Awarded NEFE Grants and Research

To learn more about the grants that NEFE has funded in the past, review the following examples.

Matching Methods and Audiences

NEFE awarded a grant to Pennsylvania State University-Harrisburg for research on which educational methods help particular groups of people learn best. Two notable educators within the adult education arena will lead the research: Elizabeth Tisdell, Ed.D., associate professor, and Ed Taylor, Ed.D., associate professor.


Realities of Latinos Saving for Retirement in America

Did you know that Latino workers are more likely than other ethnic groups to rely heavily on Social Security for their retirement income? It’s true — Latinos also are far less likely to be covered by employer-provided pensions or to be contributing to employer based retirement savings plans. And, with limited individual assets, Latinos remain more vulnerable than other groups tolow income and poverty.


NEFE Grant Project Studies Teachers Preparedness and Money Management Issues Impact Efficacy

In 2006, the National Endowment for Financial Education®(NEFE®) awarded a $104,807 research grant to the University of Wisconsin-Madison to study how prepared teachers are to teach financial education in the nation’s schools and how educators’ personal issues with money management may affect their willingness and ability to effectively include personal finance in the curriculum. The following is an interview with one of the research leaders, Wendy Way, Ph.D., Professor and Associate Dean at the School of Human Ecology, to find out what her team has learned at this halfway point. The project is scheduled for completion in August 2008.

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Tracking College Students’ Financial Behaviors

When it comes to money, what makes young adults tick? Researchers will attempt to unlock this mystery as they examine the financial attitudes and behaviors of some 2,000 University of Arizona freshmen this fall.

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Evaluation Toolkit Now Available to Personal Finance Educators

An innovative tool to evaluate the effectiveness of financial education programs now is accessible to individuals and organizations involved in financial literacy activities. The new resource, called the NEFE Financial Education Evaluation ToolkitSM, was developed by university researchers through a $137,000 grant from the National Endowment for Financial Education® (NEFE®).


Grant Project Awarded for Study on Relationship between Financial Education and Financial Behavior

A grant totaling $112,552 was awarded to the University of Wisconsin-Madison to conduct a study on the effectiveness of financial education programs in high school. Assistant Professor Michael Gutter, Ph.D., will study the relationship between the exposure to financial education in high school and the financial behaviors of college students following the conclusion of high school.

Grant Awarded for Cross-Disciplinary Financial Research

What do neuroscience, psychosocial sciences, behavioral economics, and finances share in common?

They’re the focus of a $65,950 NEFE grant to the Institute for Socio-Financial Studies (ISFS), which will review current interdisciplinary research in these areas. The goal of the project, under lead researcher Lois A. Vitt, Ph.D., is to develop a better understanding of how people make financial decisions.

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Dartmouth College Research Project Aims to Boost Workplace Savings

With many employees failing to save enough for retirement or even participate in employer-sponsored retirement savings programs, there’s a great need for more effective financial education in the workplace.

Dartmouth College recently received a $174,776 grant from NEFE to fund the research and development of a model workplace financial education program. This project aims to increase participation in and contributions to supplementary retirement savings accounts by women and low-income workers.