2014-2015 Charles Schwab Foundation Scholarships
In partnership with Boys & Girls Clubs of America
Overview
Charles Schwab Foundation is committed to giving back to communities by supporting
employee-selected causes and fostering financial literacy through funding, involvement
and expertise. The foundation offers employees and community investors a variety of
ways to exercise their philanthropy, and has formed a major partnership with Boys &
Girls Clubs of America (BGCA).
Charles Schwab Foundation funds Money Matters: Make It CountSM to help teens make
sound financial decisions, plan and prepare for the future. Money Matters promotes
financial responsibility and independence among Club members ages 13 to 18 by
building their basic money management skills. Participants learn how to manage a
checking account, budget, save and invest. In addition to mastering these areas, Money
Matters fosters academic success by introducing the college application process, which
includes an application timeline, financial aid overview and tips for creating a college
budget.
Charles Schwab Foundation Scholarships
The Charles Schwab Foundation Scholarship program is designed to highlight and
promote BGCA’s Money Matters program among Club teens ages 16 to 18.
Scholarships will be awarded to Club teens who demonstrate their understanding of the
concepts of financial responsibility. All applicants must have participated in Money
Matters. There is no limit to the number of scholarship applications that your Club can
submit. Previous scholarship winners are not eligible. All applications will be
reviewed by BGCA and Charles Schwab Foundation to determine the final scholarship
recipients.
Each Club should publicize the scholarship program among its Money Matters
participants. Interested applicants should complete the application packet and submit it
to the designated staff professional. The staff professional is asked to complete the staff
recommendation form and to submit the complete packet to BGCA at the address listed
on the following page. Scholarships will be granted based on applicants’ achievements
and efforts to gain financial skills and plan for their future.
Scholarship Recipients
A total of 11 scholarships will be awarded for the 2014-2015 year. One $5,000
scholarship will be awarded to a teen with an exceptional application; this teen will
be named the National Money Matters Ambassador. Ten scholarships of $1,000 each
will also be awarded.
National Money Matters Ambassador
The National Money Matters Ambassador will not only receive $5,000 in scholarship
funds to the school of her choice, but will also have the privilege of representing BGCA
and the Charles Schwab Foundation. The Ambassador will be responsible for making
two or three public appearances and speaking engagements, including Club visits,
conferences and press events. In addition, the Ambassador will serve on BGCA’s teen
advisory board and work closely with the Money Matters management team to promote
financial literacy to Club members. All expenses will be authorized and approved by
BGCA.
Scholarship Disbursement
BGCA will issue the organization a check for the award amount. The organization will
then issue a check payable jointly to the scholarship recipient and the post-secondary
institution, trade or technical school he will be attending upon verification of enrollment.
Please notify BGCA upon disbursement of funds to the institution. Clubs should present
awards in collaboration with a local Charles Schwab office when possible.
Eligibility
You are encouraged to include members who have demonstrated continued
involvement with and support of Boys & Girls Clubs. Additionally, recipients are
expected to have participated in Money Matters programming through your
organization.
Recipients must meet all of these requirements to be eligible for the scholarship award:




Possess a valid identification card in his or her name.
Be a high school junior or senior during the 2014-2015 school year.
Attend or be a graduate of a public, private, charter or parochial school located in
one of the 50 states, the District of Columbia, Native American lands, a U.S.
territory or a Department of Defense school (not to exclude members who reside
on a military installation that may not attend a DOD school).
Plan to attend an eligible post-secondary institution, trade or technical school.
Note: Participants’ applications will become public information and may be
printed in part or in full in publicity materials and on BGCA websites, with the
2014-2015 Charles Schwab Foundation Scholarship Application
Boys & Girls Clubs of America (November 2014)
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exception of personal and education information. (Social Security number, GPA,
etc., will be kept confidential and destroyed at the end of the selection process.)
Submission to National Office
Submitted application packets must be typed and include the following:


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Application form
Club staff recommendation form
Current transcript that reflects all coursework associated with grades and
current GPA. Before a candidate can be considered, a transcript must be
received.
Deadline
Completed application packets must be submitted to DeAuntre Washington, Program
Assistant, Academic Success at the address below by February 2, 2015.
DeAuntre Washington
Program Assistant, Academic Success
Boys & Girls Clubs of America
1275 Peachtree St. NE
Atlanta, GA 30309-3506
(404) 487-5833 – main
(404) 487-5789 – fax
If you have additional questions, you may contact Johnny DiBartolo, Director,
Academic Success, at (404) 487-5966 or jdibartolo@bgca.org.
2014-2015 Charles Schwab Foundation Scholarship Application
Boys & Girls Clubs of America (November 2014)
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2014-2015 Charles Schwab Foundation Scholarship
Staff Recommendation Form
(*Note: This form will be destroyed upon completion of judging to protect sensitive information.)
Name of Candidate
____________________________________________________________________
*Candidate’s Social Security Number
______________________________________________________
*Disclaimer: In the event a candidate is selected as scholarship winner, travel may be involved.
Trips may include government clearance to various venues, therefore a Social Security Number is
required.
Name of Chief Professional Officer ________________________________________________
Signature of Chief Professional Officer _____________________________________________
Organization _________________________________________________________________
Club ________________________________________________________________________
Staff/Contact Person___________________________ Position________________________
Phone
Email
___________________________________
Signature (Staff/Contact Person) __________________________
__ Date _____________
Staff Public Relations Contact____________________________________________________
Email____________________________________________________________________ __ _
The staff member should complete the following questions after the application is
completed and submit it Boys & Girls Clubs of America. Please type responses on
separate sheet of paper using 12 point Arial font.
1. How has the candidate demonstrated involvement in and support of Boys & Girls Clubs?
2. Discuss the candidate’s participation in Money Matters: Make It CountSM.
3. Does the candidate demonstrate the ability to speak publicly in front of large groups or the
media? If yes, please explain.
Yes _____ No _____
4. Do you recommend this candidate for the Charles Schwab Foundation Scholarship?
Yes _____ No _____
2014-2015 Charles Schwab Foundation Scholarships
Club Member Application Form
1.
Provide the following information below:
Name
Last
First
Middle Initial
Address
Number and Street
City
Apt.
State
Home Telephone (
ZIP
)
Email________________________________________________________________________
2.
Provide information about the high school from which you will graduate:
High School Name
Graduation Year
City
State
Classification: Senior______ Junior______
3.
Provide information on the college, university or trade school you plan to attend:
Name
City
State
Intended Field of Study
4.
Provide the following information about your gender and ethnic group:
Gender:
Male ____
Ethnic Group (check one):
_____ African American
_____ Caucasian
_____ Hispanic
_____ Asian
Female _____
_____ American Indian
_____ Multi-ethnic
_____ Other
2014-2015 Charles Schwab Foundation Scholarship Application
Boys & Girls Clubs of America (November 2014)
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5.
Provide contact information for the Club staff person recommending you:
Club Staff
Last
First
Initial
Position______________________________________________________________________
Club Address
____________________________________________________________________________
Number and Street
City
State
ZIP
Work Phone (
6.
)
Email__________________________________
Provide the following information for your parent(s) or guardian(s):
Parent/Guardian
Last
First
Initial
Address
Number and Street
Work Phone (
)
Apt
Home Phone (
)
Type responses to these questions on separate sheet(s) of paper using 12 point Arial
font.
Goals and Aspirations
1. List and discuss your short and long-term goals.
2. List recognition awards, achievements and accomplishments you’ve received.
Money Matters Program Participation
3. Explain your participation in the Money Matters program. Discuss how it will help you
achieve your goals and aspirations.
4. Which chapter in the Money Matters Teen Personal Finance Guide was most impactful to
you? Please explain.
5. If you were the Money Matters Ambassador and needed to recruit teens for the next
session, how would you promote the program?
2014-2015 Charles Schwab Foundation Scholarship Application
Boys & Girls Clubs of America (November 2014)
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After Money Matters
6. Be specific about any concrete changes in your attitude regarding money.
7. Describe how your saving or spending patterns have changed since participating in Money
Matters.
8. How have you shared what you learned with others?
Academic Success: Club and School Involvement
9. Identify your Club and school activities. Include starting and ending dates (month/year) and
a description of the activity. Please be thorough in your answers and include all necessary
information.
Good Character and Citizenship: Volunteer and Paid Work Experience
10. Identify your volunteer and paid work experience. Include starting and ending dates
(month/year), and a description of the activity. Please be thorough in your answers and
include all necessary information.
For the purpose of judging my qualifications as it relates to the Money Matters
scholarship, along with my parent(s)/guardian(s), I give BGCA permission to share my
complete scholarship packet (excluding my personal information such as my Social
Security number), with reviewers from BGCA’s National Office and Charles Schwab
Foundation. I hereby attest that all information contained in this application form and
attached supporting materials are to the best of my knowledge truthful, accurate and
complete. I (we) hereby consent to any and all use, including but not limited to print and
online publication of photographs or information received, taken or submitted in relation
to this scholarship application.
___________________________________________ ________________________________
Applicant Signature
Date
___________________________________________ ________________________________
Parent or Guardian Signature
(if under 18)
Date
2014-2015 Charles Schwab Foundation Scholarship Application
Boys & Girls Clubs of America (November 2014)
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