financial literacy services edgewood college madison, wisconsin
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Financial Literacy ServicesEdgewood CollegeMadison, Wisconsin
Financial Literacy Services at Edgewood College1. Increase students’ understanding of the
importance of financial education & knowledge2. Increase understanding of specific financial
issues3. Increase understanding of how to manage a
budget4. Raise awareness of on- and off-campus
resources
Program Focus Budgeting Credit Saving and Investing Banking Minimizing Student Loan Debt Insurance and Risk Management Critical Consumerism Economic Justice
History Year One, 2009-2010
1 program on budgeting and minimizing student loan debt for all new freshmen
2 Money Smart Week Events
Year Four, 2012-2013 50 programs per year Average of 9 one-on-one meetings per month Over 1300 contacts per year
Audience Edgewood College Undergraduates
Faculty and Staff
Community Groups
Outreach Programming
One-on-One Meetings
Print Material
Online Material
Staffing Financial Literacy Services Director Peer Educator Staff
Lead Peer Educator Assessment and Data Specialist Graphic Designer and Publicist General Peer Educator
Various Community Partners Various Campus Partners
Funding and ResourcesFundingGrants
ResourcesCampus Partnerships
Campus Experts Clubs and Organizations
Community Partnerships Experts from local Financial Institutions and Organizations Alumni
Grant Process: Phase 1 Determine Needs Search for Grant Opportunities Seek support from campus partners Write Grant Submit Grant Follow Up
Grant Components Introduction: Project Description and Goals Documentation of Need Detailed Program Review and Objectives Target Population and Numbers Served Intended Outcomes and Evaluation
Develop/increase students’ understanding of specific financial issues
Improved student responses on post-tests compared to pre-tests
Grant Components Proposed Budget
Salaries Coordinators Instructors Peer Educators
Materials
Professional Development
Organizational Capacity
Grant Process: Phase 2 Plan for the next grant Begin collecting supporting data Follow all grant requirements Submit a final grant report
Project Description Goals, Outcomes and Evaluation/Assessment Notable Advancements Resource Allocation Summary/Reflection
Key Partnerships Financial Aid Office
Aid experts Referrals Co-programming
Alumni & Advancement Resources Connection to area experts
Key Partnerships Residence Life
Resident Assistant Programming Requirement Training Peer Educator
Career Services Career Week Overlapping themes
Health Services and Personal Counseling Wellness Programming
Key Partnerships Economics Department
Personal Finance Course Offering Campus Experts NIFEL
Human Issues Department COR Course Integration Campus Experts: Socioeconomic Issues/Justice
Business and Math Departments Promotion partners
Key Partnerships
Key Partnerships Student Organizations
Black Student Union Circle K Veteran's Club Club Treasurers Commuter Student Association Student Government
Community Partnerships Credit Unions
UW Credit Union, Summit Credit Union
Banks near campus Associated Bank, Wells Fargo
Commonwealth Development Tennant Resource Center UW Extension Alumni
Peer Educator Role
Connection between students and program coordinator Needs Programming ideas
Administrative tasks Assessment Handouts
Advertising and Marketing Program Development
Peer Educator Benefits
Paid Position Professional Development/Resume Builder Financial Education Rewarding/Fun Networking
On campus Within community
Keys to a Good Program Student Involvement Partnerships Content that connects with intended audience Marketing Incentives
Prizes Food
Make it fun!
Budgeting
Budgeting
Buddy the ElfBuddy the Elf’’s s Budgeting Budgeting WorkshopWorkshop
Sponsored By: Residence Life and
Financial Literacy Services
Credit
Contracts and Consumerism
Partnership Programs
Community Outreach Boys and Girls Club Various Summer Camps Commonwealth Development Area High Schools