The IPT grant system focuses on innovative and effective investor education and protection programs delivered at the local, state, and regional levels. All programs to be considered by the IPT Trustees must be investor education and protection programs and must include a demonstration of support from the appropriate State Securities Regulator.
Please review the following resources prior to submitting a proposal or Letter of Inquiry. Examples of successful proposals are available upon request.
Questions about educational materials or your state’s fund balances?
Contact Lee Trahant
Questions about the grant process or proposal requirements?
Contact Kate Scherzinger
Questions about programs, research, or investor education?
Contact Tanya Solov
Guidelines, Templates, and Policy Documents
IPT State Grant Guidelines and Template
IEF Grant Guidelines and Template
IPT Definition of Investor Education
IPT’s Recently-Funded Projects
Public Radio Broadcast PSAs | Oklahoma, 2022
The IPT partially funded a radio-based investor protection awareness campaign in Oklahoma.
Investor Resources & Outreach | Hawaii, 2023
The IPT funded the development of a “HUB” of investor education and protection resources to increase information accessibility across the islands of Hawaii.
Investor Protection PSAs | Maine, 2023
The IPT funded a broadcast PSA investor protection awareness campaign in Maine.
Investor Education Task Forces | Pennsylvania, 2023
The IPT funded the creation, training, and deployment of investor education and protection task forces across every county in Pennsylvania.
Multimedia Education Campaign | Colorado, 2022
The IPT funded a multimedia investor education campaign created by business students at the University of Colorado, Boulder.
Fraud Fighters Programs | Iowa, 2022
The IPT funded the expansion and translation of Iowa’s Fraud Fighters program, which educates Iowans on how to shield their savings from scammers with fraudulent scams.