Documents/NEFE

About Us

Strategic_Plan

Publication: 2011-12-24

Source: http://www.nefe.org/AboutUs/tabid/56/Default.aspx

NEFE defines its action areas as: Education Programs. Although not restricted to a particular age group, the Education Programs area has been oriented primarily to providing financial planning information to youth, including NEFE’s longest-standing public service effort, the NEFE High School Financial Planning Program (HSFPP). Strategic Programs and Alliances. This action area works to help Americans improve the quality of their lives through financial education provided in cooperation with other nonprofit organizations and foundations, and occasional corporate sponsors. Multimedia Access. This action area represents NEFE’s commitment to sharing its expertise in financial planning education with all those who might benefit from it, including consumers, educators, and the media. Innovative Thinking. The goal of this action area is to inspire creative ideas and new perspectives on personal finance, to communicate them broadly, and to assist in their actualization where appropriate. This action area supports fellowships programs, grantmaking, and research and strategic activities.

NEFE’s activities place special emphasis on those who face financial challenges that are not being addressed by others.

Submitter:

Name:Owen Ambur

Email:Owen.Ambur@verizon.net

Organization:

Name:National Endowment for Financial Education

Acronym:NEFE

Description:
The National Endowment for Financial Education (NEFE) is the only private, nonprofit, national foundation wholly dedicated to improving the financial well-being of all Americans.

Stakeholder(s):

  • Ted Beck: The National Endowment for Financial Education is a nonprofit 501(c)(3) foundation governed by a volunteer Board of Trustees and led by president and CEO Ted Beck. A staff of fewer than 25 individuals guides NEFE’s public-service work at its headquarters in Denver, Colorado. To learn more, visit the History section of this website. http://www.nefe.org/AboutUs/NEFEHistory/tabid/61/Default.aspx

  • Youth

  • Low-Income Individuals

  • Low-Income Families

  • People in Difficult or Unusual Life Circumstances

  • Consumers: NEFE’s partnerships and the foundation’s own efforts result in a wide range of free and low-cost activities and materials, including: Resources for consumers.

  • Educators: Materials for educators and facilitators.

  • Facilitators

  • High School Students: NEFE High School Financial Planning Program

  • High School Teachers

  • Nonprofit Entities: Joint efforts with numerous nonprofit, for-profit, and government entities to develop financial literacy resources for specific audiences.

  • For-Profit Entities

  • Government Entities

  • Think Tanks: Research, conferences, and think tanks on a variety of financial literacy topics.

  • Academic Institutions: Grant awards to organizations and academic institutions whose work can contribute to the field of financial literacy.

  • New Media: Resources for the press.

Content
Visions
Missions
Values
1: Empowerment
2: Saving
3: Investments
4: Retirement
5: Personal Financial Planning
6: Financial Education
7: Financial Literacy Body of Knowledge
8: Research