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National Financial Literacy Month, April 2014

April 7, 2014

AFP and The Financial Awareness Foundation are again forming a strategic relationship in the U.S. to help support and promote improving financial awareness and financial literacy. Together, along with leading nonprofits, government agencies, and other organizations, we’re celebrating National Financial Literacy Month (April).

It is estimated that over 120,000,000 Americans do not have an up-to-date estate plan to protect themselves, and their families, making estate planning one of the most overlooked areas of personal financial management. Estate and financial planning is not just for the wealthy and is an important process for everyone. With advance planning, issues such as guardianship of children, managing bill paying and assets in the event of sickness or disability, care of a special needs child or parent, long-term care needs, and distribution of retirement assets can all be handled with sensitivity and care, and at a reasonable cost. With the proper knowledge and planning, future generations will have a more secure future!

Many people also mistakenly underestimate their wealth and think they do not need to do any estate and financial planning. This attitude can be financially harmful and can be avoided with proactive action.

Through the National Estate Planning Awareness Week, AFP and the Financial Awareness Foundation hope to:

  • Educate American families on how better and cost effectively address their personal financial challenges.
  • Highlight the role of nonprofits in financial planning and how charities can experience increased donations, planned gifts, alternate beneficiary selections and bequests.
  • Celebrate a stronger and more financial sound community through financial planning.

AFP members can learn more at the campaign website and resource center that includes press releases, sample articles and checklists, fact sheets and more (scroll to the bottom of the page for these resources). Members are encouraged to download these documents and personalize them for their own use in communicating with donors, volunteers and other supporters.

Here are some easy ways to participate:

1.              Placing estate and financial planning editorial content in your website, newsletters, social media groups, local newspapers, and radio/television/web-based shows, in support of National Financial Literacy Month (April) and National Estate Planning Awareness Week (October).

2.              Encouraging participating groups to host or take part in community-wide programs built around estate and financial planning during the months of April and October.

3.              Circulating financial awareness campaign materials and the Press & Industry Media Kits and Guides found on the campaign website to your members, colleagues, associates, and other parties as you see appropriate and encouraging them to support and participate in these important events.

4.              Be sure to email your articles, checklists, ads, and seminar/webinar activity notices so we can highlight them and you in the 2014 National Estate Planning Awareness Week Campaign Report and Scrapbook.

Thank you for your efforts in improving financial awareness and financial literacy across the country through the National Financial Literacy Month!

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