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...

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...

These calls, featuring guest practitioners, cover a variety of topics most pressing to the financial coaching field, provide useful tips and resources and serve as a peer-learning platform. Topics include: Financial Coaching Program Design Guide (2/28) - The Role of Financial...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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

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

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...

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...

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...

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...

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...

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...

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...

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...

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...