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CAFLM Activity Ideas

How your organization can participate in California Financial Literacy Month and contribute to our portal.

Community-Based/Non Profit Organizations

  • Distribute CAFLM information to clients, constituents, members
  • Display CAFLM posters
  • Send out an email blast
  • Host educational workshops for clients, constituents, members
  • Invite a financial expert (should be free and no solicitation involved) to speak to your clients, constituents, members
  • Host Earned Income Tax Credit workshops
  • Establish VITA sites
  • Tweet to your followers
  • Tweet information from the CAFLM Blog (using easy to use share tools)
  • Facebook information from the CAFLM Blog (using easy to use share tools)

Educational Institutions

  • Distribute CAFLM information to students and employees
  • Display CAFLM posters
  • Send out an email blast with information from the CAFLM Web site or CAFLM Blog
  • Place CAFLM article(s) in employees newsletter and school newspaper
  • Enclose a CAFLM flier as a payroll stuffer
  • Place a notice of and information about CAFLM on internal computer system
  • Place a link to the CAFLM Web site or CAFLM Blog on school website and internal network
  • Host educational workshops regarding deferred compensation, bank or credit union products and services, fraud prevention and protection

Employers

  • Distribute CAFLM information to employees
  • Display CAFLM posters
  • Send out an email blast with information from the CAFLM Web site or CAFLM Blog
  • Place CAFLM article(s) in employees newsletter Enclose a Saves flier as a payroll stuffer
  • Place a notice of and information about  Saves Week on internal computer system
  • Place a link to Saves on company website or internal network
  • Place CAFLM article(s) in employees newsletter
  • Enclose a CAFLM flier as a payroll stuffer
  • Place a notice of and information about CAFLM on internal computer system
  • Place a link to the CAFLM Web site or CAFLM Blog on school website and internal network
  • Host educational workshops regarding deferred compensation, bank or credit union products and services, fraud prevention and protection

Financial Institutions

  • Target a number of new savings accounts to be opened
  • Target a number of new savings accounts to be opened specifically for LMI
  • Target a number of low cost CD’s to be opened
  • Target a number of Savings Bonds Series I to be sold
  • Host motivational workshops with partner organizations such as schools, non profits or at a library
  • Enclose financial literacy information in statement envelopes
  • Feature CAFLM on Web site
  • Put a link on Web site to CAFLM
  • Send a number of bank/credit union staff into schools to provide financial education
  • Feature CAFLM in advertising campaign
  • Hold a press event promoting  CAFLM and the commitment of targeted numbers
  • Tweet to your followers promoting CAFLM

Libraries

  • Distribute CAFLM information to clients, constituents, members
  • Display CAFLM posters
  • Send out an email blast
  • Host educational workshops for clients, constituents, members
  • Invite a financial expert (should be free and no solicitation involved) to speak to your clients, constituents, members
  • Set up display/area for reading/research and web access to Saving, Debt reduction and Wealth building Host Earned Income Tax Credit workshops
  • Establish VITA sites
  • Tweet information from the CAFLM Blog (using easy to use share tools)
  • Facebook information from the CAFLM Blog (using easy to use share tools)
  • Hold contests/activities targeted to youth on saving
  • Put a link on Web site to CAFLM

Political Leaders

  • Proclamations
  • Public endorsements
  • Mailings encouraging others to be involved
  • Hosting an event/rally
  • Encouraging government employees to participate and enroll
  • Issuing press releases and conducting interviews

Religious Institutions

  • Distribute CAFLM information to members
  • Display CAFLM posters
  • Send out an email blast to members
  • Host educational workshops for members and the community
  • Invite a financial expert (should be free and no solicitation involved) to speak to your clients, constituents, members
  • Establish VITA site
  • Preach a sermon relative to making informed financial decisions
  • Declare a goal that every congregant enroll as a saver, and/or open a savings account, and/or have at the end of one year $500 – $1,000 in a savings account, and/or open an IRA, and/or organize with other congregations a Financial Fitness Fair