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