Feedback on the Use of the Your Money, Your Goals Toolkit

Suggst changinInitial survey recruitment email

Dear [Insert Name]:
My name is Katherine Carman and I am a researcher with the RAND Corporation, working with the
Consumer Financial Protection Bureau (CFPB). I am writing to invite you to participate in a 15-minute
survey about your experience with the Your Money, Your Goals (YMYG) training and materials that you
received. You're eligible to be in this study because you attended a YMYG training on behalf of your
organization. I obtained your contact information from the CFPB, the organization that developed the
YMYG materials. The CFPB is also sponsoring this research.
To complete the survey, please go to www.ymygsurvey.org and enter your login ID of .
Please note that we are not conducting this survey to evaluate you or your organization. The focus of
this survey is to understand how the CFPB can improve the training and other supports for organizations
and individuals interested in using YMYG. Your survey responses will not be linked to you or your
organization, and will be combined with everyone else’s responses before being shared with the CFPB.
Your participation is completely voluntary. If you have any questions about the survey, please email or
contact me at [email protected].
Sincerely,
[Katie’s RAND signature]
The Rand Corporation, 1776 Main St., Santa Monica, CA 90401
If you would like to opt out of receiving these e-mails, plese click here.
Privacy Notice The information you provide will assist the Consumer Financial Protection Bureau gather
data to understand how Your Money, Your Goals (YMYG) organizations integrate YMYG into their social
service programs. You will be asked a series of open ended questions. Participation is voluntary. You are
not required to participate, nor are you are not required to provide any identifying information.

Survey recruitment reminder email for nonresponders

Dear [Insert Name]:
My name is Katherine Carman and I am a researcher with the RAND Corporation, working with the
Consumer Financial Protection Bureau (CFPB). We recently sent you an email to participate in an online
survey about this program, and we are emailing to encourage you to participate.
It is a 15-minute survey about your experience with the Your Money, Your Goals (YMYG) training and
materials that you received. You're eligible to be in this study because you attended a YMYG training on
behalf of your organization. I obtained your contact information from the CFPB, the organization that
developed the YMYG materials. The CFPB is also sponsoring this research
To complete the survey, please go to www.ymygsurvey.org and enter your login ID of .
Please note that we are not conducting this survey to evaluate you or your organization. The focus of
this survey is to understand how the CFPB can improve the training and other supports for organizations
and individuals interested in using YMYG. Your survey responses will not be linked to you or your
organization, and will be combined with everyone else’s responses before being shared with the CFPB.
Your participation is completely voluntary. If you have any questions about the survey, please email or
contact me at [email protected].
Sincerely,
[Katie’s RAND signature]
The Rand Corporation, 1776 Main St., Santa Monica, CA 90401
If you would like to opt out of receiving these e-mails, plese click here.

Privacy Notice The information you provide will assist the Consumer Financial Protection Bureau gather
data to understand how Your Money, Your Goals (YMYG) organizations integrate YMYG into their social
service programs. You will be asked a series of open ended questions. Participation is voluntary. You are
not required to participate, nor are you are not required to provide any identifying information.