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.


Letters of Inquiry are due August 15, 2014. Invited Applications will be due November 10, 2014.

Eligibility and Priorities

Applicant must meet all criteria in order to qualify for this fund.

How to Apply

All interested applicants must submit an online Letter of Inquiry as an initial step. Funding applications will be invited based on the letters of inquiry.

Click here to read the full instructions on how to apply. Or click here to download a copy of the 2014 Request for Proposals.

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.

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.

For More Information

Email grants[AT] (replace [AT] with @)
Call (510) 658-0702


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