Toolkit

Truist Financial Foundations in the Classroom Teammate Volunteering Toolkit

How To Use This Guide

Thank you for signing up to participate in the Truist Financial Foundations in the Classroom program.

These classroom visits allow us to bring concepts taught in the digital Truist Financial Foundations course to life in economically disadvantaged schools. To learn more about concepts taught in the digital course, click here.

Since 2010, Truist Financial Foundations has impacted over 1.5M+ students. To learn more about the program, click here.

This page contains the resources you need to successfully complete your classroom visit(s) whether it is in-person or virtual.

How the Process Works

Upon being connected to a Teacher for a one-to-one visit, please follow these instructions:

Step 1: Review the resources and sample classroom activities contained in this toolkit.

Step 2: Choose activity based on number of volunteers.

Step 3: Email the educator to introduce yourself using the suggested email template. Please copy [email protected] on all of your communications with the educator so we can support you with any questions you might have.

Step 4: Complete event and fill out post-event survey.

Step 5: Send follow-up thank you email to educator.

Step 6: Record your time spent volunteering on the Truist Together site.

Step 1 & 2: Review and Select Classroom Activity

Step 3: Send Confirmation Email

Step 4: Complete Post Event Survey

Take Survey

Step 5: Send Post-Event Thank You Email

Step 6: Record Your Time

Record your time spent volunteering on the Truist Together site.

Tips & Tricks

(download here)

Keep it Relatable

  • Prepare a personal anecdote to share. At the school, you want the students to feel like they can relate to you. Think of a few personal anecdotes tied to your professional, academic, or financial journey, including mistakes you made when you were around their age.

Remember Classroom Guidelines

  • Remember that you are a guest in the teacher’s classroom – don’t forget to say thank you for getting the opportunity to meet their students and be a part of their education for a day.
  • If you want to take pictures, please ask the teacher. You will only be allowed to take pictures of students who have completed a photo release form. It’s worth asking if the school district’s media release form covers outside organizations! 

Embed Your Activity Early?

  • Get the students talking by asking any of the suggested questions below:
    • Have you talked about this course with friends or family?
    • What lessons did you share?
    • What were you surprised to learn that might be opposite what you thought previously?
    • When it comes to your future, what excites you and most worries you?
    • What types of jobs are you considering in your future?

Remember Classroom Guidelines

  • If you have any questions not covered in this Volunteer Toolkit, please reach out to Merisa Valk at [email protected].

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