Dear Friends,

On Tuesday, December 2, 2025, people around the world will come together for Giving Tuesday—a global day dedicated to generosity, right after the rush of Black Friday and Cyber Monday. It’s a moment to pause, reflect on what matters most, and support the organizations that are quietly changing lives all year long.

For me, that’s what The Merriman Financial Education Foundation is all about.

Since my retirement as founder and president of Merriman Wealth Management, in 2012, your stories about the impact of our work are still what get me up before 4 a.m. almost every day. I’m as committed as ever to helping investors at all stages of life “make more money with less risk and more peace of mind.”

We are a lean 501(c)(3) with a small part-time team and a group of deeply dedicated volunteers. Together, we maintain PaulMerriman.com as a constantly updated, free repository of research-based education: podcasts, videos, calculators, portfolio recommendations, bootcamps, and tools that individual investors can actually use to plan their financial future.

Because of donors like you, everything we create remains free.

What your support made possible in our most recent fiscal year

In our most recently completed fiscal year (2024), your generosity translated into very real impact:

Nearly every dollar went to our mission. We invested about $119,800 in charitable disbursements, with roughly 99% of our $120,329 in expenses supporting programs, resources, and grants—not overhead. ProPublica

You funded the work. Donors contributed about $67,000, which we combined with roughly $34,000 in dividend income and other modest revenue—allowing us to keep our entire library of education and tools free to the public. ProPublica

We strengthened our long-term foundation. The organization now stewards about $1.3 million in net assets, giving us the stability to plan multi-year projects and weather market ups and downs while staying focused on education, not fundraising. ProPublica+1

We support classroom financial education. Our charitable distributions included grants to Western Washington University to help develop and implement practical investing curriculum for all Western students—so more students can graduate with real-world financial skills. Grantmakers

Behind these numbers are thousands of investors who now have clearer portfolios, better retirement plans, and more confidence in their long-term strategy.

Donate here at our website.

For contributors who would rather support our special program on the campus of Western Washington University please check out this online brochure: https://financialliteracy.wwu.edu/

Help us expand financial education this Giving Tuesday- December 2, 2025