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April is the 13th Anniversary of National Financial Literacy Month
Please join PGDC as we partner with The Financial Awareness Foundation and other leading financial service and nonprofit associations, their professionals and companies, nonprofits, educational institutions, larger employers, membership based organizations, technology companies, government agencies, and the news media in celebrating, supporting and participating the Improving Financial Awareness & Financial Literacy Movement with its concentrated personal finance content media blitz built around the strategic venues of:
- 13th anniversary of National Financial Literacy Month (NFLM-April) next April
- 9th anniversary of National Estate Planning Awareness Month / Week (NEPAW-3rd week in October)
With so many people on the path to or verge of running out of money before their life expectancy, many families burdened with large amounts of student loans and other forms of growing debt, and more than half of our adults (120 million) not having up-to-date estate and financial plans to protect themselves and their families, we have a serious problem. This lack of financial awareness and financial illiteracy epidemic places a HUGE growing amount of pressure on families and friends, employers, nonprofits; as well as the ultimate safety net – the state and federal government. This is not just a domestic epidemic it is an international one.
The goals are to encourage you to actively participate and support this very important movement to alert, educate, motivate, and assist the general public to cost effectively establish and keep their financial and estate plans and gifting plans current. This is such a great opportunity to "do good” for the general public, generate new revenue opportunities for you, and help produce needed gifts and bequests for nonprofits.
We understand that this is a massive undertaking; but as we move into the 9th year of the Improving Financial Awareness & Financial Literacy Movement it’s being accomplished through thought leading financial service and nonprofit organizations and their professionals, educational institutions, municipalities, employers, the news media, and other concerned organizations and individuals. Below is a link to the Improving Financial Awareness & Financial Literacy Movement Report & Magazine™. This provides a broad picture of the lack of financial awareness and financial illiteracy epidemic, an overview of the strategy behind the movement and campaigns, and a sampling of the community participation, including
- Supporting Presidential and 23 Governor’s Proclamations (starting on page 38),
- Evaluation Services fall campaign launching webinar (page 75),
- AFP's (Association of Fund Raising Professionals) said to its 35,000 members (page 77),
- Purposeful Planning Institute - said to their community (page 80),
- Trust & Estates - (page 82),
- Planned Giving Design Center - (page 85),
- American Academy of Attorney-CPA's (page 92),
- HeirSearch.com estate planning video (page 97),
- The American College (page 168),
- PBS "Are Your Ducks In A Row? Award winning campaign (page 175-180),
- Expanded Educational Initiatives (page 215),
- International Section (page 227),
- and so much more.
Please join the following Distinguished 2017 Improving Financial Awareness & Financial Literacy Movement Honorary Co-Chairs in actively participating and supporting this important Movement.
- Representing Academia Thought Leadership
Patricia D. White, JD, Dean of the University of Miami School of Law. Her legal career spans four decades as an attorney and an educator. Dean White is transformative and a visionary; and the National Jurist Magazine named her as one of the most influential people in legal education in 2015, 2014, and in 2013.
- Representing Financial and Legal Services Thought Leadership
John A. Warnick, JD, CEO & Founder of the Purposeful Planning Institute. Along with his duties as the CEO of PPI, John A. is a practicing estate planning attorney who balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to ensure the planning is congruent with his client’s core values. John A. delivers workshops across the country for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys of the Purposeful Trust. Received his BA magna cum laude from Brigham Young University and his JD from George Washington University with honors, and has authored two BNA (Bureau of National Affairs) Tax Management portfolios and many other professional articles.
- Representing News Media Thought Leadership
Randy A. Fox, Editor in Chief of Planned Giving Design Center a national website and newsletter for philanthropic advisors. Randy’s exceptional ability to make the most complex and technical materials clear and relevant has given him the opportunity to have been a regular contributor to numerous publications. Randy also co-foundered and is an active principle of Life Legacy Case Design, a back office for professional advisors engaged with high net worth families, and EzCharitable, an online philanthropic giving training resource for professionals. He’s past president of the Board of the International Association of Advisors in Philanthropy and recipient of the 2015 Fithian Leadership Award.
- Representing Nonprofit / Charitable Gift Planning Community Thought Leadership
Michael Kenyon, President and CEO of the National Association of Charitable Gift Planners the leading organization setting standards, providing education, resources and advocacy for charitable gift planners. He oversees the CGP Indianapolis based staff and a national network of over 100 councils and 8,000 CGP members promoting the value of charitable gift planning to legislators in D.C. and nationally speaks on the role of advocacy in the nonprofit sector.
They are strong supporters and advocates for improving financial awareness and financial literacy and provide leadership and support for bringing the essential principles of smart personal financial management to the public and in attracting others to join in and participate in this very important strategic financial awareness movement.
Here are some fun and easy ways to participate:
1. Placing financial and estate planning editorial content in your website, newsletters, social media groups, local newspapers, and radio/television/web-based shows, in support of National Financial Literacy Month April and six months later during National Estate Planning Awareness Month / Week (October 16-22)
- For your convenience ‘free’ sample editable and downloadable articles can be found at
2. Add this icon to your website with a link to
|<---Co-Brand by placing your logo here|
Here’s a link to download the graphic
3. Encouraging your company and associates to host or take part in a ‘general public’ or a ‘professional’ webinar or community-wide workshop built around estate and financial planning during the months of April and October, in support of improving financial awareness and financial literacy movement.
4. Volunteer your time to be part of a Improving Financial Awareness & Financial Literacy Movement National Speakers Bureau. We are launching the following important programs and can use your assistance.
- The Financially Green Organization Certification Program™ Executive Summary & Overview
- The Your financial PARTNER University / College Program™ Executive Summary & Overview
Send a brief cover note with your interest and your backgrounder and area of speaking interest to Info@TheFinancialAwarenessFoundation.org
5. Circulating this communication and the following financial awareness campaign materials to your colleagues and associates and encourage them to support and participate in these important events.
Please join us and the leading financial and nonprofit associations, companies, and their professionals; nonprofits, educational institutions, larger employers, membership based organizations, technology companies, government agencies, and the news media on this important initiative. Together we have the potential to help solve a major social challenge by advancing and contributing to one of the most amazing, broad-based, multifaceted movement for improving financial awareness and financial literacy.
On behalf of PGDC, The Financial Awareness Foundation and the various participating organizations and professionals THANK YOU for your efforts and for assisting us in having a positive ongoing impact on improving financial awareness and financial literacy.