Financial Education Grantees - 2012

Organization Area served Purpose Amount
Bay Area Asset Funders Network (Bay Area AFN) Both Support for the Bay Area Asset Funders Network, a regional network of grantmakers supporting opportunities for low-wealth individuals and families in the San Francisco Bay Area to access financial education and services, save, invest and preserve financial assets. $10,000
Community Financial Resources Both Continued support for asset-building programs that increase the financial capabilities of low-to-moderate income families through consumer-friendly financial products and product-based financial education. $85,000
Opportunity Fund Both Continued support for providing Silicon Valley working families the skills to increase their financial capabilities through a microsavings Individual Development Account program that leverages financial tools to create a transformative experience. $85,000
Sage Financial Solutions, Inc Both Support for the "Coaching to Capability" project, which increases financial knowledge and supports the long-term financial stability of low-income clients through financial education, coaching training and direct coaching services. $73,000
Transnational Institute for Grassroots Both Support for “Making Economic Choices Matter,” a pilot project that delivers relevant financial education and product promotion to immigrant constituencies. $25,000
Community Legal Services in East Palo Alto (CLSEPA) San Mateo Continued support for Secure Future$, a financial education and coaching program that assists community members to take charge of their household finances and access appropriate banking services and financial products, as it expands to Menlo Park and Redwood City. $77,000
Pacifica Resource Center San Mateo Continued support to help stabilize Pacifica residents beyond emergency needs and improve their longer term economic self-sufficiency through financial education and asset-building strategies. $50,000
Project Read San Mateo Continued support for financial education, coaching, and product referrals to adult literacy students and low-income immigrants as the program expands to two new neighborhoods in Daly City. $55,000
United Way of the Bay Area, on behalf of the SparkPoint at Skyline College Collaboration San Mateo Continued support to help existing clients move through a continuum of asset building services to achieve long-term financial stability and to broaden and expand services to more San Mateo County residents. $72,000
Catholic Charities of Santa Clara County Santa Clara Continued support for expanding free tax-related services and financial education programs for very low- and low-income households in Santa Clara County. $85,000
Sacred Heart Community Service Santa Clara Continued support for Sacred Heart Community Service's Asset Building for Independence Project, which assists people facing poverty to gain financial stability and become economically self-sufficient through microsavings, access to Earned Income Tax Credits and financial coaching. $70,000
Self-Help Economic Development (SHED) Santa Clara Continued support for assisting low-income families by delivering product-based financial education grounded in the principles of behavioral economics through a credit union Micro Branch. $70,000
United Way Silicon Valley Santa Clara Continued support for the United Way Credit Coaching program, which provides a skilled-volunteer opportunity for community members while also providing financial coaching to low-income individuals and families. $75,000
WAGES Santa Clara Support for the launching Financing and Assets For Cooperative Entrepreneur Success (FACES) a multi‐tiered, integrated personal and cooperative-level asset‐development program at Eco‐Care Professional Housecleaning Cooperative. $37,700
    Total $869,700