Social Listening: Covid-19, Social Media, and The Path to a Better Safety Net

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.



Meeting the Emergency Moment: Key Takeaways from Delivering Remote Municipal Financial Counseling Services

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.



Building Sustainable Communities

The Local Initiative Support Corporation (LISC) developed the strategy Building Sustainable Communities to tackle pressing need through an expansive network of Financial Opportunity Centers (FOCs) in dozens of communities nationwide. FOCs help clients find and maintain good jobs, stick to realistic budgets, improve their credit and save for the future. And they are located in the same neighborhoods where LISC is investing in housing and health, reducing crime, strengthening schools and re-energizing commercial corridors.

The research shows a direct relationship between the number and type of services accessed and the FOC clients’ ability to grow their earnings and secure their finances. For instance, those who spent the most time on all three bundled services offered by the FOCs (employment, coaching and public benefits) had the highest job placement rates and the highest job retention rates. 

 



The Collaborative to Advance Social Health Integration: What We’re Learning About Delivering Whole-Person Care

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.

 



A Scan of Municipal Financial Capability Efforts

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.

 



Saving for Now and Saving for Later: Rainy Day Savings Accounts to Boost Low-Wage Workers’ Financial Security

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.



Consumer Perspectives on Fintech

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.



Coaching and Philanthropy: An Action Guide for Nonprofits

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.



Integrating Financial Capability Services into Tribal LIHEAP

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.



Partenariat pour l’impact de l’autonomisation financière

Un nombre croissant d’organismes communautaires au Canada offrent des programmes qui aident à améliorer le bien-être financier des familles et des personnes dans leur collectivité. Certains de ces organismes préconisent également des changements aux politiques et aux systèmes pour faire en sorte que l’ensemble de la population canadienne, particulièrement les personnes à faible revenu, soit intégrée dans notre système financier.

Apprenez à accroître l’impact de votre organisation. Joignez-vous à EBO, Union des consommateurs et l’ACEF Montérégie-Est pour un webinaire d’une heure pour entendre Hélène Ménard, Directrice générale, Centre Éducation financière EBO; Sophie Roussin, chargée du Projet national des champions de l’autonomisation financière, Union des consommateurs; et Tanya Brodeur, conseillère budgétaire, ACEF Montérégie-Est, partager des conseils sur la manière dont les partenariats et la collaboration peuvent se traduire par des changements à grande échelle.

 

 



Paving the Way – A Roadmap for Organizations Partnering to Deliver Financial Capability Services

LIFT-UP – An Innovative Approach to Municipal Financial Empowerment

Integrating Financial Capability Services into Community Health Centers

Selecting Programs for Integrating Financial Capability Services

Power Point for Frameworks Blog Post

LIFT-UP: Innovative City Strategy Reduces Utility Debt and Financial Insecurity for Residents

Meeting People Where They Are: Five Lessons for Integrating Financial Capability Services

Implementation and Impact Evaluation of Local Interventions for Financial Empowerment through Utility Payments (LIFT-UP) Final Report

Implementation and Impact Evaluation of Local Interventions for Financial Empowerment through Utility Payments (LIFT-UP) Executive Summary

Thinking Regionally: How to Improve Service Delivery in Canada’s Cities

Practical guidance for scaling up health service innovations

Financial Stability through Integration of Service Delivery

The Community Cure for Health Care

Creating Financially Capable Communities: A Resource Guide

Scaling Financial Development: Improving Outcomes and Influencing Impact

Integrating Financial Empowerment Strategies into Housing and Homelessness Prevention Programs

Integrating Financial Empowerment Strategies into Social Service Organizations

Meeting People Where They Are

Increasing Financial Well-Being through Integration: Gaining and Retaining Employment

Building Financial Capability: A Planning Guide for Integrated Services



Building Your Own Platform for Prosperity: A Program Design Toolkit

Integrating Financial Capability: A Toolkit for Social Service Organizations

Family Strengthening Through Integration and Scaling of Asset-Building Strategies