Individual Wealth Preservation

Individual Wealth Preservation

Bank on San Francisco

Started in December 2005, Bank on San Francisco seeks to serve the "unbanked" by removing barriers that have historically prevented certain groups from accessing mainstream financial institutions. Read more about Bank on San Francisco...

CLARIFI

Formerly know as the Consumer Credit Counseling Service of Delaware Valley (CCCS), CLARIFI is a nonprofit organization focused on financial literacy.  Programs include financial counseling and public and community workshops on a range of financial topics.

 

  Read more about CLARIFI...

Community Tax Aid

Founded in 1987, Community Tax Aid (CTA) was created by a group of tax professionals concerned about the growing needs of low-income taxpayers in the Washington DC metropolitan area. CTA provides comprehensive, free tax services and prepares all types of tax returns—including federal, state, prior year, resident and non-resident returns. The increasing complexity of the tax code and limited English of many taxpayers renders CTA's services necessary for the low income community. In 2008, CTA helped 2,800 households receive over $2.8 million in state and federal refunds. Read more about Community Tax Aid...

Empowering and Strengthening Ohio's People

ESOP was founded in 1993 to address the issues and challenges facing neighborhoods in Cleveland, Ohio. Formerly East Side Organizing Project, ESOP changed in name in 2007 to reflect its broadened focus toward the entire state. Its core goal is to preserve homeownership by preventing foreclosures and curbing predatory lending practices. Through community organizing, ESOP maintains campaigns concerning payday loans, vacant properties, and local development. ESOP also offers housing counseling and can directly negotiate with lenders to help homeowners avoid foreclosure. Read more about Empowering and Strengthening Ohio's People...

Financial Literacy Coalition of Central Texas

The ultimate goal of the Financial Literacy Coalition of Central Texas (FLCCT) is to enhance community prosperity by providing Central Texans with the knowledge and skills to make well-informed financial decisions. Since 2001, FLCCT has educated over 2,500 Texans on budgeting, excessive spending, savings and investment, mortgaging a home, and paying for college. Their education classes are available for youth and adults, and are instructed by trained volunteers. Read more about Financial Literacy Coalition of Central Texas...

NYC Department of Consumer Affairs Office of Financial Empowerment

The Office of Financial Empowerment (OFE) is the first municipal office of its kind in the nation. Its mission is to educate, empower, and protect low income New Yorkers. Read more about NYC Department of Consumer Affairs Office of Financial Empowerment ...

Prosperity Campaign

Started in Miami in 2003, the Prosperity Campaign has rapidly expanded statewide, providing tax and benefit counseling to low-income Florida families to help them claim benefits and begin to build household savings and wealth. The money at stake is substantial. The federal Earned Income Tax Credit, for example, is a refundable tax credit of up to $4,300 for low-income working families and individuals; the average family receives nearly $2,000 — but many fail to claim the money they are owed. Read more about Prosperity Campaign...

Young Americans Center for Financial Education

The Young Americans Center for Financial Education is the complement to a bank just for youth, the Young Americans Bank started in 1987. The Center offers resources and educational curriculum to endow children with the necessary skills to lead a life of financial security. Young Ameritown is the Center's educational program for 5th and 6th graders in Colorado. The curriculum first teaches students about basic economic supply and demand, democratic processes, banking, and career readiness, and then has students run a fictitious 17-business town. Read more about Young Americans Center for Financial Education...

Your Money's Best Friend, Pennsylvania Office of Financial Education

The Pennsylvania Office of Financial Education was created in 2004 to increase the access to and quality of financial education in Pennsylvania schools and communities. The Office develops finance related lesson plans that teachers can incorporate in their existing curriculum, teaches employers how to provide personal finance tools to their employees, and connects community based organizations with counseling services. Educators have used such training and curriculum to impact over 400,000 Pennsylvania youth. Read more about Your Money's Best Friend, Pennsylvania Office of Financial Education...

Prosperity Campaign

Started in Miami in 2003, the Prosperity Campaign has rapidly expanded statewide, providing tax and benefit counseling to low-income Florida families to help them claim benefits and begin to build household savings and wealth. The money at stake is substantial. The federal Earned Income Tax Credit, for example, is a refundable tax credit of up to $4,300 for low-income working families and individuals; the average family receives nearly $2,000 — but many fail to claim the money they are owed. Read more about Prosperity Campaign...

New State & Local Policies

Prosperity Campaign

Started in Miami in 2003, the Prosperity Campaign has rapidly expanded statewide, providing tax and benefit counseling to low-income Florida families to help them claim benefits and begin to build household savings and wealth. The money at stake is substantial. The federal Earned Income Tax Credit, for example, is a refundable tax credit of up to $4,300 for low-income working families and individuals; the average family receives nearly $2,000 — but many fail to claim the money they are owed. Read more about Prosperity Campaign...

Prosperity Campaign

Started in Miami in 2003, the Prosperity Campaign has rapidly expanded statewide, providing tax and benefit counseling to low-income Florida families to help them claim benefits and begin to build household savings and wealth. The money at stake is substantial. The federal Earned Income Tax Credit, for example, is a refundable tax credit of up to $4,300 for low-income working families and individuals; the average family receives nearly $2,000 — but many fail to claim the money they are owed. Read more about Prosperity Campaign...

Individual Wealth Preservation

Bank on San Francisco

Started in December 2005, Bank on San Francisco seeks to serve the "unbanked" by removing barriers that have historically prevented certain groups from accessing mainstream financial institutions. Read more about Bank on San Francisco...

CLARIFI

Formerly know as the Consumer Credit Counseling Service of Delaware Valley (CCCS), CLARIFI is a nonprofit organization focused on financial literacy.  Programs include financial counseling and public and community workshops on a range of financial topics.

 

  Read more about CLARIFI...

Community Tax Aid

Founded in 1987, Community Tax Aid (CTA) was created by a group of tax professionals concerned about the growing needs of low-income taxpayers in the Washington DC metropolitan area. CTA provides comprehensive, free tax services and prepares all types of tax returns—including federal, state, prior year, resident and non-resident returns. The increasing complexity of the tax code and limited English of many taxpayers renders CTA's services necessary for the low income community. In 2008, CTA helped 2,800 households receive over $2.8 million in state and federal refunds. Read more about Community Tax Aid...

Empowering and Strengthening Ohio's People

ESOP was founded in 1993 to address the issues and challenges facing neighborhoods in Cleveland, Ohio. Formerly East Side Organizing Project, ESOP changed in name in 2007 to reflect its broadened focus toward the entire state. Its core goal is to preserve homeownership by preventing foreclosures and curbing predatory lending practices. Through community organizing, ESOP maintains campaigns concerning payday loans, vacant properties, and local development. ESOP also offers housing counseling and can directly negotiate with lenders to help homeowners avoid foreclosure. Read more about Empowering and Strengthening Ohio's People...

Financial Literacy Coalition of Central Texas

The ultimate goal of the Financial Literacy Coalition of Central Texas (FLCCT) is to enhance community prosperity by providing Central Texans with the knowledge and skills to make well-informed financial decisions. Since 2001, FLCCT has educated over 2,500 Texans on budgeting, excessive spending, savings and investment, mortgaging a home, and paying for college. Their education classes are available for youth and adults, and are instructed by trained volunteers. Read more about Financial Literacy Coalition of Central Texas...

NYC Department of Consumer Affairs Office of Financial Empowerment

The Office of Financial Empowerment (OFE) is the first municipal office of its kind in the nation. Its mission is to educate, empower, and protect low income New Yorkers. Read more about NYC Department of Consumer Affairs Office of Financial Empowerment ...

Prosperity Campaign

Started in Miami in 2003, the Prosperity Campaign has rapidly expanded statewide, providing tax and benefit counseling to low-income Florida families to help them claim benefits and begin to build household savings and wealth. The money at stake is substantial. The federal Earned Income Tax Credit, for example, is a refundable tax credit of up to $4,300 for low-income working families and individuals; the average family receives nearly $2,000 — but many fail to claim the money they are owed. Read more about Prosperity Campaign...

Young Americans Center for Financial Education

The Young Americans Center for Financial Education is the complement to a bank just for youth, the Young Americans Bank started in 1987. The Center offers resources and educational curriculum to endow children with the necessary skills to lead a life of financial security. Young Ameritown is the Center's educational program for 5th and 6th graders in Colorado. The curriculum first teaches students about basic economic supply and demand, democratic processes, banking, and career readiness, and then has students run a fictitious 17-business town. Read more about Young Americans Center for Financial Education...

Your Money's Best Friend, Pennsylvania Office of Financial Education

The Pennsylvania Office of Financial Education was created in 2004 to increase the access to and quality of financial education in Pennsylvania schools and communities. The Office develops finance related lesson plans that teachers can incorporate in their existing curriculum, teaches employers how to provide personal finance tools to their employees, and connects community based organizations with counseling services. Educators have used such training and curriculum to impact over 400,000 Pennsylvania youth. Read more about Your Money's Best Friend, Pennsylvania Office of Financial Education...

New State & Local Policies

Prosperity Campaign

Started in Miami in 2003, the Prosperity Campaign has rapidly expanded statewide, providing tax and benefit counseling to low-income Florida families to help them claim benefits and begin to build household savings and wealth. The money at stake is substantial. The federal Earned Income Tax Credit, for example, is a refundable tax credit of up to $4,300 for low-income working families and individuals; the average family receives nearly $2,000 — but many fail to claim the money they are owed. Read more about Prosperity Campaign...