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  • Integrating Financial Capability Services into Tribal LIHEAP

    Published: June 21, 2018
    The brief shares lessons and approaches for how tribal-serving organizations can integrate financial capability services into LIHEAP and other emergency assistance services.
  • AFI IM Revised Programmatic Reporting Requirements

    Published: November 21, 2017
    The purpose of this Information Memorandum (IM) is to revised programmatic reporting requirements. Please see the attached full Information Memorandum for details.
  • Resources for Managing AFI Projects

    Published: September 29, 2017
    Information and resources for managing AFI projects are collected here,
  • Overview on Project Changes

    Published: September 29, 2017
    Over the course of an AFI grant project, changes may need to be made, whether in personnel, implementation plans, or other areas. 
  • Required Federal Systems for AFI Projects

    Published: September 29, 2017
    This page provides information on several federal systems that AFI grantees must use in order to manage their grants in accordance with the terms and conditions of their awards.
  • AFI Program Requirements

    Published: September 28, 2017
    Information and resources on AFI program requirements are collected here.
  • Matching AFI IDA Holder Earned Income Deposits

    Published: September 28, 2017
    No less than once every three months, AFI grantees must match each participant’s earned income deposits with project funds (equal contributions of federal and non-federal funds) at a rate ranging from a minimum of $1 to a maximum of $8 for each dollar saved by a participant. Section 410 of the AFI Act requires that these matching contributions be actually deposited into either the participant’s IDA or a parallel account. The AFI Act does not allow grantees to retain the matching contributions in their Reserve Fund.
  • AFI Grant Closeout Overview

    Published: September 27, 2017
    AFI Grant Closeout Overview In the 90 days following the end of an AFI grant project period, the grantee must complete closeout activities for that grant. This page provides a summary of closeout activities for AFI grants and answers to some common questions about grant closeout.
  • Returning Unused Federal AFI Grant Funds

    Published: September 27, 2017
    Returning Unused Federal AFI Grant Funds By the end of the 90-day closeout period following the end of the grant project period, grantees must return any unspent federal AFI grant funds.
  • AFI Participant Eligibility and Selection

    Published: September 22, 2017
    Statutory Eligibility Requirements Grantees are required to determine whether prospective participants meet the federal eligibility requirements for participation in the AFI project prior to enrollment in the project. Section 408 of the AFI Act limits eligibility for participation in AFI-funded projects as follows.
  • AFI 16th Report to Congress FY 2015

    Published: September 22, 2017
    The Office of Community Services (OCS) provides annual interim reports to Congress on the Assets for Independence (AFI) program, as required by Section 414(d)(1) of the AFI Act. The 16th Annual AFI Report to Congress presents the status of the AFI program as of the end of federal fiscal year (FY) 2015.
  • Making the Case for your AFI Project—Success Stories and Project Evaluations Webinar (2017)

    Published: September 22, 2017
    This 2017 webinar features AFI grantees sharing how they have used participant success stories and evaluation data to make the case to stakeholders—including non-federal funders, boards, and organizational leadership. This webinar is part of the AFI Peer Learning Virtual Coffee Series, which is a series of webinars that feature guest speakers and presenters from peer grantees or community partners of grantees.
  • Community Action Agencies and Financial Capability Integration

    Published: September 19, 2017
    This brief shares lessons and strategies from three community action agencies (CAAs) that are integrating financial capability services into social service programs.
  • Financial Capability Integration in VITA Programs

    Published: September 19, 2017
    This brief summarizes lessons learned from three Volunteer Income Tax Assistance (VITA) programs integrating financial capability services into their tax season efforts.
  • Multi-service Organizations and Financial Capability Integration

    Published: September 19, 2017
    This brief shares lessons learned from four multi-service organizations, specifically four Catholic Charities affiliates, integrating financial capability services into their work using Building Financial Capability: A Planning Guide for Integrated Services and the Consumer Financial Protection Bureau’s Your Money, Your Goals.
  • Building Credit for Homeownership IDA Participants Webinar (2017)

    Published: September 11, 2017
    In this 2017 webinar, AFI grantees discuss how they handle credit and credit building. This webinar is part of the AFI Peer Learning Virtual Coffee Series, which is a series of webinars that feature guest speakers and presenters from peer grantees or community partners of grantees.
  • AFI Grantee Resource Center

    Published: August 11, 2017
    Welcome to the AFI Grantee Resource Center! This is a starting point for AFI grantees looking for AFI program technical assistance materials. Each link below leads to a page with additional resources, organized by topic.
  • AFI Grant Awards

    Published: August 7, 2017
    Assets for Independence (AFI) Grant Awards
  • Dear Colleague Letter Fiscal Year 2017 Assets for Independence Program Funding

    Published: August 7, 2017
    Fiscal Year 2017 Assets for Independence Program Funding
  • AFI Performance Progress Report (PPR) Overview

    Published: August 4, 2017
    AFI Performance Progress Report (PPR) Overview
  • AFI Performance Progress Report (PPR) New Data Requirements

    Published: August 4, 2017
    AFI Performance Progress Report (PPR) New Data Requirements
  • AFI Federal Financial Report (SF-425) Overview

    Published: August 4, 2017
    AFI Federal Financial Report (SF-425) Overview
  • AFI Reporting Requirements Overview

    Published: August 4, 2017
    AFI Reporting Requirements Overview
  • Instructions for Old Performance Progress Reports (SF-PPRs)

    Published: August 4, 2017
    Instructions for Old Performance Progress Reports (SF-PPRs)
  • AFI PPR Long Form Information

    Published: August 4, 2017
    Annual AFI PPR Long Form Overview

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