For staff at
Help KIPP families, staff and alumni get a financial adviser in their corner.
Volunteer financial advisers meet one-on-one with families and staff, for free, and we run everything: the matching, the scheduling, the reminders and the follow-up. Your part is telling people. Here’s what you need, at school events, in your messages and in the front office.
Not on the team? You can help too: send it to someone in one tap, or pass it on if an adviser has helped you.
59families have signed up through KIPP Northern California since 2023.Everyone who signs up through your page is counted for KIPP Northern California.
Your page
Share this address rather than our home page, so everyone who signs up is counted for KIPP Northern California.
Ways to spread the word
Start anywhere. Everything here is ready to use, and nothing needs a login.
- In conversationWhat to say when money comes up
- Ways to say itReady-made lines for every season
- Send a messageWhatsApp, text or email, filled in
- Post an imageImages with your logo, and a caption
- Print and hand outThe flyer, handout cards and a QR code
- Website and newsletterWords to paste, and a link name people click
- Bring us inA staff briefing, a workshop, an event
- Reach furtherPartners, local leaders and local news
- It’s for your own team, tooStaff can sign up, too
When to bring it up
The best moment is when a family mentions money. A word from someone at school goes further than any flyer.
When to mention it
- Back-to-school night, conferences and family workshops
- When a family mentions a money worry
- Graduation, and the first job after it
- New-hire orientation and benefits season, for staff
- Summer, when pay or hours change
What to say
There’s a free service through KIPP Northern California: a volunteer financial adviser meets with you one-on-one, by phone, and helps you make a plan. They can’t sell you anything. You can sign up at advisersgiveback.org/kipp.
It isn’t only for debt: an adviser can also help with saving for college, investing and long-term plans. Hand them a card with the QR code, so they can sign up later, from home.
Who can sign up: For households earning under $100,000 a year, or $150,000 for a couple, with less than $250,000 in savings. You don’t need a job.
Ways to say it, and when
Pick the line that fits the moment. Each one is ready to copy, with your link.
- Back to school
A plan for your family
Stretching to cover the whole family? A volunteer financial adviser can help you make a budget that works, for free, through KIPP Northern California: advisersgiveback.org/kipp
- Any time
A plan for debt
Paying down debt? A volunteer financial adviser can help you make a plan you can stick to, for free, through KIPP Northern California: advisersgiveback.org/kipp
- After a family workshop
Your question, one-on-one
Classes answer general questions. An adviser answers yours. Meet one-on-one with a volunteer financial adviser, for free, through KIPP Northern California: advisersgiveback.org/kipp
- February to April
Tax time
Getting a refund, or owe more than you expected? A free volunteer financial adviser can help you make a plan for it. Through KIPP Northern California: advisersgiveback.org/kipp
- January
New year, new goals
Starting the year with a money goal? Get a financial adviser in your corner, for free, through KIPP Northern California: advisersgiveback.org/kipp
- Any time
Not just debt
Have a 401(k) or a Roth IRA and not sure what to do with it? A volunteer financial adviser can help with investing, too. Free, through KIPP Northern California: advisersgiveback.org/kipp
- Busy weeks and bad weather
From home
You don’t have to go anywhere. Your free meeting with a volunteer financial adviser is by phone, from home. Through KIPP Northern California: advisersgiveback.org/kipp
- Any time
Working, but stretched
Working hard and still stretched? You’re who this is for. Free, one-on-one help with money from a volunteer financial adviser, through KIPP Northern California: advisersgiveback.org/kipp
- August and September
Back to school
New school year, new budget? A free volunteer financial adviser can help your family make a plan, through KIPP Northern California: advisersgiveback.org/kipp
- Graduation or a first job
Just starting out
Just starting out? It’s the best time to get advice. Meet a volunteer financial adviser, for free, through KIPP Northern California: advisersgiveback.org/kipp
Send it in one tap
Pick an app and the message is filled in, with the link to the page made for your families, staff and alumni. Change anything before you send.
Images for social media
Each has your logo and ours. Pick one, then save it square for a post, or story size for Instagram and Facebook. The quotes are real clients’ words, first names only, shared with permission. Wide works for lobby screens, slides and the top of a web page.
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A financial adviser in your corner.Free, one-on-one help with money. No judgment, and nothing to buy.
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This program gave me clarity, structure, and confidence. Instead of feeling overwhelmed, I now feel like I’m on a real path forward, and I couldn’t be more thankful for the support.
Preyasi, a client
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He met me exactly where I was, without judgment, and helped me turn overwhelm into clarity.
Jennifer, a client
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This type of volunteer work helps to level the playing field for those of us who work hard yet may not have the means or accessibility to understanding finances.
Mary, a client
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She created an actionable plan for me, broken up into smaller tasks so everything didn’t feel so overwhelming.
Francesca, a client
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He explained things to me thoroughly and provided me with actionable and easy first steps I could take to improve my situation.
Hyatt, a client
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I feel that my adviser showed compassion, empathy and really wants to help me.
Michael, a client
A caption to post with them
Questions about money? Through KIPP Northern California, you can meet one-on-one with a volunteer financial adviser, for free. No judgment, and nothing to buy. advisersgiveback.org/kipp
Make a short video
Families know your staff, so a short phone video from you does more than any graphic. Three ideas:
- “A question families ask us”: then, “you can ask a financial adviser that, for free.”
- Show the flyer in the front office, and where to scan it.
- “After the kids are in bed”: the meeting is by phone, from home.
Print and hand out
A flyer for the wall, cards people can take with them, and a QR code for anything you make yourself.
A flyer to print, in English and Spanish
Letter size: English on the front, Spanish on the back. Print it double-sided, or either side alone.
Handout cards, four to a page
Cut them apart, so people can sign up later, from home. Each card has its own QR code.
Where to put them
- In the front office
- In take-home folders and family newsletters
- At back-to-school night and family events
- In the staff room
Your website and newsletter
Paste this where your community reads. It links to the page made for them.
Free help with money, from KIPP Northern California and Advisers Give Back. Meet one-on-one with a volunteer financial adviser, at a time that works for you. The advisers volunteer to give back to their community, and every one is a fiduciary, which means they must put your interests first. It’s free, there’s nothing to buy, and KIPP Northern California won’t see what you share. Start at advisersgiveback.org/kipp.
Name the link in plain words
People look for help with money, not for “financial literacy.” Any of these works as a link or a button:
Where it works best
- Your website, under family resources
- Family newsletters and messaging apps
- Your staff intranet or HR page
- Your social media, with the images above
Bring us in
You don’t have to do this alone. Book a time with us and we’ll plan it together.
A briefing for your staff
We’ll join a staff meeting, in person or online, to walk through what this is, who it’s for and what to say.
A workshop by a volunteer adviser
Pick a topic your families, staff and alumni ask about: a paycheck, credit, taxes, investing basics. We find the adviser, and we can record it so you can share it, whole or in short clips.
A table at your event
Resource fairs, tax-help days, Financial Planning Days: we’ll bring materials and, when we can, a volunteer adviser.
Book a time with us or email [email protected]
Reach further
People act on a word from someone they already trust. These groups can carry it further than any flyer.
Partners and employers you work with
The nonprofits, schools and small businesses around you have staff who qualify too. Many people are working, and still stretched.
Free help with money for your team: through KIPP Northern California and Advisers Give Back, people can meet one-on-one with a volunteer financial adviser, for free. Many working households qualify. advisersgiveback.org/kipp
Local leaders
Council members, supervisors and other local officials share resources in their newsletters and posts, and people trust them. Send their office this.
A free resource for the people you serve: through KIPP Northern California, people can meet one-on-one with a volunteer financial adviser, for free. No judgment, and nothing to buy. advisersgiveback.org/kipp
Local news and community media
Neighborhood papers, radio and Spanish-language outlets reach people who may never see your website. The Spanish side of the flyer and a Spanish sign-up are ready.
It’s for your own team, too
Teachers and staff can sign up the same way, if their household qualifies. KIPP Northern California never sees what anyone shares with their adviser.
Free for us, too: we can meet one-on-one with a volunteer financial adviser, for free. KIPP Northern California doesn’t see what we share. advisersgiveback.org/kipp
What’s working for other partners
- A card in every take-home folder in the fall.
- The QR code on the table at back-to-school night.
- A post in January, when families set goals, and again at tax time.
- A note in the staff newsletter at benefits season.
Got help from an adviser? Pass it on.
The best thing you can do is tell one person who could use it. Send this, or say it in your own words.
I got free help with money from a volunteer financial adviser through KIPP Northern California. If money’s on your mind, you can sign up too: advisersgiveback.org/kipp
Questions from your team? Email [email protected] or book a time to talk with us.