Through the General Grant Program, the FINRA Investor Education Foundation funds research and educational projects that empower underserved Americans with the knowledge, skills and tools to make sound financial decisions throughout life.
The Foundation especially welcomes applications for projects of approximately $50,000–$100,000 that advance understanding of the relationships among financial literacy, financial capability and financial well-being. Priority is given to projects that use data from the National Financial Capability Study and other existing data sets.
The Grant Guidelines specify eligibility requirements and other criteria. Please review the guidelines carefully.
The first step in applying for a FINRA Foundation grant is the submission of the Project Concept Form. Certain applicants will be invited to submit a full grant proposal. Applicants invited to prepare a full proposal will receive detailed submission instructions.
The FINRA Foundation accepts Project Concept Forms at any time. The Foundation will respond to your Project Concept Form within one month of receipt and either decline the request or invite a full proposal. The entire decision-making process—from the submission of a Project Concept Form to a notification of funding—takes several months.
Most grants approved by the FINRA Foundation are under $100,000. Indirect costs or overhead must not exceed 10% of direct costs.
Most grants are completed within 24 months. The FINRA Foundation looks favorably upon projects that demonstrate sustainability beyond the grant period.