top of page

Unit 7

Lesson 6

Unit 7 Final Assessment

Last Updated: 5/18/2026
Preparation
Prep
Lesson Narrative

This is the summative assessment for the Civic Responsibility and Philanthropy unit. Students will evaluate charity overhead ratios, tax deduction scenarios, calculate opportunity costs of volunteering, and demonstrate mastery of estate planning mechanics.

Learning Goals

• Demonstrate mastery of proportional giving, zero-based budgeting, and assessing capacity.

• Apply Form 990 data to evaluate non-profit efficiency.

• Distinguish the legal applications of wills, trusts, and medical directives.

Student Facing Learning Goals

Let's prove we understand the mathematics and legal structures of giving back and protecting our wealth.

Student Facing Learning Targets

• I can pass the final assessment with 80% accuracy.

• I can calculate charity overhead ratios and tax deductions.

• I can identify the correct estate planning document for a specific scenario.

Required Academic Standards

National Jump$tart Standards:

• (All Unit 7 Standards Applied)

Glossary Entries

Formative Assessment: Ongoing checks for understanding used to guide instruction during a unit.

Summative Assessment: An evaluation of student learning at the conclusion of a defined instructional period.

Retention: The ability to recall and apply academic concepts over time.

Lesson
Lesson
Warm Up

7.6.1: The Final Review


Launch: Have students sit independently at their desks. Present the prompt verbally. Give them 4 minutes.


Synthesis: Rapid-fire share out. Remind students that building personal wealth is only the first step; utilizing it efficiently to help others and protecting it for the next generation is the ultimate goal of financial literacy.

Student Facing Task

Without looking at your notes, what is the single biggest mathematical difference between putting your assets in a Will versus putting them in a Trust?

Activity 1

7.6.2: Assessment Part 1 - Vocabulary & Concepts


Launch: Distribute Part 1 of the Final Assessment. Monitor independent work.


Synthesis: N/A (Summative Assessment).

Student Facing Task

Complete the multiple-choice and vocabulary section independently. Ensure you can clearly differentiate between a Living Will, a Health Care Proxy, and a Power of Attorney.

Activity 2

7.6.3: Assessment Part 2 - Comprehensive Math


Launch: Distribute Part 2 of the Final Assessment. Monitor independent work.


Synthesis: N/A (Summative Assessment).

Student Facing Task

Complete the applied math section. You will analyze complex scenarios involving charity overhead ratios, itemized vs. standard tax deductions, and the opportunity cost of volunteer hours. Show all of your math.

Lesson Synthesis

Narrative: Collect the assessments. Congratulate the class on mastering Unit 7. Preview the final phase of the curriculum: "We have reached the end of the core national standards. Next, we will dive into our State-Specific Localization Module to understand the exact tax codes and labor economics of where we live."

Cool Down

7.6.4: The Legacy Reflection


Narrative: This exit ticket prompts a personal reflection for instructional alignment. Teacher Rubric: Look for a specific, realistic philanthropic goal or an understanding of the immediate need for a basic estate plan, demonstrating internalized civic responsibility.

Student Facing Task

Now that we have finished the core curriculum, what is one specific financial action you plan to take in the next five years to build your legacy or give back to your community?

Assignments
Printouts
bottom of page