1. MATCHING PEOPLE TO RESOURCES HAWAI'I ALLIANCE FOR COMMUNITY- BASED ECONOMIC DEVELOPMENT October 12-14, 2011

2. © MAF 2011 About MAF  The Mission Asset Fund is an innovative, award winning nonprofit organization, working to expand access to financial services for low- income immigrant families.  MAF was established in 2007 with a generous grant from the Levi Strauss Foundation. 2

3. © MAF 2011 Matching People to Resources is difficult…  Benefit programs are dispersed and disjointed  Eligibility information is inconsistent and confusing  Enrollment processes are complicated and onerous 3

4. © MAF 2011 The dreaded “Resources” binder Looks something like this: Now…what happens after you make the referral?

5. © MAF 2011 ResourcesMatch.org 5

6. © MAF 2011 Enter socio- economic information and interests Calculate program fit based on interests and eligibility Enter socio- economic information and interests Calculate program fit based on interests and eligibility Client gives permission to make online referral to programs of interest RM sends email directly to program contact within organization Client gives permission to make online referral to programs of interest RM sends email directly to program contact within organization Client completes applications Print completed application to submit for program enrollment Client completes applications Print completed application to submit for program enrollment Reports for stage of referrals (call, met, enrolled, etc.) Provides analysis of program demand Reports for stage of referrals (call, met, enrolled, etc.) Provides analysis of program demand MATCH REFER APPLY REPORT How it Works 6

7. © MAF 2011 How it Works: Match 7 Program Eligibility Criteria Socio – Economic Profile

8. © MAF 2011 How it Works: Geo-coding Service records are geo-coded to determine distance from clients zip code

9. © MAF 2011 How it Works: Referral 9 Select “Make a Referral” to send an email directly to program contact

10. © MAF 2011 How it Works: Application 10 Select “Apply” to complete application

11. © MAF 2011 How it Works: Print Application 11

12. © MAF 2011 All referrals - 2011

13. © MAF 2011 Unique client referrals - 2011

14. © MAF 2011 Tracking referrals

15. © MAF 2011 How it Works: Reports Reports on stage of referrals: Referral Made – # of email referrals sent to partner organizations Connected – # of sent referrals to organizations that have connected with client Met with Client – # of meetings between client and referred organization Client Enrolled – # of clients enrolled at referred organization Call Referral - # of referrals to non- partner organizations Reports on stage of referrals: Referral Made – # of email referrals sent to partner organizations Connected – # of sent referrals to organizations that have connected with client Met with Client – # of meetings between client and referred organization Client Enrolled – # of clients enrolled at referred organization Call Referral - # of referrals to non- partner organizations 15

16. © MAF 2011 Key Take Away Messages  Fosters communication and collaboration between partners by using one system to communicate outcomes of service delivery  Capacity building tool for partners that provide support services and referral services  Improves accountability and coordination of services delivery through customized reports  Provides a seamless and cost efficient referral system to navigate complicated benefit program landscape 16

17. Contact Information Jose Quinonez, Executive Director jose@missionassetfund.org Mission Asset Fund | Fondo Popular de la Misión 2301 Mission St., Suite 303 San Francisco, CA 94110 www.missionassetfund.org twitter.com/MAFpajarito facebook.com/missionassetfund.org Thank you!