Five Buckets Foundation

Our goals are to increase our portfolio of financial literacy content, establish a strong presence as a financial literacy educator in the Bay Area, raise funds and awareness in order to allow continued growth of the foundation and have best in class legal, financial and governance of the nonprofit. These goals will help us achieve our mission to ensure that everyone - regardless of their stage in life - has the financial tools necessary to lead a successful future.

Our strategies are creating specific key metrics under each goal in order to ensure their success.

For increasing our portfolio of financial literacy content, we are re-editing our books, creating online webinars, assembling a Veteran's committee in order to create the Veteran's edition of our book, and launching one page brochures for each financial topic.

To establish ourselves as a strong financial literacy educator in the Bay Area, we aim to give 3 presentations a quarter to new organizations, hand out over 250 books per quarter, measure our financial literacy success through surveys and continue outreach to potential partners.

In order for us to continue our growth, we will focus on raising funds and awareness. Our fundraising and marketing strategies include book sales, fundraising events such as happy hours and an annual gala, monthly giving, a holiday gift guide, social media fundraisers and campaigns along with individual giving.

Our last goal, to be a best in class legal, financial and governance profit, will hire a pro-bono lawyer, use our accounting firm partner and our Board in order to have our legal, financial and governance meet all necessary requirements.

Our capabilities for meeting our goals are our Executive Director's, Yasi Agah, passion and grit, our nonprofit consultant's, Julie Barton, experience and expertise, and our Founder's, Steve Mayer, resources and network.

Yasi Agah, our Executive Director, has always had a passion for helping others and getting involved in the nonprofit world. Her hard work and tenacity to push through obstacles is a main reason that the Foundation has made so much progress. With her help, we have finished all of our books, created online resources, created objectives and key metrics, a business plan, managed and communicated with the Board, created and operated social media and executed daily operations. Her energy and positive spirit are a huge reason why the Foundation is capable to reach its goals.

Julie Barton, our nonprofit consultant, has had years of experience in the nonprofit world to give our organization the guidance and support that it needs. With her help, we have created a fundraising plan, strategic plan, operations plan, perfected our nonprofit compliance, created organizational plan for the Board and helped our organization think of the big picture of our goals. With her help, we have the experience to reach out goals.

Steve Mayer, our Founder, has had years of experience on nonprofit Boards, has a strong and supportive network and believes in his mission of providing financial literacy tools to everyone. Steve has worked in accounting for over 40 years and as a CPA has a plethora of important connections. By starting over 15 businesses, Steve has people who can help in almost any industry. With his network, we created a nationwide Board of Presidents, Executive and Educators. He has financially supported the Foundation through its first year and is excited to see where our goals will take us.

We have accomplished the follow key results: creating online videos of curriculum content (we created 5-7 minute videos of all 14 chapters of our Adulting 101 chapters), have presented to 3 new organizations for Q2 2020, distributed 250 books, currently have more than 70% of 100+ survey responses that agree they feel more financially empowered after our presentations, scheduled our first fundraising event for October, have sent out 2 Grant applications so far, are writing and editing our bylaws, and have our current 501(c)(3) compliance completed.

What's coming up next is creating a Veteran's edition of our book, continuing to book 3 new presentations / quarter with 250+ books handed out, hosting our first fundraising event, sending out 2 more grant applications by the end of Q3, created at least 5 corporate partnerships and 3 nonprofit partnerships, getting our books into the holiday gift guides around the Bay Area and having a lawyer finalize our bylaws, licensing agreement and all governance compliance.