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Impacting Financial Literacy Case Study

Bridged the financial literacy gap of 117,000
underserved students across the U.S. for a top-10 bank

The Challenge

The newly merged bank foundation wanted to differentiate themselves in a BIG way by addressing economic mobility and targeting high school and college-age youth.

The Solution

Merged efforts with the largest Hispanic-serving higher education institution and the largest academic finance academy to create and disseminate into classrooms nationwide.

The Results

Strategically deployed $1.7M in philanthropic dollars to create a unique financial literacy program that will impact nearly
177,000
177,000
students from underserved communities in 146 cities across 33 states nationwide over a three-year period.
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