Pro Bono Partner Organizations
The MoneyWork$ scholarship program at the Borough of Manhattan Community College awards thirty students each year to attend twelve financial literacy classes. For a broader outreach, students are required to bring two other individuals, students, or family members to each class. Classes are open to the public and each class attracts as many as 100 participants.
Students also get a financial planner mentor who helps them with their personal financial situation. Scholarship recipients are encouraged to use their financial education in giving back to their community in some way.
The committee also works with the Center for Continuing Education and Workforce Development at BMCC. We provide periodic financial workshops for students who are working toward increasing their skills and workforce preparedness by taking continuing education courses. Many of these students will enter the workforce after this training and the goal is to prepare them for the financial situations they will face upon completion of their continuing education credits. Financial literacy is one piece of the education they receive.
Promotes self-sufficiency and life skills development for economically-disadvantaged men who are actively seeking employment, advisors teach workshops on budgeting, goal setting, credit repair and banking and thanks to a Foundation for Financial Planning grant, provide one-on-one counseling for up to 50 clients through 2016. Contact Bruce Katz at email@example.com for more information on one-on-one counseling.
This advocacy and support agency for New Yorkers living with disabilities hosts workshops on various financial literacy topics including budgeting, credit repair, taxes and estate planning, members provide individual financial planning as needed.
Promotes the economic independence of disadvantaged women by providing professional attire, a support network and career development training to help them thrive in work and in life. Our advisors conduct workshop presentations in Dress for Success’ financial literacy program which is targeted to lower and mid-income women. Most of the women in the financial literacy program re-enter the workforce after receiving training and support services from the Dress for Success organization
The Centers in each of five boroughs of New York City provide criminal justice and social services in one location to victims of domestic violence (DV) and their children. Counseling and child care services are available to clients taking job readiness classes at the centers. The FJCs and W!SE receive financial support from the Allstate Foundation for Financial Literacy. Advisors conduct a 12-week MoneyW!SE series of classes to teach DV survivors essential personal finance skills with pre-test and certification test, demonstrating content mastery, coaching and individual financial planning as requested.
The Financial Clinic has a $1 million contract with the City of New York to provide financial empowerment services to qualified clients; the Pro Bono Committee provides advisors to cover advanced topics that Financial Clinic counselors are not prepared to resource. Volunteers are trained to prepare individual tax returns (through the IRS Volunteer Income Tax Assistance program) at centers and temporary locations throughout the 5 boroughs (January to April volunteer opportunity).
GFS is a leading youth development, education and family service agency that serves over 27,000 foster program participants a year; a pilot program launched in 2014 to teach basic financial literacy on budgeting, credit and banking.
iMentor builds mentoring relationships in 3,500 mentor-mentee pairs throughout New York City that empower students from low-income communities to graduate high school, succeed in college, and achieve their ambitions. The Committee provides high-level advice and support on student loan planning, FAFSA applications, and other financial planning topics.
LIFT provides legal information, parenting skills training and basic personal finance education to low income families navigating the Family Court system. Our advisors teach basic financial literacy skills as part of LIFTs 12-week parenting skills program and provide individual financial planning assistance as requested.
A core team of five advisors has been meeting with FPANY president Lee Conti, Jr. to develop a strategy to serve members of the military: pre-deployment, in-service (especially families of servicemembers) and servicemembers in re-entry and other veterans. Contact subcommittee chairperson Brenda Smith at Brenda.Smith@bernstein.com for more information.
The Neighborhood Trust is one of 200 community development credit unions in the US and offers socially-responsible financial products to residents of Washington Heights, Inwood, and West Harlem in Manhattan. The committee complements their extensive offerings with advanced individual financial counseling.
The committee works with New Destiny Housing Corporation whose mission is to increase the housing and services available to low-income domestic violence survivors in New York City. New Destiny provides financial education opportunities for their residents, but they invite the committee to provide more in depth financial workshops on credit repair, identity theft, banking, and debt management. New Destiny is a participant in the MoneyW!SE Project and gives their clients the opportunity to follow the twelve week workshop series on financial empowerment and an opportunity to obtain the Certificate of Financial Literacy.
NYCfNAC provides free tax preparation services to low-income New Yorkers. The committee has created a partnership and has worked with this organization for several years. Many of our volunteers have been trained as tax preparers and this has enabled them to use this knowledge in other parts of their volunteer efforts and professional capacities as well.
OFE provides free financial literacy counseling by phone via the city’s 311 service; Pro Bono Committee members offer customized individual counseling on advanced topics such as retirement planning, college savings plans and saving to benefit disabled beneficiaries.
The Committee provides advisors for nearly-weekly workshops provided free to the public as well as appointment-only individual financial counseling and periodic Financial Planning Days wiith 12 different classes on financial issues, one-on-one counseling, and a financial fair with educational resources.
This organization works with thousands of the homeless New Yorkers who live on the streets. Project Renewal offers a comprehensive approach from offering food and shelter to moving individuals into homes to getting an education and jobs. We conduct a credit repair workshop in their homeless shelters as well as their organizational offices. This activity is followed up with individual sessions as needed.
Samaritan Village offers programs for chemically addicted men and women. We provide our four workshop series on basic financial literacy programs once a week and occasionally work on an individual basis with their clients.
A long-time committee partner that works with survivors of domestic violence, Sanctuary for Families is the largest nonprofit in New York State dedicated exclusively to serving domestic violence victims and their children. Currently we have developed two types of assistance for clients of Sanctuary:
- A six session weekly workshop series of basic financial empowerment and a workbook with text and exercises as material.
- Individual one-on-one financial counseling
Committee members receive sensitivity training and orientation about Sanctuary for Families before they can begin working on this program.
Provides teen mothers and their children an apartment and supportive programs for 2 to 5 years. During this time, participants are trained in the skills needed to work and achieve self-sufficiency. Advisors provide a 6-session workshop series on basic financial literacy topics.
Formerly known as Episcopal Social Services, Sheltering Arms is New York’s oldest and largest organization serving foster children. A new effort was launched in 2016 to prepare children in care and just entering independent adulthood to plan for their financial futures.
W!SE prepares tests for high school students and provides them with a Certificate of Financial Literacy. This year W!SE had more than 50,000 certificants in 23 states. In addition to students, W!SE also trains teachers and are now working on Teacher Certifications.
FPANY Pro Bono works with W!SE in several ways:
- Reviewing test items and provide input on test development
- Providing financial planners to answer personal financial questions
- Providing speakers for local high schools
- MoneyW!SE program