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Building Saving Communities Sarah Shirley, Director, Military Saves, Consumer Federation of America Association of Financial Planners, Counselors and Educators Tampa, Florida, 13 November 2007

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Page 1: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

Building Saving Communities

Sarah Shirley, Director, Military Saves,Consumer Federation of America

Association of Financial Planners, Counselors and EducatorsTampa, Florida, 13 November 2007

Page 2: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

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Overview

• Annual Saver Drive Week (Feb-Mar)• Ongoing Saving/Debt Reduction

Campaign• Campaign responsibility shared by CFA,

Military Services, banks, credit unions, national partners

• LEADERSHIP• PARTNERSHIP• ACTION

Page 3: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

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National Partners

FINRA Investor Education Foundation

Wells Fargo Home Mortgage

American Logistics Association

American Society of Military Comptrollers

Armed Forces Tax Council

Association of Military Banks of America

Cooperative Extension

Page 4: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

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National Partners, continued

Defense Credit Union Council

Department of the ArmyDepartment of DefenseDepartment of the NavyInCharge Education

FoundationNational Association of

Federal Credit UnionsNational Military Family

AssociationNavy-Marine Corps

Relief SocietyUnited States Air ForceUnited States Marine

Corps

Page 5: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

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Partner Organizations

1. Develop specific plans and goals to identify as a saving communities

2. Distribute suggested action plans and talking points to chapters, satellites, branches, etc.

3. Provide funding and other resources4. Engage trusted messengers

– Parents– Veterans– Business Leaders– Sports Figures, Other Celebrities– Educators– Civic Leaders, Elected Officials

Page 6: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

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Campaign Resources

• Growing infrastructure to support campaigning communities

• www.MilitarySaves.org– Customizable Graphics– Checklists– PSAs

• America Saves Week/America Saves campaigns in 50+ communities

• National Savings Forum• Technical Assistance/Training

Page 7: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

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Page 8: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

8Poster

Page 9: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

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Page 10: Building Saving Communities - Military OneSourcedownload.militaryonesource.mil/12038/Project Documents... · Building Saving Communities Sarah Shirley, ... talking points to chapters,

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Campaign Coordinators

CFA – Sarah Shirley, [email protected]

OSD – Brenda McDaniel, [email protected]

Navy – Kelly Dempsey, [email protected]

Army – Ike Templeton, [email protected]

Marine Corps – Gordon Genovese, 703-432-9219 [email protected]

Air Force – Leslie Joseph, 703-604-0197 [email protected]