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.
IPT’s Recently-Funded Projects
Starting an Investor Education Program | Mississippi, 2023
The IPT funded the production of department-branded materials for Mississippi’s new investor education program.
Investor Protection PSAs | Maine, Alabama, Florida, Delaware, New Mexico, Michigan, Arizona, and others
The IPT funded many multimedia PSA investor protection campaigns.
State Tour | Minnesota, Montana, and Idaho
The IPT funded a series of securities presentations and events in several states.
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, 2023
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.