Tuesday, October 11, 2011
| Organization | Area served | Purpose | Amount |
|---|---|---|---|
| Catholic Charities of Santa Clara County | Santa Clara | To continue expanding and improving Catholic Charities' free tax preparation services and financial education to very low- and low-income clients. | $110,508 |
| Community Financial Resources | San Mateo and Santa Clara | To expand and enhance a product-based financial education program that leverages the principles of Behavioral Economics and uses popular education techniques to increase the financial capabilities of “under-banked” low-income families. | $45,000 |
| Community Legal Services in East Palo Alto | San Mateo | To implement a collaborative community financial training program that teaches East Palo Alto residents to take charge of their household finances, encourages banking, and provides financial products and one-on-one coaching to build assets. | $87,611 |
| EARN (Earned Assets Resource Network) | San Mateo and Santa Clara | To complete and evaluate a ground-breaking pilot project that provides direct client financial coaching and coaching training for agencies serving low-income families. | $109,470 |
| Opportunity Fund | San Mateo and Santa Clara | To continue helping working families build financial capability and savings through a nationally–recognized microsavings program and to support efforts to engage clients, maximize learning opportunities, and successfully open a matched savings account. | $110,000 |
| Pacifica Resource Center, a Project of the Tides Center | San Mateo | To continue to help stabilize Pacifica residents beyond emergency needs and improve longer term economic self-sufficiency by incorporating financial education and asset-building into core services, in particular free tax preparation, financial support groups and financial coaching. | $65,000 |
| Peninsula Family Service | San Mateo | To deliver a Financial Empowerment Program that offers services including prepaid cards, Individual Development Accounts, access to banking products and financial literacy to the unbanked and those with challenging credit histories. | $55,000 |
| Project Read, North San Mateo County | San Mateo | To contine providing financial management training and one-on-one coaching and begin support groups for underserved populations, low-income adult literacy students, and first- and second-generation immigrant families so they can build assets and secure their financial future. | $90,000 |
| Sacred Heart Community Service | Santa Clara | To continue implementing an Asset Building for Independence project, which helps people facing poverty gain financial stability and become economically self-sufficient by providing access to “bundled” services, tools to gain assets, financial education and intensive staff support. | $75,000 |
| Self-Help Economic Development (SHED) | Santa Clara | To continue integrating financial education with accessible financial products and services at the credit union's Micro Branch to assist low-income families in achieving greater financial stability, including a project analyzing prior year outcomes and sharing information with organizations serving the same population. | $84,530 |
| United Way Bay Area on behalf of SparkPoint San Mateo Center | San Mateo | To expand the SparkPoint San Mateo Center at Skyline College so low-income and minority program participants have access to a full range of integrated financial education and asset building tools. | $90,000 |
| United Way Silicon Valley | Santa Clara | To continue implementing a Credit Coaching program that provides a skilled-volunteer opportunity for community members while also providing financial coaching to low income individuals and families in Santa Clara County. | $102,582 |