Financial Literacy ServicesEdgewood CollegeMadison, Wisconsin

Financial Literacy Services at Edgewood College1. Increase students’ understanding of the

importance of financial education & knowledge2. Increase understanding of specific financial

issues3. Increase understanding of how to manage a

budget4. Raise awareness of on- and off-campus

resources

Program Focus Budgeting Credit Saving and Investing Banking Minimizing Student Loan Debt Insurance and Risk Management Critical Consumerism Economic Justice

History Year One, 2009-2010

1 program on budgeting and minimizing student loan debt for all new freshmen

2 Money Smart Week Events

Year Four, 2012-2013 50 programs per year Average of 9 one-on-one meetings per month Over 1300 contacts per year

Audience Edgewood College Undergraduates

Faculty and Staff

Community Groups

Outreach Programming

One-on-One Meetings

Print Material

Online Material

Staffing Financial Literacy Services Director Peer Educator Staff

Lead Peer Educator Assessment and Data Specialist Graphic Designer and Publicist General Peer Educator

Various Community Partners Various Campus Partners

Funding and ResourcesFundingGrants

ResourcesCampus Partnerships

Campus Experts Clubs and Organizations

Community Partnerships Experts from local Financial Institutions and Organizations Alumni

Grant Process: Phase 1 Determine Needs Search for Grant Opportunities Seek support from campus partners Write Grant Submit Grant Follow Up

Grant Components Introduction: Project Description and Goals Documentation of Need Detailed Program Review and Objectives Target Population and Numbers Served Intended Outcomes and Evaluation

Develop/increase students’ understanding of specific financial issues

Improved student responses on post-tests compared to pre-tests

Grant Components Proposed Budget

Salaries Coordinators Instructors Peer Educators

Materials

Professional Development

Organizational Capacity

Grant Process: Phase 2 Plan for the next grant Begin collecting supporting data Follow all grant requirements Submit a final grant report

Project Description Goals, Outcomes and Evaluation/Assessment Notable Advancements Resource Allocation Summary/Reflection

Key Partnerships Financial Aid Office

Aid experts Referrals Co-programming

Alumni & Advancement Resources Connection to area experts

Key Partnerships Residence Life

Resident Assistant Programming Requirement Training Peer Educator

Career Services Career Week Overlapping themes

Health Services and Personal Counseling Wellness Programming

Key Partnerships Economics Department

Personal Finance Course Offering Campus Experts NIFEL

Human Issues Department COR Course Integration Campus Experts: Socioeconomic Issues/Justice

Business and Math Departments Promotion partners

Key Partnerships

Key Partnerships Student Organizations

Black Student Union Circle K Veteran's Club Club Treasurers Commuter Student Association Student Government

Community Partnerships Credit Unions

UW Credit Union, Summit Credit Union

Banks near campus Associated Bank, Wells Fargo

Commonwealth Development Tennant Resource Center UW Extension Alumni

Peer Educator Role

Connection between students and program coordinator Needs Programming ideas

Administrative tasks Assessment Handouts

Advertising and Marketing Program Development

Peer Educator Benefits

Paid Position Professional Development/Resume Builder Financial Education Rewarding/Fun Networking

On campus Within community

Keys to a Good Program Student Involvement Partnerships Content that connects with intended audience Marketing Incentives

Prizes Food

Make it fun!

Budgeting

Budgeting

Buddy the ElfBuddy the Elf’’s s Budgeting Budgeting WorkshopWorkshop

Sponsored By: Residence Life and

Financial Literacy Services

Credit

Contracts and Consumerism

Partnership Programs

Community Outreach Boys and Girls Club Various Summer Camps Commonwealth Development Area High Schools