Resources

Access a variety of informative studies & reports.


2018

Nonprofit Partnerships, Scale, and the Question of Effectiveness in Financial Capability Programs

This report is based on a 2017 study funded by JP Morgan Chase Global Philanthropy




2017

Financial Case management and the Household Cash Flow Model

This article introduces the concept of data assisted financial coaching using OPTAMetrics




2016

Financial Profile of Low Income Households: An In Depth Look

A report on LIFT-Los Angeles Financial Coaching Program




2015

Accelerating Savings Among Low Income Households

Article Published in A Fragile Balance; Emergency Savings and Liquid Resources for Low-Income Households, Michael J. Collins (editor), Palgrave Macmillan, pp 153-174




2014

Scholars Savings Program

A Project of El Monte Promise Foundation, complete report on the design of the Scholars Savings Program in El Monte California




2012

Impact Savings

Savings Accelerator Accounts Program Participants Survey Results




2009

Decision Risks and Individual Development Accounts: An Alternative Approach

Article Published in Journal of Income Distribution, 2009, Vol.18, issue 2, pp 142 – 159