SIFMA Foundation


The SIFMA Foundation offers a variety of volunteer and community engagement activities that connect financial professionals and firms with teachers, classrooms and after-school programs.

Volunteer Classroom visitsIn April 2014, we launched Invest It Forward™, an industry-wide effort to boost our individual and firm level volunteerism through an initiative enabling individuals and firms to work collaboratively across the country. 

IIF resources include:

  • a volunteer/educator match tool
  • access to brand new curriculum on Capital Markets 
  • collective industry-wide impact reporting

Learn more about how you or your firm can participate and visit us at Invest It Forward™.

SIFMA Foundation affords additional opportunities for individual engagements. Contact us at [email protected] for more information.



Learn How ›

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.


SMG Logo 

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. 


InvestWrite Logo


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.  

CHC Logo

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!  

Invest it Forward Logo 170 

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!


Connect with the SIFMA Foundation 
Join in the conversation and follow us on Facebook and Twitter 

Market Data