The Plan the Way Foundation is a 501(c)(3) non-profit organization dedicated to providing educational programs for middle and high school students and their parents, focusing on college and career planning as well as financial literacy. Key initiatives include monthly workshops, career expos, reality-based financial decision events, and adult educational programs, all aimed at building skills and character in students and families. Additionally, the foundation engages in fundraising activities to support scholarships and various community assistance programs.

1. Plan The Way
Foundation
Leaving a Legacy for the Future

2. OUR FOUNDATION
 501 (c) (3), non-profit organization
 Educational programs for JHS / HS students and parents on
topics of college & career planning and financial literacy
 Additional educational opportunities and resources through
business partnerships
 Free college planning guidance to parents, 1 on 1
 No cost to schools, parents or students
Following your dreams takes perseverance. So does getting into college.

4. F.U.N. Program
 7th and 8th grade students and their parents/guardians
 One session per month
 45 – 60 minutes followed by social time
 Student portfolio builder with each topic – students rewarded for
completing all activities
 School / Church / Parish can choose from a variety of session topics
Reaching level 100 takes motivation. So does getting into college.

5. Aug: Teacher meeting and program introduction
Sept: Parent & Student Kickoff meeting / Planning For College
S
c Oct: What Is My Education Worth and How Will I Pay for It?
h Nov: Plan To Reach Your Goals
o Dec: No workshop or exercise
o
Jan: Credit & Debt – Understanding and Using
l
Feb: Budgeting-Finance and Time
Y Mar: Banking- Understanding services
e
Apr: Social Media – Everyone is Watching
a * STAPLE TOPICS
May: Transitioning To High School and Beyond * TBD TOPICS
r
June: “NEXT STEP” Awards Dinner This is a Sample Outline
Fighting for your country takes courage. So does getting into college.

7. REALITY CITY
An event designed for teens to educate them about handling
finances and how the decisions they make will impact their
career opportunities and lifestyles in the future.
 Select career
 Receive monthly income
 Purchase necessities, entertainment, etc.
 Balance check book
 Talk to business professionals about careers
 MAKE LIFE DECISIONS
Painting a masterpiece takes vision. So does getting into college.

9. COLLEGE & CAREER/BUSINESS EXPO
This event will allow students and parents to talk to a variety
of colleges and businesses in person or virtually via the internet.
 Virtual college tours
 Live college representatives
 Discuss careers with a variety of businessmen
 Breakout sessions on various college and career planning topics
 Real people - Real careers - Real answers
Giving your time to volunteer takes character. So does getting into college.

11. CLASSROOM / AFTER-SCHOOL PROGRAM
This is a series of courses designed for middle school students that
will fit into the normal class schedule or an after-school/summer program
(Topics can be chosen to best meet the needs of the audience presenting to)
College & Career Planning
Financial Literacy
Running a marathon takes determination. So does getting into college.

12. STUDENT ENRICHMENT
These programs are designed to give students the opportunity to build character and
develop the necessary life skills to be a positive influence in their communities by:
• learning about different career options
• understanding real life work situations
• being involved in the community to help serve others
Shadowing
Volunteering
Mentoring
Giving a speech in front of the entire school takes confidence.
So does getting into college.

13. ADULT ENRICHMENT PROGRAM
This is a series of educational workshops for adults
on college planning, financial topics and other important life topics .
 College Planning Series
 Women Only! Series
 Financial Fitness Series
 Retirement Series
 Protection Series
 Special Interest Series
Learning to play the piano takes hard work. So does getting into college.

15. GIVING BACK
These programs are designed to give back to the students, families, and teachers.
 Scholarships
 Each school
 General fund
 Student / Family Assistance
 Teacher / Classroom Assistance
Mentoring another student takes patience. So does getting into college.

16. FUNDRAISING
These events are designed to raise money to help sustain our
various programs, provide scholarships to students, and to
encourage volunteering.
 Business Sponsor program
 Social events
Golf outing
St. Patrick Day Dinner/Dance
“Next Step” Awards Dinner
 Individual donations
 In-Kind Donations
 Grants
Getting back up after you fall takes pride. So does getting into college.

17. Plan The Way Foundation, Inc.
637 Ohio Pike
Suite G
Cincinnati, Ohio 45245
513.753.1290 (O)
513.753.1289 (F)
888.345.4506 (TF)
www.ptwfoundation.org | info@ptwfoundation.org