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NOIP Foundation

In January 2020, inspired by Phyllis Perillo's talk at our Fall Conference, NOIP formed an Outreach Committee to work with organizations that focus on providing financial education to communities in need, such as underprivileged students, military veterans, and the elderly.  In May 2022, NOIP incorporated the NOIP Foundation as an affiliate.  In April 2023, the Internal Revenue Service granted the Foundation 501(c)(3) status as a public charity, so that all donor contributions are tax-deductible.

The Foundation seeks deserving organizations with needs that match the talents and resources of our membership.  Once identified, we develop partnerships so that NOIP members can contribute time and expertise to advance shared interests.  By directly participating in partner programs, we create fulfilling experiences that benefit all involved.

If you would like to participate in the NOIP Foundation, or have ideas or questions, please email.  Please send donations to @NOIPFoundation via Venmo's charity directory or mail to NOIP Foundation, Inc., c/o Bill Yancey, Treasurer, 5712 Long Drive, Granbury, Texas 76049.

National Organization of Investment Professionals
c/o Cleary Gottlieb Steen & Hamilton LLP
2112 Pennsylvania Avenue, N.W.
Washington, DC 20037

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