 Donor Information
Donor Form
Click here to download the Donor Form (PDF).
List of Donors
Click here for more information (PDF).
The non-profit scientific Personal Finance Employee Education Foundation (PFEEF) shares research, resources, and best practices demonstrating that employer profits increase when employees have access to resources that reduce personal finance distress and improve financial wellbeing. Members of the PFEEF Board of Directors donate their time.
Our nationally acclaimed website, policy of
no-cost-to-use Personal Financial Wellness scale,
financial support for return-on-investment research, and the "PFEEF Ezine Newsletter" are all made
possible generous donations from individuals and
corporations. They support PFEEF because they are
dedicated to promoting basic financial education for
employees.
Funds are used to carry out research, communicate with financial program providers and employers, and publicize findings. Suggested donation levels are Bronze ($500), Silver ($10,000), Gold ($25,000), and Platinum ($50,000). Donations are subject to approval by the PFEEF Board
of Directors. In-kind contributions also are welcome. An outline of PFEEF services provided to donors follows:
Platinum Underwriter
- Support initial and follow-up data collections to assess the financial distress/financial wellbeing of employees with one employer (50,000+ employees)
- Regular consultations
- Co-brand organization with PFEEF
- Promote program to employers, industry, trade associations, and media
- Participate in request-for-proposal (RFP) preparation (a marketing value-added advantage over competitors)
- On-site presentations to top management
- Train staff on return-on-investment (ROI) assessment and marketing with Personal Financial Wellness (PFW) scale
- Co-author manuscript submissions for Harvard Business Review and other prestigious publications
- Invitation to present at annual Trustees meeting
- Invitation to membership on PFEEF Advisory Board
Gold Donor
- Support initial and follow-up data collections to assess the financial distress/financial wellbeing with one employer (<5,000 employees)
- Project the return on investment (ROI) in consultation with employer's human resources vice president
- Prove the return on investment (ROI) one year later using work outcomes data
- Endorse financial program and help write descriptive case study
- Invitation to join PFEEF Trustees
- Program and findings included (if desired) in academic research articles
- Specific advice to enhance workplace financial programs to more effectively change employees' personal financial behaviors
Silver Donor
- Support for one-time data collection to assess the financial distress/financial wellbeing of employees with one employer (<500 employees)
- Provide written report and PowerPoint presentation of findings
- Project the return on investment (ROI) using standardized procedures
- Invitation to annual PFEEF Trustees meeting
- Identification as PFEEF donor and research partner
- Findings included (if desired) in academic research articles
Bronze Donor
- Free use of Personal Financial Wellness (PFW) scale to assess financial distress/financial wellbeing of employees
- Resources to enhance workplace financial programs to more effectively change employees' personal financial behaviors
- Listing on PFEEF website
Other Donors
- PFEEF expresses its appreciation to those organizations and individuals who make other valuable inkind and cash donations.
Donor Form
Click here to download the Donor Form (PDF).
List of Donors
Click here for more information (PDF). |
