Engage Workshops Marketing Toolkit

From your initial program launch among employees through inviting members and potential members to virtual workshops, we have everything you need to make your Engage workshop program a success.

WBL Event Registration

Truist WORD Force: Marketing Toolkit

Includes communications templates designed to help you promote Truist WORD Force to your network.

HCA Healthcare & EVERFI Program Resource Page

Elevate for Educators

2020-2021 Impact Report Marketing Toolkit

This toolkit includes communications templates, social media assets, and best practices to share the incredible results from your program's 2020-2021 Impact Report with all your stakeholders!

2021 Financial Literacy Month Toolkit: Achieve

This year, Financial Literacy Month has new meaning as millions of Americans struggle with the financial impacts of the pandemic. This marketing toolkit includes templates to help you promote your adult financial education program.

2021 Financial Literacy Month Toolkit: K12

Includes communications templates designed to help you promote your program during Financial Literacy Month to your employees, consumers, and the broader communities you serve.

Workplace Banking Toolkit

Here you’ll find everything you need to make the most of your Employee Financial Wellness program. From pitch decks to employee outreach, these templates will help to increase the impact of your workplace banking offering.

Black History Month Challenge Marketing Toolkit

Achieve for K12 Marketing Toolkit

This toolkit features marketing and communications templates to help you promote the Achieve for K12 content to your employees, your consumers, and the broader communities you serve.

HCA Healthcare – Virtual Classroom Visits

The Mental Wellness Basics Virtual Volunteer Toolkit serves as the main resource hub for divisions looking to host a virtual engagement with a school within their division.

Virtual Event Volunteer Toolkit

This toolkit provides you with all the template resources needed to help you plan and execute a fun and impactful virtual classroom visit.

Congratulations – You’ve earned the CPN Seal of Prevention™

Answer the Call:
Driving Social Impact Through K-12 Education

Seasonal Marketing Calendar

Use this calendar as a guide to build out your own marketing campaigns throughout the year. We've highlighted the key topical themes and cause dates each month, which are excellent opportunities for you to reach your audience.

Future Goals Resource Library

This Resource Library helps your team connect with students and fans by utilizing templated marketing assets. Check back every quarter for new resources and tools to help bring Future Goals excitement to your community.

Prescription Drug Safety Network

The resources found here provide the materials you need to run effective Prescription Drug Safety campaigns within your community and for your associates and customers. 

School Impact Report Marketing Toolkit

This toolkit includes communications templates and social media assets to help you share the incredible results of your educational program. People are hungry for good news - share your impact with them!

Character Playbook Resource Center

Looking to get started using Character Playbook? Follow these simple steps.

Treasurer’s Summer Challenge Marketing Toolkit

Templates designed to help you promote the month-long challenge to the broader communities you serve. Now let’s have some fun as we empower students to achieve their financial goals.

EduCup Challenge Marketing Toolkit

Communications templates to help you share the EduCup Challenge internally and externally

The Compassion Project Challenge Marketing Toolkit

Includes communications templates designed to help you promote The Compassion Project Challenge to your employees, your consumers, and the broader communities you serve.

Mental Health Awareness Month

Tools and activities to help you empower your community with critical knowledge and skills necessary to build, maintain and promote positive mental health.

National Financial Bee Marketing Toolkit

Includes communications templates designed to help you promote the five-day challenge to your employees, your consumers, and the broader communities you serve.

Financial Wellness During Uncertain Times

Tools to help you empower consumers with critical knowledge around Planning, Budgeting, and Savings during this time of uncertainty.

Financial Wellness in Uncertain Times

Tools to help you empower consumers with critical knowledge around Planning, Budgeting, and Savings during this time of uncertainty.

K-12 Family Portal

EVERFI has created a Family Portal that will allow you to provide parents with direct access to EVERFI's full library of 20+ digital courses for K-12 students for a limited time.

Personalized Playlist Positioning & Marketing

Scalable Recommendations

Financial Resolutions

The start of a new year is a popular time for consumers to set new goals. Use the resources in this toolkit to help your members and consumers make their financial resolutions and establish a plan to stay on track throughout the year.

Achieve for College Toolkit

Here you’ll find resources to help you maximize the impact of your Achieve for College program. All materials available in the EVERFI Achieve for College Resource Hub are an exclusive benefit for current EVERFI partners.

Sharing Your K12 Financial Education Impact

Use this toolkit to share the impact of your program in internal and external communications.

K12 Financial Resolutions Toolkit

It’s never too early to teach young learners about goal setting. Customize the templates in this toolkit to promote your financial education program and help families develop healthy money habits in the new year.

Back to School Toolkit

Don’t miss the opportunity to promote your program during Back to School season! Use these templates to reach parents, educators, and your community getting ready for the year ahead.

Financial Literacy Month – K12 Education

A suite of design assets to kick-start Financial Literacy Month marketing and communications around the impact of your K12 Financial Education program.

World Savings Day Toolkit

Promote your financial education program while providing just-in-time, relevant education to your consumers or employees.

Small Business Saturday Toolkit

Use this toolkit of resources to help you execute a successful campaign to promote your small business financial education program.

Holiday Spending Toolkit

The templates and recommendations in this toolkit will help you to educate your consumers so they can worry less and celebrate more this season.

Get Smart About Credit Day Toolkit

Promote your financial education program while providing just-in-time, relevant education to your consumers or employees.

FAFSA Day Toolkit

Promote your financial education program while providing just-in-time, relevant education to your consumers or employees.

Achieve Marketing Launch Guide

A four step plan and suite of resources to help you execute a successful launch of your financial education program.

Financial Literacy Month – Adult Education

A suite of design assets that empower your institution to run effective Financial Literacy Month campaigns to adult learners and consumers.


Explore more

2021 Financial Literacy Month Toolkit: Achieve

This year, Financial Literacy Month has new meaning as millions of Americans struggle with the financial impacts of the pandemic. This marketing toolkit includes templates to help you promote your adult financial education program.

Achieve for K12 Marketing Toolkit

This toolkit features marketing and communications templates to help you promote the Achieve for K12 content to your employees, your consumers, and the broader communities you serve.

Seasonal Marketing Calendar

Use this calendar as a guide to build out your own marketing campaigns throughout the year. We've highlighted the key topical themes and cause dates each month, which are excellent opportunities for you to reach your audience.

Financial Wellness in Uncertain Times

Tools to help you empower consumers with critical knowledge around Planning, Budgeting, and Savings during this time of uncertainty.