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| Associations |
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| American Association of Individual Investors (www.aaii.com) |
| The American Association of Individual Investors specializes in providing education in the area of stock investing, mutual funds, portfolio management and retirement planning. They are a not-for-profit organization that arms investors with the knowledge and tools needed to manage their finances effectively and profitably.
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| The American College of Trust and Estate Counsel (ACTEC) (www.actec.org) |
| The purposes of The American College of Trust and Estate Counsel ("College") are to maintain an association, international in scope, of lawyers skilled and experienced in the preparation of wills and trusts; estate planning; probate procedure and administration of trusts and estates of decedents, minors and incompetents. The College is a nonprofit mutual benefit corporation organized under the laws of the State of California.
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| American Institute of Certified Public Accountants (AICPA) (www.aicpa.org) |
| Committed to member service and the public interest, the American Institute of Certified Public Accountants and its predecessors have been serving the accounting profession since 1887. Get information about AICPA software, conferences, and accreditation, along with CPA links.
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| The Alternative Investment Management Association (AIMA) (www.aima.org) |
| AIMA is the global, not-for-profit trade association for hedge funds, managed futures and managed currency funds. Founded in 1990, AIMA represents the global alternative investment community and provides a centre of knowledge for professional investment practitioners. Spanning 42 countries on five continents, AIMA’s corporate members enable the Association to create global tools for the benefit of its members, institutional investors and regulators. It provides education, information and research and addresses the key issues affecting the industry around the world.
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| CFA Institute (www.cfainstitute.org) |
| CFA Institute is an international, nonprofit organization of more than 70,000 investment practitioners and educators in over 100 countries that believe in setting a higher standard for the investment profession. Individual members either hold the CFA designation or are active in the investment business and agree to abide by the CFA Institute ethical requirements.
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| Family Firm Institute (www.ffi.org) |
| The Family Firm Institute (FFI) is an international professional organization dedicated to assisting family firms by increasing the interdisciplinary skills and knowledge of family business advisors, educators, researchers and consultants.
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| The Institute for Private Investors (IPI) (www.memberlink.net) |
| The Institute for Private Investors is an association founded by investors for investors. You can learn about the institute, scan the calendar of events and if you like, you may join online.
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| International Association of Administrative Professionals (www.iaap-hq.org) |
| The International Association of Administrative Professionals (IAAP) is the world’s largest association for administrative support staff, with over 600 chapters and 40,000 members and affiliates worldwide. For over 60 years, IAAP has provided up-to-date research on office trends, cutting-edge publications, outstanding seminars and conferences, and top-notch resources to help administrative professionals enhance their skills and become more effective contributors to their employers.
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| The Family Business Network (www.fbn-i.org) |
| Family Business Network was founded in 1990 in response to an expressed need to have a worldwide association devoted exclusively to increasing the quality of leadership and management of family-owned enterprises. F.B.N. is an independent not-for-profit association that organizes activities and provides educational and networking opportunities for family businesses, with the help of academics and service providers, in order to create and disseminate knowledge, exchange experiences and build relationships. Today F.B.N. has over 1700 members from 50 different countries. Over 85% of the members come from family businesses. The remaining 15% are a mix of non-family CEOs, academics and service providers. The headquarters and the information centre are located in Lausanne, Switzerland.
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| The Institute for Global Ethics (www.globalethics.org) |
| The institute promotes ethical behavior in individuals, institutions and nations through reserch, public discourse and practical action.
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| Women Donors Network (www.womendonors.org) |
| The Women Donors Network is a dynamic peer community where women can explore all aspects of philanthropic practice—from personal development and professional training to strategies for long-term targeted giving and the creation of funding alliances. Through annual and regional conferences, publications, donor and study circles, and their Website, WDN provides the tools and relationships women need to be activist donors working together for progressive change.
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| Family Business/Business Owner Resources |
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| The University of Massachusetts Family Business Center (www.umass.edu/fambiz) |
| The UMass Family Business Center assists family companies to recognize common problems and find solutions to their unique challenges. The Center offers owners and managers a comprehensive learning community, including presentations by experts from the fields of psychology, management, law, accounting, financial and estate planning, and banking. Learn to run your company more professionally, develop policies and procedures based on the best practices of successful colleagues, improve your communication and strategizing skills, and increase both the satisfaction and the bottom line in your family owned business.
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| Aspen Family Business Group (www.aspenfamilybusiness.com) |
| The Aspen Family Business Group offers a variety of services including: training programs for business advisors, presentations, keynote addresses, workshops as well as consultants to families in business.
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| Bonnie Brown (www.transitiondynamicsinc.com) |
| Transition Dynamics,Inc.(TDI) provides transition management products and consulting services to multi-generational business families,universities, foundations, volunteer organizations and professional and trade associations. Seminars and retreats are available for families in business. TDI offers a web-based service of “Practical Tools for Cultivating Change” (www.cultivatingchange.com) that features the MoneyPowerLove™ series for family and personal planning to avoid crises related to sudden death, unexpected wealth, catastrophic illness or career uncertainties.
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| de Visscher & Co. (www.devisscher.com) |
| Offering financial advisory services as well as investment banking services, de Visscher, Olsen & Allen provide resources for family-owned and closely-held companies.
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| Family Business Consulting Group (www.efamilybusiness.com) |
| The Family Business Consulting Group is committed to helping family businesses prosper across generations. Find books, newsletters, links, and consulting information for all of your family business needs.
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| OMBI (www.ombiconsulting.com) |
| The Owner Managed Business Institute (OMBI) is an international consulting firm and education and research center for family businesses. We are dedicated to helping families in business and the leaders of family companies effectively manage the important and often complicated and delicate business, ownership and family issues they face.
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| Family Counseling/Communication |
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| Addiction Recovery Professionals (www.arprecovery.com) |
| Addiction Recovery Professionals helps families, trustees and private businesses address addiction issues in their family members, beneficiaries and employees. ARP’s founders have developed an innovative program and approach to recovery through their knowledge of families with legacies of prominence, money and addiction.
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| Kenneth Kaye (www.kaye.com) |
| In contrast to tax-driven or wealth-passing approaches to family business planning, Kaye & Associates are experts in the human side of management and ownership succession: resolving conflicts, preparing the next generation and building family teamwork. The firm consults to owners, family members, and professional advisors of closely held firms throughout the US and Canada.
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| Doud Hausner Vistar (www.dhvadvisors.com) |
| Doud Hausner Vistar is a distinctive organization devoted to helping entrepreneurial families achieve business prosperity, family harmony and personal well-being. Their comprehensive advisory services offered by leaders in the field help families build upon and sustain the valuable organization that they have created.
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| Olivia Boyce-Abel (www.familylands.com) |
| Olivia Boyce-Abel founded Family Lands Consulting (FLC) in 1994 to assist families in preserving their land. As a consultant to owners of family lands, she facilitates their decisions, mediates their disputes, and assists them in implementation of their plans.
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| Human Resources |
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| Society for Human Resource Management (SHRM) (www.shrm.org) |
| The Society for Human Resource Management (SHRM) is the leading voice of the human resource profession. SHRM provides education and information services, conferences and seminars, government and media representation, online services and publications.
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| International Resources |
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| The Alternative Investment Management Association (AIMA) (www.aima.org) |
| AIMA is the global, not-for-profit trade association for hedge funds, managed futures and managed currency funds. Founded in 1990, AIMA represents the global alternative investment community and provides a centre of knowledge for professional investment practitioners. Spanning 42 countries on five continents, AIMA’s corporate members enable the Association to create global tools for the benefit of its members, institutional investors and regulators. It provides education, information and research and addresses the key issues affecting the industry around the world.
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| Intuition Online (www.intuitiononline.com) |
| Intuition On-Line, the premier learning solution for financial markets professionals, offers products & services regarding securities licensing, continuing education, exam preparation, compliance regulation and financial markets training on the web.
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| Investment Research/Education |
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| Foundation for Fiduciary Studies |
| The Foundation for Fiduciary Studies (Foundation) is a nonprofit organization that was established to develop and advance practice standards of care (practices) for investment fiduciaries, which includes trustees and investment committee members, as well as brokers, bankers, and investment advisors. It is independent of any ties to the investment community and therefore, positioned to be a crucible for advancing the practice standards of care.
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| Center for Fiduciary Studies |
| The Center for Fiduciary Studies was established as the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management. The Center provides training to help investment fiduciaries and professionals understand the intersection between their responsibilities and the investment process.
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| The Securities and Exchange Commission (SEC) (www.sec.gov) |
| The SEC has a very helpful website that contains information on The Investment Sdvisers Act of 1940 and all of the regulatory requirements for investment advisers, as well as forms for registration and an in-depth question and answer section.
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| National Association of Securities Dealers (NASD) (www.nasd.com) |
| The National Association of Securities Dealers (NASD) regulates the securities industry and virtually all U.S. stockbrokers and brokerage firms.
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| National Compliance Service (NCS) (www.proformware.com) |
| NCS is a firm similar to the National Regulatory Services (NRS). It offers registration and compliance services for investment advisers and broker/dealers.
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| Investment Adviser Registration Depository (IARD) (www.iard.com) |
| The Investment Adviser Registration Depository (IARD) is an electronic filing system that facilitates Investment Adviser registration, regulatory review, and the public disclosure information of Investment Adviser firms.
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| The National Regulatory Services (NRS) (www.nrs-inc.com) |
| NRS is a firm that provides services to registered investment advisers and broker/dealers.
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| Chicago Board Options Exchange Bookstore |
| Books about trading index options, strategic management using options, rules of the Chicago Board Options Exchange and many others.
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| Ibbotson Associates (www.ibbotson.com) |
| Ibbotson Associates provide solutions to investment and finance problems for a diverse set of markets, ranging from financial planners and brokers to large investment managers and corporations. Materials consist of full-color graphs and charts in a variety of formats and include a detailed source methodology and accompanying scripts.
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| Investor's Clearinghouse (www.investoreducation.org) |
| Investor's Clearinghouse provides a wealth of knowledge, available by search, pertaining to Bonds, Futures, Stocks, Online Internet Investing, Mutual Funds, Financial Planning as well as poor investments to avoid.
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| Loedstar (www.loedstar.com) |
| The role of Loedstar is to address the issues that are most concerning large private investors, business owners and their advisors - and to guide them in making the right choice of direction.
Loedstar does this through consulting, research and seminars that give access to new, relevant and practical ideas. Loedstar is an independent company not linked to any particular supplier of private banking services. This allows them to choose speakers and partners for their expertise and passion for their subject.
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| The Wealth Conservancy (www.thewealthconservancy.com) |
| With a staff of Certified Financial Planners and other specialists, The Wealth Conservancy, Inc., provides a safe environment to help clients shift their relationship with their wealth from being burdened by it to being empowered with it.
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| AngelDeals.com (www.angeldeals.com) |
| AngelDeals.com is an outgrowth of the Venture-Preneurs TM Network, which has evolved into AngelDeals.com, a virtual global network for the business community of Entrepreneurs seeking funding and growth, Investors seeking deal flow, Business Professionals seeking visibility and Job Seekers/Employers. This unique virtual network serves as a learning environment, a connection engine and a meeting place wherein our members can post free Listings to find the right "door openers".
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| InvestorForce (www.investorforce.com) |
| InvestorForce is an independent, flexible web-based technology platform providing the institutional investment community with information, tools, and online investment manager search capabilities for both traditional and alternative investment products.
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| Other Interesting Sites |
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| Committee on Ways and Means (http://waysandmeans.house.gov) |
| The House Ways and Means Committe keeps the public up to date with the most recent and important issues considered by the committee. The site contains individual links to each of the six subcommittees. Within the subcommittee pages, web-goers can explore hearing transcripts, links to Member websites, identify jurisdiction and retrieve a myraid of press releases, talking points, summaries and legislative text through resource kits on marquis issues.
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| Center for the Study of Taxation (www.center4studytax.com) |
| The Center for the Study of Taxation ("CST") was formed in 1992 by a group of families and family-owned enterprises concerned with the impact of estate, gift and generation-skipping taxes ("Death Taxes"). Learn about the effects of taxes on families and the economy.
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| Find Law (www.findlaw.com) |
| Find Law is a web portal focused on law and goverment. It provided access to a very useful, comprehensive online library of legal resources. It makes finding legal information on the Internet amazingly easy.
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| Harvard Business School Press Books |
| This online Harvard Business School Publishing Book Store provides retail service for all kinds of useful books. You may search by title, browse through available books by topics, or browse through books based on your position i.e. Manager, Entrepreneur, Educator, or Trainer.
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| Capital Trust Company of Delaware (www.ctcdelaware.com) |
| The Capital Trust Company of Delaware (“CTC”) cooperates with professional advisors throughout the United States to enhance their client service offerings. CTC adds value to professional practices through its dedicated team approach, its ability to provide access to Delaware’s extraordinarily favorable laws, the creation and dissemination of client-centered strategies, and an uncompromising commitment to quality service (the company’s only business). Professionals can access a full array of personal and corporate trust services through CTC.
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| Philanthropy |
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| Connect For Kids (www.connectforkids.org) |
| Connect for Kids helps adults make their communities better places for families and children. An alternative news source on the Web, Connect for Kids provides solutions-oriented coverage of critical issues for children and families. Their goal is to go far beyond the personal stories that dominate family coverage in most news outlets by bringing together meaningful information, success stories and ideas for action.
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| Innovation Network (www.innonet.org) |
| Innovation Network is a national 501(c)(3) organization committed to helping other nonprofits and funders answer the question "What Difference are We Making?" for themselves. Innovation Network is dedicated to developing and sharing tools and know-how to help nonprofits and funders measure their own results. They provide program planning and evaluation consulting, training, and Web-based tools to nonprofits and funders across geographic and programmatic boundaries, enabling nonprofits to: Manage their internal matters, programs, and services effectively; Gain a stronger understanding of what is happening in their programs, and how those programs are affecting people and communities; and Collectively raise a strong voice in funding and policy decisions.
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| HandsNet (www.handsnet.org) |
| For more than a decade, HandsNet has worked to make online collaboration and information sharing a reality for the human services community. We empower organizations to effectively integrate new online strategies, strengthening their program and policy work on behalf of people in need. HandsNet's new generation of information and training services sets the standard for information exchange and collaboration among nonprofits.
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| Volunteer Match (www.volunteermatch.com) |
| VolunteerMatch is the nonprofit, online service that helps interested volunteers get involved with community service organizations throughout the United States. Volunteers enter their ZIP code on the VolunteerMatch web site (www.volunteermatch.org) to quickly find local volunteer opportunities matching individual interests and schedules. This simple, effective service has already generated hundreds of thousands of volunteer referrals nationwide.
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| The Virtual Foundation (www.virtualfoundation.org) |
| The Virtual Foundation is a unique online philanthropy program which supports grassroots initiatives around the world. Carefully screened community improvement projects in the fields of environment, health and sustainable economic activity are posted on our web site. They can be read and funded by online donors. It enables community organizations in many countries to partner with funders in an international exchange. It allows donors to form long-lasting partnerships with the groups they support. Through a network of Consortium Members in different countries, it provides a mechanism through which individuals, groups and organizations, and family foundations can securely engage in international philanthropy, and thus contribute to a global civil society.(
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| CharityUSA.com (www.charityusa.com) |
| This web page contains links to several cause-specific websites, including The Breast Cancer Site, The Hunger Site, The Rainforest Site; The Animal Rescue Site and The Child Health Site, among others
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| Fidelity Charitable Services (www.fidelitycharitableservices.com) |
| The Fidelity Charitable Services website provides access to a variety of charitable giving resources affiliated with Fidelity Investments, including the Fidelity Charitable Gift Fund, Fidelity Pooled Income Fund, Fidelity Private Foundation Services and the Advisor Resource Center.
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| Foundation Source (www.foundationsource.com) |
| Foundation Source is a service provider for private foundations, providing all the elements required for an efficient, well-run foundation, including the foundation structure, back-office administration, grant management, communication tools, and expert advice on foundation rules and philanthropic development. Foundation Source takes care of duties that are required to help keep a foundation running and in compliance with IRS regulations. This allows founders, board members and staff to focus on charitable giving.
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| 4Charity.com (www.4charity.com) |
| 4Charity.com offers web-based technology solutions that facilitate Corporate workplace and Non-profit charitable giving.
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| Guide Star (www.guidestar.org) |
| The GuideStar web site is produced by Philanthropic Research, Inc., a 501(c)(3) public charity founded in 1994. GuideStar's mission is to promote philanthropy by helping donors, institutional funders, and charities become more informed, effective, and efficient.
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| Grantmakers for Effective Organizations - GEO (www.geofunders.org) |
| Grantmakers for Effective Organizations is dedicated to promoting learning and encouraging dialogue among funders committed to building strong and effective nonprofit organizations. GEO’s mission is to advance and expand organizational effectiveness practices in and by the philanthropy community. GEO does this by: commissioning and contributing to research; developing programs and products; and
building a community of practice that expands the resources available on nonprofit effectiveness.
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| Network for Good (www.networkforgood.org) |
| Network for Good is an easy-to-use, one-stop online resource designed to help people find volunteer and giving opportunities in their own communities and beyond. With customizable services and comprehensive information, it's never been easier—or more secure—to donate your time, services, or financial support.
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| Idealist.org (www.idealist.org) |
| Idealist.org is the website for Action Without Borders, a global coalition of individuals and organizations working to build a world where all people can live free, dignified and productive lives. Action Without Borders is independent of any government, political ideology or religious creed. Its work is guided by the common desire of its members and supporters to find practical solutions to social and environmental problems, in a spirit of generosity and mutual respect.
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| Impact Online (www.volunteermatch.org) |
| ImpactOnline is a nonprofit organization investing in the development of public interest Internet applications. Since its founding in 1994, ImpactOnline has been providing innovative public services on the web. VolunteerMatch, the organization's premier service, utilizes the power of the Internet to help individuals nationwide find volunteer opportunities posted by local nonprofit and public sector organizations.
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| National Charities Information Bureau (www.give.org) |
| The BBB Wise Giving Alliance collects and distributes information on hundreds of nonprofit organizations that solicit nationally or have national or international program services. It routinely asks such organizations for information about their programs, governance, fund raising practices, and finances when the charities have been the subject of inquiries. The BBB Wise Giving Alliance never recommends one charity over another, and selects charities for evaluation based on the volume of donor inquiries about individual organizations. These policies allow the Alliance to serve donors' information needs and also help donors to make their own decisions regarding charitable giving.
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| The American Red Cross (www.redcross.org) |
| This site is your online resource for finding out about the American Red Cross, locally, nationally, and worldwide. To help you find your way through the growing library of information, they have created a list of their most popular web pages.
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| The Chronicle of Philanthrophy (www.philanthropy.com) |
| The Chronicle of Philanthropy is the newspaper of the nonprofit world. It is the No. 1 news source, in print and online, for charity leaders, fund raisers, grant makers, and other people involved in the philanthropic enterprise. The Cronicle of Philanthropy's web site offers the complete contents of the latest issue, an archive of past issues and articles published since October 1997, and two issues' worth of the most recent grant listings -- all fully searchable. Much of this material is available only to Chronicle subscribers, but free content is also available.
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| The Council on Foundations (www.cof.org) |
| The Council on Foundations is a membership organization of more than 2,000 grantmaking foundations and giving programs worldwide. It provides leadership expertise, legal services and networking opportunities—among other services—to members and the general public.
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| The Foundation Center (www.fdncenter.org) |
| The Foundation Center's mission is to support and improve philanthropy by promoting public understanding of the field and helping grantseekers succeed. The Foundation Center collects, organizes, and communicates information on U.S. philanthropy; conducts and facilitates research on trends in the field; provides education and training on the grantseeking process; ensures public access to information and services through our World Wide Web site, print and electronic publications, five library/learning centers, and a national network of Cooperating Collections. Founded in 1956, the Center is the nation's leading authority on philanthropy and is dedicated to serving grantseekers, grantmakers, researchers, policymakers, the media, and the general public.
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| The National Center for Family Philanthropy (www.ncfp.org) |
| The National Center for Family Philanthropy was founded to encourage families and individuals to create and sustain their philanthropic missions. The National Center, a nonprofit, 501(c)(3) organization, was established in 1997 by a group of family philanthropists. It is the only national resource center that focuses solely on matters of importance to families engaged in philanthropy and their effective giving. Through research, educational materials and programs, the National Center helps families and individuals: Better understand their roles and needs based upon their personal motivations and family values, relationships and enterprises; Make their philanthropy as effective and meaningful as possible for them and their communities; and
Realize their desire to make a positive difference in the world around them. The National Center also informs the larger public of the value of private philanthropy.
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| The Philanthropic Initiative (www.tpi.org) |
| The Philanthropic Initiative, Inc. (TPI)is a non-profit philanthropic consulting firm founded in 1989 to help donors increase the impact of their philanthropy. Over the years, TPI has gained considerable experience in designing, implementing and evaluating a wide range of philanthropic programs and grants initiatives on behalf of individual donors, families, foundations and corporations. Our commitment is to help our clients identify their philanthropic interests and passions and to create strategic approaches that make important differences in society.
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| The Philanthropy Roundtable (www.philanthropyroundtable.org) |
| The Philanthropy Roundtable is a national association of more than 600 individual donors, corporate giving representatives, foundation staff and trustees, and trust and estate officers. Its Associates include donors who are involved in philanthropy on a professional basis, as well as individual donors for whom giving is a serious avocation. The Roundtable attracts independent-minded donors who understand that philanthropy is difficult to do well. In addition to offering expert advice and counsel, the Roundtable puts donors in touch with peers who share similar concerns and interests. The Roundtable is strongly committed to donor intent, and to helping philanthropists ensure that their intentions will be adhered to in the long-term administration of their foundations and trusts. As an organization dedicated to serving donors’ needs, the Roundtable represents a unique resource for those who want to make the most of their giving.
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| W.K. Kellog Foundation (www.wkkf.org) |
| The W. K. Kellogg Foundation is a nonprofit organization whose mission is to apply knowledge to solve the problems of people. Its founder W. K. Kellogg, the cereal industry pioneer, established the Foundation in 1930. Since its beginning the Foundation has continuously focused on building the capacity of individuals, communities, and institutions to solve their own problems.
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| Financial Publications |
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| Institutional Real Estate, Inc. (www.irei.com) |
| Institutional Real Estate, Inc. (IREI) is a media and consulting company based in Walnut Creek, CA. Founded in 1987, IREI's flagship monthly publication is The Institutional Real Estate Letter (TIREL) which serves the pension fund and tax-exempt real estate community. REITStreet is their quarterly magazine that provides useful investment information to investors in Real Estate Investment Trusts. IREN is their weekly electronic digest of Institutional Real Estate Investment News. European Real Estate Quarterly is a supplement to TIREL. IREIzine is a free, weekly email 'zine.
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| Forbes (www.forbes.com) |
| Get all the information you can handle about new and old developments in the world of business and finance. Read articles from current Forbes magazine or search through the full magazine archive dating back to 1997......all for FREE. You can also order Forbes magazine for snail mail delivery to your home or office.
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| Trusts and Estates (www.trustsandestates.com) |
| Trusts & Estates, the journal of wealth management, is the how-to manual for advisors to high-net-worth individuals, families, and foundations. Published since 1904, Trusts & Estates publishes the works of the top practitioners in estate planning, trusts, insurance and other wealth-management disciplines. Readers include estate-planning and probate lawyers, trust bankers and officers, accountants, investment and insurance advisors, financial planners and key decision-makers at non-profit institutions, foundations, government agencies and educational institutions. These readers-who have an average of 20 years in the business-serve about 11 million clients, and influence more than $40 trillion in assets.
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| Robb Report Worth (www.worth.com) |
| Comprehensive wealth management magazine for the nation's most affluent families.
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| Institutional Investor Journals (www.iijournals.com) |
| A series of quarterly publications, including the Journal of Wealth Management, offers original, practical, and in-depth research in global investment and finance. Institutional Investor's Journals are written by leading practitioners and academics, providing current analyses and strategic insights that translate into implementable ideas in global investment management.
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| Institutional Investor Investment Guides (www.iiguides.com) |
| This series offers original research on current topics of interest to institutional investors. Each volume covers a specific investment subject that is impacting financial markets today, providing insightful analysis by top industry practitioners and academics.
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| Helpful Websites For Children |
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| The Young Investor - 5-15 year-olds (www.younginvestor.com) |
| Sponsored by Liberty Financial, this site focuses on investments, but offers some unique features, including a survey for kids that allows them to benchmark themselves against other kids on things like allowance amount, spending, college plans and knowledge of financial products. Other features include a question-submission for both parents and kids (parents can post questions to other parents, and kids can answer a question of the month), games and a financial dictionary.
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| The U.S. Securities and Exchange Commission (SEC) site for teachers and students (http://www.sec.gov/investor/students.shtml) |
| This site offers a number of resources and links to financial education sites for kids, parents and teachers with a heavy focus on investments. Notable features include an interactive quiz on finances for kids, a savings calculator to teach kids the importance of saving and investing, and a comprehensive guide to help adults in addressing financial issues with kids.
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| The Stock Market Game - Grades 4-12, and post-secondary (www.smg2000.org) |
| A 10-week-long online simulation game that allows kids to invest $100,000, while learning about economics, risk and reward, and the American financial system. It is sponsored by the Securities Industry Foundation for Economic Education (SIFEE). This one has the all the benefits of educating and none of the risk of the real world!
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| Sense and Dollars - Middle & High School (http://senseanddollars.thinkport.org) |
| Sponsored by Maryland Public Television, this is a comprehensive site divided into three macro sections (earning, spending, and saving), and includes both games to learn about each function, and links to other kid-friendly financial web sites. Kids can: “explore budgets and credit cards and interest rates - among lots of other concepts surrounding economics and personal finance - using the best educational resources on the Internet. Then, they can apply that background to engage in some real-life money problems young people face now and in the future - planning for a dream prom, handling a family checkbook for a month, and seeing how credit cards can impact the actual price you pay for items.”
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| Moneyopolis - Grades 6-8 (www.moneyopolis.com) |
| Sponsored by Ernst & Young, Moneyopolis is an interactive game where kids are encouraged to start thinking about getting an after-school job, saving for college and setting long-term goals, while at the same time learning about the importance of community volunteer work. The game incorporates a "virtual city" in which children move through various financial planning centers, managing money and working toward defined goals.
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| Orangekids - Grades 4-8 (www.orangekids.com) |
| This fun, interactive site teaches kids everything from the value of money, to setting a budget, understanding credit, electronic banking and building savings goals for the future.
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| Connect for Kids (www.connectforkids.org) |
| Connect for Kids, an award-winning multimedia project of the Benton foundation, helps adults make their communities better places for families and children. The website offers a place on the Internet for adults — parents, grandparents, educators, policymakers and others — who want to become more active citizens, from volunteering to voting, with kids in mind.
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| Tips For Kids (www.tipsforkids.com) |
| Tips for Kids is an online education program that puts students in real-life situations where they can apply critical thinking and problem-solving skills. This hands-on learning program provides a variety of projects, activities and discussion opportunities that can be integrated into almost any subject area. The program enables students to get a head start on understanding economics, personal finance, business concepts and the nationally recognized SCANS* skills. Tips for Kids is recommended for middle school age or older students. However, individual modules or tasks may be appropriate for all ages.
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| There's Something About Money (www.yourmony.cba.ca) |
| Teaches older teens on how to set up a budget to meet financial goals. Note that some of the references relate to the Canadian banking and currency system, and not the U.S.
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| Escape From Knab (www.escapefromknab.com) |
| Kids learn how to live on a budget on the imaginary planet of Knab.
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| Jumpstart Coalition (www.jumpstart.org) |
| Jump$tart's aim is to identify high-quality personal finance materials for educational use. The Clearinghouse is a database of personal finance resources available from a variety of education providers such as government, business and non-profit organizations. The Jump$tart Coalition for Personal Financial Literacy seeks to improve the personal financial literacy of young adults. Jump$tart's purpose is to evaluate the financial literacy of young adults; develop, disseminate, and encourage the use of standards for grades K-12; and promote the teaching of personal finance. The Jump$tart Coalition believes that all young adults need to have the financial literacy necessary to make informed financial decisions.
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| National Endowment for Financial Education (www.ntrbonline.org) |
| Site geared toward teens helps them learn about responsible financial behavior. It includes games and articles on money matters.
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| Share Builder (www.sharebuilder.com) |
| A low-cost means to encourage children to invest. Fractional shares of stocks by minimal dollar amounts. A helpful FAQ section gives guidance on how to manage your account.
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| Investing For Kids (thinkquest.org) |
| Home to the Think Quest Internet Challenge Library. The library contains unique educational web sites that have been created through ThinkQuest competitions and programs. The library currently contains more than 5,000 web sites to search and surf. Built by kids for kids to use and learn. It is also a great place to get ideas for your own project in one of our many programs around the world.
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| Young Americans Education Foundation (www.yacenter.org) |
| This website was created by the Young Americans Bank & Education Foundation whose mission is to further the economic education of young people so they will be competent and knowledgeable in managing their financial affairs and may prosper in the free enterprise system. The website helps young people acquire essential skills in the areas of banking and personal finance, free enterprise, global economics, and entrepreneurship. A mix of interactive programs and banking services complement and reinforce each other. Participants can grow up participating in Young Americans Center for Financial Education programs, building life skills through hands-on learning experiences, all of which have real world application. Young Americans Center for Financial Education is a 501 (c)3 not-for-profit organization.
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| KidsBank.Com (www.kidsbank.com) |
| Sponsored by Sovereign Bank, KidsBank.Com is a learning website to help children explore some of the fundamentals of banking. The basics of banking services are described, including how savings, interest, checking and other banking things work.
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