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Attention Collegiate Chapters: Partner with The Financial Awareness Foundation in April and Beyond

April 19, 2017

To:       AFP Collegiate Chapters

From:   Association of Fundraising Professionals (AFP) & The Financial Awareness Foundation (TFAF)

Re:       The “Advancing Financial Awareness” Program For Collegiate Chapters


1. Program Overview

We currently are experiencing an acute lack of financial awareness and financial literacy amongst youth and adults, not just in the United States but also globally. Given the increased burden many students and their families have with education loans and other forms of debt, the majority of adults running out of money before their life expectancy, and over half the adults not having any financial, estate or gift plans, it’s critically important to for everyone to learn the essential principles to smart personal financial management.

AFP currently has over 40 collegiate chapters across the U.S. and Canada. In an effort to reach out to and develop ongoing relationships with the college’s students, administration and alumni, as well as their affiliated AFP chapter, AFP collegiate chapters would benefit from promoting (and eventually presenting an event/series of events) around the goal of helping to improve financial awareness and financial literacy.

Specifically, an AFP collegiate chapter – in partnership with their university and their local AFP chapter – could:

  • Fulfill AFP collegiate chapter project requirements;
  • Forge stronger ties between the collegiate chapter, university and alumni;
  • Involve AFP chapter members and other financial service and nonprofit professionals who are also local university alumni; and
  • Create an environment where fiscally smart students can one day become productive nonprofit professionals, reach and maintain their personal and family financial dreams, and become philanthropic alumni.

Further, these promotions and events can be presented as supporting participation within The Financial Awareness Foundation’s (TFAF’s) The Improving Financial Awareness & Financial Literacy Movement, particular during its semi-annual personal finance content media blitz built around the strategic venues of:

  • National Financial Literacy Month (April in the Unites States; November in Canada); and
  • National Estate Planning Awareness Month/Week (October/Third Week in October in the United States)

To learn more about TFAF and its mission and goals, please visit

2. Program Development

AFP is currently working with TFAF to develop a self-contained online program packet with detailed materials and instructions on how collegiate chapters can: 

  • Plan and hold ongoing events and workshops around financial awareness and financial literacy
  • Create and facilitate ways to better engage and strengthen ties with their various communities, including
    • The university/college (students, administration and alumni)
    • Their sponsoring AFP chapter
    • Local financial service and nonprofit professionals and their organizations
    • Local media
    • Explore opportunities to create an Improving Financial Awareness & Financial Literacy Club or subgroup within the collegiate chapter focused on improving financial awareness & financial literacy as an element of their community fundraising efforts
    • Identify possible financial sponsor/strategic partner opportunities to generate new revenues for the collegiate chapters, the local AFP chapters, and this program

For reference and an idea of what we hope to develop, TFAF is currently working with a number of higher education institutions to implement its Your financial PARTNER University/College Program – you can see the program’s executive summary and overview at this link:

Developing the right materials to best assist collegiate chapters in this mission is paramount. To that end, during this development phase, AFP may reach out to collegiate chapters to solicit input and feedback on the program and packet, as well as to help us identify key local figures in the college/education field who can assist us in better understanding how to best create opportunities between the collegiate chapters and university administration.

In addition, we intend to identify a few collegiate chapters to “pilot” and launch this program. If you are interested in being a possible pilot collegiate chapter for this program, please email [add contact].

3. What You Can Do Now

While AFP and TFAF look forward to building out this program and working with collegiate chapters to develop events and workshops around financial awareness and financial literacy, there’s plenty you can now do to start spreading awareness of this issue, especially with April and the 2017 National Financial Literacy Month around the corner!

Here are some suggested action items:

  • Take time to study up on and familiarize yourself with the issues surrounding financial awareness and financial literary in order to better prepare yourself for your future and help spread the word of its importance to your classmates and friends. Here’s a White Paper for a good overview of this issue: We Have a Lack of Financial Awareness & Financial Illiteracy Epidemic that Requires Immediate Attention

  • Place financial-planning editorial content within your websites, newsletters, social media groups, local newspapers, etc. – whatever platform you have access to – in support of the 2017 National Financial Literacy Month this April. If you need content please contact us or see the sample articles, Press & Industry Media Kits, and Guides found under the Campaign tab at

  • To learn more about The Improving Financial Awareness & Financial Literacy Movements, The Financial Awareness Foundation and its campaigns, programs and work, as well as find plenty of worksheets, fact sheets, videos, and the latest edition of the magazine, visit

  • Contact us if you are interested in volunteering time to help on national and international efforts.

Thank you in advance for your help and participation in spreading the message of financial awareness and financial literacy!

If you have any questions, please contact Taryn R. Gold, MPA, Vice President, AFP Chapter Administration:

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