abaef.com l 1-800-BANKERS

ABA Education Foundation

Improving Your Community Through

Financial Education

In 1925, the American Bankers Association created a Foundation for Education in Economics

to commemorate its 50th anniversary. In 1992, after refining our mission, we became the

American Bankers Association Education Foundation, a 501 (c)(3) affiliate of ABA. Our dual

mission is to help bankers become personally involved in providing financial education to the

communities they serve, and to develop resources that enable them to do this.

Foundation programs empower banks to fill the need for financial education while giving

bankers at all levels an opportunity to shine. By involving bankers in financial education

delivery, more young people have been introduced to banking even though their families may

be unbanked. Our partnership helps make banking more accessible to consumers of all ages,

creates a natural bridge between education and action, and encourages youth and their

families to open children’s savings accounts.

Partnering with Bankers to Promote Financial Literacy

abaef.com l 1-800-BANKERS

I’ve always believed the greatest consumer protection is financial literacy… Teach Children to Save provides authentic, in-person experiences that produce lasting memories for both the bankers and students. Stephen P. Wilson, Chairman and CEO, LCnB national Bank, Lebanon, Ohio

ThE ABA EduCATIOn FOundATIOn is the only entity

founded and funded by bankers that promotes banker-

delivered financial education. Our programs engage banks

of all sizes, from large multinational and regional banks

to single-branch community banks. Results driven, we

measure our programs’ successes against annual goals

for increased bank and youth participation.

Each year, more than 1,300 banks connect with hundreds

of thousands of young people through our national

programs, Teach Children to Save and Get Smart About

Credit. To date, more than 130,000 banker volunteers

from financial institutions of all asset sizes have introduced

some 5.9 million young people to the money management

skills they will need to realize their dreams.

helping Children Build Their Financial Futures

abaef.com l 1-800-BANKERS

Bankers play an important role in creating financially healthy individuals and families. We understand money and banking, and we’re a trusted resource in our communities. Stacey hoskins Beeler, President and SEO, Casey County Market of Monticello Bank, Liberty, Kentucky

TEACh ChILdrEn TO SAvE

Held each April, Teach Children to Save Day promotes

the importance of saving early and often. Banker

volunteers teach lessons in classrooms and in youth

centers that focus on how, why and where to save. Since

its inception, the program has recruited some 108,000

banker volunteers and reached more than 5 million young

people. New features are added to the program each

year to keep the message fresh. Recent initiatives have

included a TCTS Million Child Challenge, which recorded

1,008,874 children in 2009, the Race to Save campaign

that opened 61,302 new children’s savings accounts in

2011, and an ongoing video contest, Lights, Camera,

Save! Visit aba.com/Teach for more information.

GET SMArT ABOuT CrEdIT

Get Smart About Credit Day is held annually on the third

Thursday of October. Bankers visit high schools, colleges

and youth groups to help young adults understand the

importance of using credit wisely. Lessons also touch

on issues that go hand in hand with credit use, such as

preventing identity theft, credit reports and scores, and

budgeting. Since 2010, the Foundation has partnered

with the National Foundation for Credit Counseling’s

Protect Your Identity Week program to encourage

outreach to adults as well as youth. To date, 22,000

volunteer bankers have taught more than 840,000 young

adults. Visit aba.com/GetSmart for more information.

designing national Programs with Local Impact

abaef.com l 1-800-BANKERS

The Foundation’s programs are anchored by annual awareness days, but teaching occurs throughout

the year. Bankers are encouraged to customize their participation to the local needs of their communities.

PErSOnAL FInAnCE 101 KITS

For adult learners, the Foundation offers Personal Finance 101 kits, which cover basic banking skills: budgeting,

checking accounts, credit, mortgages and saving. Each kit comes with 50 student workbooks, a teacher’s guide,

worksheets and a Power Point presentation. This resource is perfect for an in-branch lesson or a joint initiative

with a community development organization.

dESIGnEd FOr BAnKS OF ALL ASSET SIzES,

our turnkey resources help you implement the financial

education outreach strategy that is right for your bank.

Participating banks enjoy access to these benefits:

n One-on-one consultations with Foundation staff expertsn Nationally recognized programs customizable for the

markets you serven Program resource kits that include financial education

lesson plans developed in partnership with curriculum

and banking experts, with step-by-step directions for

reaching out to schools and youth groups n Free training, to make program participation easy

Take advantage of the opportunities we offer to broaden

your bank’s image in the community while bringing

youth into the formal financial system and promoting

responsible money management. Participation in

Foundation programs is a great way to demonstrate

corporate social responsibility to the community, civic

leaders and the media—your efforts may also qualify

for CRA credit.

To get involved, contact the American Bankers

Association Education Foundation at edufoun@aba.com

or 1-800-BAnKErS.

helping raise Your Bank’s Financial Education Profile in the Community