Sandy Baum
Senior Policy Analyst
The College Board

Ann Coles
Senior Advisor
College Access Programs
TERI

Inger Giuffrida
Director
Assets Alliance

Marty Guthrie
Director for Governmental Affairs
NASFAA

Patricia McDonough
Professor
University of California, Los Angeles

Arnold Mitchem
President
Council for Opportunity in Education

Kimberly Pate
Vice President, Strategic
Partnerships & Business Development
CFED

Leslie Parrish
Senior Researcher
Center for Responsible Lending

Jill Wohlford
Senior Knowledge Mgmt &
Program Officer
Lumina Foundation for Education

Woody Widrow
Executive Director
Texas Asset Building Coalition

General Information on IDAs :

IDA Program (powerpoint) – L4CD, Assets for All Alliance

"What is an IDA?" (powerpoint) – the Assets Alliance

IDA Fact Sheet - CFED

IDAs: Providing opportunities to build asset - CFED

"What are IDAs?" - CSD

 

IDA Program Design:

General Information Program Design Resources which include: Program Planning, Program Administration, Population Specific, Accountholder Communications, Creating Partnerships, Asset Acquisition Forms, Policies and Procedures, and Recruiting – CFED IDA Program Logic Model Template – the Assets Alliance Program Logic Model for Youth$ave - REACH Community Development Corporation Participant and Program Flow - REACH Community Development Corporation Eight Years of Youth$ave 1998-2006 (A summary of program impact, key elements of success, program changes made, and lessons learned) – REACH Community Development Corporation Calculator Template for Designing an IDA Account Structure – the Assets Alliance Service Delivery Flow – MESA College Initiative IDAs and Banks: A Solid “Match” – FDIC Quarterly (2007 Volume 1, Number 1)

Education Plans Planning and Paying for your Education with an IDA – L4CD, Assets for All Alliance Personal Career Marketing Plan – Michigan IDA Partnership An Education Plan - Western Carolina Community Action Education Plan – CASA of Oregon, VIDA

Student Budgets Financial Planning Sheet -Maya Angelou See Forever Foundation

Marketing Education IDAs to Postsecondary Institutions Sample Marketing Letter to Universities -Lenders for Community Development

Marketing IDAs to Students Women, Work, and Community Flyer – Maine FDA Coalition Franklin County Tax Assistance Program – Maine FDA Coalition

Memorandum of Understanding (MOU) Examples Sample of memo to University MOU - Mile High United Way

Funding Sample documents and guides: Appeal Letter from Sponsoring Agency - CFED, IDA Program Design Handbook Appeal Letter from Account Holder - Housing Assistance Corporation Guide for Writing IDA Funding Proposals - CFED, IDA Program Design Handbook Letter to Bank - Youth$ave/REACH Guidance for Funding IDAs through TANF: Helping Families Achieve Self-Sufficiency: A Guide to Funding Services for Children and Families through the TANF Program (HHS) - Department of Health and Human Services

 

Financial Education:

General Resources Financial Education Resource List – the Assets Alliance College Access Initiative: Overview of Guaranty Agency Outreach Service

Planning Resources Financial Education Program Planning Worksheet – the Assets Alliance

Resources for Foster Care Youth Financial Education Resources for Youth Transitioning out of Foster Care – Presented at the 2006 Asset Building Conference, cfed & the Assets Alliance Making Financial Education Effective and Engaging for Young People Transitioning Out of Foster Care - Presented at the 2006 Assets Learning Conference, the Assets Alliance

Research of Financial Education Programs Practical Money Skills for Life -Wells Fargo Case Study Practical Money Skills for Life - Visa Longitudal Study (2004-2005)

Curriculum Examples for Youth & Families High School Financial Planning Program – NEFE Hands on Banking – Wells Fargo Bank  Money Skill – AFSA Education Foundation Money Skills Classes - Juma Ventures, San Francisco Education IDA workshop matrix - Riverside CAP Family Finance Class – Utah State University Youth$ave curriculum description and table of contents – REACH Community Development Corporation Credit Game Rules – Youth$ave/REACH

Curriculum Examples for Adults Money Smart – FDIC (Federal Deposit Insurance Corporation) Finding Paths To Prosperity, Facilitator's Package – CFED Building Blocks to Financial Success – WORC (Women’s Opportunities Resource Center) Financial Planning and Financial Education Website Money Made Easy – One Economy, The Beehive Women, Work, and Community Financial Education Workshop description – Maine FDA Coalition

 

Education Asset Information - Links to Websites

The College Board The College Savings Plan Network FastWeb.com Federal Student Financial Aid Home Page Free Application for Federal Student Aid (FAFSA) Sallie Mae

 

State Policy

State Assets Policy Pages – CSD (Center for Social Development) State IDA Policy Summary Tables – CSD Shared Responsibility Model – Oregon A House Bill – Oregon Promoting Economic Security for Working Families: State Asset Policy Initiatives – Asset Building Strategies

Federal Policy

Assets For Independence (AFI) Fact Sheet AFI Background AFI Builder: A Guide to Planning an Assets for Independence/IDA Project AFI legislation AFI’s Reports to Congress and Program Evaluations AFI Resources for Grantees: Including AFI Resource Center, Request Assistance, ListServ, Policy and Guidance, Upcoming Events, Management Information System, and Reporting Procedures and Timeline Government Relations – NCAN Report to Congress Status at the Conclusion of the Seventh Year – Assets for Independence Program

 

IDA Locators

View cfed’s IDA directory to search for an IDA program in your state  Go there View the AFI Project Locator to search for organizations offering IDAs Go there View website links to other nonprofit organizations offering IDAs Go there

 

Education Saver Stories

Bernetrice Parker – Capital Area Asset Building (CAAB)/Urban Alliance Jian Zheng – CAAB/Urban Alliance Lorrie Whaley – Western Carolina Community Action, SavingPlus project Jamie Elmer – Michigan IDA Partnership Saving for College in Maine’s Matching Grant Program: Account Owner Experiences (2006) – CSD