Accepting Project Concepts for the General Grant Program
Apply by Wednesday, February 4, 2009 for June grant awards
The FINRA Investor Education Foundation General Grant Program funds research or educational projects that provide underserved Americans with the knowledge, skills and tools necessary for financial success throughout life.
Applicants must first submit a simple, three-pageProject Concept Form. Those whose projects closely align with the Foundation’s priorities and show good potential for success will then be invited to submit a full grant proposal. Project Concept Forms may be submitted at any time throughout the year; however, submission deadlines correspond to the announcement of grant awards in June and October of 2009. Project concepts received by Wednesday, February 4, 2009 will be eligible for a June funding decision. Priorities for 2009 include:
using behavioral finance to improve saving and investing
meeting the financial and investor education needs of underserved audiences
creating new marketing and distribution channels for financial and investor education
helping Americans manage their finances and investments in retirement
The Foundation encourages strategic partnerships and seeks projects that demonstrate a strong application of social marketing (PDF 172 KB) techniques. Eligibility requirements and additional priorities are specified in the Grant Guidelines (PDF 42 KB).
Prospective applicants are encouraged to participate in one of the following Q&A conference calls:
Tuesday, January 6, 2:00 pm Eastern
Thursday, January 8, 11:00 am Eastern
For complete information and conference call registration, please visit the Grants page on the FINRA Foundation Web site.
Foundation-Funded Research and Resources
Through research and the development of new educational programs, FINRA Foundation grantees aim to improve investor literacy and the financial stability of all Americans. The Foundation is pleased to make available on its Web site the research and resources developed by and for its grantees.
Resources
The Metro New York Better Business Bureau Foundation received a 2007 Foundation grant to update and reprint the popular Get More Money Now brochure in both English and Spanish. Both html and downloadable versions of the information are available on the project Web site at www.bbbmoneynow.org. Hard copies may be obtained by sending an e-mail with your request to finrafoundation@finra.org.
DollarsFromSense.com (www.DollarsFromSense.com) is a Foundation-funded Web site developed by a team from Baruch College and Miami University of Ohio for college-aged students and recent graduates. The site’s interactive tools are designed to help young adults make educated money-management decisions as they launch their careers.
Resources Recently Posted Research
The Use of Non-Financial Information: What Do Investors Want?, a white paper (PDF 422 KB) from researchers at the Boston College Center for Corporate Citizenship.
An Experimental Study of Annuity Choice, summary findings (PDF 8 MB) prepared by researchers from the College of William and Mary.
