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Tax Time: The Right Moment for Savings
Piloted at select free tax preparation sites in four cities, SaveUSA is a simple tax time matched savings program — tax filers who deposited part of their refund into a designated account, and maintained the deposit for a year, received a 50% savings match up to $500.
The SaveUSA Playbook: A Tax Time Approach to Short-Term Savings
Piloted at select free tax preparation sites in four cities, SaveUSA is a simple tax time matched savings program — tax filers who deposited part of their refund into a designated account, and maintained the deposit for a year, received a 50% savings match up to $500.
Bank On National Account Standards (2015- 2016)
The Bank On National Account Standards provide guidelines on over 25 product features that local Bank On coalitions should seek in their financial institution partnerships and that financial institutions should consider when developing basic transaction accounts.
Account Screening Consumer Reporting Agencies: A Banking Access Perspective
The CFE Fund and the National Consumer Law Center co-wrote this report, outlining the tremendous and deeply flawed role that account screening consumer reporting agencies (“CRAs”) play in determining whether consumers can obtain a bank or credit union account.
Supervitamin Quarterly, Issue 6
This issue, Issue 6, announces the city recipients of In-Kind Technical Assistance grants to launch and replicate the Financial Empowerment Center initiative; provides updates on the four new pilot programs supported by the Bank On Innovation Fund; highlights the expansion of Summer Jobs Connect and the release of a report highlighting key lessons learned from the initiative’s first year; includes a call for essays on the professionalizing field of financial counseling and coaching; and features a Federal Reserve guest columnist on their new Community Credit initiative.
The Professionalizing Field of Financial Counseling and Coaching – A Call for Essays
The CFE Fund issued a call for essay abstracts related to the importance of a professional approach to the field of low income financial counseling and coaching in an attempt to document stakeholders’ current thinking, their priorities, and their progress towards professionalizing this field.
Next Generation Municipal Financial Empowerment Award Given to Five U.S. Mayors: Award Recognizes, Supports Emerging Municipal Financial Empowerment Leaders
The CFE Fund’s Next Generation Municipal Financial Empowerment Award grows the municipal financial empowerment field by cultivating and supporting innovative ideas from new mayoral administrations. This May 2015 press release announces the five city leaders chosen through a competitive RFP process to receive this award: Boston Mayor Martin J.