Back view of young woman speaking to smiling African American family of father and son in consultation over table

Set Standards. Advance Opportunity. Change Lives.

The AFCPE Strategic Impact Fund is a financial and philanthropic initiative designed to ensure the long-term impact and sustainability of our mission and vision. It focuses on providing scholarships for certification, training, and symposium attendance; supporting research projects that foster collaboration between researchers and practitioners; and funding programming designed to better support access and impact to financial security in underserved communities. Your gift directly funds research, programs, and resources that improve the economic well-being of individuals and families worldwide.

Donate using myAFCPE account
Donate as a Guest

Your Donation Empowers Communities and Builds Capacity

Whether you’re passionate about access, education, or community, there’s a place and a need for your generosity. Below are our five core gifting options. We invite you to consider the area that matters most to you or let AFCPE decide where your gift is needed most.

blue square with white Support the AFCPE Strategic Impact Fund overlayed on three college aged women

Strategic Impact Fund (SIF)

Our main philanthropic initiative, SIF works to fun scholarships, research, and community programs.

professional black woman taking notes in a diverse classroom

Programs and Services

Supports the delivery of high-quality education, professional development, and community resources.

Diverse group of people on stage at Symposium

Operational Expenses

Keeps AFCPE’s mission running: staff, infrastructure, and the systems that empower our community’s progress. 

Three white college-aged women in matching purple polo shirts smiling, the one in the middle standing with a microphone

Student Scholarships

Helps the next generation of financial counselors access pathways to AFC® certification and training.

All In on Access in dark blue lettering. The light blue AFCPE star in the middle. White background

Symposium Scholarships

Enables individuals who couldn’t otherwise afford to attend to experience our annual Symposium.

These funds will be used for:

1

Scholarships for certification and training, students, nonprofit groups, symposium attendance

2

Setting research agenda and funding projects

3

Funding community-based initiatives that focus on solutions to promote financial security in underserved communities, using high standards of professionalism

Real Outcomes, Real People, Lasting Change

A Typical Support Year for Strategic Impact Fund:

  • $100,000 in scholarships to nonprofit organizations for certification and training to build capacity
  • 10 AFC scholarships to personal finance influencers
  • 100 AFC scholarships for people of color, thanks to a generous donation by the National Endowment for Financial Education (NEFE)
  • 100+ AFCPE Symposium scholarships
  • AFCPE Podcast episodes highlighting the value of the AFC in serving communities and building capacity.
“I believe that advancement happens when we invest in people. I have seen how Strategic Impact Fund has been used to offer scholarships for new AFCs, improve the quality of our programming, and increase awareness around the services and the great work delivered by our financial professionals."
headshot of a black woman smiling wearing a red suit
Dr. Brandy Baxter, AFC®, FFC®
Past Board President, AFCPE

Additional Ways Giving Impacts Others

"Receiving the Strategic Impact Fund AFC® Scholarship and becoming an AFC has made a noticeable difference when marketing my services. I'm getting higher engagement with my LinkedIn posts, which helps lead to new client relationships. The team at AFCPE have and continue to be super helpful and responsive. This was particularly appreciated while working towards my designation. I can't thank them enough!"
Jackson Larimer, AFC®
Jackson Larimer, AFC®Financial Coach
"I wish more practitioners could access the AFC exam and receive the support to prepare. That's why I love that one of the SIF investments is towards scholarships for practitioners in the field, particularly those working in a nonprofit setting. It's an opportunity that is deeply connected to AFCPE's mission -- by supporting more practitioners in attaining the AFC, more individuals and families can receive high-quality, knowledgeable financial coaches, something all people deserve access to.
Ann Lentell, CFA, CFP®, AFC®
Ann Lentell, CFA, CFP®, AFC®AFCPE Board President
"Through my Strategic Fund contribution, I aim to strengthen AFCPE resources for programs like the Insight to Impact Initiative. This initiative is close to my heart as it builds connections and maximizes capacity for financial professionals and the communities we serve. Many in our communities struggle with finances and supporting the Strategic Fund will allow AFCPE to assert a leadership role, expand our external reputation, and bolster our internal association culture via this initiative."
Jacquie Carroll, AFC®
Jacquie Carroll, AFC®Former AFCPE Board Member, Director of Program Evaluation and Regional Director-West at AccessLex Institute

Help Us Empower Progress, Support Financial Equity, and Build Capacity

Join us in making a difference by donating to the AFCPE Strategic Impact Fund. Your contribution directly supports vital research, programs, and resources that enhance the economic well-being of individuals and families around the globe. Together, we can empower communities and create lasting financial security for those in need. Donate today and be a part of this transformative mission!

Access myAFCPE to Donate
Give as a Guest

AFCPE® is a 501(c)(3) organization with Federal Tax ID 34-2017326. Your donation is tax deductible to the fullest extent permitted by law. For additional questions, please contact Rachael DeLeon.

Comments are closed.