The leading voice for excellence in public finance

The leading voice for excellence in public finance

Tax Advantages Communications Toolkit

Previous Next Tax Advantages Communications Toolkit: 529 and 529A Accounts Highlighted On this webpage you will find several ways to promote the tax advantages of 529 and 529A accounts in your state. We have created sample social media posts, and drafted both an op-ed for your local paper as well as a press release. Please … Read more

Financial Wellness Platform

You are invited to apply to participate in the NAST Foundation’s Savings and Security Financial Wellness Digital Assessment and Training PlatformFunded by Wells Fargo & Powered by Enrich NAST’s Foundation was awarded a second round of funds to continue the FinWell programs in October, 2021. As Phase 1 comes to a close (read more about … Read more

Public Finance Workforce Study

For information about the report, contact Kari Arfstrom.For press inquires, contact Catherine Seat. Public Finance Workforce Study and Appendix AThe NAST Foundation commissioned a national study of the public finance sector workforce specifically looking at the opportunities in this particular space. We wanted to “look closely and think broadly” about this important topic since it … Read more

Financial Literacy Month Communications Toolkit

On this webpage you will find several ways to promote Financial Literacy month in your state. We have organized graphics, created sample tweets, and drafted both an op-ed for your local paper as well as a press release. Please use any/all of the resources!  If you have any questions or would like some additional support, … Read more

J.P. Morgan Affiliate Page Draft

Website https://www.jpmorgan.com/country/US/en/jpmorgan Address 12 Corporate Woods Blvd, 4th Floor City Albany Location New York Postal Code 12211 Country United States Phone 401.468.1755 Facebook Twitter Youtube Company Description J.P. Morgan is a global leader in financial services, offering solutions to the world’s most important corporations, governments and institutions in more than 100 countries. As announced in … Read more

Financial Wellness State Legislative Toolkit

Tools to use to announce your support of the bill! FAQs to answer questions you may be asked during this process.  Op-Ed guidelines to show your support of a bill.  Social Media tips and hints to convey your ongoing support.  Does your state have a Financial Education Graduation requirement?             … Read more

Financial Wellness Speakers’ Kit

Whether you are making a speech in-person or virtually, these materials will help you prepare a customized presentation. The pre-loaded PowerPoint deck can be tailored for each event you present at – just add your city/state logo or seal, contact information, and customize the slides for your particular audience. This is an open-source document so … Read more

Financial Wellness Research

Fact Sheets & Case Studies In September 2020, MissionSquare Research Institute (formerly the Center for State and Local Government Excellence), the International Public Management Association for Human Resources (IPMA-HR), and the National Association of State Treasurers Foundation (NASTF), with funding from the Wells Fargo Foundation, were awarded a total of $1.4 million in grants to establish or improve public employee financial wellness … Read more

Financial Wellness Conference in a Box

The “Conference in a Box” is a one-stop shop to assist you with all of your event planning and logistical support– whether in-person or virtually. These materials were created to help you and your team plan and execute a financial wellness event for your employees, retirees, and families. Pick and choose from this menu of … Read more

State Financial Education Census

See How Your State is Doing Conducted annually by NAST’s Financial Education and Empowerment Committee, the State Financial Education Program Census is a state-by-state look at their efforts pertaining to Financial Education and Wellness programs. View the entire census document in one PDF or select individual states using the map and tools below. Download a … Read more