Toolkit
Classroom Connect Volunteer Guide
Everfi and Capital One are working together to help students feel confident, capable, and in control when it comes to money.
Teachers who have access to Modern Money: Safe Digital Banking, sponsored by Capital One can also request a volunteer from Capital One to connect with their class(es) and expand upon the digital lessons
While the capability for teachers to request a volunteer, such as yourself, is called classroom connect, we encourage you to refer to your volunteer experience as a classroom visit when speaking with teachers or students.
This page contains the resources you will need to successfully complete the classroom visit(s).
Helpful Background:
Volunteer Materials
Volunteer Guide [Required]
Digital Activity Presentation [Required]
Account Details Worksheet [Required]
Take-Home Activity [Highly Recommended]
Recorded Volunteer Training
Classroom Connect Process
- Everfi will notify the Capital One team of a request.
- Capital One will share the opportunity with potential volunteers.
- Potential volunteers respond to express interest.
- Capital One will notify confirmed volunteer(s).
- Volunteer(s) will send an email introduction the teacher and prepare to lead the in-person visit. Note: Communication with the teacher regarding the visit will be led by the volunteer conducting the visit.
Your Role as a Volunteer
Volunteers should follow these instructions using the resources provided to lead a successful classroom visit:
- Review About the Digital Lessons (Linked Above)
- Read the Volunteer Guide and Event Materials (Linked Above) to understand of the general event flow.
- Email the teacher to introduce yourself (Template Below)
- Conduct the classroom visit and tell us about your visit (Click Here)
- Send a thank you to the teacher (Template Below)
Email Templates
Use these as you prepare to lead your classroom visit.
You can copy and paste, but don't forget to edit them to swap placeholders with your visit's details.