Banking on Local Partners: Successes from the Field
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Banking on Local Partners: Successes from the Field

February 21, 2012

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NCOA’s resource centers for the Economic Security Initiative (ESI) and Senior Community Service Employment Program (SCSEP) continue to expand their local partnerships in an effort to connect more older adults to financial services. Here’s a glimpse at some of their recent successes:

New Jersey

The NJ ESI team was recently invited to present their services to the network of local libraries. The libraries learned of the initiative and requested a presentation in order to better inform their referrals to ESI. In addition, several adult living communities have added the ESI brochure to their welcome package for new residents.


NCOA’s Tennessee Resource Center was a collaborating partner in Bank On Music City, part of the Mayor of Nashville's initiative to lower the poverty rate. Participants got free credit reports, tax assistance, and signed up for bank accounts. Two of the center’s clients were interviewed by the media—one was the first person to open a bank account at the event, and another cautioned others against predatory lenders.


The NCOA Virginia Resource Center teamed with its local area agency on aging and the Fairfax Community Development Credit Union for a financial education event on Feb. 22. The event included a presentation of the Savvy Saving Seniors materials. In addition, the Credit Union is now offering all of the center’s ESI and SCSEP clients a free checking account and a one-time $25 deposit upon opening the account.

West Virginia

Our West Virginia team helped a SCSEP subgrantee, Southwestern Community Action Council (SCAC), to embrace the ESI approach to holistic economic casework for clients. SCAC held a presentation on BenefitsCheckUp® and EconomicCheckUp® at a local elementary school, where parent resource coordinators were interested in learning more about the tools and how they could be helpful with caregiving responsibilities. SCAC is also looking at opportunities to engage their local Goodwill in the Economic Security Initiative.


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