Current Pro Bono Partner Organizations
Bedford Stuyvesant Restoration Corporation
The nation’s first Community Development organization and recipient of a grant from the Foundation of Financial Planning, Restoration partners with residents and businesses to improve the quality of life in Central Brooklyn, pursuing strategies to close gaps in family and community wealth to ensure all families are prosperous and healthy.
Borough of Manhattan Community College MoneyWork$ (BMCC)
The MoneyWork$ scholarship program at the Borough of Manhattan Community College awards thirty students each year to attend twelve financial literacy classes. For a broader outreach, students are required to bring two other individuals, students, or family members to each class. Classes are open to the public and each class attracts as many as 100 participants.
Students also get a financial planner mentor who helps them with their personal financial situation. Scholarship recipients are encouraged to use their financial education in giving back to their community in some way.
The committee also works with the Center for Continuing Education and Workforce Development at BMCC. We provide periodic financial workshops for students who are working toward increasing their skills and workforce preparedness by taking continuing education courses. Many of these students will enter the workforce after this training and the goal is to prepare them for the financial situations they will face upon completion of their continuing education credits. Financial literacy is one piece of the education they receive.
Center for Independence of the Disabled of NY (CIDNY)
This advocacy and support agency for New Yorkers living with disabilities hosts workshops on various financial literacy topics including budgeting, credit repair, taxes and estate planning, members provide individual financial planning as needed.
Family Justice Centers of New York City
The Centers in each of five boroughs of New York City provide criminal justice and social services in one location to victims of domestic violence (DV) and their children. Counseling and childcare services are available to clients taking job readiness classes at the centers. The FJCs and W!SE receive financial support from the Allstate Foundation for Financial Literacy. Advisors conduct a 12-week MoneyW!SE series of classes to teach DV survivors essential personal finance skills with pre-test and certification test, demonstrating content mastery, coaching and individual financial planning as requested.
Habitat for Humanity
Habitat for Humanity works with low-income and low-asset members of the community to help them attain the goal of homeownership. Our volunteers offer financial planning services to potential and current homeowners in the form of interactive workshop sessions that typically cover a six-month period. Our goal is to help participants meet the underwriting requirements necessary for approval for Habitat’s mortgage program
The New York Public Library - Science, Industry and Business Library (SIBL) Branch Money Matters Programs
Working to provide financial literacy and empowerment resources to the New York City community. Chapter volunteers provide one-on-one counseling sessions, workshop speakers, and support for NYPL's Financial Planning Day.
W!SE (Working in Support of Education)
W!SE prepares tests for high school students and provides them with a Certificate of Financial Literacy. This year W!SE had more than 50,000 certificants in 23 states. In addition to students, W!SE also trains teachers and are now working on Teacher Certifications.
FPANY Pro Bono works with W!SE in several ways:
- Reviewing test items and provide input on test development
- Providing financial planners to answer personal financial questions
- Providing speakers for local high schools
- MoneyW!SE program
Past Pro Bono Partner Organizations
Dress for Success
Promotes the economic independence of disadvantaged women by providing professional attire, a support network and career development training to help them thrive in work and in life. Our advisors conducted workshop presentations in Dress for Success’ financial literacy program which is targeted to lower and mid-income women. Most of the women in the financial literacy program re-entered the workforce after receiving training and support services from the Dress for Success organization
Good Shepherd Services
GFS is a leading youth development, education and family service agency that serves over 27,000 foster program participants a year; a pilot program launched in 2014 to teach basic financial literacy on budgeting, credit and banking.
Legal Information for Families Today (LIFT)
LIFT provides legal information, parenting skills training and basic personal finance education to low income families navigating the Family Court system. Our advisors taught basic financial literacy skills as part of LIFT's 12-week parenting skills program and provided individual financial planning assistance as requested.
FPA of Metro New York has been proud to serve active and retired members of the military.
The Neighborhood Trust
The Neighborhood Trust is one of 200 community development credit unions in the US and offers socially-responsible financial products to residents of Washington Heights, Inwood, and West Harlem in Manhattan. The committee complemented their extensive offerings with advanced individual financial counseling.
New Destiny Housing Corporation
The committee worked with New Destiny Housing Corporation whose mission is to increase the housing and services available to low-income domestic violence survivors in New York City. New Destiny provides financial education opportunities for their residents, but they invited the committee to provide more in-depth financial workshops on credit repair, identity theft, banking, and debt management. New Destiny was a participant in the MoneyW!SE Project and gave their clients the opportunity to follow the twelve week workshop series on financial empowerment and an opportunity to obtain the Certificate of Financial Literacy.
NYC Department of Consumer Affairs - Office of Financial Empowerment (OFE)
OFE provides free financial literacy counseling by phone via the city’s 311 service; Pro Bono Committee members offered customized individual counseling on advanced topics such as retirement planning, college savings plans and saving to benefit disabled beneficiaries.
This organization works with thousands of the homeless New Yorkers who live on the streets. Project Renewal offers a comprehensive approach from offering food and shelter to moving individuals into homes to getting an education and jobs. We conducted a credit repair workshop in their homeless shelters as well as their organizational offices, followed with individual sessions as needed.
Samaritan Village offers programs for chemically addicted men and women. We provided our four-workshop series on basic financial literacy programs once a week and occasionally worked on an individual basis with their clients.
Sanctuary For Families
A long-time committee partner that works with survivors of domestic violence, Sanctuary for Families is the largest nonprofit in New York State dedicated exclusively to serving domestic violence victims and their children. We developed two types of assistance for clients of Sanctuary:
- A six session weekly workshop series of basic financial empowerment and a workbook with text and exercises as material.
- Individual one-on-one financial counseling
Committee members received sensitivity training and orientation about Sanctuary for Families before they began working on this program.
Provides teen mothers and their children an apartment and supportive programs for two to five years, during which they are trained in the skills needed to work and achieve self-sufficiency. Advisors provided a 6-session workshop series on basic financial literacy topics.
Formerly known as Episcopal Social Services, Sheltering Arms is New York’s oldest and largest organization serving foster children. An effort was launched in 2016 to prepare children in care and just entering independent adulthood to plan for their financial futures.