Picture - Budget Activity

Donation & Sponsor Opportunities

  • Printing students worksheets and workbooks
  • Donation of candy and treats used in activity
  • Host a workshop at your location for new or youth account holders
  • Offer a fee waiver, reduced interest loan rate, or other benefit for clients who complete financial workshops or coaching

Money Management Planning workshop includes the following skills depending on the length of the workshop:

  • Budgeting
    • Benefits of creating a budget
    • Potential budget formats and how to create a format that works for you
    • How to get started if you have never created a budget before
    • What to do if your income is inconsistent (commission, tips, etc)
    • How to prioritize your budget expenses, including separating needs and wants
    • Best practices for what to do with extra money such as coming in under budget, making more tips than normal, receiving a gift, overtime pay, etc
  • Cash Flow Planning
    • How to determine when you will have the cash to pay the expense
    • How to determine how much to save from each paycheck for larger bills such as rent, mortgage, or car payment
  • Best practices and strategies for how to stick to your budget
  • Workshop includes hands on activities

Volunteer Opportunities:

  • Prior to the workshop, volunteers can help with prepping materials and supplies for the workshop.
  • During the workshop, volunteers are needed to help with the workshop activity.