Learn how NEFE can support your research.

We provide funding for rigorous, innovative and actionable research that seeks to improve the public's financial well-being and has the potential to make a profound contribution to the field of financial education. We currently offer research grants and will soon expand our support to include directed research opportunities.

The Next Call for Letters of Inquiry will be in Fall 2022.

We welcome original research questions and replication studies that align with our funding priorities. Research projects must use rigorous empirical and/or theoretical analysis. Original data is welcome but not required.

Our grant cycle remains open to all eligible concepts, but we give preference to well-designed projects that align with the following four topic areas:

  • Measurement: Studies that re-evaluate current financial literacy metrics and how financial literacy, behavior, perception, knowledge and skill can be measured more effectively.
  • Systemic Inequality: Studies that investigate knowledge, skill and wealth disparities, especially among populations that are statistically more likely to experience systemic barriers to improving their financial well-being.
  • Data and Methodological Limitations: Studies that examine bias—specifically as it pertains to personal finance— to help our field identify knowledge gaps and to strengthen research data and design by including traditionally less heard voices.
  • Youth Focus: Studies that examine inconsistencies in exposure to financial education among youth in the U.S. as well as variations in financial socialization and education within family units.

Find more detailed information about our funding priorities.

Important Dates

We will next accept letters of inquiry (LOIs) starting on September 15, 2022. The deadline for letter of inquiry submission will be November 15, 2022.

Download and share our official Call for Letters of Inquiry in PDF format.

Where our funding comes from

As a private operating foundation, we do not provide grants to meet our qualified annual disbursement requirements. We offer grant opportunities because we believe that the policies and programs that affect people's lives should be supported by robust evidence. In NEFE’s early days, our grantmaking focused on content development. Now, we fund research that emphasizes—and elevates—rigor within the field of financial well-being. Learn more about how NEFE is funded and our history.

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Get updates on our research work, calls for proposals and directed research opportunities.

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