Bundled Services: Foundational Programming

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Bundled Services: Foundational Programming

Presentation transcript:

Bundled Services: Foundational Programming From Harm to Home

Objectives To understand WHY the Bundled Services model To understand the opportunity of expanding Financial Capability Services To identify your first steps towards expansion! From Harm to Home

Funder Fantasy Hundreds of clients Data driven Positive Impact Integrated services and financial products From Harm to Home

Client Fantasy One stop shop Client centered and client led Strengths based Holistic Continuum of care From Harm to Home

Bundled Service Evidence Five times more likely to achieve a major economic outcome using the model - Annie E. Casey Foundation From Harm to Home

Financial Opportunity Centers (FOC) & Bundled Services Annie E Casey/LISC model Workforce Development Public Benefits Screening and Enrollment Financial Education and Counseling/Coaching Use common data system to track everything Track long-term change in Net Income, Net Worth, Credit Score Offered in community locations where clients feel comfortable

Income Assets Income Exceeds Basic Needs Living Wage Career Development Income Exceeds Basic Needs Living Wage Savings Assets Discretionary spending Early Employment Income Meets Basic Needs Entry-level Employment Food Rent Utilities Contextualized ESL Basic Financial Education Ongoing Financial Ed Vocational ESL Small Business Development Where we want clients to be: durably self-reliant, have clear pathways to upward economic mobility, savings and assets – secure in their financial present and future, contributing members of their communities ->thriving Tax Preparation Incentivized Savings Loan Products

Integrating Financial Education and Coaching with Workforce Development Combined Financial Assessment (CFA)

Bundled Services - Data Outcomes driven Income Net Worth Credit Score From Harm to Home

Financial Capability for New Americans

Financial Capability for New Americans

Resources Building Financial Capability: A Planning Guide for Integrated Services LISC website on Integrated Services Center for Working Families How-To Guide From Harm to Home

? Questions https://www.youtube.com/watch?v=yfPJ7y7oC0I