Partner Resources

Reliable sources of information for any organization OFFERING financial stability services

Review the Free Tax Preparation Outreach Toolkit to find out more about how you can promote free tax preparation in your community!

 

Looking for the Financial Inclusion Roundtable? Click here.

 

CONTENTS

  • Data & Research
  • Financial Coaching Resources
  • Financial Literacy Resources
  • Marketing Materials
  • Tools for Consumers
  • Tools for Service Providers
  • Tax Time Savings Resources

 

DATA & RESEARCH

 

FINANCIAL COACHING RESOURCES

  • Change Machine (Financial Clinic): web-based financial coaching platform based in New York City that is currently being piloted by several local organizations.
  • Financial Capability Scale (Center for Financial Security): Standardized, research-based tool that helps measure improvements in financial capability over time. A version of the tool that United Way includes in its common measures overview is here. A Spanish version of the form is located here.
  • Financial Coaching Overview (AFN): Overview of financial coaching benefits and how coaching differs from financial education and counseling.
  • Financial Coaching Strategies: Comprehensive set of resources from University of Wisconsin-Madison’s Center for Financial Security.

 

FINANCIAL LITERACY RESOURCES

  • Better Money Habits (Bank of America): Interactive website that offers free tools and information on savings, budgeting, credit, and home buying.
  • Building Wealth (Federal Reserve): A personal financial education resource that presents an overview of wealth-building strategies for consumers, community leaders, teachers, and students.
  • Cash Course (NEFE): Free, online financial education and money management resource for students that is used by over 800 schools nation-wide.
  • Common Cents Lab (Met Life): Excellent financial literacy evaluation tool to see how well your financial education program is structured and where you can improve.
  • Credit Smart (Freddie Mac): A guide to better credit, money management, and responsible home ownership.
  • EconEdLink (Council for Economic Education): Economics and personal finance resources for K-12.
  • Finanzas al Instante: Excellent source for financial education videos in Spanish.
  • FINRA Foundation: Offers free learning materials and investor education modules to help educators teach about investment.
  • Hands on Banking (Wells Fargo): Basic money tools, skills, and financial education, with specific courses for military, seniors, entrepreneurs, adults, young adults, teens, and kids. Available in Spanish.
  • Jump$tart Coalition: Financial education resources, national standards, and best practices for teach financial literacy to youth K-12.
  • Junior Achievement: Resources, lesson plans, and classroom activities for teachers and parents who want to teach financial literacy concepts to elementary, middle, and high school groups.
  • Money Math (TreasuryDirect): Four-lesson curriculum supplement for middle school math classes, teaching grade 7-9 math concepts using real-life examples.
  • Money Skill (AFSA Education Foundation): Free online reality-based personal finance course for young adults.
  • MoneySmart (FDIC): Comprehensive financial education curriculum designed to help low- and moderate-income individuals outside the financial mainstream enhance their financial skills and create positive banking relationships. Courses for adults, older adults, and youth. Available in Spanish.
  • MoneyWise (Consumer Action, Capital One): Free financial education resources in English, Spanish, Chinese, Korean, and Vietnamese.
  • National Endowment for Financial Education: Provides free financial workshop kits designed specifically for numerous groups, including transitional housing clients, domestic violence survivors, and low-income families. Also offers basic financial management insight and managing money after retirement.
  • Pathways to Financial Success: Offers financial literacy resources for students, teachers, and parents.
  • Practical Money Skills (VISA): Free educational resources, including personal finance articles, games, and lesson plans, for educators, parents, students, and policymakers.
  • Texas Council on Economic Education: Offers resources and education standards for Texas teachers as well as the Stock Market Game for students.
  • Understanding Taxes (IRS): Lesson plans, interactive activities, and simulations to support teachers educate and students learn about taxes.

 

MARKETING MATERIALS

  • CFPB Marketing Materials: Free web-based and print marketing materials to encourage people to ask for help when facing financial challenges.

 

TOOLS FOR CONSUMERS

  • Asset Platform
  • Better Family Budgets (CPPP): Calculator that estimates what it takes to make ends meet in cities across Texas.
  • FINRA Investment Tools: Variety of tools, calculators, and games centered on investing in education and retirement.
  • Liquid Asset Poverty Calculator (CFED): Calculator that estimates the minimum amount of liquid savings recommended to weather a financial crisis.
  • Tell Your Story (CFPB): Tell your story, good or bad, about your experience with consumer financial products. Stories help inform the CFPB’s work to protect consumers and create a fairer marketplace.

 

TOOLS FOR SERVICE PROVIDERS

 

TAX TIME SAVINGS

  • EITC Funders Network: Comprehensive resource for funders interested in free tax preparation services.
  • Refund Rush: Educational game about split refund strategies during tax time.
  • Save Your Refund: Incentive program to encourage tax filers to save at least $50 during tax time.