The mission of the Association for Financial Counseling and Planning Education® is to provide professional development experiences for financial educators, practitioners, and researchers to improve the economic well-being of individuals and families worldwide.

Dr. Barbara O’Neill, an AFCPE® member and Past President of AFCPE®, has made a restricted donation to AFCPE® in honor of her late mother, Mary O’Neill, a financially capable woman. The donation will support an annual $2,500 mini-grant for development and implementation of an innovative, high-impact financial education project. All AFCPE® members are eligible and encouraged to apply. The due date for mini-grant applications is September 11, 2018.

Mini-grant projects should contain the following components:

  • Description of a quality “deliverable” (e.g., publication, curriculum, class series, Web site, etc.)
  • Potential for easy replication or use by others
  • Impact evaluation component
  • Clearly defined project budget (Please note AFCPE® policy on grant funding: Grant funding must be used directly for program development and implementation, no indirect costs may be allocated in the grant proposal.)
  • 1:1 matching (cash or in-kind, such as project director salary and employer-paid expenses or supplies)

A selection committee appointed by the AFCPE® Board of Directors will review mini-grant applications and select an annual winner. The decision of the committee is final. The mini-grant recipient will be notified of selection on October 1, 2018 and public announcement will be made at the AFCPE® Annual Symposium, November 14-16, 2018, in Norfolk, VA.

 

Grant Details: 

The grantee must submit a 1,000-word summary of the final results of the mini-grant project to the AFCPE® national office and be prepared to present the final project at the 2019 AFCPE® Symposium, November 19-21, 2019 in Portland, OR.

If mini-grant funds are used to produce written or media (e.g., DVDs, CDs) materials, the mini-grant grant recipient should send three (3) copies to the AFCPE® office. If funds produce a resource that is shareable, resource may be listed under AFCPE® Resource Center.

 

Mini-Grant Proposal Outline

Please adhere to the format below to describe your proposed project. The maximum limit of two (2) typed pages (1” margins, 12-point font, single spacing with double spaces between paragraphs).

  • Title of proposed project; relationship to, and support of, AFCPE mission and vision
  • Justification/situation statement (describe need for proposed project)
  • Objectives of proposed program (be specific about desired outcomes and “deliverables”)
  • Methodology (include who, what, where, when, and how) and potential for replication
  • Total project budget (please itemize all anticipated expenses)
  • Matched funding sources (describe complimentary funding sources or in-kind support)
  • Plan of action/timeline (list anticipated dates for start and completion of activities)
  • Impact evaluation method(s) and proposed dissemination of results
  • Program marketing activities (describe how project will be marketed to participants)
  • Previous/related experience (examples: related projects, previous grants and publications)
  • Other applicable information (examples: employer support, community support, other funding sources)

 

If you have questions, contact Rachael DeLeon at rdeleon@afcpe.org.

  • Applicant Details

  • Mini-Grant Proposal Outline

    Please adhere to the format outlined above to describe your proposed project. The maximum limit of two (2) typed pages (1” margins, 12-point font, single spacing with double spaces between paragraphs).

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