Directions for completing the Research Summary Template

As investors in financial coaching, you may have funded financial coaching research, case studies, or promising practices and AFN wants to share that information with other funders. If you have funded research projects and you would like to share the research reports or products with AFN members, work with your grantee to fill out the summary form below and we will post it on the AFN website, along with a link to the report or product.

For more information: Contact Karen Murrell (karen@assetfunders.org)

 


 

Financial Coaching Research Insights: AFN Member Nomination Form

  • Share 2-3 sentences describing the purpose of the project or research question being investigated. (1,000 characters max.)
  • What organizations and individuals led this project or investigation? (500 characters max.)
  • List up to 3 key findings of interest to funders that emerged from this project. (1,000 characters max.)
  • List up to 3 findings that are important for philanthropy to consider that emerged from the project. (1,000 characters max.)
  • Summarize how the research findings have practical application to improve individual and family financial security. (1,000 characters max.)
  • Who should funders share this report with? What other target audiences that would benefit from this information? (500 characters max.)
  • List the funders (organization and contact person) who supported this project. (500 characters max.)
  • Insert URL to link to project reports and/or relevant information.
  • Insert URL to link to project reports and/or relevant information.
  • Insert URL to link to project reports and/or relevant information.
  • Insert URL to link to project reports and/or relevant information.
  • Insert URL to link to project reports and/or relevant information.