SaveUSA Video
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...
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Bank On Coalition Financial Institution Partnerships: Statement of Principles
...Board to develop model best practices for defining their successful relationship. The Statement of Financial Institution Partnership Principles provide a template to harmonize goals and guide partnerships with shared expectations....
National Evaluation of Municipal Financial Counseling Model Shows Financial Counseling Works as Public Program
...further partnerships, highlight best practices, and catalog lessons unique to integrating financial counseling and coaching within government programs. Applications are being accepted on a rolling basis. Click here to apply....
Financial Empowerment Center Evaluation Webinars
...data from 22,000 clients who participated in 57,000 counseling sessions across 5 cities. Findings include best practices for program integration and sustainability, factors affecting the likelihood of achieving outcomes, and...
First Cohort of Bank On Fellows Launches
...local Bank On coalition operations and generate best practices on expanding access to safe and appropriate financial products and services. Fellowships were awarded to coalitions in Houston, TX (Bank On...
CFE Fund and Wells Fargo Announce Second Cohort of Bank On Fellowship
...in local banking access efforts and at the same time generating best practices for other coalitions around the country. To learn more about the Bank On Fellowship program, visit www.cfefund.org/bankon....
National Banking Access Movement Convenes Stakeholders in Washington, DC
...high-level federal banking regulators on banking access; insights from financial institutions of all sizes on investing in Bank On certified products; and best practices on banking access connectivity and integration...
Making the Case for Banking Access: Talking to Unbanked People about Bank Accounts
...the research focused on the financial attitudes, habits, and goals of unbanked people, as well as on Spanish-speaking unbanked people and how messages might best engage them to open accounts....
CFE Fund and Wells Fargo Announce Third Cohort of Bank On Fellowship
...to make significant advancements in local banking access efforts and at the same time generating best practices for other coalitions around the country. To learn more about the Bank On...