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Grants Approved in 2007
General and RFP Grants | Smart Investing@your library Grants
General and RFP Grants
| AFSCME Training and Education Institute |
Washington, DC |
Investor Education for Working Families
The AFSCME Training and Education Institute is developing a comprehensive investor education program for AFSCME’s 1.4 million members. Partnering with BetterInvesting, this project will use an on-line, self-paced investor education curriculum along with DVDs, printed materials, and a strong outreach program.
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Grant Amount:
$692,180 |
Project Term:
18 months |
Grant Cycle:
2007 General |
Type:
Education |
| American Public Media |
St. Paul, MN |
Investor Education Reporting for the Underserved on Marketplace®
In follow-up to an earlier Foundation grant, APM will continue to provide investor education reporting on the popular Marketplace® suite of radio programs on National Public Radio and American Forces Radio Network, including Marketplace®, Marketplace Morning Report®, and Marketplace Money®. In addition, APM will produce a special series focusing on the financial education needs of military families. All segments will be available on the Marketplace Web site.
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Grant Amount:
$711,153 |
Project Term:
24 months |
Grant Cycle:
2007 General |
Type:
Education |
| The ASPIRA Association |
Washington, DC |
Increasing Hispanic Investors through Investments Education and Investing Career Awareness
ASPIRA is developing a comprehensive investor education program for the Hispanic community, including a Web-based and downloadable bilingual curriculum to be disseminated through a national train-the-trainer program. The project also includes a partnership with HITN-TV to produce a series of public service announcements and talk shows on the topics of saving and investing.
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Grant Amount:
$646,507 |
Project Term:
24 months |
Grant Cycle:
2007 General |
Type:
Education |
| Community Television Foundation of South Florida |
Miami, FL |
Get Your Finances Ready for Retirement
In partnership with the Nightly Business Report and US News & World Report, Community TV of South Florida is producing television reports and specials, along with monthly companion print articles, to help new retirees and those approaching retirement understand financial issues related to retirement decumulation.
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Grant Amount:
$478,700 |
Project Term:
16 months |
Grant Cycle:
2007 General |
Type:
Education |
| Education and Research Foundation of the Better Business Bureau of Metropolitan New York, Inc. |
New York, NY |
Update and Redistribute Get More Money Now
Metro New York BBB Foundation will update and distribute 155,000 additional copies of Better Business Bureau's Get More Money Now brochure and Web site, produced with a 2004 FINRA Foundation grant, in order to meet continued high demand.
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Grant Amount:
$68,000 |
Project Term:
11 months |
Grant Cycle:
2007 General |
Type:
Education |
| eXtension Foundation |
Lincoln, NE |
Online Investment Education for Farm Households
The eXtension Foundation is adapting its award-winning curriculum—Investing for Your Future—to serve the investor education needs of farm households in the United States through an interactive, Web-based learning environment. The project includes market research to tailor the program for maximum reach and effectiveness, and employs the resources and expertise of the Cooperative Extension Service and its 3,000+ county offices to design, promote, evaluate, and sustain the program.
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Grant Amount:
$449,505 |
Project Term:
24 months |
Grant Cycle:
2007 General |
Type:
Education |
| Florida State University |
Tallahassee, FL |
The Development of Superior Personal Investing Performance
Florida State researchers are attempting to identify investment related activities associated with wealth accumulation within American households using a variety of self-report methods including a questionnaire-based survey and household diary logs.
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Grant Amount:
$341,511 |
Project Term:
24 months |
Grant Cycle:
2007 General |
Type:
Research |
| Learning Point Associates |
Chicago, IL |
A National Evaluation of the Stock Market Game on Students' Academic Achievement in Mathematics and Investment Knowledge
Learning Point Associates is analyzing how The Stock Market Game affects student achievement in investment knowledge and mathematics. This project will also survey students to understand their satisfaction with the program. A teacher survey will examine how program implementation relates to teachers' investment practices.
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Grant Amount:
$484,782 |
Project Term:
24 months |
Grant Cycle:
2007 General |
Type:
Research |
| National Council on Economic Education |
New York, NY |
Learning, Earning and Investing: The Game
NCEE will expand the reach and appeal of one of the most frequently used financial literacy curricula for middle and high school students through development of a companion computer game with 15 interactive segments, a dedicated Web site and a teacher resource guide. The organization will leverage its resources, reputation and expertise (including its national network of affiliated State Councils) to design, promote, evaluate and sustain the program.
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Grant Amount:
$825,375 |
Project Term:
30 months |
Grant Cycle:
2007 General |
Type:
Education |
| North Carolina State University |
Raleigh, NC |
Using Nonfinancial Measures to Assess the Risk of Fraudulent Financial Reporting and Improve Retail Investor Protection
NC State is creating a prototype Web-based tool to help investors, auditors and regulators detect fraud in financial statements by comparing financial information with nonfinancial data. The validity of the Web-based tool and its uses will be evaluated through empirical analyses.
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Grant Amount:
$330,980 |
Project Term:
18 months |
Grant Cycle:
2007 Investor Protection |
Type:
Research |
| North Carolina State University |
Raleigh, NC |
Evaluating Employer-provided Financial Education Programs for Pre-retirees
Researchers from NC State University will collaborate with human resources managers to evaluate the extent to which workplace education programs improve employees’ ability to understand their options relating to timing of retirement, the age at which to begin Social Security and pension benefits, Medicare, annuitization, and other matters pertaining to asset management in retirement. The project will result in practical papers, research papers, and a template for helping employers evaluate their pre-retirement programs.
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Grant Amount:
$386,763 |
Project Term:
36 months |
Grant Cycle:
2007 General |
Type:
Research |
| Princeton University |
Princeton, NJ |
Pitfalls of Investor Decision-Making in Social Interaction Context
Princeton University researchers will examine the impact of social interactions with financial professionals on investor decision-making. The grant will study how financial professionals may exert influence on investors by (1) using the trappings of status and authority, especially professional designations, to gain investors' trust; (2) eliciting manic exuberance from investors by providing too much information too fast; and (3) placing social pressure on investors. The grant also will test the effectiveness of methods to reduce the influence of these biases.
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Grant Amount:
$111,019 |
Project Term:
30 months |
Grant Cycle:
2007 General |
Type:
Research |
Smart Investing@your library Grants
| Alliance Library System |
East Peoria, IL |
Smart Investing@your library
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.
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Grant Amount:
$100,000 |
Project Term:
12 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Ames Public Library |
Ames, IA |
Smart Investing@your library
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.
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Grant Amount:
$77,672 |
Project Term:
15 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Milwaukee Public Library |
Wilwaukee, WI |
Smart Investing@your library
Milwaukee Public Library will Improve personal finance collections available at all library branches and online through the library's Web site, 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.
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Grant Amount:
$73,370 |
Project Term:
18 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Naperville Public Library |
Naperville, IL |
Smart Investing@your library
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 Web site, train adult services librarians in investment research strategies and provide high school and college students with money management skills in preparation for financial independence.
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Grant Amount:
$77,848 |
Project Term:
24 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Natrona County Public Library |
Casper, WY |
Smart Investing@your library
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.
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Grant Amount:
$17,600 |
Project Term:
24 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Newton Free Library |
Newton, MA |
Smart Investing@your library
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.
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Grant Amount:
$46,100 |
Project Term:
24 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Orange County Library District |
Orlando, FL |
Smart Investing@your library
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 Web site.
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Grant Amount:
$96,360 |
Project Term:
22 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Sacramento Public Library |
Sacramento, CA |
Smart Investing@your library
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.
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Grant Amount:
$60,000 |
Project Term:
22 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Schaumburg Township District Library |
Schaumburg, IL |
Smart Investing@your library
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.
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Grant Amount:
$31,000 |
Project Term:
12 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Southeastern Libraries Cooperating |
Rochester, MN |
Smart Investing@your library
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.
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Grant Amount:
$99,830 |
Project Term:
16 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Timberland Regional Library |
Tumwater, WA |
Smart Investing@your library
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.
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Grant Amount:
$99,044 |
Project Term:
24 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Winfield Public Library |
Winfield, KS |
Smart Investing@your library
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.
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Grant Amount:
$16,600 |
Project Term:
18 months |
Grant Cycle:
2007 Library |
Type:
Education |
| Public Library of Youngstown and Mahoning County |
Youngstown, OH |
Smart Investing@your library
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.
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Grant Amount:
$57,950 |
Project Term:
24 months |
Grant Cycle:
2007 Library |
Type:
Education |
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