The Assets Alliance What is an IDA? Matched savings account used for a defined asset development goal Individual Development Account A Simple Tool

The Assets Alliance OPEN Match Funds Savings Training & Counseling Asset Purchase PRIVATE

The Assets Alliance IDA Program Overview ComponentsProcessesOrganizations Program Orientation Recruitment IDA Program Sponsor The Account(s)Enrollment Financial Institution Financial Education Savings and Participation Period Funders Case Management Withdrawals: Emergency Asset Purchase Other Service Providers Asset Related Services Follow-up Statewide Coalitions Other Support Services Data Collection, Management and Evaluation Asset Vendors

The Assets Alliance Statewide Coalition Recruitment Program Orientation Financial Education The Account Enrollment Asset Related Services Emergency Withdrawal Asset Purchase Follow-Up Financial Institution(s) IDA Program Sponsor Other Support Services OrganizationsProcessesComponents Savings & Participation Case Management Other Service Providers Funders Asset Vendor Data Collection, Management and Evaluation

The Assets Alliance Exploration Research, Info Gathering Community Needs Assessment Develop Preliminary Program Plan Evaluate Organizational Capacity Gain Stakeholder Buy-in Develop Resources Develop Partnerships Structure Account Refine IDA Program Put Internal Systems in Place Develop Marketing Materials for Clients IDA Planning Timeline

The Assets Alliance Recruit- ment Enrollment Open Savings Account Financial Education Other Support Services Asset Purchase Orientation Data Collection & Management Case Management Asset- Related Services Emergency Withdrawals Exit Interview Follow- up IDA Implementation Timeline