Archive for Announcements & Events

New Toolkit Assists Agencies in Developing Financial Capability Programs

New Toolkit Assists Agencies in Developing Financial Capability Programs

CFED, in partnership with the Office of Community Services of the U.S. Department of Health and Human Services, has developed “Integrating Financial Capability: A Toolkit for Social Service Organizations.” The toolkit was designed to help decision-makers and program managers develop financial capability programs. This step-by-step guide provides community-based organizations tools to determine how best to use financial capability strategies to support their clients, whether they’re providing financial capability services for the first time or want to improve or expand existing efforts.

This guide is an example of how federal agencies are moving asset building forward asset building.  There are seven key strategies that organizations can use to help families build financial capability:

  • Financial education
  • Financial counseling and coaching
  • Credit and debt management
  • Tax credits and filing assistance
  • Access to federal and state benefits
  • Access to safe & affordable financial products
  • Savings mechanisms

The toolkit is available as a draft for comment here.  CFED would appreciate your feedback on the toolkit draft via the online feedback survey found here.  If you have any questions about the toolkit or survey, please contact Kori Hattemer at

GuideStar and others offer second letter on “The Overhead Myth”

To read the following letter about “The Overhead Myth,” click here.

If you are interested to read more about The Overhead Myth movement go to

Don’t Miss “Fundraising 101 at the Library”

October 25 – Fundraising 101 at the Library

The Waco-McLennan County Library will host a class on Saturday, October 25, 2014 at 10:05 am – 11:30 am in the upstairs meeting room. This class will be Fundraising 101- A basic introduction to fundraising and resources through the Foundation Center Collection and Grants Resource Center at the Library. This class is for those looking to start fundraising for their organization or for those new to the field of fundraising in the nonprofit field, especially 501c3′s.To register or for more information, go to or contact Kim at 750-5974.

Date: Saturday, October 25, 2014
Time: 10:05 am – 11:30 am
Location: Central Library Meeting Room, 1717 Austin Ave., Waco, TX 76701

See more training opportunities here.

Training Calendar

Looking for a great webinar?
Two are coming up.

October 23 - Register for IRS Phone Forum: Helping 501(c)(3) organizations with charitable contributions (a primer)

Topics include:

  • Examples of qualified and nonqualified organizations
  • Charitable donations allowed by IRS
  • Acceptable non-cash contributions
  • Rules involving vehicle donations
  • Required written acknowledgement for donation
  • When significant intervening use applies
  • Donors’ recordkeeping responsibilities
  • A brief summary on disaster relief

 Register here!


October 28 – Free Nonprofit 911 Webinar
3 Strategies for Using Stories in Year-End Campaigns

Storytelling is the best way to emotionally connect with donors to engage their heads, hearts, and wallets. Join Vanessa Chase, founder of The Storytelling Nonprofit, for our next webinar and learn the 3 best strategies for storytelling during the year-end season. Webinar starts at 1 pm EDT on Tuesday, October 28.

Register here!


See more training opportunities here.