EverBank Volunteer Toolkit

Accounting State Societies Toolkit: Scholarship Winner Award Delivery

EVERFI offers a feature within the platform that allows teachers to show interest in having professionals meet with their classes virtually or in-person. EVERFI will then share information with the CAQ team to engage volunteers in the

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Accounting for your Future: Speakers Invested in You!

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

Data Science: Career Exploration

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

Accounting Careers Social Sharing Toolkit

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

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2023 Prosperity Hub School District Scholarship Winner Assets

Includes communications templates designed to help you promote Intuit resources to your network.

2022-2023 Impact Report Marketing Toolkit

This toolkit includes communications templates, social media assets, and best practices to share the incredible results from your program's 2022-2023 Impact Report with all your stakeholders!

Scholarship Winner’s School + District Social Media Toolkit

Includes communications templates designed to help you promote Intuit resources to your network.

Scholarship Winner + Family Social Media Toolkit

Includes communications templates designed to help you promote Intuit resources to your network.

Scholarship Winner’s School + District Social Media Toolkit

Includes communications templates designed to help you promote Intuit resources to your network.

Scholarship Winner + Family Social Media Toolkit

Includes communications templates designed to help you promote Intuit resources to your network.

Accounting Careers – Volunteer Toolkit

EVERFI offers a feature within the platform that allows teachers to show interest in having professionals meet with their classes virtually or in-person. EVERFI will then share information with the CAQ team to engage volunteers in the

MLB & EVERFI Understanding Mental Wellness Program Resource Page

2024 Financial Capability 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.

Intuit Resources

Includes communications templates designed to help you promote Intuit resources to your network.

Truist Financial Foundations in the Classroom Teammate Volunteering Toolkit

2021-2022 Impact Report Marketing Toolkit

This toolkit includes communications templates, social media assets, and best practices to share the incredible results from your program's 2021-2022 Impact Report with all your stakeholders!

2023 Financial Capability Month: Resources for New Customers

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

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.

EVERFI Financial Literacy Bee: Marketing Toolkit

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

2024 Financial Capability Month Toolkit: Achieve

According to a recent FINRA article, only 34% of Americans can answer at least four of five basic financial literacy questions on topics such as mortgages, interest rates, inflation and risk.

Launching a Program Incentive Campaign

Incentives can be a great way to launch your program, increase usage and engage the entire company around the importance of the program

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

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.

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

HCA Healthcare – Virtual Classroom Visits

The Understanding Mental Wellness 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.

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Marketing to Home Buyers

Whether they’re first-time buyers or multi-property owners looking to refinance, now’s the time to help guide them on their journey.

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Small Business Toolkit

Use this suite of resources to help you execute a successful promotion of your small business financial education program.

Spring Cleaning

With Financial Literacy Month coming up in April, you can use the following templates to help them dust off their financial plans and tidy up their budget this season.

Summer Spending

As the weather warms up, consumers of all ages will be spending more on activities, events, child care, and vacations. These resources will help you build a campaign to support your consumers’ financial goals this summer.

World Savings Day

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