State Board Onboarding: Introduction to Beneficiary Groups We Serve
Thanks for joining us for the beneficiary overview session! We look forward to working with you as we progress the financial education movement forward.
This is the first of a short series to help you learn about your role and the overall campaign leading up to the first official board meeting.
*Important – Please do not discuss the campaign or share information until the launch date.
Video Quick Notes
Beneficiary Groups We Support:
Schools (elementary, high school, colleges), nonprofits, faith-based, small businesses, youth sports, and other community-based groups. Additionally, we provide resources for individuals and families.
Primary Beneficiary Group Characteristics:
Organizations that seek to integrate financial education into their long-term mission. These groups are outcome focused on the learners financial situation and can allocate enough time and resources to financial education programming.
How We Support Primary Beneficiary Groups
Secondary Beneficiary Group Description:
These are organizations that just want a one-off financial education workshop or short-lived program. With these groups, we provide complimentary resources and enter them into marketing that encourages them to increase the rigor of their offering.
Individuals & Families:
For individuals that want to improve their finances or families that want to teach their kids about money, we offer extensive resources to help. Additionally, we provide many advocacy promotions that include interactive education activities for individuals and families alike.