Through the General Grant Program, the FINRA Investor Education Foundation funds research and educational projects that empower underserved Americans with the knowledge, skills, and tools to make sound financial decisions throughout life.
Donor Name: FINRA Investor Education Foundation
State: All States
County: All Counties
Type of Grant: Grant
Deadline (mm/dd/yyyy): Ongoing
Size of the Grant: $100,000
Grant Duration: 1 year
Details:
Priority is also given to projects that further financial inclusion and address systemic financial inequities based on race, ethnicity, gender, disability status, and other social differences.
Funding Information
Most grants approved by the FINRA Foundation are under $100,000. Indirect costs or overhead must not exceed 10% of direct costs.
Grant Period
Most grants are completed within 24 months. The FINRA Foundation looks favorably upon projects that demonstrate sustainability beyond the grant period.
Grant Priorities
Of particular interest to the Foundation are projects that:
- Expand the body of knowledge and/or provide practical materials that will have a positive impact on financial capability, investor education, or investor protection.
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Research methods to improve disclosure to investors about investments and financial services
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Encourage investors to check the background of financial professionals prior to doing business with them
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Empower the nation’s young people that are about to enter the workforce to better prepare for retirement and to meet other financial goals
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Better prepare older Americans for handling their finances during retirement
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Encourage women and minority populations to take control of their financial future through investor education, and that further financial inclusion and address systemic financial inequities based on race, ethnicity, gender, disability status, and other social differences
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Advance practice, policy, and thought in the fields of financial capability, investor education, and investor protection.
Type of Projects
The Foundation seeks to fund projects that advance its mission through:
- Educational projects or programs. Funding is for programs that respond to an unmet financial education, investor education or investor protection need for a target audience.
- Research. Funding is for research that expands the body of knowledge and offers solutions in the field of financial education, investor education, and investor protection.
- Combination of research and educational program. Funding is for initiatives that lead with a research element and follow with a high-impact financial education, investor education or investor protection project based upon the results of the research.
Eligibility Criteria
The Foundation awards grants to entities designated as tax-exempt according to Internal Revenue Code Section 501(c)(3) and to public libraries 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.
For more information, visit General Grant Program.
