P4P Planning Network Resource Hub

The P4P Planning Network was launched by Partners for Planning to support relatives, friends, or caregivers of a person with a disability with planning resources and tools. Resources on relationship building, school transitions, community involvement, financial objectives and more are shared and continuously updated on the website. 



Early Planning Toolkit

A toolkit for parents/caregivers with a child with a disability ages 2 to 10, containing:

  • An everyday childhood action guide
  • Early planning priorities for parents with a child with a disability (upcoming webcast)
  • Accessing financial resources for a young child with a disability (upcoming webcast)
  • Early planning checklist



Practitioner tools for navigating financial exchanges with family and friends

Financial educators are particularly aware of the prevalence of these types of financial arrangements – otherwise known as family financial exchanges (FFEs). To support practitioners helping clients through these often sensitive conversations about these arrangements, the Consumer Financial Protection Bureau released the Friends and Family Exchanges Toolkit , a four-part guide for coaching clients in asking for financial help or changing an existing agreement due to their own financial hardship.



National Indigenous History Month 2021

In June, we commemorate National Indigenous History Month 2021 to recognize the history, heritage and diversity of First Nations, Inuit and Métis peoples in Canada.

The Crow-Indigenous Relations and Northern Affairs Canada website contains resources on Indigenous history, promotional and educational materials, and information on how the Government of Canada is responding to the Truth and Reconciliation Commission's Calls to Action.



Guaranteed Income Community of Practice resources

The Guaranteed Income Community of Practice (GICP) convenes guaranteed income stakeholders, including policy experts, researchers, community and program leaders, funders, and elected officials to learn and collaborate on guaranteed income pilots, programs and policy.

The GICP website includes resources on:

  • GICP fact sheets and briefs
  • video curriculum
  • program design resources
  • task force reports and agendas
  • program evaluations and income research
  • literature reviews
  • policy, books, articles, films

 



Living your retirement

These resources from the Ontario Securities Commission are oriented towards planning for retirement. Resources include tips on insurance planning, government benefits, RRSP calculator, and more. 

CFPB Consumer Education Resources

Resources to provide consumers up-to-date information to protect and manage their finances during the coronavirus pandemic. Resources include:

  • mortgage and housing assistance
  • managing your finances
  • student loans
  • avoiding scams

And resources for specific audiences, including:

  • older adults & their families
  • parents & kids
  • people experiencing homelessness



National Housing Strategy

The National Housing Strategy is a 10-year, $70+ billion plan creating a new generation of housing in Canada giving more Canadians a place to call home.



Tax Credit Outreach Resources

The Get It Back Campaign helps eligible workers in the United States claim tax credits and use free tax filing assistance to maximize tax time. A project of the Center on Budget and Policy Priorities, the Campaign partners with community organizations, businesses, government agencies, and financial institutions to conduct outreach nationally. For 30 years, these partnerships have connected lower and moderate-income workers to tax benefits like the Earned Income Tax Credit (EITC), the Child Tax Credit (CTC), and Volunteer Income Tax Assistance (VITA).

Their website contain a variety of outreach materials that can be adapted for your organization, including:



Virtual VITA Toolkit: Program Strategies

Program strategies grounded in an understanding of your community can increase the likelihood of engagement and follow-through. The following resources are intended to support VITA programs with implementation strategies at key program stages, like outreach and intake, and offer examples of how other virtual VITA programs have addressed critical challenges.



2019 Financial Coaching Network Bi-Monthly Peer Call Series



Racial Equity Impact Assessment Toolkit

A Racial Equity Impact Assessment (REIA) is a systematic examination of how different racial and ethnic groups will likely be affected by a proposed action or decision. REIAs are used to minimize unanticipated adverse consequences in a variety of contexts, including the analysis of proposed policies, institutional practices, programs, plans and budgetary decisions. The REIA can be a vital tool for preventing institutional racism and for identifying new options to remedy long-standing inequities.



Money Mentors – Savings & Debt Resources

Collection of money management resources, including how create effective budgets, realistic spending plans, deal with your debts, save more money, build a stronger credit rating, and prepare for retirement.



** Virtual self-filing tax filing toolkit **


This toolkit has been created to support the Virtual Self Filing tax filing model piloted in 2020 by community agencies in Ontario. In this model, individuals file their own tax return but receive support from community agency staff or volunteers to do so. 

This resource was made possible through funding from Intuit Financial Freedom Foundation and Intuit Canada.

We are grateful to Woodgreen Community Services and EBO Financial Education Centre for their contributions to this resource.

If you are interested in adopting the Virtual Self Filing tax filing model in your own agency using the TurboTax for Tax Clinics software, please contact Ana Fremont (Program Delivery & Integration Manager) at afremont@prospercanada.org. 




Bien choisir son crédit : un guide pratique [A Practical Guide to Making Smart Credit Choices]

A guide comprised of 12 fact sheets for consumers to learn more about credit, grouped into the following topics: general information, warnings, credit products, and comparison tables. (Please note this is a French-language resource.)



COVID-19: Exclusive resources for service provider heroes

Families Canada is the national association of Family Support Centres. With a network of 500+ member agencies and thousands of frontline family service workers across Canada, they committed to providing leadership and support in the campaign for Canada’s children.

Families Canada has compiled resources for service providers to support families during COVID-19.



Financial Literacy Month – 10th anniversary Resources

For the 10th anniversary of Financial Literacy Month in Canada, Financial Consumer Agency of Canada (FCAC) has released resources to help Canadians learn how to manage their finances in challenging times.

Resources include the following topics:

  • Keep track of your money
  • Minimize debt
  • Reassess financial goals
  • Protect yourself against financial fraud
  • Set up an emergency fund
  • Understand financial products and services

 



COVID-19 Resources for people with disabilities

National Disability Institute (NDI)'s Financial Resilience Center offers resources and assistance to help those with disabilities and chronic health conditions navigate financially through the COVID-19 crisis.

Resource topics include:

  • Information on the COVID-19 stimulus
  • Employment and unemployment
  • Public benefits
  • Managing money
  • Housing, food and healthcare
  • Scams



COVID-19 Financial Resilience Hub

The Global Financial Literacy Excellence Center (GFLEC) focuses on financial literacy research, policy, and solutions.

This toolkit contains suggestions and resources for managing personal finances and protection against the financial emergencies caused by COVID-19.



OECD/INFE Toolkit for measuring financial literacy and financial inclusion

The Organisation for Economic Co-operation and Development (OECD) is an international organisation establishes evidence-based international standards and finding solutions to a range of social, economic and environmental challenges.

The OECD/INFE Toolkit includes a financial literacy questionnaire that captures the financial literacy of diverse populations, first piloted in 2010. In 2015/16 around 40 countries and economies participated in an international survey of adult financial literacy competencies; using data collected using this toolkit.

The OECD/INFE financial literacy and financial inclusion measurement toolkit incorporates:

  • Methodological guidance.
  • A questionnaire designed to capture information about financial behaviour, attitudes and knowledge, in order to assess levels of financial literacy and financial inclusion.
  • A list of the questions included in the questionnaire, and information about whether they will be used to create core financial literacy scores used in previous OECD reports (Annex A).
  • Guidance on how to create the financial literacy scores (Annex A).
  • Guidance on briefing interviewers (Annex B) and discussion around online surveys (Annex C).
  • A checklist for countries wishing to submit data to the OECD (Annex D).



COVID-19 financial literacy resources

CPA Canada has put together resources to help manage your finances and provide you with the tools you need during this crisis – and beyond.



COVID-19 Financial Resource Centre

Credit Canada has pulled together financial information from trusted sources and released original content to help Canadians manage their finances during COVID-19.



The Common Approach

The Common Foundations are a minimum standard for how to do impact measurement without prescribing a particular tool or approach. This can help to overcome a widespread challenge of grantmakers, donors, lenders and investors imposing impact measurement approaches on the social purpose organizations that they give money to. They do this for assurances that the impact measurement is of a sufficient quality and comparability. The Common Foundations solves part of this problem. Funders can require social purpose organizations to demonstrate that the are doing all five essential practices while leaving the social purpose organization to choose which tools and approaches to use.

In addition to the quick guide, videos, key documents, and a self-assessment are provided as tools to meet the standard of impact measurement in Canada.

 



The Institute for Gender and the Economy

The Institute for Gender and the Economy (GATE) at the Rotman School of Management promotes an understanding of gender inequalities and how they can be remedied – by people of all genders – in the world of business and, more broadly, in the economy.

Resources including research brief, videos and articles are presented on COVID-19 and inequality, the gender wage gap, parental leave and more.



Human Insights Tools & Resources

Human insights are used when designing programs and improving services through understanding clients’ hidden preferences, environment factors and behaviors. The Human Insights Tools from Prosperity Now are intended to take you through the process of discovering opportunities for innovation from clients’ point of view, designing solutions to meet those needs, and testing your ideas to ensure they bring about the needed change.

Tools and resources are presented for each of the discover, design, and test phases.



Disability Alliance BC

Disability Alliance BC supports people in British Columbia with disabilities through direct services, community partnerships, advocacy, research and publications.

Their website provides information on disability benefits including the Disability Tax Credit (DTC), CPP Disability, Registered Disability Savings Plans (RDSP) and more.



Plan Institute Learning Centre

The Plan Institute Learning Centre presents workshops, webinars, publications and other resources for individuals and/or families of a person with a disability, support-care workers, and organizations.



Set a Goal: What to Save For

America Saves, a campaign managed by the nonprofit Consumer Federation of America, motivates, encourages, and supports low- to moderate-income households to save money, reduce debt, and build wealth.

Information and tips for setting a savings goal, making a savings plan, how to save automatically, and other tools and resources are included. 



Global Learning Partners: Shareable Resources

Global Learning Partners (GLP) helps individuals and organizations to learn by providing practical expertise in learning assessment, design, facilitation and evaluation.

Their shareable resources cover a variety of topics in learning, taking a learning-centered approach, including: Learning Design, Needs Assessment, Facilitation, Evaluation, and others.



Soaring with savings

Saving is an important part of financial well-being. Saving money helps you manage short-term needs such as day-to-day spending. It protects you and your family during emergencies. It is the key to reaching your future hopes and dreams.

Maybe you are recovering from a hard time financially and re-starting your savings. Or maybe you are setting new goals, large or small. It is always a good idea to check your savings habits. Savings can give you peace of mind and the freedom to do the things you enjoy.

These worksheets can help you think through what kind of saving is important for you. It can help you create a plan for achieving your financial goals. The worksheets also contain information about savings plans and government supports for education and retirement.

Download the accompanying training deck and facilitation guide for activities, facilitation techniques, tools and resources to use with the Soaring with savings worksheets.

Soaring with savings was made possible through the generous support of Immigration, Refugees and Citizenship Canada, and the Investment Industry Regulatory Organization of Canada (IIROC).

We are grateful to Momentum Community Economic Development Society and Family Services Greater Vancouver for their content consultation on this resource.

Added on December 17, 2020:  SWS Worksheet #6b - CLB checklist
SWS Worksheet #6b - CLB checklist (Fillable PDF)

November 24, 2020:
Soaring with savings - Training tools - Training deck and facilitator guide