About

    ASFIP Foundation was established as a legal entity in the State of Georgia on September 15, 2015, by volunteer members of the Atlanta Society of Investment and Finance Professionals.  The Foundation was created to further its mission of providing opportunities for individuals and families to learn about finances and investments.  The Foundation does this by providing financial and volunteer support to charitable organizations in the Greater Atlanta area with similar missions.  Through the Foundation, Chartered Financial Analysts in Atlanta are able to become more engaged in the community and enhance the quality of life of others. 

    The Foundations is governed by a group of volunteers who serve on the Board of Directors and Committees.  View how the Foundation is organized

    The foundation has applied for and received 501c3 status from the IRS, our tax ID #47-5514105.  We have partnered with Cobb Community Foundation to help process donations, to produce tax letters and to network with other like-minded organizations in the community.  For answers to questions about supporting the Foundation, please see our Frequently Asked Questions

    Click here to access the ASFIP Foundation Bylaws.

    ASFIP Foundation: Investing in the Stability and Success of our Community

    The ASFIP Foundation Inc. (the “Foundation”) was formed by Society members to support the community by enhancing our neighbors’ understanding of finance, economics and investing.  Our mission is: 

    To provide life-long learning and development in financial and investment knowledge in order to contribute to the stability and success of individuals and families in our community.

    Literacy Materials

    We understand that for any individual or family to be successful, they need a basic understanding of budgeting, banking and credit transactions, and saving and investments. Through grants and volunteer activities, we partner with other nonprofit organizations with similar goals to teach students and adults about financial literacy, creating jobs, and generating wealth and effectively managing it. Through this work, we help our neighbors achieve financial stability and success.

    We also mentor and educate local college students and provide them with an opportunity to gain hands-on experience managing an investment fund and learning about philanthropy. To learn more, go to Fellowship Program.

    To learn how you or your company can support the Foundation, go to Donate.

    Foundation Annual Review

    Email contact, foundation@asfip.org

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