The Foundation for Financial Service Professionals’ community outreach efforts date back to 1987 when, in response to an extraordinary societal need for education about AIDS, it created the Chapter AIDS Education campaign. The Foundation worked in conjunction with the American Red Cross and the Chapters of the Society of Financial Service Professionals to bring AIDS awareness to schools and youth groups throughout the country. Some of the specific activities funded by the Foundation included hiring Red Cross nurses to teach AIDS awareness; distributing videotapes on AIDS to student and community groups; and providing workbooks and brochures on AIDS. Originally funded with a $50,000 corporate grant, the Foundation was successful in raising over $70,000 in individual contributions from the members of the Society of FSP.
Financial Education Partners™
Financial Education Partners™ (FEP), established in 2006, under the leadership of Richard A. Bell, CLU, ChFC, CFP, provides pro bono financial guidance to individuals in need. Under FEP, volunteer members of the Society of FSP provide one-on-one counseling to individuals referred by charitable organizations, such as the National Multiple Sclerosis Society, the Myasthenia Gravis, Foundation, the American Cancer Society, and Habitat for Humanity. Clients look for guidance on topics related to basic budgeting, health insurance matters, credit awareness and management, as well as other fundamental financial issues. FEP brings hope to people facing financial crisis as a result of job loss, disability, or lack of education and experience in financial matters. FEP helps restore dignity and provides the tools to help individuals and families achieve financial independence and security.
Survivors’ Guide (pdf file)
In the wake of the September 11, 2001, terrorist attacks, the Foundation provided financial support to the Society of FSP in the creation of a free booklet, “Financial Planning Issues: A Survivors’ Guide. The booklet was updated in 2005 to offer information and resources to the victims of the 2005 hurricanes – Katrina, Rita, and Wilma.
The Foundation supports the efforts of the American Red Cross in providing financial relief to victims of natural disasters, including the 2004 tsunami in Southeast Asia.