The NAIFA Foundation for Financial Security is a charitable foundation created by NAIFA in 2020. The NAIFA Foundation aims to undertake educational activities to improve the financial literacy of the American public. The Foundation also plans to seek to grow the number of qualified and ethical insurance and financial advisors available to advance the financial literacy of all Americans including underserved populations.
Activities of the NAIFA Foundation are to be funded by contributions from charitable grant-making organizations, by insurance and financial services companies, and by members of our profession and the wider public.
The NAIFA Foundation for Financial Security is recognized as a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code (EIN: 85-1912913). Donations to the Foundation are tax-deductible to the extent permitted by law. A financial statement is available upon written request from the Virginia Office of Charitable and Regulatory Programs (www.vdacs.virginia.gov).
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