SIFMA Foundation

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About the SIFMA Foundation

The SIFMA Foundation, an affiliated organization of SIFMA, is an independent 501(c)3 educational organization.

The SIFMA Foundation is dedicated to fostering knowledge and understanding of the financial markets for individuals of all backgrounds, with a focus on youth. Drawing on the involvement and expertise of educators and the financial industry, the SIFMA Foundation provides financial education programs and tools that strengthen economic opportunity across communities and increase individuals’ access to the benefits of the global marketplace.

Among its leading efforts, the SIFMA Foundation:

  • Supports 4th through 12th grade teachers across the country with best-in-class educational programs that make student learning real-world and fun;
  • Partners with key leaders and organizations in the field to promote best practices and thought leadership; and
  • Provides the essential tools to help individuals increase their understanding of personal finance and make sound decisions that underpin lifelong success.

Learn more about the SIFMA Foundation (PDF).

Programs

The SIFMA Foundation is dedicated to providing financial education for young people of all backgrounds through innovative programs promoting financial independence and real-world learning.

Foundation Programs

 

SIFMA Foundation Financial Reports

Audited Financial Statements (PDF)

IRS Form 990 (PDF) 

 

Join SIFMA

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Tribute Dinner 2016

Tribute Dinner 

The SIFMA Foundation's annual Tribute Dinner celebrates industry champions of youth financial education and raises awareness for an important cause. This year's dinner took place on October 11, 2017 at Cipriani (25 Broadway, NY). The honorees were Andy Sieg, Head of Merrill Lynch Wealth Management, and Gerard McGraw, Chief Financial Officer Fidelity Investments.

 

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Stock Market Game 
More than 600,000 students take part every school year across all 50 states. An independent study by Learning Point Associates found students who participated in the SMG program scored significantly higher on mathematics and financial literacy tests. 

 
 

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InvestWrite  

Since the program began in 2004 almost  194,000 essays have been written in classrooms across the country and more than 22,000 volunteers have served as judges in the national essay competition.  

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Capitol Hill Challenge   

CHC connects middle- and high-school students across the country with their member of Congress. In 2017, we had 100% participation from Congress and over 60 Senators and Representatives met with their teams personally. The top 10 teams win a trip to Washington, DC!  

 
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Invest It Forward
IIF connects volunteers from industry firms who personally offer exciting, multimedia in-school and afterschool lessons to help our nation's youth better prepare for their own futures as financially capable and engaged citizens. Learn how you can get involved today!

 

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