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.


The RFP will be released on March 2, 2016. At that time, we will also update our information on preferences/priorities during the 2016 cycle. However, basic eligibility criteria and the scope of allowable projects and proposals remain the same, and you can learn more by reading the eligibility information for the 2014 grant cycle on our website (linked under the next section) and in the 2014 Request for Proposals.

  • Letters of Inquiries Due: April 8, 2016
  • Full Proposals Due: June 24, 2016

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

Eligibility and Priorities

The Fund is not currently accepting applications. Click here for eligibility information and funding priorities during our 2014 grant cycle.

How to Apply

The Fund is not currently accepting applications. Click here to read application instructions during the 2014 Consumer Financial Education Fund grant cycle.

Click here to download a copy of the 2014 Request for Proposals.


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

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


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