Financial Education Grants

Families Matter Vision Council


The application deadline for this grant has passed.

We are currently reviewing proposals to fund programs providing direct financial education (clients or staff) or financial coaching one-on-one (clients) which serve low- or moderate-income individuals and families. Grant funds may be used to support classroom instruction, one-on-one counseling or a combination of classroom and individualized support.

We will notify applicants the week of February 17.

Example financial asset building* areas could include money management, savings, budgeting, avoiding fraud, credit management or other financial topics relevant to low- or moderate-income families. Funds may be used to support or expand financial asset building services or to develop a new financial education offering. 

The maximum award for a grant is $15,000. Organizations currently receiving United Way multi-year program grants are eligible for funding, including programs presently funded. For programs currently receiving a multi-year program grant funds must be used to either expand or enhance impact.

* Note: Financial asset building refers to securing tangible resources available to households—financial, personal, institutional and social (networks of family and friends)—that can be drawn upon in times of need, or can be invested for the future. Examining the change in a family’s wealth over time helps reveal changes in economic security and opportunity for the family as a whole.

Purpose

Financial asset building programs that align with increasing availability and quality of opportunities to low-income families and individuals in Snohomish County

  • Funds programs providing direct financial education (clients or staff) or financial coaching one-on-one (clients)
  • Awarded for a 10-month period
  • Maximum award is $15,000

Standards for eligibility
  • Applicant must be a 501(c)3 nonprofit organization, or must identify a 501(c)3 nonprofit organization that can act as a fiscal agent for the project.
  • The organization and fiscal agent shall be compliant with UWSC’s Agency Non-Discrimination Policy.*
  • The organization and fiscal agent shall complete a Counterterrorism Compliance Form.*
  • The organization shall be fiscally and administratively sound, and willing to provide financial information as requested.*
  • Funds must be used to provide direct service to community members or staff. Funds may not be used for capital expenditures, such as office equipment.

* Current United Way grantees in good standing are precluded from submitting these items.


Additional information
and criteria
  • Absolutely no late applications will be accepted.
  • Current United Way grantees in good standing are precluded from submitting items that are noted with an asterisk (*).
  • Grant recipients must complete a progress report in June 2014 and a final report in January 2015.
  • Organizations currently receiving a Multi-Year Program Grant are eligible.  
  • Programs currently receiving a Multi-Year Program Grant are eligible, but funds must be used to either expand or enhance impact.

Funds can be spent on any activities which expand or enhance financial education and/or financial coaching services to low-income Snohomish County residents.

  • Examples of such activities include:
  • Outreach and marketing
  • Course materials and/or workshop provisions like food, childcare or transportation
  • Wages or salaries for financial education trainers or staff
  • Wages or salaries for financial coaching staff
  • Professional development opportunities for staff/supervisors like Financial Coaching for Prosperity provided by Burst for Prosperity

Application checklist

* Current United Way grantees in good standing are precluded from submitting these items.


Please do not include other attachments, such as brochures, newsletters, etc. Submit the above items by the deadline to:

United Way of Snohomish County
Attention: Lark Kesterke
3120 McDougall Ave., Ste. 200
Everett, WA 98201

Mission: Leading positive change that transforms our community and improves people’s lives in Snohomish County

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