Money Smart Week® Georgia - 2018 Partner Registration Form
About Money Smart Week®
Money Smart Week® is a financial education campaign offering thousands of programs, classes and activities to consumers of all ages. These educational events are carried out by financial institutions, non-profit groups, government agencies, schools, libraries and more. The week showcases these organizations’ educational resources, strengthens private-public partnerships, engages the media, and connects community members with those who can help them learn how to better manage their money. The Federal Reserve Bank of Chicago coordinates the effort because individuals and communities benefit when consumers are making informed decisions about their personal finances. The Federal Reserve Bank of Atlanta is Georgia's supporting partner in this district.
About Money Smart Week Partners
We're excited about Money Smart Week 2018 and welcome returning partners and those that are new to the Georgia campaign! We're happy that you're joining us and look forward to collaborating with you and/or your organization.

A campaign partner is an individual or organization that actively participates during Money Smart Week with the approval of the Federal Reserve Bank and at the discretion and approval of state and local campaign leadership.

Current partners include businesses, financial institutions, schools, libraries, not-for-profits, government agencies and the media. Individuals and organizations are considered partners upon agreeing to one or more of the following: provide educational materials, instructors, or seminars for consumers; provide facilities to host events, sponsor events or promotional materials; leverage resources to publicly support or endorse Money Smart Week.

To ensure we have a complete list of participating partners and in order to capture ALL information relevant to our local campaign, we have added this additional registration process for Georgia which includes optional registration for Georgia's 2018 planning team.

Please note:

1. Money Smart Week National: partner registration through the www.MoneySmartWeek.org website ensures that your organization (if approved) will be listed on the partner list in the 2018 Annual Report to be released in the fall.

2. Money Smart Week Georgia: partner registration through this form for the 2018 "local" campaign "IF APPROVED" ensures that your organization will be included on our "Approved Partner" list on our local website, in our online and print calendar of events for the campaign week and in our local annual and special reports.

Registrant Information
Please provide requested information for the person completing this registration for the 2018 campaign.
First Name *
Your answer
Last Name *
Your answer
Organization Name (as it will appear on on partner lists). *
Your answer
Your Position/Title *
Your answer
As a partner to the Georgia campaign, how would you like to participate (please check all that apply)? You will be contacted for further details and/or given additional information based on your choices.
Type of Organization *
Best contact number for you (please indicate if this is a work or cell number)? *
Your answer
Alternate contact number for you (please indicate if this is a work or cell number).
Your answer
Your Email Address *
Your answer
Organization Address *
Your answer
Suite No. *
Your answer
City *
Your answer
State *
Your answer
Zip Code *
Your answer
County *
Your answer
Are you the main contact person for the 2018 campaign? *
Campaign Contact First Name *
Your answer
Campaign Contact Last Name *
Your answer
Campaign Contact Position/Title *
Your answer
Campaign Contact Email Address *
Your answer
Campaign Contact Number (please indicate if this is a work or cell number)? *
Your answer
Alternate Campaign Contact Number (please indicate if this is a work or cell number).
Your answer
How would you like to be contacted about local Money Smart Week updates? *
Cellphone (if SMS Text Alerts selected)
Your answer
Partnership Information
Are you or your organization registered as a partner through the Money Smart Week National website? Please note: your organization's name will only appear in Money Smart Week National's Annual Report in late summer or fall "after" the 2018 campaign is over. *
If you or your organization is registered as a partner through the Money Smart Week National website, when were you registered? *
What are your asset building/community development areas of focus (check all that apply)? *
What age group or population does your organization offer services to (check all that apply)? *
What financial services are offered (check all that apply)? *
Does your organization have locations throughout Georgia (if yes, you will be contacted for additional information)? *
If your partner registration is approved, would you like your organization's name listed on the "Approved Partners" list on our local website, in our online and print calendar of events during the campaign week and in our local annual report (release date TBD).
What social media platforms does your organization have (check all that apply)?
Do you or your organization have educational (financial and/or asset building) blog posts or articles that you would like for us to share on our social media platforms during the campaign (if yes, you will be contacted for details)?
Would you like to join the 2018 Planning Team? *
Money Smart Week Georgia 2018 Planning Team Information
Georgia "Working" Group Descriptions, Roles & Responsibilities
(Groups and descriptions vary by regional planning teams and need)

1. COLLEGE & UNIVERSITY – Under the direction of the Money Smart Week Georgia College & University State Chair and co-chairs, this group will reach out to colleges and universities to assist in coordinating on-site programming for students. If needed, the group will also help develop a promotional strategy for reaching and encouraging students to participate in Money Smart Week activities at their school or in the community.

Volunteer Opportunities: GeoCache for College Cash Events


2. KICK-OFF – If needed, this group will help execute the planning for the community kick-off event being held the first day of the campaign week and the planning and execution of the community partner kickoff. This group will recommend and secure a venue, speakers, invitee list, agenda, room set-up and sponsor as needed.


3. MEASUREMENT – This group will be responsible for following-up with partners to ensure everyone submits their partner and participant surveys as well as event attendance numbers. In Addition, this group will collect copies of any event photos or promotional materials created by partners. The group will then report all data to the Money Smart Week Georgia Leadership Team for our annual and special reporting, and to the Chicago Federal Reserve for compiling results for national annual reporting.


4. MEDIA (media relations experience preferred) – With guidance and direction of the Federal Reserve and the Georgia State Chair, this group will be responsible for an overall strategy to promote the campaign week in the media and for creating an "approved" speakers bureau with varying expertise to be "on-call" to promote the week through the media. This group will leverage media relationships to secure publicity through local television, radio, online, and print outlets. Pitches will be made for coverage prior to and during the campaign.


5. MONEY SMART YOUTH

5A. MONEY SMART ELEMENTARY STUDENTS (grades k-5) - This sub-group will be responsible for choosing and organizing activities for elementary school aged children and finalizing the rules and guidelines. The group will also be responsible for promoting the activities through the school systems and the media if possible.

If a contest is chosen for an activity, submissions will have to be reviewed by the group to determine finalists, then the group reviews finalist entries to pick a winner and possible runner-up. The group will also be responsible for securing prizes for the winners and finalists as applicable.

Program ideas: Piggy Bank Pageant and Poster Contest.

5B. MONEY SMART KIDS READ & MONEY SMART WEEK KIDS READ (ages 3 and up)

Volunteer Opportunities: Readers and assistance with complementing children's activities.

5C. MONEY SMART KID (grades 6-8) and TEEN (grades 9-12) CONTESTS – Under the direction of the Greater Atlanta contest sponsor, COUNTRY Financial, and the contest leadership team, the group will be responsible for promoting the contest through the Greater Atlanta school systems and the media if possible. Essays will have to be reviewed by the group to determine finalists, then the group interviews each finalist to pick a winner and runner-up for each category. The group will also be responsible for securing a scholarship or other prizes for the winners and finalists. Timeline will be provided.

5D. TALK WITH OUR KIDS ABOUT MONEY DAY (middle school grade 7 but can be adapted to any grade level).

School Program: Money Fairs and various lesson plans - this sub-group will be responsible for promoting the program through the Georgia school systems and the media if possible and arranging for fair displays at selected public libraries for community viewing and engagement. The group will also be responsible for an overall strategy to promote the Home Program's various lesson plans and activities to parents.

6. PROGRAMMING/CURRICULUM – This group will work with partners to determine available program topics/presenters and venues. The group will monitor details to keep duplication of programming to a minimum, as well as facilitate the scheduling of programs at libraries, schools, community centers, etc.

*All third party presenters are required to complete the national and local registration process.


7. PROMOTION – To maintain the quality of the Money Smart Week Georgia Campaign promotions, this group is responsible for approving collateral materials (flyers, posters, etc.) created by partners and an overall strategy to promote the week in the community including social media.

This group will be in charge of the distribution of calendars, flyers, posters, bookmarks or any other collateral materials that are created to promote the website/calendar of events. Calendars and promotional materials have typically been distributed through partner organizations, local schools and library systems, at festivals, fairs or sporting events, as well as high traffic areas of the city/county.

The social media sub-group will be responsible for the campaign’s social media presence and an overall strategy to promote the campaign week on various social media platforms. The group will also be responsible for identifying and sharing our partners related educational blog posts, articles, webinars and twitter chats.


8. WORKPLACE – This group will create a strategy to reach businesses for on-site employee programming. This group will identify and schedule volunteer partners to conduct such events. The group will also encourage businesses to use their own financial education materials/resources during MSW and/or promote the overall campaign.

Which working group would you like to join? *
Money Smart Georgia Project
The "Money Smart Georgia Project" was created to keep the collaborative culture and goals of Money Smart Week going all year-round in Georgia. The mission of the project is to connect Georgians with those who can help them learn how to better manage their money and build assets for the future.

Our goals are to:

1. build on the statewide provider network created for the Money Smart Week® Georgia campaign,
2. create value for our community partners by raising "greater" awareness of their available asset building programs and services,
3. help make programs and services are as easily accessible as possible to residents in their communities.

Asset Building/Community Development areas of focus for the project are along the continuum of education, resources and support services in the areas of Financial Assets & Income, Businesses & Jobs, Housing & Homeownership, Education, Healthcare and Community Engagement.

Would you like to engage in the Money Smart Georgia year-round project? *
Money Smart Week Georgia Partner Agreement
Our goal is to adhere to the Federal Reserve policies set for the Money Smart Week Campaign and to maintain campaign integrity through the following partner guidelines and responsibilities.
MONEY SMART WEEK PARTNER GUIDELINES - ETHICS
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All workshops, seminars and activities should be educational in nature and actively support attendees in improving their knowledge, behaviors, and habits related to personal finances - from basic savings to advanced investment strategies. Sales pitches and/or commercial marketing are prohibited. Violators will be dismissed from the program in accordance with Federal Reserve policy.
Required
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Because this is a Money Smart Week event, all content will be void of sales pitches and will not refer to my company’s/organization’s products or services unless used as an example or asked about by participants.
Required
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Workshops, seminars, and activities should be free and open to the public.Private events are permitted for appropriate audiences such as students, employees, and professional groups, but will not be posted on the Money Smart Week public calendar on the website as the calendar is searchable by the public. The event should still be submitted on the Money Smart Week website so that a private event page and link can be created and shared with your attendees and the event can be counted as part of the Money Smart Week campaign.
Required
MONEY SMART WEEK GEORGIA PARTNER RESPONSIBILITIES - EVENT MARKETING AND OPERATIONS
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To ensure we have a complete list of ALL participating partners for our "Georgia Approved Partners" list and so that we may capture all information relevant to our local campaign, lead partners must have "all" third party presenters complete the national and local partner registration process.
Required
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Partners should provide vision, leadership, and general direction to third-party sponsors/presenters. Participating organizations should appoint a representative to manage Money Smart Week activities and to attend monthly planning meetings leading up to the event
Required
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For the Greater Atlanta "printed" Calendar of Events (pending sponsorship), please submit Money Smart Week event information via the on-line application by COB Monday, February 26th, 2018.
Required
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For local online and printable Calendar of Events, please submit Money Smart Week event information via the on-line application before Saturday, April 7th, 2018. Otherwise, your event may not be available for public viewing during main campaign promotions, etc.
Required
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If you would like your event information to be included in the National Calendar of Events, please submit Money Smart Week event information via the on-line application at https://goo.gl/Kb95qH before Saturday, April 7th, 2018.Otherwise, your event may not be included in promotions, etc.
Required
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Partners should implement marketing and/or promotional materials for their individual events to build attendance. General Money Smart Week promotional materials are available to help with promotion efforts. Campaign logos are available for download and these logos should be used WITHOUT modification. To maintain the quality of our promotional efforts, ALL CREATED MARKETING COLLATERAL (flyers, post cards, posters, etc.) MUST BE APPROVED BY THE MONEY SMART WEEK GEORGIA PROMOTIONS TEAM BEFORE PRESENTED FOR PUBLIC VIEWING.
Required
SURVEYS AND MSW EVENT INFORMATION
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Partners should complete and submit event metrics to the Money Smart Week Georgia Measurement Committee and the Federal Reserve Bank of Chicago, including attendance numbers for all events, partner surveys, participant surveys, photos, media clips and samples of materials used during the campaign before May 25th, 2018.
Required
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If there are questions regarding any of the above, please contact Venus R. Lockett, State Chair, Money Smart Week Georgia at VRLockett@UrbanAssetBuilders.com.
Required
Comments or Suggestions
Your answer
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The Money Smart Week® Georgia Campaign is managed by Urban Asset Builders and is a part of its Money Smart Georgia Project. By submitting this form, you agree to us contacting you by email and/or if chosen, SMS text message and storing your contact details for future contact. Your contact details will be accessible by Urban Asset Builders and may be accessible by organizers of the Money Smart Week Georgia Campaign and the Money Smart Georgia Project but will never be shared with or sold to third parties. You may receive infrequent and relevant updates from Urban Asset Builders about the campaign, project and related asset building news of interest , but you can unsubscribe at any time if emails and/or texts are not of interest to you. *
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