Financial Coaching Grants
The Travis Credit Union Foundation is accepting applications for the 2025 Financial Coaching Grant Application.
DEADLINE: FRIDAY, FEBRUARY 21 @ 12:01 AM
This initiative is an opportunity for one Northern California non-profit organization to access $30,000 in unrestricted funding and up to $9,000 to train their staff to become financial coaches.
DEADLINE: FRIDAY, FEBRUARY 21 @ 12:01 AM
This initiative is an opportunity for one Northern California non-profit organization to access $30,000 in unrestricted funding and up to $9,000 to train their staff to become financial coaches.
The Financial Coaching Grant aims to strengthen non-profit organizations and create a network of financial coaches that empower our communities with financial literacy.
The Financial Coaching Grant makes use of Inclusiv Pathways, industry leading software that simplifies financial coaching and helps beneficiaries:
Reduce Debt
Increase savings
Establish and/or improve credit scores
The key goal of the grant is to strengthen financial wellness by improving community access to financial coaching opportunities, while providing non-profits with unrestricted grant funds to support this work and their missions.
The Financial Coaching Grant makes use of Inclusiv Pathways, industry leading software that simplifies financial coaching and helps beneficiaries:
Reduce Debt
Increase savings
Establish and/or improve credit scores
The key goal of the grant is to strengthen financial wellness by improving community access to financial coaching opportunities, while providing non-profits with unrestricted grant funds to support this work and their missions.
Eligibility
- Organizations benefiting people in the counties of Napa, Solano, Yolo, Contra Costa, and Merced.
- Organizations classified as public charities.
- Organizations with the ability to reach diverse communities to include those that are unbanked/underserved.
- Organizations that do not discriminate by race, color, religion (creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation, or military status.
- Organizations with the capacity to allocate time and resources for 2 staff members to become financial coaches (self-study) and provide 10 or more 1-hour financial coaching sessions to beneficiaries each month.
- Organizations that are willing to promote their participation in the Financial Coaching Grant Program and acknowledge funding received from Travis Credit Union Foundation in traditional and social media.