Request a Financial Education Program

Bring Financial Education to Your Organization

Looking for an engaging financial education program for your school, classroom, community organization, senior group, nonprofit, or other organization?

The Heritage South Credit Union Foundation would love to hear from you.

Our programs can be tailored to different audiences and may include topics such as:

Budgeting and money management
Saving and setting financial goals
Credit and credit scores
Responsible borrowing
Fraud and scam prevention
Identity theft and financial security
Financial basics for children and teens
Financial education for senior adults
Digital financial tools
Other financial topics based on the needs of your group

Programs are designed to be practical and engaging, with information participants can use in their everyday lives.

Request a program by filling out the form below or downloading the application here.

Request A Financial Education Program

Please complete this form so we can learn more about your audience and program needs.

* - Required Fields

Organization/School Information
Organization/School Name*

Contact Name*		Contact Title/Role

Email*		Phone*
		() -Second partThird part
Address*

City*	State*	ZIP*

Program Request
Requested Program/Topic*

Audience/Group*		Grade/Age Range*

Estimated Amount of Participants*		Preferred Program Length

Preferred Date*	Preferred Time	Alternate Date/Time

Program Location/Venue*
Please allow enough lead time for scheduling. Submission of this request does not guarantee program availability or approval.

Program Goals & Details

What would you like participants to learn or be able to do after the program?*

Topics of Interest (check all that apply)

If other, please describe

Special requests, accommodations, technology needs, or additional information

Certification
Requestor Name*		Date*
I understand that Heritage South Credit Union Foundation will review this request based on program availability, audience needs, scheduling, and alignment with the Foundation's educational mission. I understand that submitting this form does not guarantee that a program can be provided on the requested date.