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

2. The Assets Alliance www.assetsalliance.org OPEN Match Funds Savings Training & Counseling Asset Purchase PRIVATE

3. The Assets Alliance www.assetsalliance.org 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

4. The Assets Alliance www.assetsalliance.org 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

5. The Assets Alliance www.assetsalliance.org 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

6. The Assets Alliance www.assetsalliance.org 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