This brief outlines how beneficiaries are using online platforms to identify breakdowns in public services, celebrate the positive impact of public policy and urge reform. Ways in which government can capitalize on widespread social media feedback and begin to build long-term measures to center people’s experience as an important component of policy design are explored.
Local governments across the United States are working to help their residents weather the health and financial impacts of the COVID-19 pandemic. In many cities and counties, that means deploying their Financial Empowerment Centers (FECs), which provide professional, one-on-one financial counseling as a public service. Local leaders were able to offer FEC financial counseling as a critical component of their emergency response infrastructure; the fact that this service already existed, and was embedded into the fabric of municipal anti-poverty efforts, meant that it could quickly pivot to meet new COVID-19 needs, including through offering remote financial counseling. This brief describes how FEC partners identified the right technology; developed skills to deliver counseling remotely; messaged the availability of FEC services as part of their localities’ COVID-19 response; and shared lessons learned with their FEC counterparts around the country.
The Collaborative to Advance Social Health Integration (CASHI) is composed of a community of 21 innovative primary care teams and community partners committed to increasing the number of patients, families and community members who have access to the essential resources they need to be healthy. CASHI focused efforts to improve social health practices, spread them to additional sites, and work toward financial sustainability plans. This report discusses the key learnings and successes as a result of this 18-month collaboration to spread social health integration.
As the connection between financial capability and social mobility is made evident, both public and private actors are increasingly interrogating the drivers of personal financial health and investing in the innovation of products and services designed to improve the condition of economically vulnerable individuals. This high-level scan of existing U.S. financial capability initiatives and the ways they fit together lends insight into the role that cities and their core institutions can play in promoting residents’ personal economic growth. This study, funded by JPMorgan Chase & Co. and executed by Urbane Development (UD), leverages
primary and secondary research to explore features of the broad range of programs and policy efforts that make up the financial capability landscape of the U.S. This examination focuses particularly on programs deployed by and within municipalities.
This report discusses the vulnerability of millions of people in the US who lack adequate emergency savings. A workplace-based solution—rainy day savings accounts— can potentially help workers with low savings weather financial shocks.
This brief raises consumer perspectives on financial technology (fintech), and offers guidance for fintech developers on how to best serve low- to moderate-income clients.
The Coaching and Philanthropy Project was created by CompassPoint in collaboration with Grantmakers for Effective Organizations, BTW informing change and Leadership. This guide uses the data collected during the project to answer a few questions including: What is coaching? How can coaching contribute to my development as a nonprofit leader? What kind of coaching is right for me and my organization? How much is coaching? to assess and advance coaching as a strategy for building effective nonprofit organizations.
In early 2018, Enterprise Community Partners (Enterprise) began a pilot program, Enterprise Community Plus (EC+), to provide financial capability services to residents in two neighborhoods in New York City. Enterprise is a nonprofit housing developer seeking to create opportunity for low- and moderate-income people through affordable housing in diverse, thriving communities. The pilot program seeks to develop a network of service providers dedicated to supporting the housing developments and introduce rent reporting for credit building and matched savings accounts to residents. Prosperity Now joined the implementation process in May 2018.
In this brief, we provide some initial information on the participants that currently are enrolled in the program and some lessons learned to guide other organizations in their efforts to provide financial capability services into housing programs.
This brief is a companion resource to Building Financial Capability: A Planning Guide for Integrated Services (also known as the Guide) and provides real-world examples of financial capability integration efforts. The brief shares lessons and approaches for how tribal-serving organizations can integrate financial capability services into LIHEAP and other emergency assistance services. The brief highlights the experiences of two tribal serving organizations in Alaska that integrated financial capability services: the Kenaitze Indian Tribe and the Aleutian Pribilof Island Association (APIA). It is organized into three sections: understanding households’ financial lives, deciding which financial capability services to integrate, and assessing organizational and community capacity to plan for how to deliver services.