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
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
Recommended Number of Volunteers: 1-2
Activity Overview
Easy to implement and highly interactive, this trivia activity works in classrooms of all sizes. All you need is a laptop and the school’s projector to test students’ personal finance knowledge.
Resources:
- Run of Show (download here)
- Trivia Game (download here)
- Answer Key (download here)
- Additional Tips and Tricks (download here)
- Virtual Visit Best Practices (download here)
Sample Run of Show
| 3 minutes | Welcome/Kick-Off Students are settling into their seats |
|---|---|
| 10 minutes | Truist Volunteer Introductions + About Truist Volunteers will share their name, role at Truist, role responsibilities, and what their first job was |
| 20 minutes | Trivia Game |
| 10 minutes | Question and Answer Allow students to ask about your role, game questions, careers at Truist, etc. |
| 2 minutes | Farewell & Thank You Remarks |
Recommended Number of Volunteers: 2+
Activity Overview
A Truist panel discussion is a great way to give students insight into what is looks like to work in the financial and banking world. Students will have the opportunity to ask questions themselves.
Resources:
- Run of Show (download here)
- Additional Tips and Tricks (download here)
- Virtual Visit Best Practices (download here)
| 3 minutes | Welcome/Kick-Off Students are settling into their seats |
|---|---|
| 10 minutes | Truist Volunteer Introductions + About Truist Volunteers will share their name, role at Truist, role responsibilities, and what their first job was |
| 20 minutes | Panel Discussion |
| 10 minutes | Question and Answer Allow students to ask about your role, game questions, careers at Truist, etc. |
| 2 minutes | Farewell & Thank You Remarks |
Step 3: Send Confirmation Email
TO: [INSERT INTERESTED EDUCATOR]
CC: [email protected]; Your Community Development Manager
SUBJECT: EVERFI/Truist Financial Foundations Classroom Visit – [INSERT DATE]
BODY:
Dear [INSERT EDUCATOR NAME],
Thank you for your inviting [me/us] to join your class! My name is [INSERT NAME] and I work for Truist Bank as a [INSERT JOB DESCRIPTION]. I will be visiting your classroom on [INSERT DATE].
We are proud to sponsor the Financial Foundations program with EVERFI in your school and I am excited to spend some time with your students taking a deeper dive into the content covered.
Below are the confirmed event details, please let me know if anything has changed: :
- Event Date: [INSERT FROM CONFIRMATION EMAIL]
- Time: [INSERT FROM CONFIRMATION EMAIL]
- Number of Students: [INSERT FROM CONFIRMATION EMAIL]
- Activity: Truist Financial Foundations Trivia
- Technology: Please confirm that I will have screen-sharing capabilities.
Here is the virtual meeting link: [INSERT LINK]
Do not hesitate to reach out to me if you have any questions ahead of the visit. [I/we] look forward to visiting your classroom.
Sincerely,
[INSERT NAME]
[INSERT TITLE]
[INSERT CONTACT INFORMATION]
TO: [INSERT INTERESTED EDUCATOR]
CC: [email protected] ; Your Community Development Manager
SUBJECT: EVERFI/Truist Financial Foundations Classroom Visit – [INSERT DATE]
ATTACH: Presentation
BODY:
Dear [INSERT EDUCATOR NAME],
Thank you for your inviting [me/us] to join your class! My name is [INSERT NAME] and I work for Truist Bank as a [INSERT JOB DESCRIPTION]. I will be visiting your classroom on [INSERT DATE].
We are proud to sponsor the Financial Foundations program with EVERFI in your school and I am excited to spend some time with your students taking a deeper dive into the content covered.
Below are the confirmed event details, please let me know if anything has changed: :
- Event Date: [INSERT FROM CONFIRMATION EMAIL]
- Time: [INSERT FROM CONFIRMATION EMAIL]
- Number of Students: [INSERT FROM CONFIRMATION EMAIL]
- Activity: Truist Financial Foundations Trivia
Do not hesitate to reach out to me if you have any questions ahead of the visit. [I/we] look forward to visiting your classroom.
Sincerely,
[INSERT NAME]
[INSERT TITLE]
[INSERT CONTACT INFORMATION]
TO: [INSERT INTERESTED EDUCATOR]
CC: [email protected] ; Your Community Development Manager
SUBJECT: EVERFI/Truist Financial Foundations Classroom Visit – [INSERT DATE]
BODY:
Dear [INSERT EDUCATOR NAME],
Thank you for your inviting [me/us] to join your class! My name is [INSERT NAME] and I work for Truist Bank as a [INSERT JOB DESCRIPTION]. I will be visiting your classroom on [INSERT DATE].
We are proud to sponsor the Financial Foundations program with EVERFI in your school and I am excited to spend some time with your students taking a deeper dive into the content covered.
Below are the confirmed event details, please let me know if anything has changed: :
- Event Date: [INSERT FROM CONFIRMATION EMAIL]
- Time: [INSERT FROM CONFIRMATION EMAIL]
- Number of Students: [INSERT FROM CONFIRMATION EMAIL]
- Activity: Truist Financial Foundations Panel Discussion
Here is the virtual meeting link: [INSERT LINK]
Do not hesitate to reach out to me if you have any questions ahead of the visit. [I/we] look forward to visiting your classroom.
Sincerely,
[INSERT NAME]
[INSERT TITLE]
[INSERT CONTACT INFORMATION]
TO: [INSERT INTERESTED EDUCATOR]
CC: [email protected] ; Your Community Development Manager
SUBJECT: EVERFI/Truist Financial Foundations Classroom Visit – [INSERT DATE]
BODY:
Dear [INSERT EDUCATOR NAME],
Thank you for your inviting [me/us] to join your class! My name is [INSERT NAME] and I work for Truist Bank as a [INSERT JOB DESCRIPTION]. I will be visiting your classroom on [INSERT DATE].
We are proud to sponsor the Financial Foundations program with EVERFI in your school and I am excited to spend some time with your students taking a deeper dive into the content covered.
Below are the confirmed event details, please let me know if anything has changed: :
- Event Date: [INSERT FROM CONFIRMATION EMAIL]
- Time: [INSERT FROM CONFIRMATION EMAIL]
- Number of Students: [INSERT FROM CONFIRMATION EMAIL]
- Activity: Truist Financial Foundations Panel Discussion
Do not hesitate to reach out to me if you have any questions ahead of the visit. [I/we] look forward to visiting your classroom.
Sincerely,
[INSERT NAME]
[INSERT TITLE]
[INSERT CONTACT INFORMATION]
Step 4: Complete Post Event Survey
Click here to take survey.
Step 5: Send Post-Event Thank You Email
TO: [INSERT EDUCATOR]
CC: [email protected] ; Your Community Development Manager
SUBJECT: EVERFI/Truist Financial Foundations – Thank you!
BODY:
Dear [INSERT NAME],
Thank you so much for hosting Truist in your classroom this week.
Truist is proud to sponsor financial education across high schools in our community. If there’s interest in another visit in the future, please let me know.
I also wanted to make you aware of a scholarship contest Truist sponsors each semester for students who complete 3 modules in the Financial Foundations course. Please encourage your students to apply – we’d love to see their essays! You can find all contest details on this site. Students can win up to $3,000 for their future.
Sincerely,
[INSERT NAME]
[INSERT TITLE]
[INSERT CONTACT INFORMATION]
Step 6: Record Your Time
Record your time spent volunteering on the Truist Together site.
Tips and Tricks
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.
Ended 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 financial plan, what are you and your classmates worried about?
- What types of jobs are you considering in your future?
Ask Questions
- If you have any questions not covered in this Volunteer Toolkit, please reach out to Merisa Valk at [email protected].