Schwab Moneywise® Momentum Grants invest in initiatives that:

• Align to one or more of Charles Schwab Foundation's funding priorities

-Direct financial education: Delivers or increases access to high-quality financial education programming and content, especially for youth or young adults. 

-Educator capacity-building: Empowers educators to deliver effective financial education.

• Support fresh thinking and creative solutions to advancing financial literacy, such as:

-Addressing unmet or emerging needs in financial literacy

-Introducing new or reimagined approaches to delivering financial education

-Expanding access to practical, real-world money skills in ways existing models may not fully reach

Program evaluation (optional): While we prioritize grants aligned with the pillars outlined above, applicants may include a reasonable line item for program evaluation and research—up to 20% of the total grant amount requested—as part of their proposed budget.

Preference is given to projects and organizations that:

• Have national or multi-market reach

• Leverage national standards and/or best practices for high-quality and transformative financial education

• Reach populations who face barriers to financial education

• Have a strong track record in providing substantive results and outcomes that demonstrate impact

• Demonstrate that the financial literacy offering is sustainable and poised to scale or is scaling effectively

• Demonstrate the organization is reputable among nonprofit ranking institutions or possesses a strong community reputation