Consumer Financial Education Fund

About the Fund

The Consumer Financial Education Fund supports projects that relate to consumer financial education, with an emphasis on issues related to large financial institutions, basic banking, access to financial services, retail banking accounts, and underbanked and/or vulnerable populations.

It is anticipated that the application process will be highly competitive. It’s anticipated that most proposals will be for 12-month grant periods; however, multi-year proposals are encouraged where appropriate. Proposals of up to $100,000 (total) will be considered.

Deadlines

  • Letters of Inquiries Due: April 8, 2016 5:00 PM PST
  • Invited Proposals Due: June 24, 2016 5:00 PM PST

Please sign up here to receive notifications of future grant opportunities.

Eligibility and Priorities

Preferences for this fund have changed since the previous grant cycle. Click here for full information on eligible projects and preferences for the 2016 Consumer Financial Education Fund grant cycle.

How to Apply

To apply, applicants must complete a 2-step process using our online grant system. The first step is to submit a letter of inquiry. Any group that meets the eligibility criteria is welcome to submit a letter of inquiry. We expect to receive a large number of letters of inquiry. Because of limited funding, only a limited number of applicants will be invited to submit a full proposal. Click here to read application instructions for the 2016 Consumer Financial Education Fund grant cycle.

Click here to download a copy of the 2016 Request for Proposals.

GRANT REPORTING INSTRUCTIONS

If your group is awarded a grant, you must provide a final grant report within one year of receiving the money, or before your group can receive additional funding.

Click here for the full grant reporting instructions.

Funding Board Members

The Fund is advised by a volunteer funding board of individuals who have tremendous expertise in the field of consumer financial education. Click here to read their full bios.

Current and Past Grantees

For More Information

Tim Little, Executive Director
tlittle@rosefdn.org or 510-658-0702 x301

Anya Diamond, Grants and Administrative Assistant
adiamond@rosefdn.org or call 510-658-0702 x311

 

the content below is just for reference and will be deleted before launch