Scammers are taking advantage of the coronavirus (COVID-19) pandemic to con people into giving up their money. Though the reason behind their fraud is new, their tactics are familiar. It can be even harder to prevent scams right now because people 62 and older aren’t interacting with as many...

The ability to build assets allows an individual or family to meet long-term financial goals and create economic stability for the future. This toolkit contains resources on goal setting, action planning and information on financial products and government supports that can help with building...

The House of Commons Finance Committee recently released its call for pre-budget consultation briefs as the government considers its policy priorities for the 2021 federal budget. This toolkit created by Imagine Canada provides information on the reasons to submit a pre-budget consultation...

The Prosperity Now Scorecard is a comprehensive resource featuring data on family financial health and policy recommendations to help put all U.S. households on a path to prosperity. The Scorecard equips advocates, policymakers and practitioners with national, state, and local data to...

The Pandemic Response and Recovery Toolkit is intended to assist System Leaders plan and navigate the next steps in their community’s response and recovery as it pertains to people experiencing homelessness and people supported in housing programs. The Toolkit outlines phases and action steps –...

This booklet contains information on retirement planning on a low income. Topics include four things to think about for low income retirement planning, a background paper on maximizing the Guaranteed Income Supplement (GIS), and determining Old Age Security (OAS) and GIS eligibility for people who...

Benefits and credits provide income and financial support for many individuals. This toolkit contains information on common tax credits and benefits, benefits for specific populations, and practitioner resources including case studies and information on identification documentation for accessing...

This toolkit contains resources and information which may offer support to organizations, agencies, or frontline staff supporting individuals, during a challenging time. This toolkit was developed in response to the coronavirus COVID-19 pandemic and more resources will be added as they become...

Budgeting and saving are the core building blocks of financial stability and sound financial decision making. In this toolkit you'll find helpful resources and worksheets on goal setting, making a budget, and saving money. We are grateful to The Working Centre in Kitchener-Waterloo, Ontario for...

This website shares tools, tutorials, and resources on service design. The tools will help you prepare for different stages of the service design process, think through who to engage and how, and plan or improve a service. Includes templates for tools such as empathy maps, personas, service...

Financial decisions are influenced by our own personal feelings and attitudes around money, and by the feelings, attitudes, and actions by our family and friends. This CFPB toolkit offers financial education practitioners three tools (Money Choices, Money Styles, and Money Network), each with a...

A better understanding of human behaviour can lead to better policies. If you are looking for a more data-driven and nuanced approach to policy making, then you should consider what actually drives the decisions and behaviours of citizens rather than relying on assumptions of how they should...

Many of us struggle to talk about money, especially when it comes to talking about debt. It is when debt becomes too much for us to manage, or when we do not have a plan to pay it off, that it can become stressful and even overwhelming. This is when it is time to have those tough conversations and...

In this toolkit you'll find materials to help you learn about what's involved in tax filing, and some materials to support setting up your own community tax clinic.  Added on September 14, 2020: Getting government payments by direct deposit Recevoir des paiements du gouvernement par dépôt...

Pour souligner leurs 50 ans d’histoire, les Associations de consommateurs du Québec s’unissent pour offrir à la population québécoise un portail qui rassemble toute une gamme d’informations et d’outils développés au fil des années grâce à leur expertise en finances...

This is ACORN Canada's debt and high-interest lending resource portal. It contains links and resources on debt, credit, banking, and other...

The Center for Financial Security (CFS) and Annie E. Casey Foundation have developed a short set of standardized client outcome measures to create the Financial Capability Scale (FCS).  In 2011, CFS worked with four organizations to collect data on client outcome measures, with the goal of...

A financial well-being questionnaire developed by the Consumer Financial Protection...

The Family-Centered Coaching Toolkit offers a set of strategies, tools, and resources that can help programs, agencies, case managers, coaches, and others change the ways they work with families striving to reach their goals. This set of resources, can undo, and redo, how one approaches working...

The Old Age Security program toolkit – Your complete guide to Canada’s Old Age Security...

Community engagement is about ensuring that those most impacted by social challenges have a say in designing and implementing solutions. The participation of intended beneficiaries and their families, neighbors, and trusted leaders can be an integral part of data-driven processes to achieve better...

When money is tight, consumers often pay bills in a way that makes the problem worse, with late fees, penalties, and higher interest rates. Research shows that consumers have many reasons for their actions. To gain insight into why it’s so hard for consumers to organize and manage their financial...

This Debt Management Guide was created to assist volunteers at WoodGreen’s groundbreaking Debt Management Clinic, who meet one-on-one with community members to educate them on their options. It is now available for social services staff who want to know how to help clients deal with...

Focus on Native Communities provides information and tools to help you meaningfully connect Your Money, Your Goals to the community members you serve. T his guide—Your Money, Your Goals: Focus on Native Communities—contains additional information, tips, and tools based on the wisdom of tribal...

The package has three parts: 1. A series of ten brief evaluation backgrounders that introduce and explore key evaluation topics and terminology; 2. A directory of evaluation resources focusing on technical aspects of evaluation; and 3. A directory of evaluation training options available to...