Right on the Money



Right on the Money

Award Nomination

Cover Page

NOMINEE INFORMATION

Organization Name

Name/Title of Contact

Address/City/Zip

Phone E-mail

Website

Financial Education Program Name

Target Population (Choose all that apply)

Children Teens Young Adults Adults

Number of people served by this program annually in Colorado:

Describe any special characteristics of the target population served (i.e., disadvantaged, disabled, senior citizens, special healthcare needs)

Application Guidelines

Consumers United Association is interested in really understanding your unique financial education program. Therefore, we are not restricting the number of pages you can use to tell us about the program. We do ask you to please be as concise as you can.

What our award should do for you:

CUA’s awards program is for Financial Education programs or direct service and direct program costs related to those things.

Please answer the following questions:

ORGANIZATION BACKGROUND

Briefly describe the mission, vision, and history of your organization

PROGRAM DESCRIPTION

Previous award recipients: Please feel free to abbreviate this section and just provide us with anything that is new.

1. Describe your program. Please provide an outline of the program and cite any particular materials used in the program. If you are using materials you developed, please tell us. Include information about the qualifications of the instructors, counselors or case managers of the program. (Note: If you have a book, booklet, video or any other materials related to the program, please let us know about them but do not send them until/unless we ask you for them). Note: Do not apply for this award if you cannot provide an outline of your financial education program detailing the various aspects of financial education you are covering such as budgeting, credit, saving, investing.

2. What is the problem you are addressing by providing this program?

3. Tell us about the population you are serving.

4. Is this a new or on-going program?

5. Does this program utilize technology, or does it capitalize on the technological savvy of the population served?

6. Does your program collaborate in any way with any other organizations, individuals or corporations for this program? Please list them and how they are involved.

7. Are any credit unions involved with your program or organization in any way? If so, please name them and how they are involved. (i.e., board member, donor, volunteers).

8. How do you measure behavior changes or financial skills improvement in the population served? What are your most recent, measureable outcomes for this program? Previous award recipients, please provide a report on your last award (see below). If this is a new program, tell us how you will measure results. (Note: Outcomes must be related to financial skills).

9. Tell us anything else that you believe is important we know about your program.

FINANCIAL

1. What is your organization’s total annual budget?: $

2. Please summarize income and expenses for your program using the table below. What we are looking for below is a summary of your financial education program projected and secured income. Please do not provide us with financial information about a larger program in which your financial education program exists. We want to know only about the financial education piece of your program.

|1. Total projected income for financial education program only |$ |

|2. Total income raised so far this year for financial education program only |$ |

|Total still needed (#1 - #2)= | |

|Total dollar amount of any other pending income (grants, donations, etc.): |$ |

3. List the major donors for your financial education program in the last year and amounts (over $1,000):

If you have not had major donations for this program, please tell us how you finance the program otherwise:

4. What is your greatest financial need for this program? (For example: to pay for a webinar service, to pay a new presenter, to purchase materials, etc.) Is this a line item in your budget? If it is not a line item in the budget you are sending us, please tell us the cost. You must be specific.

5. If you receive the award, how will you use it to garner more support for your program?

6. How will you promote receiving the award to your donors, program participants and/or the community?

AWARDS EVENT

Event details for 2023:

Date: August 8, 2023

Location: Vail, Colorado

Awards are presented in-person at a luncheon event. You must be present to receive the award. This event is designed to be a great networking opportunity for all of our awardees. You will be giving a short presentation about your program at this event as well.

This year, our event coincides with a credit union executive summit in Vail. This will be a great opportunity for you to network with credit union executives from all over the state (plus several other states). We will have our luncheon, and you will all be invited to attend a reception after the luncheon where credit union executives will be gathered.

We ask you to send three people: An organization executive, a person who teaches the program or provides the direct service and a program participant. This year, because of the networking opportunity you have, you may want to consider bringing the person responsible for your marketing or community outreach as well.

1. How many people from your organization do you intend to send to the event?

ATTACHMENTS

1. Organization Budget

2. Financial Education Program Budget for the current year including:

• Projected income and detailed, line-item expenses

If your financial education activity is within a larger program, it is important that you make clear to us what costs within that program are related to financial education.

3. Testimonials from program participants and/or letters of support

Note: In some instances, we will ask you for more information. Please watch for emails from us in the days immediately following your submission. We read each proposal as they come in and we ask for more information immediately.

DEADLINE

Email your application to cua@ no later than May 22, 2023. Late applications will not be accepted. Decisions will be made by June14, 2023 and announced at the event. Do not send us anything by regular mail or fax, please!

Previous Award Recipients

Report on your last award

Please answer the following questions about the last award you received from CUA’s, Right on the Money Awards, even if that was not last year.

Name of Organization:

Contact person for this report:

Year of last award:

1. How was your last award used? Please be specific (i.e. printing materials, purchase software, etc.)

2. How many people were served?

3. What were your measurable outcomes for the year you received the award? How did program participants improve their financial literacy and lives as a result of your program?

4. How did you promote the fact that your organization received the Right on the Money Award from Consumers United Association for this program? Were you able to garner more financial support for your program as a result?

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