FPA Pro Bono partnered with Goodwill Industries to provide pro bono financial planning services to Goodwill’s employees. Six volunteer planners from FPA assisted qualified clients in their efforts to build financial stability through goal setting, budgeting debt and credit management, risk management and other financial planning tools. Twenty employees from Goodwill Industries took advantage of the services. Goodwill has initiated another partnership beginning in September 2011. Our goal is to work with 30 additional employees.

Publicity:

1)      Two of the goodwill employee clients and two staff participated in a presentation to the Foundation of Financial Planning Board when they visited Charlotte in March. They addressed how they gained financial skills and have incorporated these into their lives.

 

2)      Goodwill’s July issue of their “Working Together” Newsletter featured an article regarding FPA volunteer financial planner, Gail Miller and employee, Kimberly Poindexter. It focused on the partnership between FPA and Goodwill and the changes Kimberly made as a result of the guidance provided to her in working with Gail over several months.

FPA Pro Bono initiated a partnership with Habitat for Humanity Cabarrus County to work with the organization over a 3 month period to assist in its efforts to build financial stability and advance the mission of building decent, affordable housing for those in need in the community. Habitat Cabarrus builds approximately 10 homes per year but were facing a number of issues that threatened the ongoing success of the organization. Five FPA planners helped the organization with financial guidance to determine a viable business model for the affiliate in light of the current status. As a result of FPA’s Pro Bono analysis and guidance, Habitat felt that would be able to implement recommendations and proceed successfully.

FPA Pro Bono partnered with Fair Promise AME Zion Church in Charlotte, NC. One volunteer planner provided Effective Budgeting and Fundamentals of Investing tools to 10 members of the church community who attended the workshop.

FPA Pro Bono initiated a partnership with the NC Dept of State Treasurer’s Financial Literacy program. The purpose of the initiative is to assist qualified clients in their efforts to build financial stability through goal setting, budgeting, debt and credit management, risk management and other financial planning tools. The department is sponsoring a pilot program in one of the schools in the district to begin in September 2011. The focus of the pilot is to enhance the financial knowledge of employees of the school district who are interested in and qualify for pro bono services. We have identified and trained a cadre of over 20 volunteers to work with the employees over a period of several months.

July 2011                                              FPA Bro Bono Boot Camp Training held at Goodwill for 15 participants

October 3, 5, 11, 13, 18, 25, 26                    Charlotte Housing Authority                                                         Series of workshops on Financial Literacy

October 3-9                                                        FPA’s 10^th Annual Financial Planning Week

Sept, Oct, Nov, Dec 2011                              Activities with NC Dept of State Treasurer (MOU attached)

Sept, Oct, Nov, Dec 2011                              Activities with Goodwill Industries (MOU attached)

Nov, Dec 2011                                                   Activities  with Junior Achievement (Engagement TBD)

FPA Pro Bono partnered with Goodwill Industries to provide pro bono financial planning services to Goodwill’s employees. Six volunteer planners from FPA assisted qualified clients in their efforts to build financial stability through goal setting, budgeting debt and credit management, risk management and other financial planning tools. Twenty employees from Goodwill Industries took advantage of the services. Goodwill has initiated another partnership beginning in September 2011. Our goal is to work with 30 additional employees.

Publicity:

1)      Two of the goodwill employee clients and two staff participated in a presentation to the Foundation of Financial Planning Board when they visited Charlotte in March. They addressed how they gained financial skills and have incorporated these into their lives.

 

2)      Goodwill’s July issue of their “Working Together” Newsletter featured an article regarding FPA volunteer financial planner, Gail Miller and employee, Kimberly Poindexter. It focused on the partnership between FPA and Goodwill and the changes Kimberly made as a result of the guidance provided to her in working with Gail over several months.

FPA Pro Bono initiated a partnership with Habitat for Humanity Cabarrus County to work with the organization over a 3 month period to assist in its efforts to build financial stability and advance the mission of building decent, affordable housing for those in need in the community. Habitat Cabarrus builds approximately 10 homes per year but were facing a number of issues that threatened the ongoing success of the organization. Five FPA planners helped the organization with financial guidance to determine a viable business model for the affiliate in light of the current status. As a result of FPA’s Pro Bono analysis and guidance, Habitat felt that would be able to implement recommendations and proceed successfully.

FPA Pro Bono partnered with Fair Promise AME Zion Church in Charlotte, NC. One volunteer planner provided Effective Budgeting and Fundamentals of Investing tools to 10 members of the church community who attended the workshop.

FPA Pro Bono initiated a partnership with the NC Dept of State Treasurer’s Financial Literacy program. The purpose of the initiative is to assist qualified clients in their efforts to build financial stability through goal setting, budgeting, debt and credit management, risk management and other financial planning tools. The department is sponsoring a pilot program in one of the schools in the district to begin in September 2011. The focus of the pilot is to enhance the financial knowledge of employees of the school district who are interested in and qualify for pro bono services. We have identified and trained a cadre of over 20 volunteers to work with the employees over a period of several months.

July 2011                                              FPA Bro Bono Boot Camp Training held at Goodwill for 15 participants

October 3, 5, 11, 13, 18, 25, 26                    Charlotte Housing Authority                                                         Series of workshops on Financial Literacy

October 3-9                                                        FPA’s 10^th Annual Financial Planning Week

Sept, Oct, Nov, Dec 2011                              Activities with NC Dept of State Treasurer (MOU attached)

Sept, Oct, Nov, Dec 2011                              Activities with Goodwill Industries (MOU attached)

Nov, Dec 2011                                                   Activities  with Junior Achievement (Engagement TBD)