Grant applications are accepted on an invitation basis. Contact Robert Ganem, at the FINRA Foundation, for information.

The table below, containing participants back to 2007, appears in reverse-chronological order. You can sort them in ascending or descending order through all columns by clicking the triangles in the column header. The triangle by each library’s name shows its grant project’s summary.

Year Grantee City State Grant Amount Service Pop.
The Albuquerque Bernalillo County Library will collaborate with a nearby charter school and a statewide, nonprofit small business development and training organization to deliver financial education for teens ages 14-17.
Albuquerque Bernalillo County Library
Albuquerque NM $63,270 639,921
Brooklyn Public Library will engage adult and teen patrons thorugh a series of learning activities tailored to the borough’s diverse audiences. The project’s several components include: integration of financial concepts into existing adult basic education programs; virtual investment clubs for adults and teens; teen financial literacy workshops; and a financial empowerment fair.
Brooklyn NY $100,000 2,465,326
Rochester Public Library and the Consumer Credit Counseling Services of Rochester (CCCS) will provide personal finance education to participants in library-hosted English as a Second Language classes and integrate financial literacy activities into the library’s summer camp for ESL children.
Central Library of Rochester & Monroe County
Rochester NY $58,509 219,773
Chesterfield County Public Library will focus on the intergenerational transfer of financial learning, while improving participants’ facility with the mathematics of money. The project will give special attention to grandchildren and the grandparents who have an influential or primary role in raising them. Library partners inlcude the County Office of the Senior Advocate, the Federal Reserve Bank of richmond and Chesterfield County Public Schools.
Chesterfield VA $78,280 303,538
Working with nearby Francis Marion University, the South Carolina Department of Consumer Affairs, a local United Way agency and the South Carolina Department of Social Services, Florence County Library System will engage children, teens and lower-income adults in a series of financial literacy activities that appeal to the different learning preferences of the target audiences.
Florence SC $50,605 136,885
Glen Carbon Centennial Library will collaborate with nearby Six Mile Regional Library Distict, the local chamber of commerce and the Madison County Employment and Training Department to provide personal finance edcuation for the county’s families and small business owners.
Glen Carbon Centennial Library
Glen Carbon IL $54,590 12,934
Idaho Commission for Libraries will partner with the University of Idaho Extension, the Idaho Financial Literacy Coalition, the College of Southern Idaho and 12 public libraries to bring much-needed financial education to residents in an eight county region of south-central Idaho where over half of the population has an income below 200% of the federal poverty level.
Idaho Commission for Libraries
Boise ID $71,014 107,400
Middle Country Public Library,in partnership with the Children’s Museum of Manhattan,will create interactive, hands-on learning activities for children, teens and their parents/caregivers focusing on money and mathematics.The project includes portable learning stations, special activities integrated into established, onoging programs serving preschool and school-age children and financial literacy outreach visits to elementary schools.
Centereach NY $71,000 60,679
Monroe County Public Library and its partners, including Indiana University and the local United Way Financial Stability Alliance, will help residents ages 20 to 39 create a savings and spending plan, manage credit and debt, make prudent decisions about major purchases and invest wisely.
Bloomington IN $87,230 120,563
Nebraska Library Commission will partner with the University of Nebraska-Lincoln Extension to bring financial education programs and services to 23 libraries in mostly rural locations across the state. THe program will combine face-to-face edcuational sessions with online learning.
Nebraska Library Commission
Lincoln NE $100,000 212,046
New Hanover County Public Library will lead a coalition comprising New Hanover County Schools, Cape Fear Community College, the main library at the University of North Carolina-Wilmington and the North Carolina Counci on Economic Education to help students from the middle grades through college make informed financial decisions during their early adult lives.
New Hanover County Public Library
Wilmington NC $36,500 203,439
Pelham Public Library will concentrate its efforts on improving the financial literacy of families with school-age children through acontinuum of financial education services and workshops. Parents will work with project educators to examine the Money As You Grow sequence of financial competencies and learn to help their children establish good money management skills.
Pelham AL $83,500 21,699
Piscataway Public Library will collaborate with libraries in nearby Dunellen and New Brunswick and with Rutgers Cooperative Extension to deliver an online and in-person financial education initiative to help the “sandwich” generation manage their own finances while raising children and assissting aging parents.
Piscataway Public Library
Piscataway NJ $63,671 56,044
Santa Fe College Library will focus on increasing the financial capability among several audiences in the college’s service area: the college’s veteran population and their dependents; first-generation college-goers; students receiving financial aid; high school dual-enrolled students; and middle and high school students and their parents in pre-college assistance programs.
Santa Fe College Library
Gainesville FL $100,000 24,000
Saratoga Springs Public Library will sponsor separate financial literacy series for adults and teens. Adult workshops will address; financial fundamentals; personal finance for veterans(including understanding military benefits);and an introduction to investing. Teen workshops will be activity-based to help young people create a budget;understand how credit works and how to prepare for important financial decisions.
Saratoga Springs Public Library
Saratoga Springs NY $60,596 45,663
Springdale Public Library will collaborate with the local school district to improve the financial literacy of immigrant families with school-age children.The library will organize a series of family financial events at selected public schools in the district and parents and children will attend together.
Springdale Public Library
Springdale AR $34,055 73,000
Toledo-Lucas County Public Library and United Way of Greater Toledo will partner with three social service agencies to help residents with income of 200% or less of the federal poverty level achieve financial stability through participation in the FDIC Money Smart program and follow-up financial coaching.
Toledo-Lucas County Public Library
Toledo OH $81,881 441,815
The Estes Valley Library will partner with the local school district, the YMCA, and the Estes Park Housing Authority to improve the financial and investing literacy of area residents with a particular emphasis on youth, lower-income families, and seniors who need help managing their retirement income.
Estes Park CO $65,263 5,975
Fayetteville Public Library will collaborate with Credit Counseling of Arkansas and the University of Arkansas (including its Extension Service and its Center for Economic excellence) to demonstrate financial planning strategies for households that are living paycheck to paycheck, allowing them to save for future expenses and retirement.
Fayetteville Public Library
Fayetteville AR $99,315 75,102
A two-year campaign led by the Georgetown County Library, the county’s Human Services Collaborative, and Coastal Carolina University will encompass a variety of creative learning experiences to improve financial literacy and capability among the county’s most economically disadvantaged residents. Participating agencies will offer seminars on financial goal setting, managing credit and debt, household budgeting, saving for emergencies, recovering from bad credit, preparing to invest, and using personal finance resources available through the library.
Georgetown SC $99,990 59,991
Hartford Public Library will offer a series of financial literacy workshops for families with children and for young adults in high school and college. Workshop participants will build their knowledge and skills related to budgeting, credit paying for college, buying a new vehicle, purchasing a first home, planning for future financial needs, and the basics of investing.
Hartford Public Library
Hartford CT $99,980 124,775
Housatonic Community College Library and the Bridgeport Public Library will work together and with other partners to help young residents acquire knowledge and skills essential for sound financial decision-making before,during and after college.
Housatonic Community College Library
Bridgeport CT $100,000 145,638
Huntsville-Madison County Public Library will partner with the University of Alabama, Alabama A & M University, community organizations, employers, Redstone Arsenal Post Library, and Redstone Arsenal Army Community Service to provide financial education experiences for four local audiences: beginning investors; college bound students and their parents; the local military community and youth groups.
Huntsville-Madison County Public Library
Huntsville AL $100,000 182,956
Ida Rupp Public Library will partner with United Way, the Port Clinton City School District, and community organizations to teach low-income children and their parents financial fundamentals through hands-on summer activities and workshops and classes scheduled throughout the year. The Summer Lunch Club provides meals and enrichment activities to elementary school children from low-income families and the library will use this club to provide financial education.
Ida Rupp Public Library
Port Clinton OH $19,108 6,050
Coordinated by the Jefferson County Library Cooperative, 15 public libraries in Jefferson and Shelby counties will collaborate on a regional effort to improve personal finance education opportunities available to Alabama residents. Partnering with each other and with schools, civic groups, and community nonprofits, the libraries will focus their collective efforts on two demographic groups: financially vulnerable adults and young people ages 11-22.
Jefferson County Library Cooperative
Birmingham AL $100,000 856,867
Multnomah County Library will expand its mobile financial literacy labs tested under a previous grant from Smart investing@your library. The labs will be staffed by a team of trained librarians and will use tablet, touch-screen technology to connect vulnerable populations with curated financial and investor education resources formatted to suit users’ different learning preferences.
Portland OR $100,000 748,031
Niles District Library will offer financial literacy classes based on the FDIC Money Smart curriculum, financial fitness support groups, and a series of short-topic presentations for low-income individuals in Niles and surrounding communities.Faculty from nearby Lake Michigan College will teach the Money Smart classes.
Niles District Library
Niles MI $70,503 11,609
Public Library of Cincinnati and Hamilton County will collaborate with Extension educators from Ohio State University to bring financial literacy experiences to high school students. Programming will help teens set financial goals, understand ways to build assets,create and maintain a personal budget, use bank services, manage credit card and loan debt, and avoid financial scams.
Public Library of Cincinnati and Hamilton County
Cincinnati OH $57,853 308,728
San Diego Public Library will provide a continuum of financial/investment education services and workshops for active-duty service members, military families, and veterans using a lifelong approach to asset building, financial coaching, and consumer protection. the library’s chief partners include the San Diego Unified School district, Fleet & Family Support Services and Home Start, Inc.
San Diego Public Library
San Diego CA $100,000 1,600,800
St. Louis County Library will collaborate with the University of Missouri-St. Louis, University of Missouri- Extension, and Lincoln University-Extension to improve the financial capability of low and moderate income parents and their teenage children. The program will engage parents and teens separately and together and equip parents to be effective financial role models for their children.
St. Louis County Library
St. Louis MO $41,695 998,954
Troy Public Library will help high school students and their parents establish a financial plan for college and beyond. The project addresses saving and investing to cover college expenses, plus the skills and knowledge students need to manage their finances while in college and after they graduate.
Troy Public Library
Troy MI $65,175 81,508
The Ada County LYNX! consortium libraries will offer an array of programs and electronic services to meet the financial education needs of Generation Y residents (ages 18-32). The University of Idaho Extension and other state agencies will collaborate on a variety of project components, including finance book clubs for young professionals and a personal finance portal designed for mobile telephones and tablet computers.
Boise ID $69,000 49,574
Albany County Public Library is partnering with faculty from the University of Wyoming and a local technical college to provide Laramie residents with a better understanding of personal finances and tools to make optimal financial decisions. Workshops will emphasize finance basics, preparing to invest, retirement planning and student loan debt management..
Albany County Public Library
Laramie WY $29,800 32,758
Boone County Public Library and the Brighton Center, a social services agency reaching 84,000 clients in northern Kentucky, are collaborating to improve the financial literacy and fiscal health of families in the region. The project will challenge families to evaluate and improve their financial health through a series of interactive learning experiences.
Burlington KY $100,000 112,459
Brooklyn Public Library will offer a combination of workshops, seminars, individual counseling sessions, and virtual investment clubs for adults and teens in the library’s service area. The Bedford-Stuyvesant Restoration Corporation (the nationís first community development corporation), the Coalition for Debtor Education and Mind Your Money (an organization devoted to the financial literacy of teens and pre-teens) will assist with public programs and one-on-one counseling.
Brooklyn NY $100,000 2,465,326
Dakota County Library’s initiative, îDollars by the Decade,î will promote financial literacy education as a lifelong process addressing the evolving needs of residents in various life stages. Recognizing that individuals will come to the program with different levels of knowledge and interests, the program will use print, digital and in-person workshops to teach personal finance fundamentals such as budgeting, saving, spending, credit and financial protection.
Dakota County Library
Eagan MN $69,513 380,734
Delaware County Library System is partnering with the Consumer Credit Counseling Service of Delaware Valley and various Pennsylvania state agencies to improve the financial literacy and capability of low- to moderate-income families in the region. Educational experience will help participants manage budgets and debt and plan for future needs.
Delaware County Library System
Media PA $97,470 558,979
Fairfield Public Library will build on its award-winning job assistance program and offer a series of practical personal finance workshops for adults aimed at expanding investing capability with a combination of direct instruction and team-based learning.
Fairfield Public Library
Fairfield CT $50,070 57,548
Genesee District Library will collaborate with Central Michigan University and the regional chamber of commerce to establish a ìfamily financial freedomî education initiative with programming and services for Kñ12 students, current college students, recent graduates and African American women, among others.
Flint MI $91,500 329,382
Greenville County Library System and its partners will pursue a multifaceted project designed to turn personal finance assumptions into changed attitudes, changed attitudes into changed behaviors, and changed behaviors into changed habits. Workshops on the psychology of spending, a public information campaign anchored by a dedicated project website and help with tax preparation are just a few of the strategies planned to help female heads of household overcome obstacles and achieve their money goals.
Greenville SC $66,325 379,616
Jackson District Library is partnering with United Way and other community agencies to deliver financial education resources in the county and improve communications about finances among low- and moderate-income households. Participants will develop a financial plan, increase their knowledge about money management and investing, and gain better access to learning resources with support from a personal finance help desk service and classes based on the FDIC Money Smart curriculum.
Jackson District Library
Jackson MI $99,187 158,422
Niles Public Library will work with university and government partners in the region to help adults ages 50 and over get prepared to make capable decisions in the years immediately preceding and during retirement. Topics will include a better understanding of Social Security, retirement preparedness, predatory financial practices and investment fraud.
Niles Public Library
Niles IL $21,754 58,218
Pioneer Library System will partner with the Consumer Credit Counseling Service of Central Oklahoma, Citizen Pottawatomi Nation, Chickasaw Nation and employers in the hometowns of its 10 member libraries to offer ìfiscally fit boot campsî to employees.
Norman OK $57,967 341,741
Richland County Public Library will combine traditional educational activities with creative and engaging experiences for families. The library will partner with Lunch Money, a childrens band that brings indie-rock to family audiences,î to write a childrenís song about money, earning and saving for the future, and to schedule performances for young children. The library will work with Columbia College and local schools to engage teens in creating performances and games that teach younger children financial basics. The libraryís African-American History and Cultural Events Committee will work with partner organizations to sponsor and promote a series of family-focused financial literacy events on topics ranging from home ownership and saving for college to the basics of investing.
Columbia SC $78,500 320,677
Seekonk Public Library and its partners will assist women ages 25 and over as they master financial basics, craft long-term financial plans, and acquire the saving and investing skills to put these plans into practice. Instructional programs will be organized around themes and will be supplemented by a series of networking events to add a social dimension to the program and allow participants to learn from each other. Guest speakers will address fiscal fitness for women. Business school faculty from Johnson & Wales University and staff from Money Management International (a nonprofit consumer credit counseling agency) will lead the seminars.
Seekonk MA $98,818 13,575
State Library of Iowa,in partnership with Iowa State University Extension and Ames Public Library, will expand a successful, mixed-methods (online and face-to-face), library-based financial education model to 18 underserved rural communities across Iowa. The online courses will each last six weeks and will be segmented according to three generational cohorts: Starting Out (Generation X), Building Up (trailing Baby Boomers) and Making it Last (retirees). A capstone, face-to-face event in each location will follow the online learning and bring the local libraries into lasting partnership with community organizations.
Des Moines IA $72,438 313,000
York County Library System will partner with 17 high schools and seven urban elementary schools to improve the financial literacy and capability of students and parents by connecting them with the personal finance resources available through county libraries. The project will seek to teach York County high school juniors and seniors how to build a financial plan for postñhigh school success, and will equip parents of high school juniors and seniors with financial literacy spending, saving and borrowing, and their parents will learn financial literacy tools to reinforce their own financial knowledge and help them positively influence their childrenís future money management skills.
York PA $99,922 99,116
The Apache Junction Public Library will partner with the University of Arizona to offer financial literacy classes at the library and other community locations, emphasizing the small steps residents can take to lead a healthy lifestyle, both physically and financially.
Apache Juncion Public Library
Apache Junction AZ $70,200 34,000
Burlington County Library System will partner with Rutgers University Cooperative Extension, the New Jersey Coalition for Financial Education, and the library/technology center at nearby Joint Base McGuire-Dix-Lakehurst to offer a variety of personal finance and investing workshops for adults. These face-to-face sessions will be supplemented by customizable web-based learning resources.
Burlington County Library System
Westhampton NJ $95,942 331,000
The Camden Public Library and its partners will undertake a multipart campaign to reach every household in the town with a variety of personal finance messages, resources, and utilities. The project will give particular attention to students in high school and working adults in the community.
Camden ME $45,440 5,000
Carmel Clay Public Library will collaborate with the local public school system, the Ball State University Center for Economic Education, the Indiana Council for Economic Education, and the Indiana Youth Institute to establish the library as the county’s focal point for personal finance learning. The program will address money basics for teens, college financing, retirement planning, and investor protection, among other topics.
Carmel IN $84,600 65,000
Chesterfield County Public Library will work with local elementary schools, PTAs, and the Federal Reserve Bank of Richmond to help moms and their children understand the mathematics of personal finance and investing.
Chesterfield VA $81,600 276,000
Curtis Memorial Library and its partners will offer a financial literacy program tailored to the specific information needs and learning styles of women in three life stages: teens and young women entering the workforce (ages 15–24); women in midlife in various stages of transition that require smart financial management (ages 25–44); and women entering retirement age (ages 55–65).
Brunswick ME $72,950 21,000
The Emmet O’Neal Library will collaborate with the University of Alabama-Birmingham and Junior Achievement to offer multigenerational programming of broad appeal to the community. The program will begin with performances by a professional storyteller, who will prepare narratives about money and investing and how they can affect relationships, particularly among friends and family. This kick-off event will be followed by a series of educational offerings targeting teens, young families, and women who are recently widowed or divorced and have never before handled finances.
Emmet O’Neall Library
Mountain Brook AL $46,200 21,000
Florence County Library System will pursue a multigenerational financial literacy strategy in partnership with the South Carolina Department of Consumer Affairs and others. The project will reach children, teens/young adults, seniors, and low- to moderate-income residents to help them become financially savvy and alert them to money scams.
Florence SC $47,949 129,673
Lawrence Public Library will incorporate a new financial wellness clinic into its business center to provide straightforward money management and investing information to low-income families. This will be accomplished through partnerships with the local school district and social services agencies, a series of educational workshops, and a promotional campaign using both traditional and social media.
Lawrence KS $52,800 82,000
Martin County Library System and the University of Florida Cooperative Extension will provide a graduated series of personal finance and investing workshops for lower-income residents referred by Habitat for Humanity and local social services agencies. The programming will emphasize the financial considerations pertaining to homeownership, saving for children’s education, planning for retirement, and rebuilding a nest egg.
Martin County Library System
Stuart FL $45,054 141,000
The Martinsburg-Berkeley County Public Libraries will partner with the Blue Ridge Community and Technical College to establish a four-part financial literacy program serving county residents under the theme “Free-Way to Financial Information.” The program will include a family financial fair featuring services available in the Eastern Panhandle of West Virginia; special programming on financial basics for children and teens delivered with assistance from the Shenandoah Valley Discovery Museum; financial seminars for adults; and a “CASH Corridor” on the library system’s website with multimedia personal finance resources.
Martinsburg-Berkeley County Public Libraries
Martinsburg WV $79,560 76,000
Milwaukee Public Library will improve personal finance collections available at all library branches and online through the library’s Web site; provide advanced training to library staff in the use of print and electronic investment resources and establish Smart Investing partnerships with organizations serving women, minorities and senior citizens. An expansion grant and a new partnership with Make a Difference- Wisconsin will reach 11th graders in the public schools. Teens will recommend content and act in the video productions. Safe investing will be featured in programs for Seniors at three senior fitness centers.
Milwaukee WI $99,000 593,000
The Monroe County Public Library will target teens and 20-somethings, including Spanish speakers, through 15 workshops and 15 “talk-to-an-expert” sessions on five high-priority topics: budgeting, saving, spending, managing credit and debt, and investing. Programs will occur at the library and various county locations, and will be produced with assistance from Purdue Extension, in part to leverage community-wide attention to Indiana Saves and Money Smart Week.
Bloomington IN $79,582 121,000
An expansion grant allows retirement club members to now mentor English as Second Language (ESL) adults and families through conversation groups that feature financial literacy content. Trained tutors will use podcasts, linked to the library’s website, to reinforce concepts from the conversation groups. A personal finance book club, plus one-to-one tutoring sessions, lectures and guest speakers contribute to the learning experience.
Newton MA $81,811 84,000
Orange County Library System will continue its partnership with the Graduate School of Business at Rollins College to serve the financial and investor education needs of lower-income and Spanish-speaking residents, especially wage earners in the region’s hospitality industry.
Orlando FL $51,150 1 million
The University of Alabama, Jefferson State Community College, and the Alabama Cooperative Extension Center will assist Pelham Public Library in delivering a financial literacy initiative for youth, adults, seniors, and Spanish-speaking library patrons.
Pelham AL $88,546 14,000
The Santa Clara County Library project will emphasize staff training on financial topics and related reference resources. This training will be led by faculty from nearby higher education institutions and made available to all librarians within the Pacific Library Partnership, a consortium of four regional library systems. In addition to staff training, patron workshops on investing literacy will be offered at Santa Clara’s seven libraries. The public workshops will be complemented by a personal finance portal added to the library’s website, offering relevant materials in English, Spanish, Mandarin, and Vietnamese.
Santa Clara County Library
Los Gatos CA $100,000 410,000
Schaumburg Township District Library will expand collections through their online investment portal with an interactive Q&A feature. Local employment counselors and social service providers will be trained to serve as intermediaries by providing basic financial information and resources for referring clients to the library for assistance. A strategic communication plan will reach new audiences who are neither current library users nor social service clients, yet could benefit from the library’s resources and services.
Schaumburg IL $87,000 130,000
Washington-Centerville Public Library and the nearby Hithergreen Senior Center will establish a series of financial seminars geared towards adults ages 50 and over in the region. Among various topics, the seminars will address: healthy finances and establishing saving and investing goals; recovering from job loss and other financial challenges; IRAs; investing strategies for seniors; identity theft; and financial scams targeting seniors.
Washington-Centerville Public Library
Centerville OH $30,000 52,000
Public Library of Youngstown and Mahoning County is expanding services offered through its successful Baby Brilliant Goes to College program to strengthen outreach to low to moderate income families and individuals through a targeted marketing plan. Programs will reach families through adult programs at libraries and partner agencies and assist them in building a better financial future with information on increasing financial skills, resolving debt issues, rebuilding credit, and expanding consumer awareness of predatory lending.
Youngstown OH $95,102 254,000
Albany will test new marketing and advertising tools in low income neighborhoods in Albany and also develop a weekly drop-in clinic that gives one-on-one reference assistance and referrals for tax preparation customers.
Albany Public Library
Albany NY $55,055 96,000
Alliance Library System will offer onsite and Web-based workshops to provide investor information, establish a Smart Investing presence in the virtual world of Second Life, and operate a Smart Investing outreach van that will travel to community events and libraries throughout Alliance’s 14,000 square-mile service area in central Illinois (2007). An expanded program will deliver saving and investing information through social media targeting individuals ages 13–35. Online and face-to-face investor education programs will continue at six public libraries, the virtual world of Second Life, and on the outreach van.
Alliance Library System
East Peoria IL $100,000 890,000
In partnership with Delta State University, the library system will provide financial education programs for low-income women under age 30 living in the Mississippi delta.
Bolivar County Library System
Cleveland MS $33,500 39,000
Brooklyn Public Library will reach low-income working adults with a six-part financial education series in four locations, inclusive of workshops and group counseling sessions offered in partnership with New York City’s Office of Financial Empowerment and other city agencies. The library will also conduct workshops at multiple locations to help teens build their money-management skills.
Brooklyn NY $95,480 2,470,000
This consortium will reach population centers in 15 rural communities in Umatilla and Morrow counties with in-person and distance learning on wide range of financial literacy topics. It will disseminate programs for senior citizens and Latino and Native American residents through partnerships with community colleges and other agencies, and create personal finance book clubs in English and Spanish.
Libraries of Eastern Oregon
Fossil OR $98,175 82,000
Estes Valley Library will partner with the local public schools to improve the financial literacy of children and teens throughout the region. The library will also sponsor programs that provide practical money skills to young parents and young workers in the area.
Estes Park CO $62,203 12,000
Georgetown County Library and its partners will educate the community about money matters through a series of creative, multimedia activities that reference the county’s economic history and that appeal to the different learning styles and interests of residents of all ages. The library and partner organizations will conduct outreach to area childcare providers, the county detention center, the local board of disabilities and special needs, and other agencies for the purpose of improving the basic financial literacy of those in need.
Georgetown SC $87,300 60,000
The grant will enable public librarians to collaborate with students and faculty from the economics and finance department of North Carolina A&T State University to provide a sequential financial literacy experience for library users ages 13 to 18. The library will also make available one-on-one counseling at its neighborhood branches on selected topics of importance to teens as they begin to take on financial responsibilities in their lives.
Greensboro Public Library
Greensboro NC $96,500 346,000
Houston Public Library will partner with the University of Houston and community organizations to offer a bilingual financial education series (from money basics to investing fundamentals) for the city’s English and Spanish speaking families.
Houston Public Library
Houston TX $99,000 2,001,000
This grant will enable a statewide financial literacy program serving 25 rural communities. The state library will partner with the Ames Public Library and Iowa State University Extension to deliver and replicate online and face-to-face classes for the public, and to design a statewide marketing campaign in support of financial education.
Des Moines IA $98,251 313,000
The library will partner with Florida State College’s Military Education Institute and Veterans Center, the City of Jacksonville’s Military Affairs and Veterans Office, and the city’s Disabled Services Office to help meet the financial education needs of northeast Florida veterans, active-duty service members, and military spouses using workshops and online learning.
Jacksonville Public Library
Jacksonville FL $100,000 861,000
Lewiston City Library will collaborate with area high schools to create an “Investment Day” competition for students; establish morning investment clubs to reinforce financial and investment concepts among students; organize an investment fair; and develop online video and audio presentations on investing topics.
Lewiston City Library
Lewiston ID $89,485 31,000
The library will collaborate with community organizations to improve understanding of basic financial concepts and resources among ethnic communities, and present in-person workshops with the help of these community-based partners in Chinese-, Korean-, Spanish- and English-speaking neighborhoods.
Los Angeles CA $100,000 3,960,000
In partnership with area museums, Middle Country Public Library will create an interactive, traveling exhibit on money-related topics for students in grades kindergarten through five to be installed in the library’s “museum corner” and to be accompanied by a schedule of family financial literacy nights with concurrent workshops for parents and children. The library will also design personal finance kits that include books, media and games for classroom and home use.
Centereach NY $77,400 61,000
The library will partner with the Oregon Society of CPAs and community organizations to help two high-need audiences: “parents at risk” (defined as low income and low literacy) and seniors susceptible to financial fraud. The project will pilot a “road show” model with a team that visits retirement centers, Head Start programs, and other nonprofits to provide hands-on learning on financial topics such as money management and online banking.
Portland OR $100,000 685,950
The library district will develop multigenerational financial education programs for consumers; partner with the school system to present programs in all elementary and high schools in this rural county; and collaborate with the Pike County Extension Office to offer monthly programs on planning for retirement.
Pikeville KY $34,362 67,000
Queens Library will collaborate with local nonprofits to provide investor education programs to immigrant and low-income residents in English, Spanish, Chinese, Bengali, Korean and other languages. The library will partner with financial educators from nonprofit agencies who will offer individualized consultations on basic financial concepts and safe, effective financial practices.
Queens Library
Jamaica NY $100,000 2,230,000
The library will deliver in-person and virtual financial literacy learning opportunities for youth ages 12 to 18 as they prepare to assume financial responsibilities in their lives. It will also conduct outreach to a nearby high school for pregnant teens and a juvenile detention center to help educate residents on money management basics.
Virginia Beach Public Library
Virginia Beach VA $51,906 428,000
The library system will develop interactive, multigenerational programs in English and Spanish at branch libraries and focus on building financial knowledge within York County families with children ages 5–7.
York PA $43,505 269,000
Athens-Clarke County Library is undertaking a basic financial literacy initiative helping low-income workers with low educational attainment; expanding partnerships with local organizations, including the public schools and the Family and Consumer Economics College at the University of Georgia; and integrating financial literacy education into GED preparation programs at five community sites.
Athens-Clarke County Library
Athens GA $94,510 185,905
Chesapeake is expanding virtual library services, with help from Norfolk State University, using $ave $teve and a family of characters ($ave $ara, $ave $elma and $ave $am) who guide library patrons through age-appropriate online tutoring experiences in investment literacy. The library is also helping teachers use these online modules and promoting the $ave $teve family of personal finance characters to the media centers in Chesapeake’s 41 public schools.
Chesapeake VA $100,000 206,600
The library is delivering an intergenerational financial literacy project for youth (primarily low income) in grades 5 through 12 and their parents at eight of its branches. It is also providing after-school and summer financial literacy experiences, and supporting learning objectives for schools consistent with Ohio’s personal finance and economics requirements.
Cuyahoga County Public Library
Parma OH $99,000 589,298
Durham County Library is creating a financial workshop series for young parents of the region’s 37,000 preschool and elementary school children, with special emphasis on saving and investing for college. The project includes development of a Web page for busy young parents, direct access to financial databases and other relevant materials for library cardholders, an e-newsletter on personal finance, and online chats with experts.
Durham County Library
Durham NC $99,679 236,789
The library is expanding its reach to multiple audiences, including young adults, seniors and the local community of new Americans and English language learners, through a series on personal finance and investing. It is breaking through language and cultural barriers to explain safe and effective financial practices and resources.
Fargo Public Library
Fargo ND $53,000 90,599
Fond du Lac Public Library is designing a virtual “Money Smart Neighborhood” and “Money Smart University” as year-long companion components of “Money Smart Week Wisconsin”, a statewide financial literacy campaign. The library is giving special attention to the personal financial education needs of Baby Boomers nearing retirement and the Generation Y cohort that will replace them in the workforce.
Fond du Lac Public Library
Fond du Lac WI $52,525 71,639
The public library in Glendale is reaching out to military service members and their families, low- and middle-income adults (both English and Spanish speaking), and teens from various economic backgrounds with multi-session financial and investor education seminars at library and community locations.
Glendale Public Library
Glendale AZ $81,219 233,330
The library system in Greenville is partnering with faculty from the Clemson University Finance Department to address the financial and investment education needs of women ages 18-64, with particular emphasis on low-income heads of households. The partners are also providing concurrent money programs for children.
Greenville SC $49,550 401,174
With Colorado State University Extension, Loveland Public Library is offering “Money Talks”, both at the library and on Loveland’s cable TV station, on topics ranging from the basics of budgeting to retirement planning. The library is also helping to prevent financial fraud among older investors through educational and outreach efforts conducted in partnership with the local police department, the county office on aging and local volunteers.
Loveland Public Library
Loveland CO $31,887 57,485
The library is collaborating with nearby higher-education institutions, especially faculty in the fields of business, economics and finance, on library programming about investing. It is integrating financial literacy resources and discussion groups as permanent features of its 50+ Transition Center.
New Haven Free Public Library
New Haven CT $78,364 125,012
Pioneer is conducting personal finance seminars with interactive, hands-on materials at each of the nine public libraries in the region. As part of this work, it is partnering with state and regional agencies, including Potawatomi Nation, Chickasaw Nation and the Oklahoma Securities Commission to assist with library staff training and to provide instructional materials. Pioneer is also working with school districts to help them meet personal finance requirements for grades 7 through 12.
Norman OK $78,713 318,255
Riverside is modeling easy-to-replicate financial literacy programs for specific audiences; packaging and sharing these programs with 28 library outlets in the system; designing an intergenerational program for children in grades 3 to 6 and their parents; establishing a “Morning Coffee Investment Club;” creating financial workshops for youth ages 14 to 18; delivering a seven-part basic information series called “Money Skills for Life”; and coupling story time with financial literacy workshops for parents.
Riverside County Library System
Riverside CA $63,523 953,137
Alliance Library System will offer onsite and Web-based workshops to provide investor information, establish a Smart Investing presence in the virtual world of Second Life, and operate a Smart Investing outreach van that will travel to community events and libraries throughout the Alliance’s 14,000 square-mile service area in central Illinois.
Alliance Library System
East Peoria IL $100,000 890,000
In partnership with Iowa State University Extension, Ames Public Library will tailor online and on-site investor education classes for Generation X, Boomers and the Silent Generation and train public service librarians on the use of investing information tools and databases.
Ames IA $77,672 56,000
Milwaukee Public Library will improve personal finance collections available at all library branches and online through the library’s Web site, provide advanced training to library staff in the use of print and electronic investment resources and establish Smart Investing partnerships with organizations serving women, minorities and senior citizens.
Milwaukee Public Library
Milwaukee WI $73,370 593,000
Naperville Public Library will create online video tutorials on the use of financial databases, improve the accessibility of investing research tools on the library’s Web site, train adult services librarians in investment research strategies and provide high school and college students with money management skills in preparation for financial independence.
Naperville IL $77,848 136,000
Natrona County Public Library will provide a five-part investor education series for young adults, host inter-generational community forums on retirement preparedness and augment the library’s collections on personal finance and investing.
Natrona County Public Library
Casper WY $17,600 68,000
planning club for women in partnership with community organizations, and train reference librarians on financial literacy in partnership with the Boston College Center for Retirement Research.
Newton MA $46,100 84,000
Orange County Library District will organize an eight-part bilingual series on basic investing themes for Hispanic families, provide investor education video-on-demand for library patrons and staff and create a bilingual “eGuide” on personal finance for users of the library’s Web site.
Orlando FL $96,360 1,000,000
Sacramento Public Library will organize an extensive lunchtime lecture series that provides information to investors, and moderate book groups (with concurrent youth activities) for professional women ages 20 to 64.
Sacramento Public Library
Sacramento CA $60,000 1,300,000
Schaumburg Township District Library will produce and market an investor education Web portal, inclusive of videos introducing teen and adult patrons to investing-related library collections and reference services; and create a traveling multimedia exhibit to share with other Illinois libraries that provides high-impact visual lesson about investing.
Schaumburg IL $31,000 130,000
Southeastern Libraries Cooperating will partner with public television station KSMQ to broadcast 13 half-hour segments entitled Financial Connections in rural and small-town communities, with corresponding library-based programming and Web-based events and resources.
Southeastern Libraries Cooperating
Rochester MN $99,830 490,000
Timberland Regional Library will produce, market and distribute a multimedia series of Ten Minute Topics about investing in partnership with community television and the Service Corps of Retired Executives. The library will also train information services librarians from 27 branch facilities throughout a 7,000 square-mile rural region and upgrade the investing collections available online and at each branch library.
Timberland Regional Library
Tumwater WA $99,044 430,000
Winfield Public Library will partner with the Chamber of Commerce in employing a women-helping-women approach to encourage better saving and investing practices, with particular attention paid to the learning needs of women small business owners. The library will also create a series of reference finding aids on investing topics to improve efficiency of accessing quality resources.
Winfield Public Library
Winfield KS $16,600 12,000
In partnership with community agencies, the Public Library of Youngstown and Mahoning County is undertaking a coordinated financial literacy initiative for the county’s low- and moderate-income families, with a focus on Earned Income Tax Credit preparation assistance and helping parents save and invest for their children’s education.
Youngstown OH $57,950 254,000