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The Elder Financial Protection Network (EFPN) is a non-profit organization founded in 2000 designed to raise community awareness and provide education on the topic of elder financial abuse^[1].Based in San Francisco, EFPN is the primary provider of elder financial abuse prevention programs in the state of California. Working with more than 400 financial institutions, adult social services, law enforcement agencies, legal agencies and community groups, EFPN has provided education for more than 20,000 seniors and made 60 million media impressions over a ten year period ^[2].

Activities

EFPN regularly provides “Be Wise” community education events all around California, in partnership with financial institutions, law enforcement agencies, and social service agencies. These programs (translated into many languages including Korean, Japanese, Russian, and Chinese) are designed to educate seniors on the warning signs and dangers of financial abuse^[3].These events have reached over 20,000 seniors over the last 10 years, and have lead to numerous successful interventions and increased incident reporting statewide, resulting in the prevention of millions of dollars in losses to California seniors. EFPN also provides staff training programs, designed to educate professionals in the financial industry, social services, legal enforcement and legal services sector on the dangers of financial abuse and its prevention^[4].

Call to Action

EFPN holds an annual Call to Action event in San Francisco which brings together hundreds of professionals representing financial institutions, law enforcement, social services, elder justice advocates and the legal community to share best practices on preventing financial abuse. The Call to Action Summit 2010 featured Philip Marshall, grandson of Brooke Astor as the keynote speaker, and garnered widespread attention from the Bay Area media^[5].

Recognition and Endorsements

EFPN has gained a significant number of awards and endorsements as the primary provider of elder financial abuse prevention programs in the state of California. EFPN has:

• Received the FDIC Chairman's Award for Innovation in Financial Education ^[6].
• Obtained key endorsements and commendations from numerous elected officials including the California State Attorney General, California State Treasurer, United States Speaker of the House and several statewide professional associations^[7].
• Obtained key endorsements from several statewide professional and trade associations. ^[8].
• Received the Distinguished Service Award for Elder Abuse Prevention from the Attorney General of California in 2003^[9].

Funding and Sponsorship

EFPN obtains its funding and sponsorship from various sources, including individual contributions, event sponsorships, partnerships and foundation grants. Sponsors include^[10].

• $150,000+
  • Anonymous
• $100,000
  • NBC 11 Bay Area (In-kind)
• $50,000+
  • Bank of the West
  • First Bank
• Champion ($10,000 +)
  • Capital Source Bank
  • Chase Bank
  • Citi
  • Far East National Bank
  • Warner and Pank (In-kind)
• Advocate ($5,000 +)
  • Contra Costa Federal Credit Union
  • First Credit Bank
  • McKean & McMills, LP
  • Pacific Service Credit Union
  • Patelco Credit Union
  • Star One Credit Union
  • WesPay
• Associate ($2,500 +)
  • Addison Avenue Federal Credit Union
  • Bank of Marin
  • California Bank and Trust
  • California Credit Union League
  • Educational Employees Credit Union
  • Northern Trust
  • Wells Fargo
• Ally ($1,500 +)
  • Center Bank
  • Citizen's Business Bank
  • Fireside Bank
  • First Community Bank
  • Pacific Western Bank
  • Security Financial Advisors, Inc.
  • Travis Credit Union
• Supporter ($500 +)
  • Alta Vista Credit Union
  • Bank of the Orient
  • Borel Private Bank and Trust
  • Community Bank
  • Federal Home Loan Bank of San Francisco
  • Financial Fitness Association
  • First Bank of Beverly Hills
  • First Commercial Bank
  • Ingrid M. Evans, Waters Kraus & Paul
  • Merced School Employees Federal Credit Union
  • Pacific Mercantile Bank
  • San Diego National Bank
  • Source Capital Funding
  • Spectrum Federal Credit Union
  • Stanford Federal Credit Union
  • Styskal, Wiese & Melchione, LLP
  • U.S. Bank
  • University of California
  • UC Berkeley (Designation of Honorarium to Shirley Krohn)
  • Westamerica Bank
  • Western Alliance Healthcare Federal Credit Union
  • Wilshire State Bank
• Friend (Any amount up to $499)
  • Bank of Rio Vista
  • Circle Bank
  • Sierra Point Credit Union
  • United Savings Credit Union
  • Valley Community Bank

References