Make checks payable to: Wealth Management Professional Association 
Mail checks to: 5940 Granite Lake Drive, Granite Bay, CA 95746

<img src="https://res.cloudinary.com/hxn9dbuhd/image/upload/v1742345323/gnfhfw4q9lxkgige9nuh.jpg" style="width:397px;display:block;vertical-align:top;margin:5px auto;text-align:center;position:relative;max-width:100%;cursor:pointer;padding:0px 1px;user-select:none;box-sizing:inherit" /><span contenteditable="false" data-custom-variable="{{firstname}}" fr-original-class="fr-deletable styled-tag-chip" fr-original-style style="background-color:rgb(248, 248, 255);border:1px solid rgb(191, 191, 255);border-radius:4px;color:rgb(42, 42, 196);padding:1px 8px;font-size:11px;display:inline-block;margin:0px;overflow-wrap:anywhere;user-select:none;box-sizing:inherit">First name, You are a hero! We extend our heartfelt gratitude for your generous gift. Your generosity is making a tangible difference in the lives of those we serve. Because of donors like you, we can help more of the rising generation of financial services professionals. They will have access to greater career preparation support and be better prepared for entering the industry.  We would be honored if you could share this opportunity to support our cause with others in your network. By spreading the word, you can help us reach even more donors who might be interested in contributing to our mission. Together, we can create a larger impact and continue to help the rising generation. If you would be willing to help, you can share the donor form with this link: <a href="https://www.zeffy.com/en-US/fundraising/be-a-hero-today" style="text-decoration-color:initial;user-select:auto;box-sizing:inherit">https://www.zeffy.com/en-US/fundraising/be-a-hero-today</a> or you can share the donor form with this QR code (also attached):<img src="https://res.cloudinary.com/hxn9dbuhd/image/upload/v1742319384/hlk1byximmfulj1wc6aq.png" style="width:109px;display:block;vertical-align:top;margin:5px auto 5px 0px;text-align:left;position:relative;max-width:100%;cursor:pointer;padding:0px 1px;user-select:none;box-sizing:inherit" />Thank you once again for your kindness, generosity, and support.<hr />Wealth Management Professional AssociationContact WMPA: hello@wmpadonate.com

Hello First name,
 
 Thank you from the bottom of our hearts for registering to fundraise for our cause. Your efforts will make a significant impact, and we are excited to have you as part of our fundraising team. 👏
 
 💡 Here are some tips for sharing your campaign:
 <ol>
 <li>Personalize Your Story: Share why this cause is important to you. Personal stories resonate more with potential donors.</li>
 <li>Use Social Media: Post about your campaign on Facebook, Instagram, X, and LinkedIn. Include the campaign link and a compelling image or video.</li>
 <li>Email Your Network: Send a personal email to friends, family, and colleagues explaining why you are fundraising and how they can help.</li>
 <li>Regular Updates: Keep your supporters informed with updates on your progress and any milestones you reach. This keeps them engaged and more likely to share your campaign.</li>
 </ol>
 Taft Dorman drtaftdorman@gmail.com

<hr />ABOUT WMPAMission: To support the rising generation of financial services professionals by reducing financial barriers of entry through cost reimbursement scholarships to students who pass industry licensing/certification exams. Student Testimonials:<img src="https://res.cloudinary.com/hxn9dbuhd/image/upload/v1742315613/dkexc6ejrvvwnaib9mle.png" style="box-sizing:inherit;position:relative;cursor:pointer;padding:0px 1px;user-select:none;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:0.25px;orphans:2;text-align:right;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:normal;text-decoration-thickness:initial;text-decoration-style:initial;width:131px;display:inline-block;vertical-align:bottom;margin:5px 0px 5px 5px;border-radius:10px;box-shadow:rgb(204, 204, 204) 10px 10px 5px 0px;float:right;max-width:100%" />"I could fill an entire textbook with the things that this program has taught me, but at the end of the day, the most important thing I have learned is that ‘success is not a surprise.’ Applying this principle into my life has created more opportunities than I could have ever imagined, and now with still 8 months until graduation, I have accepted a full-time offer at the firm of my dreams."- Morgan Moore <img src="https://res.cloudinary.com/hxn9dbuhd/image/upload/v1742316325/xd4zbfre2ypnbuumbhgt.jpg" style="width:145px;display:inline-block;vertical-align:bottom;margin:5px 15px 5px 0px;text-align:left;border-radius:10px;box-shadow:rgb(204, 204, 204) 10px 10px 5px 0px;float:left;max-width:100%" />"I got my dream job because of this program. I was able to complete two financial planning internships and have my series license before graduating. This prepared me for facing the CFP exam, which I passed on my first attempt in November 2023. This program was a catalyst for my career."- Josiah Kellogg <img src="https://res.cloudinary.com/hxn9dbuhd/image/upload/v1742336755/nzj9obmr6prv68apnq8l.jpg" style="width:128px;display:inline-block;vertical-align:bottom;margin:5px 0px 5px 5px;text-align:right;border-radius:10px;box-shadow:rgb(204, 204, 204) 10px 10px 5px 0px;float:right;max-width:100%" />"The program enabled me to study for and pass my series licensing exam while I was still a student. This helped me get a job when I graduated and start with a higher salary from day one. It really kickstarted my career in financial planning. Donor funds also made it possible for me get to passing my CFP exam sooner."- Preston Pugmire, CFP® "I definitely would not have passed the series exam on my own. It was so encouraging to have a group of students all working towards the same goal. It's challenging to study for those big tests when going it alone, but having everyone work together on the same schedule made it so much better and thanks to donors I was able to pass the exam on my first attempt!"- Melody Royer <hr />SPONSORSHIP LEVELS<img src="https://res.cloudinary.com/hxn9dbuhd/image/upload/v1742411878/km1yc5kcoozqtyqdrztq.png" style="width:782px;display:block;vertical-align:top;margin:5px auto;text-align:center;box-shadow:rgb(204, 204, 204) 10px 10px 5px 0px;max-width:100%" /> <hr /> FAQ'sDoes my donation go to WMPA overhead?    No - Zeffy is a non-profit charitable giving platform, which makes it possible for 100% of donor funds to go directly to student participants. WMPA receives no compensation. Although Zeffy requests WMPA donors to contribute to their platform (via a step in the donor form), WMPA donors are not required to donate to Zeffy. Is the donation tax deductible?    Yes - WMPA is a qualified 501(c)3 charitable organization. <a href="https://www.guidestar.org/profile/99-4169820" target="_blank">Verify on GuideStar</a>. What are my donor funds used for?   Donor funds support, but may not be limited to, the following key efforts:  Reimburse future financial services professionals for costs incurred to earn an industry license/certification. Reimbursements do not exceed actual costs incurred.  Help support costs associated with professional networking opportunities.  Award general academic scholarships to students pursuing careers in financial services.  Sponsoring professional events that benefit future financial services professionals in their career progress. What about Employer Matching Programs?    Many companies offer employer donor matching programs. Check with your employer for possible matching programs. A few examples of companies that have programs are <a href="https://www.fidelityworkplace.com/s/" target="_blank">Fidelity</a>, <a href="https://www.lpl.com/about-us/social-responsibility/community-involvement.html" target="_blank">LPL</a>, <a href="https://doublethedonation.com/forms/ameriprise-financial.pdf" target="_blank">Ameriprise Financial</a>, and <a href="https://www.capitalgroup.com/content/dam/thecapitalgroup/images/cg/nacg/Total_Rewards_at_a_Glance_2025.pdf" target="_blank">Capital Group</a>. If WMPA is not in your company supported donor list, speak with your employer about adding WMPA to the approved list. Can I write a check or send a check from a Donor Advised Fund?    Yes - WMPA accepts checks. Make checks payable to: Wealth Management Professional AssociationMail checks to: 5940 Granite Lake Drive, Granite Bay, CA 95746 <hr />

Wealth Management Professional Association

BE A HERO TODAY!

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