FINRA Investor Education Foundation Grant – $20,000 to $150,000

Grants are awarded on a rolling basis throughout the year. Organizations may submit a Project Concept Form by email at any time. Application is by invitation only. This grant supports the efforts of nonprofit organizations to promote financial literacy by fostering a better understanding of the markets and basic principles of saving and investing.

Current Funding Opportunities:

Financial Education in Your Community Grant: The purpose of this grant is to help community-based organizations provide effective and unbiased financial education. It recognizes that community and non-profit organizations are integral to neighborhood social networks, can craft programs relevant to local needs and preferences, and can offer effective and unbiased financial education services in venues that are neutral, non-threatening and convenient.

  • Grants are awarded to community-based organizations that have demonstrated the ability to reach and engage working individuals and families through effective social marketing techniques. Successful projects build or sustain community partnerships and address local needs by introducing new and creative approaches that significantly improve participant outcomes.
  • Available to entities designated as tax-exempt according to Internal Revenue Code Section 501(c)(3) and state and other public colleges and universities.
  • Previous grant awards have ranged from $20,000 to $150,000
  • The first step in applying for a FINRA Foundation grant is the submission of the Project Concept Form. Forms may be downloaded from the project website. Submit the completed form as an e-mail attachment to finrafoundation@finra.org.  Use as the subject line:  Project Concept from (insert the name of the applicant organization).
  • Project Concept Forms may be submitted at any time during the year. The FINRA Foundation will respond within one month of receipt and either decline the request or invite a full proposal. The entire decision-making process—from the submission of a Project Concept Form to a notification of funding—takes several months.

Recent Awards:

  • Maine Centers for Women, Work & Community (Augusta, ME) to add to their financial literacy for retirement programs and develop new promotional tools. Grant amount: $125,000
  • Green Mountain United Way (Montpelier, VT) will mobilize coalition partners to promote financial literacy in six rural Vermont counties. Grant amount: $149,963
Contact Number: (202) 728-6948