Know Your Program

Set your financial education program up for success by planning ongoing campaigns to keep these resources top of mind for your customers when they need them most.

 


Internal Communication

Resources to help you build program awareness, adoption, advocacy and engagement within your organization.

 


Launch Plan

Customize these templates with your logo, brand colors, and images to help you communicate the program to your preferred audiences.

 


Media Engagement

Social Media Tiles

If media engagement is part of your communication strategy, use these resources to plan your press outreach.


Social Media Copy

Customizable social messages to communicate the launch of your financial education program and drive general audience awareness. 

Launch

Check out the newest benefit for [INSTITUTION NAME] [customers/members]! Mobile-first financial education powered by @EVERFIfromBlackbaud: [PROGRAM URL] 

We’re proud to partner with EVERFI to offer [PROGRAM NAME], bringing essential financial literacy education to our community! At [INSTITUTION NAME], we believe financial education is important. We are excited to provide tools and resources through [PROGRAM NAME], covering topics like saving, budgeting, and managing credit.  

We want to help our [customers/members] navigate life’s biggest financial milestones. We teamed up with @EVERFIfromBlackbaud to create the [PROGRAM NAME] just for you. Get started for more information about topics like home buying, identity protection, credit scores, and more at: [PROGRAM URL] 


General

Ready to take the first steps toward your financial goals? [PROGRAM NAME] offers a full library of interactive education modules to get you started: [PROGRAM URL]

We want to help our [customers/members] keep their financial health in check! Get started today with personalized financial learning from [PROGRAM NAME]: [PROGRAM URL]

Take control of your financial future with [PROGRAM NAME]!  Learn how to budget, save, and manage credit with lessons you can access anywhere. Start your education today at [PROGRAM URL]



Explore more

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.

2023 Financial Capability Month: Resources for New ...

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 Foundations Marketing Toolkit

This toolkit features marketing and communications templates to help you promote the Achieve Foundations content 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.