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Resources for Integrating Financial and Asset Building Services

The 75-plus Financial Opportunity Centers in LISC’s national network offer an “integrated” package of workforce development services, financial education and coaching, and income supports access.  The community development, municipal government, and human/social services sectors are increasingly recognizing the power of service integration approaches to improve the financial lives of individuals and families.  Below is a selection of informational resources for organizations interested in learning why service integration can be an effective approach, and best practices for implementing that model in their communities. 

Building Financial Capability:  A Planning Guide for Integrated Services
This comprehensive planning guide, prepared by CFED and published by the Administration for Children and Families, U.S. Department of Health and Human Services, offers information, tools, and worksheets for organizations interested in integrating financial capability elements into their programming. Click here to view the guide.

A New Way of Doing Business: A How-To Guide for Implementing Integrated Income and Asset Building Services
A brief planning guide, developed by LISC, provides an overview of the Financial Opportunity Center model and offers worksheets or planning tips for organizations interested in implementing a similar integrated service delivery model in their agencies.  See it here.

Working Families Success Network
A network of national intermediaries and funders is seeking to promote adoption of integrated service delivery approaches throughout the field.  Visit the site.

Municipal Financial Empowerment:  A “Supervitamin” for Public Programs
This report series from the New York City Department of Consumer Affairs explores the effectiveness of integrating financial counseling into other public programs and offers examples of how other cities can adopt some of New York’s integration initiatives. Click here to read the reports. 

Posted in Integrated Services Delivery

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