Financial Education in Your Community

2010 | 2009
 

2010

 

Connecticut Association for Human Services, Hartford, CT

The Connecticut Association for Human Services will partner with existing Volunteer Income Tax Assistance coalitions to provide access to financial education, financial coaching and asset building programs for 1,700 clients who qualify for the Earned Income Tax Credit. The project will focus on neighborhoods in Fairfield, New Haven and Litchfield counties, where 40 percent or more of the population qualifies for the refundable tax credit.
Grant amount: $150,000

 

Green Mountain United Way, Montpelier, VT

Green Mountain United Way will mobilize coalition partners to create lasting change in the availability of financial education for the residents of six rural Vermont counties. Partners will conduct train-the-professional workshops for local social service agency staff, and provide a variety of workplace-based and publicly available financial education workshops. The project will be supported by a comprehensive social marketing campaign.
Grant amount: $149,963

 

Maine Centers for Women, Work & Community, Augusta, ME

Maine Centers for Women, Work & Community will add modules on investing and retirement planning to their basic money management curriculum, integrate financial planning and investing skills as core competencies in their workforce development programs, and create more effective marketing and promotional tools to support their work.
Grant amount: $125,000

 

Montana State University Extension, Bozeman, MT

Montana State University Extension will provide an education series on basic money management, investments, retirement planning and estate planning for employees of MSU satellite campuses and other working Montanans. Sessions will be offered in-person in Bozeman, and as "live webinars" to rural host locations and individuals. Sessions will be archived online to accommodate viewing at times that are convenient for participants unable to attend the live webinars.
Grant amount: $31,125

 

Santa Cruz Community Ventures, Santa Cruz, CA

Santa Cruz Community Ventures will collaborate with a coalition of local partners to expand the Economic Justice Project—a social service model integrating financial and consumer education with legal and other support services—to help 2,000 low- to moderate-income Hispanic adults improve their financial and economic prospects.
Grant amount: $150,000

 

Step Up Savannah, Savannah, GA

Step Up Savannah will build on a successful pilot effort to integrate financial education classes at employer sites from the hospitality, healthcare, warehousing and government sectors, and will design a new referral system to steer individuals from employer programs to neighborhood Centers for Working Families for more individualized assistance.
Grant amount: $150,000

 

United Way of Miami Dade Center for Financial Stability, Miami, FL

The United Way Center for Financial Stability will reach out to under-employed and un-employed individuals and families in Miami-Dade County through two South Florida Workforce offices, tax preparation sites and local schools. The program will provide cross-training for agency volunteers and staff to enable them to provide basic education for the families they serve, and the ability to refer clients to the Center for more comprehensive counseling and coaching.
Grant amount: $150,000

 

United Way for Southeastern Michigan, Detroit, MI

The United Way for Southeastern Michigan will collaborate with the Detroit Local Initiatives Support Corporation to support a network of financial coaches working in low-income communities in and around Detroit to assist individual families with understanding and overcoming the barriers to building wealth.
Grant amount: $138,600

 

United Way of Chittenden County, South Burlington, VT

The United Way of Chittenden County will lead a coalition of community partners in developing and testing two on-site workplace-based financial and investor education programs at 18 sites. This project builds on an existing relationship with employers through the Working Bridges project, which develops and pilots innovative strategies to improve the retention, promotion and financial stability of their employees.
Grant amount: $143,594

 

United Way of Greater Chattanooga, Chattanooga, TN

The United Way of Greater Chattanooga will provide financial education training for the staff and leadership of churches, non-profit agencies and community partners that provide financial assistance to low and moderate income individuals and families, provide trainers for "lunch and learn" sessions sponsored by local non-profit agencies and their clients, provide one-on-one debt reduction counseling and financial coaching for clients referred by partner non-profits who have received training, and undertake marketing efforts to reach outlying rural counties as well as targeted urban neighborhoods.
Grant amount: $150,000

 

United Way of Greater Kansas City, Kansas City, MO

The United Way of Greater Kansas City will collaborate with five service providers to develop a model for integrating financial education into services for homeless or near-homeless young adults, 16-24 years of age, who are either employed or have a stable source of income. One outcome of the project will be a report on lessons-learned and best practices that will be shared with other organizations that serve at-risk young people.
Grant amount: $150,000

 

United Way of Marion County, Ocala, FL

The United Way of Marion County will conduct a two-year campaign to break down the barriers to participation in the Marion County Prosperity Campaign by Spanish-speaking residents in rural areas of the county. The project will emphasize free tax assistance for low-income Spanish-speaking clients and will provide Spanish-language Money Smart workshops. The project will be supported by a comprehensive social marketing campaign.
Grant amount: $19,564

 

United Way of Tampa Bay, Tampa, FL

The United Way of Tampa Bay will address the pervasive use of tax refund anticipation loans in two low-income neighborhoods in the Tampa Bay area through a combination of neighbor-to-neighbor outreach, classroom education, individualized financial coaching and a social marketing campaign.
Grant amount: $45,000

 

United Way of Tucson and Southern Arizona; Tucson, AZ

The United Way of Tucson and Southern Arizona will build on the success of its Prosperity Center model by helping communities provide financial coaching and asset-building opportunities for low-income individuals and families through a pilot Prosperity Neighborhoods program.
Grant amount: $115,851

 

United Way of West Central Mississippi; Vicksburg, MS

United Way of West Central Mississippi will partner with local community groups in the lower Delta region to design and provide a sustainable basic money management education program for low-income citizens.
Grant amount: $149,625

 

2009

 

Appalachian Community Enterprises, Inc., Cleveland, GA

Appalachian Community Enterprises will partner with the local Head Start program to provide a series of basic money management workshops for low income families in two counties in North Georgia. Workshops will be presented in English and Spanish using a unique "storytelling" model that engages adult learners in entertaining, participative activities that aid in knowledge retention.
Grant amount: $103,510

Center for Community Development and Civil Rights, American Dream Academy, Phoenix, AZ

The Center for Community Development and Civil Rights will launch a four-week financial education class that capitalizes on key elements of the successful American Dream Academy Parent Education Program. The American Dream Academy partners with schools and districts in low-income, disadvantaged residential areas and trains parents to become effective partners and advocates of their children. This program was developed in response to interest by participants in additional educational components that teach the life skills needed to rise above low-income status.
Grant amount: $141,000

Coastal Coalition for Children, Inc., Brunswick, GA

The Coastal Coalition for Children will partner with the University of Georgia Cooperative Extension and local social service agencies to incorporate basic financial education into existing client programs. The United Way of Coastal Georgia, the Brunswick Housing Authority and the College of Coastal Georgia will also collaborate in the effort to provide bilingual workshops for the general public.
Grant amount: $145,558

Four Bands Community Fund, Eagle Butte, SD

The Four Bands Community Fund serves the Cheyenne River Indian Reservation, located in a remote, impoverished area in north central South Dakota. In partnership with the Consumer Credit Counseling Service of the Black Hills, Four Bands will conduct a multi-faceted program to provide credit repair and other financial education to the staff of 12 community organizations and the people they serve. They will also undertake a reservation-wide public awareness campaign to highlight the financial education services available through community partner organizations.
Grant amount: $50,000

RISE Foundation, Inc., Memphis, TN

The RISE Foundation will deliver their Common Cents and Making Cents workplace financial education programs for the staff members of 54 nonprofit organizations that partner with the United Way of the Mid-South. The education series begins with basic money management—including budget development and goal setting—and presents an overview of the concepts needed to build person wealth.
Grant amount: $144,986

United Way of Buffalo and Erie County, Buffalo, NY

United Way of Buffalo and Erie County (UWBEC) coordinates the Cash Coalition—composed of more than 60 organizations working together on issues of financial stability. In cooperation with the coalition, the UWBEC will undertake a two-pronged approach to providing financial education at the neighborhood and organizational levels. At the neighborhood level, individuals from block clubs, faith-based groups and community groups will be recruited and trained to provide basic financial education related to banking and budgeting. At an organizational level, selected staff members from cooperating nonprofits will be trained to facilitate more in-depth and more advanced financial and investor education programming.
Grant amount: $150,000

United Way Capital Area, Austin, TX

As part of a larger "Bank on Central Texas" initiative, the United Way Capital Area (UWCA) will provide guidance to employers on how to implement workplace financial stability strategies, including: direct deposit; automatic savings through payroll deductions; a default requirement to opt-out of deferred savings plans; and EITC outreach. As the centerpiece of the project, UWCA will partner with Foundation Communities, a local nonprofit organization, to encourage employers to offer financial education workshops and one-on-one financial coaching to employees.
Grant amount: $150,000

United Way of Central and Northeastern Connecticut, Hartford, CT

The United Way of Central and Northeastern Connecticut (UWCNCT), in cooperation with the Hartford Asset Building Collaborative, will expand their successful one-on-one budget coaching program to meet the needs of neighborhood groups, faith communities, and workplaces.
Grant amount: $150,000

United Way of Chester County, West Chester, PA

The United Way of Chester County (UWCC) and the Chester County Financial Stability Partnership will pilot test an effort to reach low- and moderate-income working individuals and families through childcare providers. During the pilot, financial education workshops and one-on-one coaching will be offered to the families and staff of seven child care centers located in neighborhoods with the lowest median household income in Chester County.
Grant amount: $77,172

United Way of Dane County, Madison, WI

In partnership with the University of Wisconsin, the United Way of Dane County will pilot a financial coaching program for low-income individuals and families using the Grow Your Green money management program and workbook. Grow Your Green is a basic financial education program developed by educators at the University of Wisconsin-Extension of Dane County.
Grant amount: $150,000

United Way of the Midlands, Omaha, NE

The United Way of the Midlands Financial Stability partnership will collaborate with four local nonprofit organizations to offer comprehensive financial education to families, particularly single mothers, earning less than 200 percent of the federal poverty level. Among other features, the grant program will pilot an innovative, open-source financial management software specifically created for nonprofit organizations and their clients.
Grant amount: $121,672

United Way of San Antonio and Bexar County, San Antonio, TX

The United Way of San Antonio and Bexar County will implement a neighbor-to-neighbor financial education program and a public education campaign for people living in low-income neighborhoods with a high preponderance of alternative service providers.
Grant amount: $112,500