Review the Free Tax Preparation Outreach Toolkit to find out more about how you can promote free tax preparation in your community!
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- Data & Research
- Financial Coaching Resources
- Financial Literacy Resources
- Marketing Materials
- Tools for Consumers
- Tools for Service Providers
- Tax Time Savings Resources
DATA & RESEARCH
- Asset & Opportunity Initiative (CFED): Source for household financial security data, state financial security scorecards, and local profiles for Dallas and other cities.
- Confronting Suburban Poverty (Brookings): DFW profile of suburban poverty growth between 2000 and 2011.
- Dallas Economic Development Guide 2015 (Dallas Regional Chamber): Extensive information on the Dallas economy, infrastructure, employment trends, and demographics.
- Economic Mobility (PEW): National data, infographics, and research on economic mobility across the United States.
- Financial Inclusion Survey Results – Dallas: Survey conducted by United Way in January 2016 that highlights the most significant financial inclusion challenges facing service providers.
- Grow South Initiative (City of Dallas): View measurable impact of Mayor Mike Rawlings’ Grow South Initiative.
- Hamilton Project (Brookings): Source of innovative research and policy proposals on how to create a growing economy that benefits more Americans. Specific focus areas on poverty and economic security.
- Healthy North Texas: Excellent source of health, economic, and demographic data for North Texas counties. Includes a community dashboard, index of highest need ZIP codes, and tools to run custom reports.
- Hunger Center (North Texas Food Bank): Interactive tool that geographically maps hunger issues and providers in North Texas.
- KidsCount Data Center (Annie E. Casey Foundation): Comprehensive source for national, state, and local data on child and family well-being. View full Dallas & Texas Report here.
- MetroTrends (Urban Institute): Report card and toolkit to understand the state of metropolitan economies. View the DFW Data Dashboard for local data or compare Dallas to other metro areas.
- New Skills at Work (Chase): New report on how to expand middle skill training efforts to drive economic growth in the DFW area. Part of a global initiative.
- Payday Lending in America (PEW): National data, infographics and research on the payday lending industry, who uses payday loans, and policy recommendations.
- Texas Comptroller 50 State Economic Scorecard: New data comparing Texas to other states in key economic indicators.
- United Way of Metropolitan Dallas Scorecard: Measurable progress toward the 10-year goal of lifting 250,000 people out of poverty in North Texas.
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.
- 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
- Anti-Poverty Coalition: Local coalition aimed at countering predatory lending and promoting financial literacy efforts.
- Common Measures Standards of Measurement and Practice: List of common measures that is used throughout the United Way network to track impact of financial stability services.
- Financial Empowerment Referral Guide – Dallas – 5.29.15: Guide to quality referral partners in the areas of benefits screening, financial coaching, debt, credit, financial products, workforce development, and consumer rights for the Dallas area.
- Free Tax Preparation Outreach: Comprehensive guide on how to promote free tax preparation to your clients, constituents, and community.
- Managing Someone Else’s Money (CFPB): Various tools designed to support service providers who serve as financial caregivers for older adults. Specific tools for trustees, powers of attorney, court-appointed guardians, and government fiduciaries.
- Model Safe Accounts Template (FDIC): Provides insured institutions with guidelines for offering cost-effective transactional and savings accounts that are safe and affordable for consumers.
- Planning Guide for Integrated Services (CFED): Comprehensive, interactive roadmap for community-based organizations that wish to integrate financial capability services within their existing programs.
- Your Money, Your Goals Financial Empowerment Toolkit (CFPB): Comprehensive toolkit that social service organizations can use to help their clients set goals, choose financial products, and build skills in managing money, credit, and debt. Toolkit available in Spanish.