Financial Education Grants

Families Matter Vision Council


We are currently accepting proposals for this grant opportunity.

United Way of Snohomish County is pleased to offer $50,000 to support financial education and financial coaching serving low- or moderate-income individuals and families. Grants may be used to support classroom instruction, one-on-one counseling or a combination.

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

There is no maximum award for this investment of funds. 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.

The grant application and instructions are listed below. All proposals are due Friday, March 13th by 5pm. Please email the proposal to lark.kesterke@uwsc.org. For more information, please email Lark Kesterke or call 425.374.5506.

Last year, seven programs received a total of $51,000 in financial education grants from United Way.

Free tax preparation, encouraging people to purchase Savings Bonds and other financial education programs, in addition to these grants, are part of United Way’s overall effort to promote financial stability among Snohomish County families.

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 December 2015 and a final report in March 2016.
  • 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 (Friday, March 13, 2015 at 5:00pm) via email to Lark Kesterke.

 

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

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