Smart investing@your library®

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2013

 

Albuquerque Bernalillo County Library, Albuquerque, NM

Albuquerque Bernalillo County Library will collaborate with a nearby charter school and a statewide, nonprofit small business development and training organization to deliver financial education for teens ages 14 to 17. Learning activities will take place at eight library locations throughout the county and at Amy Biehl Charter High School in Albuquerque. Program modules will address: managing your money; planning your future; making your money grow; and protecting what you have.
Grant amount: $63,270

 

Brooklyn Public Library, Brooklyn, NY

Brooklyn Public Library will engage adult and teen patrons through a series of learning activities and services tailored to the borough's diversity of audiences. The project has several components, including: integration of financial concepts into existing adult basic education programs (such as GED preparation programs and English for Speakers of Other Languages); virtual investment clubs for adults and teens; teen financial literacy workshops; and a financial empowerment fair with in-person and virtual components delivered in conjunction with the New York City Office of Financial Empowerment and the Bedford-Stuyvesant Restoration Corporation.
Grant amount: $100,000

 

Central Library of Rochester & Monroe County, Rochester, NY

Rochester Public Library and the Consumer Credit Counseling Services of Rochester (CCCS) will provide personal finance education to participants in library-hosted English as a Second Language classes and integrate financial literacy activities into the library's summer camp for ESL children. The adult classes will be co-taught by the library's ESL instructors and a financial educator from CCCS.
Grant amount: $58,509

 

Chesterfield County Public Library, Chesterfield, VA

Chesterfield County Public Library will focus on the intergenerational transfer of financial learning, while improving participants' facility with the mathematics of money. The project will give special attention to grandchildren and the grandparents who have an influential or primary role in raising them. The library—in partnership with the County Office of the Senior Advocate, the Federal Reserve Bank of Richmond and the Chesterfield County Public Schools—will seek to equip these "grandfamilies" with financial literacy skills necessary to address immediate needs and longer-term wellbeing. For the broader community, the library and its partners will deliver a series of mini-workshops on: developing a financial plan and setting goals; reducing debt; avoiding fraud and identity theft; investing fundamentals; saving and paying for college; retirement planning; and managing healthcare costs, among other topics.
Grant amount: $78,280

 

Florence County Library System, Florence, SC

Working with nearby Francis Marion University, the South Carolina Department of Consumer Affairs, a local United Way agency and the South Carolina Department of Social Services, Florence County Library System will engage children, teens and lower-income adults in a series of financial literacy activities that appeal to the different learning preferences of the target audiences. For children, the library will conduct a "Dewey Dollars" campaign that incentivizes young readers to explore the library's financial literacy collections. For teens in middle and high school, the library will sponsor a graphic novel contest and a video contest for which students will create narratives illustrating financial themes learned through their engagement with the FDIC Money Smart for Teens program and other multimedia curricula. For low- to moderate-income adults, the library will work with its partners to provide money management instruction and resources to job seekers and residents in economic distress. A separate track of adult workshops will help residents understand and prepare for their retirement needs.
Grant amount: $50,605

 

Glen Carbon Centennial Library, Glen Carbon, IL

Glen Carbon Centennial Library will collaborate with nearby Six Mile Regional Library District (Granite City, IL), the local chamber of commerce and the Madison County Employment and Training Department to provide personal finance education for the county's families and small business owners. For children, the project team will create interactive, portable kiosks housing age-appropriate learning materials and manipulatives allowing elementary students to explore independently or with a caregiver the financial concepts outlined in the Money as You Grow sequence endorsed by the President's Advisory Council on Financial Capability. For adults, Glen Carbon Library will host a series of workshops designed to reduce stress and achieve financial stability among low- and moderate-income families. For single mothers, Six Mile Library District will join with local Head Start programs and community partners to provide financial planning strategies to deal with high-risk circumstances. And for small business owners, Glen Carbon Library and the Edwardsville-Glen Carbon Chamber of Commerce will co-host workshops using the FDIC's Money Smart for Small Business Owners program.
Grant amount: $54,590

 

Idaho Commission for Libraries, Boise, ID

The Idaho Commission for Libraries will partner with the University of Idaho Extension, the Idaho Financial Literacy Coalition, the College of Southern Idaho and 12 public libraries to bring much-needed financial education to residents in an eight-county region of south-central Idaho where over half of the population has an income below 200% of the federal poverty level. Public programs will kick-off with family financial literacy fairs to showcase financial education opportunities available to residents and introduce the resources provided by and through their public libraries. The fairs will be followed by multiple financial education events coordinated by the 12 participating libraries. All of the educational events will address the project content areas, namely basic financial literacy, financing a college education, investing fundamentals and retirement planning.
Grant amount: $71,014

 

Middle Country Public Library, Centereach, NY

Middle Country Public Library, in partnership with the Children's Museum of Manhattan, will create interactive, hands-on learning activities for children, teens and their parents/caregivers focusing on money and mathematics. The project will include portable learning stations, special activities integrated into established, ongoing programs serving preschool and school-age children, financial literacy outreach visits to elementary schools and circulating family financial literacy math kits to reinforce learning at home. Children will learn fundamental concepts such as prioritizing, exchange and valuation. Teens will receive training to act as "financial math buddies" and help facilitate learning for younger students. For parents and caregivers, the project will improve their ability to model exemplary financial practices and teach their children essential personal finance skills and knowledge. Participating adults will also have opportunities to learn about financial planning, credit and investing best practices.
Grant amount: $71,000

 

Monroe County Public Library, Bloomington, IN

Monroe County Public Library and its partners—including Indiana University and the local United Way Financial Stability Alliance—will help residents ages 20 to 39 create a savings and spending plan, manage credit and debt, make prudent decisions about major purchases (a home, for example) and invest wisely. The project complements Indiana University's newly established Money Smarts initiative by extending financial learning to residents experiencing the demands and opportunities of post-college life. The project will follow a "Say – See – Do" approach to adult education. For the "Say" portion of each program component, faculty from Indiana University will deliver short presentations inclusive of topical videos created for each project theme. During the "See" portion, instructors will demonstrate various personal finance tools (BrokerCheck, for example) and processes (such as how to review your credit report). During the "Do" portion, participants will practice using online tools and begin to build their own financial plans with assistance from the instructional team. Participants will also have opportunities to schedule one-on-one or small group "talk to an expert" sessions with instructors and obtain more in-depth guidance.
Grant amount: $87,230

 

Nebraska Library Commission, Lincoln, NE

The Nebraska Library Commission will partner with the University of Nebraska-Lincoln Extension to bring financial education programs and services to 23 libraries in mostly rural locations across the state. The program will combine face-to-face educational sessions with online learning. The inaugural educational event at each location will be face-to-face, allowing educators to introduce the online curriculum. Participants will then work through self-paced online courses. These courses address balancing risk, cutting investment costs, choosing an investment adviser and managing an investment portfolio, and are segmented for different age cohorts with attention to specific needs depending on life stage. Participants will receive support and encouragement from library staff and coaches at the local level. They will also have access to online Q&A services staffed by Extension educators. At the conclusion of the online series, participants will reconvene for face-to-face sessions to assess outcomes and maintain momentum for continued learning on financial topics. Grant amount: $100,000

 

New Hanover County Public Library, Wilmington, NC

New Hanover County Public Library will lead a coalition comprising New Hanover County Schools, Cape Fear Community College, the main library at the University of North Carolina-Wilmington and the North Carolina Council on Economic Education to help students from the middle grades through college make informed financial decisions during their early adult lives. The project will give particular attention to budgeting, managing consumer debt, paying for education and investing fundamentals.
Grant amount: $36,500

 

Pelham Public Library, Pelham, AL

Pelham Public Library will concentrate its efforts on improving the financial literacy of families with school-age children. For children up to age 8, the library will collaborate with educators from the Milwaukee-based Betty Brinn Children's Museum to create hands-on money smart exhibits. These exhibits will develop children's financial math skills and basic money management knowledge. Children ages 9 to 13 will participate in Money on the Bookshelf and Bank on Books—two programs that combine reading development with lessons in personal finance. Students will learn about saving, budgeting, credit, compound interest and related mathematics concepts. High school students will learn about budgeting and the financial considerations of living on their own through the interactive Reality Check simulation, with supplementary lessons from the University of Tennessee's Love Your Money online program and the National Endowment for Financial Education's High School Financial Planning Program. Parents will work with project educators to examine the Money as You Grow sequence of financial competencies (endorsed by the President's Advisory Council on Financial Capability) and learn to help their children establish good money management skills.
Grant amount: $83,500

 

Piscataway Public Library, Piscataway, NJ

Piscataway Public Library will collaborate with libraries in nearby Dunellen and New Brunswick, New Jersey, and with Rutgers Cooperative Extension to deliver an online and in-person financial education initiative to help the "sandwich generation"—those adults who are simultaneously managing their own finances while raising children and assisting aging parents, both financially and otherwise. Workshop topics will include: creating a savings plan; basic investing principles; getting started as an investor; selecting and monitoring investments; investing for long-term goals; investing for college; and avoiding fraud.
Grant amount: $63,671

 

Santa Fe College Library, Gainesville, FL

Santa Fe College Library will seek to increase financial capability among several audiences in the college's service area: the college's veteran population and their dependents; first-generation college-goers; students receiving financial aid; students who were displaced but have returned to campus (including some who have previously defaulted on student loans); students in the college's Displaced Homemaker Program; high school dual-enrolled students; and middle and high school students and their parents in pre-college assistance programs. The initiative will give special attention to building financial self-sufficiency and making sound, informed decisions about paying for college. Instructional units will be integrated into the college's continuing education courses, credit-bearing courses and various college readiness and student support programs. Project leaders will also collaborate with community agencies to refer students to supplemental services and one-on-one financial counseling as necessary.
Grant amount: $100,000

 

Saratoga Springs Public Library, Saratoga Springs, NY

Saratoga Springs Public Library will sponsor separate financial literacy series for adults and teens in the region. Adult workshops will address: financial fundamentals (from banking to sound credit practices); personal finance for veterans (including understanding military benefits); introduction to investing; retirement planning; college financing; and personal finance considerations for small business owners. Teen workshops will be activity-based and will help young people create a budget, examine how credit works and how to establish good credit, prepare for important financial decisions such as paying for college, establish goals and understand their first paychecks. Librarians will conduct outreach visits to business- and finance-related clubs at Saratoga Springs High School and deliver programs both during and after school hours.
Grant amount: $60,596

 

Springdale Public Library, Springdale, AR

Springdale Public Library will collaborate with the local school district to improve the financial literacy of immigrant families with school-age children. The library will organize a series of family finance events (with translation services) at selected public schools in the district. Parents and children will attend together. Each event will encompass a rotation through four financial literacy sessions led by educators from Credit Counseling of Arkansas, the University of Arkansas Cooperative Extension Service, the Economic Opportunity Agency serving northwest Arkansas and Economics Arkansas (an affiliate of the Council for Economic Education). Session topics will include: bank products and services; comparing credit opportunities; obtaining and reviewing a credit report; how to build or repair credit; making good decisions about large purchases; saving for college; avoiding financial fraud; and teaching children about money. Participating children will receive age-appropriate learning materials about money concepts. Parents will obtain resources to improve household financial management and will have the opportunity to enroll in more in-depth, topical workshops conducted at library locations with the assistance of the Economic Opportunity Agency. These workshops will address household savings, taxpayer topics, the Earned Income Tax Credit and introduction to investing.
Grant amount: $34,055

 

Toledo-Lucas County Public Library, Toledo, OH

Toledo–Lucas County Public Library and United Way of Greater Toledo will partner with three social service agencies to help residents with income of 200% or less of the federal poverty level achieve financial stability through participation in the FDIC Money Smart program and follow-up financial coaching. In addition to the Money Smart sequence, the participating library branches will host a menu of financial workshops taught by educators from Ohio State University Extension, the regional Social Security Office and Better Investing. Scheduled classes and workshops will be positioned as gateways to one-on-one financial stability services offered by East Toledo Family Center, Lutheran Social Services and United North (a community development corporation).
Grant amount: $81,881

 

2012

 

Estes Valley Library, Estes Park, CO

Estes Valley Library will partner with the local school district, the YMCA, and the Estes Park Housing Authority to improve the financial and investing literacy of area residents, with a particular emphasis on youth, lower-income families, and seniors who need help managing their retirement income. The project will provide a seminar series on budgeting, financial goal setting, debt reduction, and savings, as well as financial care-giving for aging parents. The seminars will encompass more than 1,000 hours of instructional time per year in both English and Spanish.
Grant amount: $65,263

 

Fayetteville Public Library, Fayetteville, AR

Fayetteville Public Library will collaborate with Credit Counseling of Arkansas and the University of Arkansas (including its Extension Service and its Center for Economic Education) to demonstrate financial planning strategies for households that are living paycheck to paycheck, allowing them to save for future expenses and for retirement. The partners will give particular attention to multigenerational households in neighborhoods experiencing the greatest economic hardship, with the goal of helping to break the generation to generation cycle of financial struggle.
Grant amount: $99,315

 

Georgetown County Library, Georgetown, SC

A two-year campaign led by the Georgetown County Library, the county’s Human Services Collaborative, and Coastal Carolina University will encompass a variety of creative learning experiences to improve financial literacy and capability among the county’s most economically disadvantaged residents. Participating agencies will offer seminars on financial goal setting, managing credit and debt, household budgeting, saving for emergencies, recovering from bad credit, preparing to invest, and using personal finance resources available through the library. Special emphasis will be given to helping parents, grandparents, and caregivers share good financial practices with their children. The library will also sponsor community-wide financial literacy celebrations to connect residents with nonprofit personal finance resource providers. Teens will work with the library’s video production program to produce public service announcements on personal finance topics, after first completing a financial literacy education sequence. These teens will also collaborate with librarians to profile county residents who have faced financial adversity and worked their way to success. This “Up by Their Bootstraps” series will be featured through the library’s Heritage Center and become part of the circulating video collection. The series will form part of the library’s ongoing oral history of Georgetown County.
Grant amount: $99,990

 

Hartford Public Library, Hartford, CT

Hartford Public Library will offer a series of financial literacy workshops for families with children and for young adults in high school and college. Workshop participants will build their knowledge and skills related to budgeting, credit, paying for college, buying a new vehicle, purchasing a first home, planning for future financial needs, and the basics of investing. The library will partner with the University of Hartford, which will provide faculty and supervised graduate students to serve as workshop instructors. The University of Hartford will also train library staff through seminars on the use of personal finance reference tools and the topics covered during the workshop series. Capital Community College will host selected workshops for young adults—including its own students and students from area high schools—through its Lunch, Learn, Life Skills series and its High School Partnership Program. The library will also integrate financial literacy education into its summer reading programs at branch facilities. The project will culminate with a city-wide financial literacy challenge with teams drawn from local high schools. The event will foster positive academic competition among teens, who will participate in a quiz show style format that tests their skills and knowledge on a variety of financial topics.
Grant amount: $99,980

 

Housatonic Community College Library, Bridgeport, CT

Housatonic Community College Library and the Bridgeport Public Library will work together and with other partners to help young residents acquire knowledge and skills essential for sound financial decision-making before, during, and after college. College students and prospective college students will comprise the larger part of the target audience. Among other topics, the instructional sequence will encompass banking basics, introduction to credit, how to pay for college and maintain financial aid, introduction to investing, and how to avoid financial fraud.
Grant amount: $100,000

 

Huntsville-Madison County Public Library, Huntsville, AL

Huntsville-Madison County Public Library will partner with the University of Alabama, Alabama A&M University, community organizations, employers, Redstone Arsenal Post Library, and Redstone Arsenal Army Community Service to provide financial education experiences for four local audiences: beginning investors; college-bound students and their parents; the local military community; and youth groups. Instructional support will be provided by the College of Business and Public Affairs at Alabama A&M University, the Student Financial Services Office at the University of Alabama-Huntsville, and Redstone Arsenal Army Community Service. Selected worksite and library-based sessions will be co-presented by volunteers from Huntsville Young Professionals.
Grant amount: $100,000

 

Ida Rupp Public Library, Port Clinton, OH

Ida Rupp Public Library will partner with United Way, the Port Clinton City School District, and community organizations to teach low-income children and their parents financial fundamentals through hands-on summer activities, as well as workshops and classes scheduled throughout the year. Port Clinton operates a Summer Lunch Club that provides meals and enrichment activities to elementary school children from low-income families. The library and its partners will use this club as a mechanism to provide financial education to residents. Programming will address earning money, needs vs. wants, banking fundamentals, budgeting basics, establishing savings goals, and similar basic topics. Children will be incentivized to read age-appropriate storybooks with a money theme and report what they learn. Throughout the non-summer months, the library will sponsor additional activities that bring parents, children, and teens together and model strategies that parents can use to teach their children good money habits and skills. Adult programs—conducted in partnership with United Way, local financial educators, and supervised graduate students from Bowling Green University’s economics department—will address investing basics, credit, debt, household budgeting, identity theft, fraud prevention, and personal finance resources available at the library.
Grant amount: $19,108

 

Jefferson County Library Cooperative, Birmingham, AL

Coordinated by the Jefferson County Library Cooperative, 15 public libraries in Jefferson and Shelby counties will collaborate on a regional effort to improve personal finance education opportunities available to Alabama residents in need. Partnering with each other and with schools, civic groups, and community nonprofits, the libraries will focus their collective efforts on two demographic groups: financially vulnerable adults and young people ages 11 to 22. Participating libraries and their partners will: provide basic instruction on establishing good money habits early in life; enable families and individuals of modest means to build assets and enter the financial mainstream; assist members of the community to become economically self-sufficient with information on debt reduction and repairing credit; provide information to protect residents from predatory financial practices and financial fraud; and offer educational experiences on the fundamentals of investing and managing financial resources wisely. Instructional support will come from the Alabama Cooperative Extension Service, United Way of Central Alabama, the Hispanic Interest Coalition of Alabama, the Middle Alabama Area Agency on Aging, personal finance and mathematics teachers in area high schools, and faculty from the finance department at the University of Alabama-Birmingham.
Grant amount: $100,000

 

Multnomah County Library, Portland, OR

Multnomah County Library will expand its mobile financial literacy labs tested under a previous grant from Smart investing@your library®. The labs will be staffed by a team of trained librarians and will use tablet, touch-screen technology to connect vulnerable populations with curated financial and investor education resources formatted to suit users’ different learning preferences. The labs will also incorporate curriculum modules customized for each audience cohort. The new lab lessons will be differentiated by audience group and will include: creating a budget; establishing an emergency fund; paying down consumer debt; managing credit; avoiding scams and payday lenders; investing for retirement; safeguarding investments; understanding reverse mortgages; estate planning; and caring for and protecting elderly parents financially.
Grant amount: $100,000

 

Niles District Library, Niles, MI

Niles District Library will offer financial literacy classes based on the FDIC Money Smart curriculum, financial fitness support groups, and a series of short-topic presentations for patrons seeking more narrowly defined assistance. The target audience will be low-income individuals in Niles and surrounding communities. Faculty from nearby Lake Michigan College will teach the Money Smart classes, which will help participants make informed financial choices, resolve debt issues, and plan for the future. The first classes will begin just as the VITA season is concluding. For many in the target audience, money received from tax returns brings a period of financial flexibility that coincides with an important educational opportunity. Each Money Smart series will be followed by financial fitness support groups, called “Money Talks,” which will meet regularly and provide guidance and encouragement as participants strive to achieve their financial goals.
Grant amount: $70,503

 

Public Library of Cincinnati & Hamilton County, Cincinnati, OH

Librarians in Cincinnati will collaborate with Extension educators from Ohio State University to bring financial literacy experiences to high school students. Programming will help teens set financial goals, understand ways to build assets, create and maintain a personal budget, use bank services, manage credit card and loan debt, and avoid financial scams. Content and presentations will emphasize the real-world need for, and application of, financial literacy skills. Programming will help students appreciate the correlation between education and income throughout life. All programming will align with academic content standards for financial literacy and related subjects. Following the conclusion of each multi-part programming sequence, project leaders will organize a “Budget Bonanza” event hosted in conjunction with the library’s annual back to school fair. These events will include a review of concepts introduced during the instructional sessions, as well as tournaments featuring financially themed games. The project partners will strive to make financial education relevant and fun for the teen cohort. Special effort will be made to engage teens from lower-income neighborhoods in Cincinnati and the surrounding county.
Grant amount: $57,853

 

San Diego Public Library, San Diego, CA

San Diego Public Library will provide a continuum of financial/investment education services and workshops for active-duty service members, military families, and veterans using a lifelong approach to asset building, financial coaching, and consumer protection. The library’s chief partners include the San Diego Unified School District, Fleet & Family Support Services, and Home Start, Inc. (a nonprofit that provides youth development and family assistance in high-need neighborhoods). Fleet & Family Support Services already co-locates some of its programs in San Diego Public Library branches. San Diego’s military population (active-duty Navy and Marine Corps personnel and their dependents) is approximately 229,000. About half are 25 and younger. These families deal with deployment, separation, and reunification and the many associated financial challenges.
Grant amount: $100,000

 

St. Louis County Library District, St. Louis, MO

St. Louis County Library will collaborate with the University of Missouri-St. Louis, University of Missouri-Extension, and Lincoln University-Extension to improve the financial capability of low- and moderate-income parents and their teenage children. The program will engage parents and teens both separately and together and equip parents to be effective financial role models for their children. Learning will occur through multi-session workshop series at library branches serving some of the most economically challenged areas of the county. The library will partner with the school districts where these branches are located to encourage participation and reinforce learning. Among other topics, workshops will address budgeting, credit, saving, banking, and investing basics. For workshops that bring parents and teens together for common learning, the focus will be on sharing fiscal responsibility. This will be achieved through role-playing, simulations, and other activities that are both educational and fun. For each workshop, librarians will introduce participants to relevant library collections and services, while Extension educators will take the lead on financial literacy instruction.
Grant amount: $41,695

 

Troy Public Library, Troy, MI

Troy Public Library will help high school students and their parents to establish a financial plan for college and beyond. The project addresses saving and investing to cover college expenses, as well as the skills and knowledge students need to manage their finances while in college and after they graduate. Sessions will begin with a focus on financial basics (banking, budgeting, etc.), moving on to college affordability, financial aid, investment considerations, and managing debt after graduation. Sessions will also reinforce parents’ role as the primary financial behavioral model for their students. The seminars will take place at the library’s technology center and at three area high schools. Nearby Oakland University, Walsh College, the local consumer credit counseling agency, and the City of Troy Finance Department will provide instructional support for the project.
Grant amount: $65,175

 

2011

 

Ada County Free Library District, Boise, ID

Ada County LYNX! consortium libraries will offer an array of programs and electronic services to meet the financial education needs of Generation Y residents (ages 18-32). The University of Idaho Extension and other state agencies will collaborate on a variety of project components, including finance book clubs for young professionals and a personal finance portal designed for mobile telephones and tablet computers.
Grant amount: $69,000

 

Albany County Public Library, Laramie, WY

Albany County Public Library is partnering with faculty from the University of Wyoming and a local technical college to provide Laramie residents with a better understanding of personal finances and tools to make optimal financial decisions. Workshops will emphasize finance basics, preparing to invest, retirement planning and student loan debt management.
Grant amount: $29,800

 

Boone County Public Library, Burlington, KY

Boone County Public Library and the Brighton Center, a social services agency reaching 84,000 clients in northern Kentucky, are collaborating to improve the financial literacy and fiscal health of families in the region. The project will challenge families to evaluate and improve their financial health through a series of interactive learning experiences.
Grant amount: $100,000

 

Brooklyn Public Library, Brooklyn, NY

Brooklyn Public Library will offer a combination of workshops, seminars, individual counseling sessions and virtual investment clubs for adults and teens in the library's service area. The Bedford-Stuyvesant Restoration Corporation (the nation's first community development corporation), the Coalition for Debtor Education and Mind Your Money (an organization devoted to the financial literacy of teens and pre-teens) will assist with public programs and one-on-one counseling.
Grant amount: $100,000

 

Dakota County Library, Eagan, MN

Dakota County Library's initiative, "Dollars by the Decade," will promote financial literacy education as a lifelong process addressing the evolving needs of residents in various life stages. Recognizing that individuals will come to the program with different levels of knowledge and interests, the program will use print, digital and in-person workshops to teach personal finance fundamentals such as budgeting, saving, spending, credit and financial protection.
Grant amount: $69,513

 

Delaware County Library System, Media, PA

Delaware County Library System is partnering with the Consumer Credit Counseling Service of Delaware Valley and various Pennsylvania state agencies to improve the financial literacy and capability of low- to moderate-income families in the region. Educational experiences will help participants manage budgets and debt and plan for future needs.
Grant amount: $97,470

 

Fairfield Public Library, Fairfield, CT

Fairfield Public Library will build on its award-winning job assistance program and offer a series of practical personal finance workshops for adults aimed at expanding investing capability with a combination of direct instruction and team-based learning.
Grant amount: $50,070

 

Genesee District Library, Flint, MI

The Genesee District Library will collaborate with Central Michigan University and the regional chamber of commerce to establish a "family financial freedom" education initiative with programming and services for K–12 students, current college students, recent graduates and African American women, among others.
Grant amount: $91,500

 

Greenville County Library System, Greenville, SC

Greenville County Library System and its partners will pursue a multifaceted project designed to turn personal finance assumptions into changed attitudes, changed attitudes into changed behaviors, and changed behaviors into changed habits. Workshops on the psychology of spending, a public information campaign anchored by a dedicated project website and help with tax preparation are just a few of the strategies planned to help female heads of household overcome obstacles and achieve their money goals.
Grant amount: $66,325

 

Jackson District Library, Jackson, MI

Jackson District Library is partnering with United Way and other community agencies to deliver financial education resources in the county and improve communications about finances among low- and moderate-income households. Participants will develop a financial plan, increase their knowledge about money management and investing, and gain better access to learning resources with support from a personal finance help desk service and classes based on the FDIC Money Smart curriculum.
Grant amount: $99,187

 

Niles Public Library District, Niles, IL

Working with university and government partners in the region, Niles Public Library District will help adults ages 50 and over get prepared to make capable decisions in the years immediately preceding and during retirement. Topics will include a better understanding of Social Security, retirement preparedness, predatory financial practices and investment fraud.
Grant amount: $21,754

 

Pioneer Library System, Norman, OK

Pioneer Library System will partner with the Consumer Credit Counseling Service of Central Oklahoma, Citizen Pottawatomi Nation, Chickasaw Nation and employers in the hometowns of its 10 member libraries to offer "fiscally fit boot camps" to employees.
Grant amount: $57,967

 

Richland County Public Library, Columbia, SC

Richland County Public Library will combine traditional educational activities (workshops, story times and outreach presentations) with creative and engaging experiences for families. The library will partner with Lunch Money, a children's band that "brings indie-rock to family audiences," to write a children's song about money, earning and saving for the future, and to schedule performances for young children. The library will work with Columbia College and local schools to engage teens in creating performances and games that teach younger children financial basics. The library's African-American History and Cultural Events Committee will work with partner organizations to sponsor and promote a series of family-focused financial literacy events on topics ranging from home ownership and saving for college to the basics of investing.
Grant amount: $78,500

 

Seekonk Public Library, Seekonk, MA

Seekonk Public Library and its partners will assist women ages 25 and over as they master financial basics, craft long-term financial plans and acquire the saving and investing skills to put these plans into practice. Instructional programs will be organized around themes and will be supplemented by a series of networking events to add a social dimension to the program and allow participants to learn from each other. Guest speakers will address fiscal fitness for women. Business school faculty from Johnson & Wales University and staff from Money Management International (a nonprofit consumer credit counseling agency) will lead the seminars.
Grant amount: $98,818

 

State Library of Iowa, Des Moines, IA

The State Library of Iowa, in partnership with Iowa State University Extension and Ames Public Library, will expand a successful, mixed-methods (online and face-to-face), library-based financial education model to 18 underserved rural communities across Iowa. The online courses will each last six weeks and will be segmented according to three generational cohorts: Starting Out (Generation X), Building Up (trailing Baby Boomers) and Making it Last (retirees). A capstone, face-to-face event in each location will follow the online learning and bring the local libraries into lasting partnership with community organizations.
Grant amount: $72,438

 

York County Library System, York, PA

York County Library System will partner with 17 high schools and seven urban elementary schools to improve the financial literacy and capability of students and parents by connecting them with the personal finance resources available through county libraries. The project will seek to teach York County high school juniors and seniors how to build a financial plan for post–high school success, and will equip parents of high school juniors and seniors with financial literacy tools to guide their teenagers' financial planning. Younger children will learn about spending, saving and borrowing, and their parents will learn financial literacy tools to reinforce their own financial knowledge and help them positively influence their children's future money management skills.
Grant amount: $99,922

 

2010

 

Apache Junction Public Library, Apache Junction, AZ

The Apache Junction Public Library will partner with the University of Arizona to offer financial literacy classes at the library and other community locations, emphasizing the small steps residents can take to lead a healthy lifestyle, both physically and financially.
Grant amount: $70,200

 

Burlington County Library System, Westampton, NJ

Burlington County Library System will partner with Rutgers University Cooperative Extension, the New Jersey Coalition for Financial Education and the library/technology center at nearby Joint Base McGuire-Dix-Lakehurst to offer a variety of personal finance and investing workshops for adults. These face-to-face sessions will be supplemented by customizable Web-based learning resources.
Grant amount: $95,942

 

Camden Public Library, Camden, ME

The Camden Public Library and its partners will undertake a multipart campaign to reach every household in the town with a variety of personal finance messages, resources and utilities. The project will give particular attention to students in high school and working adults in the community.
Grant amount: $45,440

 

Carmel Clay Public Library, Carmel, IN

Carmel Clay Public Library will collaborate with the local public school system, the Ball State University Center for Economic Education, the Indiana Council for Economic Education and the Indiana Youth Institute to establish the library as the county’s focal point for personal finance learning. The program will address money basics for teens, college financing, retirement planning and investor protection, among other topics.
Grant amount: $84,600

 

Chesterfield County Public Library, Chesterfield, VA

Chesterfield County Public Library will work with local elementary schools, PTAs and the Federal Reserve Bank of Richmond to help moms and their children understand the mathematics of personal finance and investing.
Grant amount: $81,600

 

Curtis Memorial Library, Brunswick, ME

Curtis Memorial Library and its partners will offer a financial literacy program tailored to the specific information needs and learning styles of women in three life stages: teens and young women entering the workforce (ages 15–24), women in midlife in various stages of transition that require smart financial management (ages 25–44) and women entering retirement age (ages 55–65).
Grant amount: $72,950

 

Emmet O’Neal Library, Mountain Brook, AL

The Emmet O’Neal Library will collaborate with the University of Alabama-Birmingham and Junior Achievement to offer multigenerational programming of broad appeal to the community. The program will begin with performances by a professional storyteller, who will prepare narratives about money and investing and how they can affect relationships, particularly among friends and family. This kick-off event will be followed by a series of educational offerings targeting teens, young families and women who are recently widowed or divorced and have never before handled finances.
Grant amount: $46,200

 

Florence County Library System, Florence, SC

Florence County Library System will pursue a multigenerational financial literacy strategy in partnership with the South Carolina Department of Consumer Affairs and others. The project will reach children, teens/young adults, seniors and low- to moderate-income residents to help them become financially savvy and alert them to money scams.
Grant amount: $47,949

 

Lawrence Public Library, Lawrence, KS

Lawrence Public Library will incorporate a new financial wellness clinic into its business center to provide straightforward money management and investing information to low-income families. This will be accomplished through partnerships with the local school district and social services agencies, a series of educational workshops and a promotional campaign using both traditional and social media.
Grant amount: $52,800

 

Martin County Library System, Stuart, FL

Martin County Library System and the University of Florida Cooperative Extension will provide a graduated series of personal finance and investing workshops for lower-income residents referred by Habitat for Humanity and local social services agencies. The programming will emphasize the financial considerations pertaining to homeownership, saving for children’s education, planning for retirement and rebuilding a nest egg.
Grant amount: $45,054

 

Martinsburg-Berkeley County Public Libraries, Martinsburg, WV

The Martinsburg-Berkeley County Public Libraries will partner with the Blue Ridge Community and Technical College to establish a four-part financial literacy program serving county residents under the theme “Free-Way to Financial Information.” The program will include a family financial fair featuring services available in the Eastern Panhandle of West Virginia, special programming on financial basics for children and teens delivered with assistance from the Shenandoah Valley Discovery Museum, financial seminars for adults and a “CASH Corridor” on the library system’s website with multimedia personal finance resources.
Grant amount: $79,560

 

Milwaukee Public Library, Milwaukee, WI

The Milwaukee Public Library will leverage partnerships with Make a Difference-Wisconsin, the Milwaukee Department on Aging and Money Smart Week to improve financial literacy among high school students, address the investor protection needs of senior citizens and provide basic financial education to the broader community.
Grant amount: $99,000

 

Monroe County Public Library, Bloomington, IN

The Monroe County Public Library will target teens and 20-somethings, including Spanish speakers, through 15 workshops and 15 “talk-to-an-expert” sessions on five high-priority topics: budgeting, saving, spending, managing credit and debt, and investing. Programs will occur at the library and various county locations, and will be produced with assistance from Purdue Extension, in part to leverage communitywide attention to Indiana Saves and Money Smart Week.
Grant amount: $79,582

 

Newton Free Library, Newton, MA

Librarians, financial literacy experts and volunteers will collaborate to integrate financial education into the library’s English-as-a-second-language services and to offer a full complement of public programs on personal finance topics, including preparing for retirement.
Grant amount: $81,811

 

Orange County Library System, Orlando, FL

Orange County Library System will continue its partnership with the Graduate School of Business at Rollins College to serve the financial and investor education needs of lower-income and Spanish-speaking residents, especially wage earners in the region’s hospitality industry.
Grant amount: $51,150

 

Pelham Public Library, Pelham, AL

The University of Alabama, Jefferson State Community College and the Alabama Cooperative Extension Center will assist Pelham Public Library in delivering a financial literacy initiative for youth, adults, seniors and Spanish-speaking library patrons.
Grant amount: $88,546

 

Public Library of Youngstown and Mahoning County, Youngstown, OH

The Public Library of Youngstown and Mahoning County will partner with Junior Achievement, experts in museum exhibit design and the Mahoning County Financial Stability Partnership to provide a continuum of family-centered financial education experiences and services.
Grant amount: $95,102

 

Santa Clara County Library, Los Gatos, CA

The Santa Clara County Library project will emphasize staff training on financial topics and related reference resources. This training will be led by faculty from nearby higher education institutions and made available to all librarians within the Pacific Library Partnership, a consortium of four regional library systems. In addition to staff training, patron workshops on investing literacy will be offered at Santa Clara’s seven libraries. The public workshops will be complemented by a personal finance portal added to the library’s website, offering relevant materials in English, Spanish, Mandarin and Vietnamese.
Grant amount: $100,000

 

Schaumburg Township District Library, Schaumburg, IL

Schaumburg Township District Library and its partners (including the University of Illinois Extension) will organize and train a network of local employment counselors and social service agencies to act as intermediaries in the provision of basic personal finance information and refer clients to the resources and programs available at and through the library.
Grant amount: $87,000

 

Washington-Centerville Public Library, Centerville, OH

Washington-Centerville Public Library and the nearby Hithergreen Senior Center will establish a series of financial seminars geared towards adults ages 50 and over in the region. Among various topics, the seminars will address healthy finances and establishing saving and investing goals, recovering from job loss and other financial challenges, IRAs, investing strategies for seniors, identity theft and financial scams targeting seniors.
Grant amount: $30,000

  

2009

 

Albany Public Library, Albany, NY

The library will develop and market a weekly drop-in clinic that gives one-on-one reference assistance and referrals for tax preparation customers.
Grant amount: $55,055

 

Alliance Library System, East Peoria, IL

Alliance will deliver saving and investing information through social media targeting individuals ages 13–35. It will also provide online and face-to-face investor education programs through six public libraries, the virtual world of Second Life, and an outreach van that travels to community events and public libraries in small, rural communities throughout central Illinois.
Grant amount: $100,000

 

Bolivar County Library System, Cleveland, MS

In partnership with Delta State University, the library system will provide financial education programs for low-income women under age 30 living in the Mississippi delta.
Grant amount: $33,500

 

Brooklyn Public Library, Brooklyn, NY

Brooklyn Public Library will reach low-income working adults with a six-part financial education series in four locations, inclusive of workshops and group counseling sessions offered in partnership with New York City's Office of Financial Empowerment and other city agencies. The library will also conduct workshops at multiple locations to help teens build their money-management skills.
Grant amount: $95,480

 

Estes Valley Library, Estes Park, CO

Estes Valley Library will partner with the local public schools to improve the financial literacy of children and teens throughout the region. The library will also sponsor programs that provide practical money skills to young parents and young workers in the area.
Grant amount: $62,203

 

Georgetown County Library, Georgetown, SC

Georgetown County Library and its partners will educate the community about money matters through a series of creative, multimedia activities that reference the county's economic history and that appeal to the different learning styles and interests of residents of all ages. The library and partner organizations will conduct outreach to area childcare providers, the county detention center, the local board of disabilities and special needs, and other agencies for the purpose of improving the basic financial literacy of those in need.
Grant amount: $87,300

 

Greensboro Public Library, Greensboro, NC

The grant will enable public librarians to collaborate with students and faculty from the economics and finance department of North Carolina A&T State University to provide a sequential financial literacy experience for library users ages 13 to 18. The library will also make available one-on-one counseling at its neighborhood branches on selected topics of importance to teens as they begin to take on financial responsibilities in their lives.
Grant amount: $96,500

 

Houston Public Library, Houston, TX

Houston Public Library will partner with the University of Houston and community organizations to offer a bilingual financial education series (from money basics to investing fundamentals) for the city's English and Spanish speaking families.
Grant amount: $99,000

 

Libraries of Eastern Oregon, Fossil, OR

This consortium will reach population centers in 15 rural communities in Umatilla and Morrow counties with in-person and distance learning on wide range of financial literacy topics. It will disseminate programs for senior citizens and Latino and Native American residents through partnerships with community colleges and other agencies, and create personal finance book clubs in English and Spanish.
Grant amount: $98,175

 

Jacksonville Public Library, Jacksonville, FL

The library will partner with Florida State College's Military Education Institute and Veterans Center, the City of Jacksonville's Military Affairs and Veterans Office, and the city's Disabled Services Office to help meet the financial education needs of northeast Florida veterans, active-duty servicemembers, and military spouses using workshops and online learning.
Grant amount: $100,000

 

Lewiston City Library, Lewiston, ID

Lewiston City Library will collaborate with area high schools to create an "Investment Day" competition for students; establish morning investment clubs to reinforce financial and investment concepts among students; organize an investment fair; and develop online video and audio presentations on investing topics.
Grant amount: $89,485

 

Los Angeles Public Library, Los Angeles, CA

The library will collaborate with community organizations to improve understanding of basic financial concepts and resources among ethnic communities, and present in-person workshops with the help of these community-based partners in Chinese-, Korean-, Spanish- and English-speaking neighborhoods.
Grant amount: $100,000

 

Middle Country Public Library, Centereach, NY

In partnership with area museums, Middle Country Public Library will create an interactive, traveling exhibit on money-related topics for students in grades kindergarten through five to be installed in the library's "museum corner" and to be accompanied by a schedule of family financial literacy nights with concurrent workshops for parents and children. The library will also design personal finance kits that include books, media and games for classroom and home use.
Grant amount: $77,400

 

Multnomah County Library, Portland, OR

The library will partner with the Oregon Society of CPAs and community organizations to help two high-need audiences: "parents at risk" (defined as low income and low literacy) and seniors susceptible to financial fraud. The project will pilot a "road show" model with a team that visits retirement centers, Head Start programs, and other nonprofits to provide hands-on learning on financial topics such as money management and online banking.
Grant amount: $100,000

 

Pike County Public Library District, Pikeville, KY

The library district will develop multigenerational financial education programs for consumers; partner with the school system to present programs in all elementary and high schools in this rural county; and collaborate with the Pike County Extension Office to offer monthly programs on planning for retirement.
Grant amount: $34,362

 

Queens Library, Jamaica, NY

Queens Library will collaborate with local nonprofits to provide investor education programs to immigrant and low-income residents in English, Spanish, Chinese, Bengali, Korean and other languages. The library will partner with financial educators from nonprofit agencies who will offer individualized consultations on basic financial concepts and safe, effective financial practices.
Grant amount: $100,000

 

State Library of Iowa, Des Moines, IA

This grant will enable a statewide financial literacy program serving 25 rural communities. The state library will partner with the Ames Public Library and Iowa State University Extension to deliver and replicate online and face-to-face classes for the public, and to design a statewide marketing campaign in support of financial education.
Grant amount: $98,251

 

Virginia Beach Public Library, Virginia Beach, VA

The library will deliver in-person and virtual financial literacy learning opportunities for youth ages 12 to 18 as they prepare to assume financial responsibilities in their lives. It will also conduct outreach to a nearby high school for pregnant teens and a juvenile detention center to help educate residents on money management basics.
Grant amount: $51,906

 

York County Library System, York, PA

The library system will develop interactive, multigenerational programs in English and Spanish at branch libraries and focus on building financial knowledge within York County families with children ages 5–7.
Grant amount: $43,505

 

2008

Athens-Clarke County Library, Athens, GA

Athens-Clarke County Library is undertaking a basic financial literacy initiative helping low-income workers with low educational attainment; expanding partnerships with local organizations, including the public schools and the Family and Consumer Economics College at the University of Georgia; and integrating financial literacy education into GED preparation programs at five community sites.
Grant amount: $94,510

 

Chesapeake Public Library, Chesapeake, VA

Chesapeake is expanding virtual library services, with help from Norfolk State University, using $ave $teve and a family of characters ($ave $ara, $ave $elma and $ave $am) who guide library patrons through age-appropriate online tutoring experiences in investment literacy. The library is also helping teachers use these online modules and promoting the $ave $teve family of personal finance characters to the media centers in Chesapeake's 41 public schools.
Grant amount: $100,000

 

Cuyahoga County Public Library, Parma, OH

The library is delivering an intergenerational financial literacy project for youth (primarily low income) in grades 5 through 12 and their parents at eight of its branches. It is also providing after-school and summer financial literacy experiences, and supporting learning objectives for schools consistent with Ohio's personal finance and economics requirements.
Grant amount: $99,000

 

Durham County Library, Durham, NC

Durham County Library is creating a financial workshop series for young parents of the region’s 37,000 preschool and elementary school children, with special emphasis on saving and investing for college. The project includes development of a Web page for busy young parents, direct access to financial databases and other relevant materials for library cardholders, an e-newsletter on personal finance, and online chats with experts.
Grant amount: $99,679

 

Fargo Public Library, Fargo, ND

The library is expanding its reach to multiple audiences, including young adults, seniors and the local community of new Americans and English language learners, through a series on personal finance and investing. It is breaking through language and cultural barriers to explain safe and effective financial practices and resources.
Grant amount: $53,000

 

Fond du Lac Public Library, Fond du Lac, WI

Fond du Lac Public Library is designing a virtual "Money Smart Neighborhood" and "Money Smart University" as year-long companion components of "Money Smart Week Wisconsin", a statewide financial literacy campaign. The library is giving special attention to the personal financial education needs of Baby Boomers nearing retirement and the Generation Y cohort that will replace them in the workforce.
Grant amount: $52,525

 

Glendale Public Library, Glendale, AZ

The public library in Glendale is reaching out to military service members and their families, low- and middle-income adults (both English and Spanish speaking), and teens from various economic backgrounds with multi-session financial and investor education seminars at library and community locations.
Grant amount: $81,219

 

Greenville County Library System, Greenville, SC

The library system in Greenville is partnering with faculty from the Clemson University Finance Department to address the financial and investment education needs of women ages 18-64, with particular emphasis on low-income heads of households. The partners are also providing concurrent money programs for children.
Grant amount: $49,550

 

Loveland Public Library, Loveland, CO

With Colorado State University Extension, Loveland Public Library is offering "Money Talks", both at the library and on Loveland's cable TV station, on topics ranging from the basics of budgeting to retirement planning. The library is also helping to prevent financial fraud among older investors through educational and outreach efforts conducted in partnership with the local police department, the county office on aging and local volunteers.
Grant amount: $31,887

 

New Haven Free Public Library, New Haven, CT

The library is collaborating with nearby higher-education institutions, especially faculty in the fields of business, economics and finance, on library programming about investing. It is integrating financial literacy resources and discussion groups as permanent features of its 50+ Transition Center.
Grant amount: $78,364

Pioneer Library System, Norman, OK

Pioneer is conducting personal finance seminars with interactive, hands-on materials at each of the nine public libraries in the region. As part of this work, it is partnering with state and regional agencies, including Potawatomi Nation, Chickasaw Nation and the Oklahoma Securities Commission to assist with library staff training and to provide instructional materials. Pioneer is also working with school districts to help them meet personal finance requirements for grades 7 through 12.
Grant amount: $78,713

 

Riverside County Library System, Riverside, CA

Riverside is modeling easy-to-replicate financial literacy programs for specific audiences; packaging and sharing these programs with 28 library outlets in the system; designing an intergenerational program for children in grades 3 to 6 and their parents; establishing a "Morning Coffee Investment Club;" creating financial workshops for youth ages 14 to 18; delivering a seven-part basic information series called "Money Skills for Life"; and coupling story time with financial literacy workshops for parents.
Grant amount: $63,523

 

2007

Alliance Library System, East Peoria, IL

Alliance Library System will offer onsite and Web-based workshops to provide investor information, establish a Smart Investing presence in the virtual world of Second Life, and operate a Smart Investing outreach van that will travel to community events and libraries throughout the Alliance's 14,000 square-mile service area in central Illinois.
Grant amount: $100,000

 

Ames Public Library, Ames, IA

In partnership with Iowa State University Extension, Ames Public Library will tailor online and on-site investor education classes for Generation X, Boomers and the Silent Generation and train public service librarians on the use of investing information tools and databases.
Grant amount: $77,672

 

Milwaukee Public Library, Milwaukee, WI

Milwaukee Public Library will Improve personal finance collections available at all library branches and online through the library's website, provide advanced training to library staff in the use of print and electronic investment resources and establish Smart Investing partnerships with organizations serving women, minorities and senior citizens.
Grant amount: $73,370

 

Naperville Public Library, Naperville, IL

Naperville Public Library will create online video tutorials on the use of financial databases, improve the accessibility of investing research tools on the library's website, train adult services librarians in investment research strategies and provide high school and college students with money management skills in preparation for financial independence.
Grant amount: $77,848

 

Natrona County Public Library, Casper, WY

Natrona County Public Library will provide a five-part investor education series for young adults, host inter-generational community forums on retirement preparedness and augment the library's collections on personal finance and investing.
Grant amount: $17,600

 

Newton Free Library, Newton, MA

Newton Free Library will sponsor a sustainable, inter-generational retirement planning club for women in partnership with community organizations, and train reference librarians on financial literacy in partnership with the Boston College Center for Retirement Research.
Grant amount: $46,100

 

Orange County Library District, Orlando, FL

Orange County Library District will organize an eight-part bilingual series on basic investing themes for Hispanic families, provide investor education video-on-demand for library patrons and staff and create a bilingual "eGuide" on personal finance for users of the library's website.
Grant amount: $96,360

 

Public Library of Youngstown and Mahoning County, Youngstown, OH

In partnership with community agencies, the Public Library of Youngstown and Mahoning County is undertaking a coordinated financial literacy initiative for the county's low- and moderate-income families, with a focus on Earned Income Tax Credit preparation assistance and helping parents save and invest for their children's education.
Grant amount: $57,950

 

Sacramento Public Library, Sacramento, CA

Sacramento Public Library will organize an extensive lunchtime lecture series that provides information to investors, and moderate book groups (with concurrent youth activities) for professional women ages 20 to 64.
Grant amount: $60,000

 

Schaumburg Township District Library, Schaumburg, IL

Schaumburg Township District Library will produce and market an investor education Web portal, inclusive of videos introducing teen and adult patrons to investing-related library collections and reference services; and create a traveling multimedia exhibit to share with other Illinois libraries that provides high-impact visual lesson about investing.
Grant amount: $31,000

 

Southeastern Libraries Cooperating, Rochester, MN

Southeastern Libraries Cooperating will partner with public television station KSMQ to broadcast 13 half-hour segments entitled Financial Connections in rural and small-town communities, with corresponding library-based programming and Web-based events and resources.
Grant amount: $99,830

 

Timberland Regional Library, Tumwater, WA

Timberland Regional Library will produce, market and distribute a multimedia series of Ten Minute Topics about investing in partnership with community television and the Service Corps of Retired Executives. The library will also train information services librarians from 27 branch facilities throughout a 7,000 square-mile rural region and upgrade the investing collections available online and at each branch library.
Grant amount: $99,044

 

Winfield Public Library, Winfield, KS

Winfield Public Library will partner with the Chamber of Commerce in employing a women-helping-women approach to encourage better saving and investing practices, with particular attention paid to the learning needs of women small business owners. The library will also create a series of reference finding aids on investing topics to improve efficiency of accessing quality resources.
Grant amount: $16,600