WELCOME

Thank you for your interest in becoming a volunteer for the Hands on Banking program. To get started, follow the steps below; get to know Hands on Banking, pick an audience, practice the materials, deliver the workshop and log your volunteer hours.


WHY HANDS ON BANKING?

Hands on Banking is an award-winning financial education program that is provided by Wells Fargo. The program is available in English and Spanish, offers free non-commercial content, including lesson plans, instructor guides, student courses, activities, lessons, quizzes and much more. Check out the video below for more information.


READY TO VOLUNTEER? FOLLOW THE STEPS BELOW

GET TRAINING / FIND A MENTOR

The Wells Fargo Employee Volunteerism and Charitable Giving (EVCG) team can help you start with Hands on Banking.  The team can help you find training or even a mentor to shadow to get a good feel for using the Hands on Banking program.  Please email hobinfo@wellsfargo.com to get in touch with someone on the team that can help you.

FIND AN ORGANIZATION / SET A DATE

If you have an organization, that’s great!  If you need help finding a place to volunteer using Hands on Banking, reach out to your local Community Relations team / contact or email hobinfo@wellsfargo.com for help finding a place.  Once you’ve found the place, be sure to set a data for your volunteer session. 

If you are looking for a way to introduce yourself, use the following letter template.  It can be e-mailed or used as a guide when calling the organization.  Feel free to share the Hands on Banking Fact Sheet to help explain what the Hands on Banking program is and how to access the program.

VOLUNTEERING MATERIALS / RESOURCES

All of the materials you need are below based on the audience you choose. They include the presentation files and handouts for your participants.

BUDGETING AND SAVING

Volunteer Cheat Sheet (PDF)

Session Presentation – Budgeting and Saving (PPT)

Handout – Spending Plan (PDF)

Handout – Purchasing Worksheet (PDF)

DEBT

Volunteer Cheat Sheet (PDF)

Sesson Presentation – Debt (PPT)

Handout – Session Certificate (PDF)

BUDGETING AND SAVING

Volunteer Cheat Sheet (PDF)

Session Presentation – Budgeting and Saving (PPT)

Handout – Spending Plan (PDF)

Handout – Purchasing Worksheet (PDF)

CREDIT AND INTEREST

Volunteer Cheat Sheet (PDF)

Session Presentation – Credit and Interest (PPT)

DEBT

Volunteer Cheat Sheet (PDF)

Sesson Presentation – Debt (PPT)

Handout – Session Certificate (PDF)

PRACTICE

Practicing your presentation can help things go smoothly during your volunteer session.  It’s a great way to work out any issues and allows you to time your session.

VOLUNTEER / PRESENT

After following the steps above, now is the time to volunteer!  For tips and information about volunteering, download the Volunteer Tips document.

LOG YOUR HOURS / COLLECT USER FEEDBACK

Collecting feedback and logging hours shows our commitment to the volunteerism.  The feedback is extremely important as it allows us to show our impact in the community.