Taking Action and Implementing
To build an effective financial empowerment program to support people with disabilities, it is critical to have access to tools and resources that can assist an organization to take action. NDI has put together a list of resources and tools that can assist an organization to build their financial empowerment program.
Identifying Potential Partners and Build a Coalition
By cultivating collaborations and partnerships, you can broaden your impact and provide more comprehensive services. Individual agencies can specialize in their core areas while relying on others to provide other asset building strategies.
It is also critical to create strong collaborations between the asset-building, financial services and disability communities in order to raise awareness of disability issues among asset-focused agencies and boost the participation of consumers in existing asset-building services.
Developing Partnerships
The following resources discuss different types of partnerships and strategies for developing partnerships:
- Empowering Prosperity: Strengthening Human Services Impacts Through Asset Integration (Reference the section titled: Integrating Asset Building into Human Service Practice Networks)
- Webinar: Integrating Financial Capability into Human Services
Identifying Potential Partners and Build a Coalition
By cultivating collaborations and partnerships, you can broaden your impact and provide more comprehensive services. Individual agencies can specialize in their core areas while relying on others to provide other asset building strategies.
It is also critical to create strong collaborations between the asset-building, financial services and disability communities in order to raise awareness of disability issues among asset-focused agencies and boost the participation of consumers in existing asset-building services.
Developing Partnerships
The following resources discuss different types of partnerships and strategies for developing partnerships:
- Empowering Prosperity: Strengthening Human Services Impacts Through Asset Integration (Reference the section titled: Integrating Asset Building into Human Service Practice Networks)
- Webinar: Integrating Financial Capability into Human Services
Resource Mapping
Resource mapping is a process to identify organizations and programs in your community that are working on issues related to economic well-being.
The following tools are designed to help organizations and communities create a resource map.
Implementing Financial Capability Programs
There are multiple ways to help people with disabilities build their financial capability. These resources give you a roadmap for implementing different approaches.
Financial Coaching Program Design Guide assists organizations with creating a financial coaching program.
In Effective Financial Education: Five Principles and How to Use them, CFPB identifies five principles, tested strategies and tips for practitioners for implementing effective financial education programs.
NDI has identified six steps to integrating a financial education program into an organization’s service delivery: (1) Create an understanding of why financial education is important for your program participants; (2) Identify opportunities to provide financial education; (3) Choose the right financial education program for your organization; (4) Create marketing materials that are relevant to the audience; (5) Host an ins-service training for staff; (6) Have fun and be creative.
The following resources provide more information about implementing the six steps:
Integrating Financial Education Programs into American Job Centers and Community-Based Organizations
Webinar: Six Steps to Integrating a Financial Education Program (coming soon)
Additional Resources
Engaging consumers can sometimes be challenging. The following resources are designed to address this issue.
Report: Consumer Engagement: Helping People Want What They Need
Webinar: Consumer Engagement Report and How to Use It
Motivational interviewing, a client-centered counseling style, may help with client engagement.
Creating an inclusive environment for your financial education program is a key step in effectively delivering financial education to people with disabilities.
A first step to prepare an organization’s staff to serve people with disabilities is to provide disability sensitivity training.
Use the following resources to help increase staff’s awareness:
Online training: Disability Awareness Training for VITA Volunteers & Site Coordinators
Tools for Financial Coaches/Counselors to Address the Needs of People with Disabilities
Financial Well-being Assessments assist financial coaches/counselors in identifying the financial needs of their customers with disabilities. Use this tool to address disability-related issues.
- Financial Well-being Assessment Tool
- Webinar: Assessing Clients Current Financial Well-Being
Quick Reference Guides: These quick reference guides provide information and resources for individuals if they experience the barrier identified in the handout. Download Quick Reference Guides.
Other Steps in the Framework
I want to learn about:
1
The Needs of People with Disabilities
2
Financial Empowerment Models
4
Measuring and Sustaining Impact
Questions?
If you have questions about our Empowered Cities initiative or want more information about NDI’s projects, please call (202) 296-2040 or email info@ndi-inc.org.
