Serve Your Community as You Build Your Business

Learn How Helping Your Community Work Toward Financial Wellness can Enhance Your Brand, Provide High-profile Exposure, and Expand Your Client Base.

You Generosity Helps Us Build & Increase Access to Financial Education Programs

As an IACET Accredited education company, we provide educational-grade financial literacy resources, training, and program development support to your community.

Through donating resources to your community and helping beneficiary organizations scale programs, we work toward a country where people are informed to make qualified financial decisions and confidently take effective financial action that best helps them meet their goals.

Build and scale programs for beneficiary organizations.

Provide online training to your community members.

Help the next generation with tools for parents to teach their kids.

Lead education promotions that educate the masses.

For Your Sponsorship, We Provide You Benefits to Help Grow Your Business

While other financial literacy sponsorships just give you logo placement, we provide comprehensive benefits designed specifically to help small and mid-sized financial services businesses expand.

As a Certified B Corporation, we have a commitment to all of our stakeholders: local citizens, beneficiary groups, and our financial service partners. We are committed to each to ensure a win for all parties involved.

What’s Included in Our Fully-integrated Financial Wellness Campaign and the Benefits Your Business Enjoys

Branding Assets that Highlight Your Community Leadership

  • Advisory Board
  • Feature Campaign Video
  • Optimized Company Features
  • Optimized Personal Features
  • Educational Content Produced for You
  • Mention on All Donation Pages

Advertising to Expand Your Presence and Raise Awareness About Your Company

  • Optimized Community Website
  • Backlinks to Your Website
  • Paid Search Advertising
  • Paid Social Media Advertising
  • Personal Network Marketing
  • Paid Local Advertising

Public Relations Advocacy Campaigns that Highlight Your Role

  • Media List Building
  • Managed Media Relationships
  • Press Releases Announcements
  • Monthly Advocacy Promotions
  • Event & Anniversary Promotions

Introductions Facilitated by Our Team to Expand Your Community Connections

  • Beneficiary Outreach & Relationship Management
  • Targeted Individuals Outreach
  • Recruit & Manage Local Centers of Influence (COIs)
  • Connections with Other Advisory Board Members
  • Event Speaking & Presentations
  • Promotion Interactions

Nurturing Campaign Participants to Introduce You and Your Company

  • Visitor Remarketing Ads
  • Opt-ins & Automated Email Sequences
  • Social Media Communications
  • Recognition & Participation Awards
  • Communication Resources for Your Network

Client Loyalty Resources

  • Lead Nurturing Tools
  • Client Communication Cycles
  • Client Processes
  • Presentation Resources
  • Referral Gaining Materials