Partner Resources

Reliable sources of information for any organization OFFERING financial stability services

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

 

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.