The mission of the FINRA Investor Education Foundation is to provide underserved Americans with the knowledge, skills and tools necessary for financial success throughout life. The FINRA Foundation envisions a society characterized by universal financial literacy.
View details below or download the PDF version of the guidelines (PDF 38 KB).
Please view our list of Frequently Asked Questions.
The Foundation will award grants to entities designated as tax-exempt according to Internal Revenue Code Section 501(c)(3) and state and other public colleges and universities. The Foundation accepts grant proposals from persons of any race, color, creed, age, sex, disability, and national or ethnic origin.
The Foundation will not award grants to:
Of particular interest to the Foundation are projects that:
The Foundation seeks to fund projects that advance its mission through:
The Foundation provides for four types of funding:
All grants proposals and targeted projects are subject to evaluation by the Foundation's Board of Directors. A request to submit a grant proposal does not guarantee that a grant will be awarded.
The Foundation seeks proposals that advance its mission and also:
The Foundation will generally not consider proposals to fund:
There is no set minimum or maximum grant amount. In considering grant requests, the merits of the proposed project are the primary focus.
Award of funding is contingent upon successful negotiation of a grant agreement within a reasonable time. If a grantee and the Foundation cannot successfully negotiate a grant agreement within a reasonable time as determined by the Foundation, the funding will not be released. After a grant agreement is executed, funds will be awarded in installments contingent upon performance and actual expenses, not to exceed the grant amount.