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we are in it for the long term

We help state and municipal financial leaders leverage their influence to deliver economic opportunity, inclusive growth, sustainable investment stewardship, and responsible fiscal stewardship. 

Oregon Treasurer Elizabeth Steiner and Washington Treasurer Mike Pellicciotti host For the Long Term Forum bringing Pacific Northwest voices together to discuss climate positive investment and other critical policy issues

Oregon State Treasury posted on Facebook: It was a pleasure to host last week’s For the Long Term Pacific Northwest Forum, bringing together voices from across the region.

We are grateful to Washington State Treasurer Mike Pellicciotti and Oregon Secretary of State Tobias Read for joining Oregon State Treasurer Steiner to talk long-term savings, financial security, and climate-positive investing.

Illinois Treasurer Michael Frerichs hosts 11th Financial Forward Forum focused on expanding diversity in the investment industry

Office of the Illinois State Treasurer posted on LinkedIn: Thank you to everyone who made our 11th annual Finance Forward Forum a success, especially our partners at Morningstar, Drexel Hamilton, and Ariel Investments Founder John Rogers.

The conversations throughout the day reinforced an important point: bringing together people with different backgrounds, experiences, and perspectives strengthens the investment industry. Diverse teams make better-informed decisions, foster innovation, and are better equipped to navigate complex challenges.

Thank you to everyone who joined us and contributed to this thoughtful discussion. Together, we can continue building a stronger, more inclusive financial future.

Oregon Treasurer Elizabeth Steiner to introduce Child Savings Account legislation in 2027

Oregon State Treasury posted on Facebook: A child savings account for every baby born in Oregon? The Bulletin editorial board thinks the idea is worth backing, and so do we. 

Treasurer Steiner plans to bring a proposal to the 2027 legislative session, laying the groundwork to give every child in Oregon a head start in savings, with extra support for low- and middle-income families. 

Read what they had to say: https://bendbulletin.com/.../editorial-every-child-born.../

Rhode Island Treasurer James Diossa highlights positive impact of medical debt relief program

R.I. General Treasurer James Diossa posted on Facebook: More than 9,000 Rhode Islanders have experienced the life-changing impact of our Medical Debt Relief Program, with over $16 million in medical debt erased.

But behind every number is a real person with a real story.

These stories remind us that medical debt doesn't just affect finances—it affects families, peace of mind, and the ability to move forward.

Read directly from Rhode Islanders whose lives have been changed through this program.

New York City Comptroller Mark Levine joins call for SEC to maintain rule 14a-8 shareholder proposal process

New York City comptroller Mark Levine has joined a coalition of investors, academics and Democratic financial officials calling on the SEC to preserve Rule 14a-8, signing a rulemaking petition that urges the agency to 'fix – not gut' the shareholder proposal process. The petition comes as the SEC prepares to propose changes to the rule later this year.

-Natalie Bannerman, governanceintelligence

Colorado Treasurer Dave Young celebrates Colorado's 150th birthday, promoting unclaimed property and Colorado SecureSavings programs

Colorado Department of the Treasury posted on Facebook: Treasurer Dave Young, the Great Colorado Payback, and the Colorado SecureSavings team were all at the State Capitol over the weekend to celebrate Colorado turning 150! 

We are grateful to serve this fantastic state, and we cherish opportunities to connect with everyday Coloradans face to face! 

For The Long Term is a 501(c)(3) nonprofit charity, and as such all donations are tax deductible to the fullest extent allowable by the IRS. For giving through Donor Advised Funds, please use your preferred DAF provider (or reach out to us for advice). Please contact daf@forthelongterm.org with any questions. Our EIN is 85-3008040
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