Resource Library

This brief shares lessons learned about integrating financial capability services into existing programs at four organizations serving rural communities. Financial capability is the capacity—based on knowledge, skills, and access—to manage financial resources effectively. This brief is organized into three sections: selecting financial capability services, deciding who will provide services, and identifying the right points in time to integrate financial capability services.

The Biden Administration released a fact sheet entitled, Biden Administration Mobilizes to Protect Workers and Communities from Extreme Heat .

Assets for Independence (AFI) grantees—and their subgrantees—must acknowledge Federal funding when in all publications that describe services and activities that are funded in whole or in part with their AFI grant. Acknowledging that AFI provides financial support to your program not only helps readers to see your program as part of a vibrant community of AFI grantees, but also encourages others to learn more about AFI and possibly apply for a grant of their own.

Many low-income individuals and families who are eligible for AFI-funded IDA projects are also eligible to receive benefits from Federal refundable tax credits. These include the Federal Earned Income Tax Credit, Child Tax Credit, American Opportunity Credit, and the Making Work Pay Credit.

SSBG Certifications

2015 Initial CR Release of LIHEAP Block Grant Funds to Indian Tribes and Tribal Organizations.

Building Financial Capability: A Planning Guide for Integrated Services (available for download below), is an interactive guide for community-based organizations interested in integrating financial capability services into existing programs (e.g. housing, job training, or Head Start). The interactive tools in the guide walk organizations step-by-step through the process of developing an integration plan, beginning with developing a deeper understanding of clients’ financial circumstances and which financial capability services can help them improve their situations. The guide also includes tools to help organizations determine how best to provide financial capability services—whether through referrals, partnerships, or in-house. The final step in the process is the creation of a logic model that serves as a comprehensive roadmap for implementing the integration plan. Building Financial Capability is a practical resource for organizations providing financial capability services for the first time as well as those that want to improve or expand existing efforts.

Since this resource was published, the links to tools in the PDF no longer work. In order to access all the tools, go to https://prosperitynow.org/tools-building-financial-capability-plannin... .

To learn more about the guide, view the associated training video series.

CSBG Terms and Conditions for FY 2012.

CSBG ARRA Terms and Conditions for FY 2009.

As of February 1, 2011, the Department of Health and Human Services (DHHS) will begin the transition from use of the SF-269, Financial Status Report (Short Form or Long Form) to the use of the SF-425 Federal Financial Report for expenditure reporting. SF-269s will no longer be accepted for expenditure reports due after that date. If an SF-269 is submitted, the Administration for Children and Families (ACF) will return it and require the recipient to complete the SF-425.