53.5M in total assets. Bespoke Grants tracks 3 individual grants from this funder — $900K awarded across 2023–2024 — including its support for adult education. Below is its full funding profile.

$564K
Annual giving (FY2024)
$53.5M
Total assets
3
Grants tracked
2024
Most recent grant

What Certified Financial Planner Board of funds

Certified Financial Planner Board of's giving carries a documented focus on adult education, k-12 education.

Adult EducationK-12 Education

Populations it has supported include older adults, women girls.

older adultswomen girls

Grant history

The largest grants Bespoke Grants has on record for Certified Financial Planner Board of, by amount:

RecipientLocationGrantYear
Cfp Board of Standards Center for Financial Planning
TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BE
Washington, DC$564K2024
Cfp Board of Standards Center for Financial Planning
TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BE
Washington, DC$187K2023
Girl Scouts of the USA
SPONSORSHIP-BOOTH SPONSORSHIP AT GIRL SCOUTS ANNUAL CONVENTION IN JUNE 2023, OPPORTUNITY TO TALK WITH HUNDREDS/THOUSANDS OF HIGH SCHOOL AGED
New York, NY$150K2023

Certified Financial Planner Board of giving by year

Total grants Bespoke Grants has indexed for each filing year:

2023$337K
2024$564K

How to apply for funding from Certified Financial Planner Board of

Certified Financial Planner Board of's public IRS filing does not spell out a formal application process. Foundations of this size often give primarily to organizations they already know, so a concise letter of inquiry or a warm introduction is usually the best first contact — not a full proposal. You can review the foundation directly at cfpboard.net.

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Frequently asked questions about Certified Financial Planner Board of

Does Certified Financial Planner Board of accept grant applications?
Certified Financial Planner Board of's public filing does not specify an application process. A brief letter of inquiry or a warm introduction is usually the best first step with a private foundation of this size.
What does Certified Financial Planner Board of fund?
Certified Financial Planner Board of's grants focus on adult education. Recent recipients include Cfp Board of Standards Center for Financial Planning, Cfp Board of Standards Center for Financial Planning, Girl Scouts of the USA. Its full grant history is listed above.
How much does Certified Financial Planner Board of give in grants?
Certified Financial Planner Board of reported $564K in grants in its most recent IRS filing (FY2024). Across all years in our data it has awarded $900K over 3 grants.
Where is Certified Financial Planner Board of located?
Certified Financial Planner Board of is based in Washington, District of Columbia. Its IRS employer identification number (EIN) is 352787547.
How can I find foundations similar to Certified Financial Planner Board of?
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About this profile. This page is built from Certified Financial Planner Board of's public IRS Form 990-PF and 990 filings, indexed by Bespoke Grants alongside 13M+ grants from 225,000+ U.S. foundations. Grant figures reflect filings available to date; IRS data publishes on a 1–2 year lag. Bespoke Grants is not affiliated with Certified Financial Planner Board of. Always confirm current giving priorities and application procedures with the foundation directly before applying.