Consumer Education Initiatives in Financial and Health Literacy. Collaboration


Federal participants reported collaborating with other federal agencies, departments, and nonfederal organizations for a variety of reasons, including program conception and funding, implementation, policy creation, and ongoing direction. Interview participants from 15 initiatives reported some type of coordination with other federal agencies, although they did not always specify the exact nature of the partnership. We did not document any instances in which participants from a health literacy initiative partnered with a financial literacy initiative, or vice versa. Participants from financial literacy initiatives often referred to collaboration with other members of the Financial Literacy and Education Commission (FLEC). Interview participants frequently cited collaboration around program creation and implementation. Participants from health literacy initiatives reported coordinating with other agencies to develop consumer tools and materials and receive guidance through advisory groups.

AoAs NCBOE formed an advisory committee composed of federal agencies with public benefits programs. This group provides guidance to the centers initiatives, such as the Benefits Enrollment Centers pilot, and identifies opportunities for greater collaboration in benefits coordination and outreach. The steering committee for ODPHPs web-site includes HHS agencies, such as HRSA, CDC, USDA, the Office of Minority Health (OMH), NIH, and AHRQ, as well as the Department of Veterans Affairs (VA) and ED. The steering committee assists in ensuring that information presented on the web-site is accurate and up to date. A participant from AoAs Part D Outreach initiative stated that she communicated intensively with CMS and HRSA during the programs initial stages.

Private organizations commonly reported collaboration. Participants described partnerships with other private organizations, nonprofit groups (to increase outreach), academic institutions (for materials development), and government agencies (for funding).

  • AARP partners with multiple private financial organizations for its Financial Freedom Tour, with Walgreens initiatives to promote appropriate use of medications among seniors, and with multiple other nonprofit organizations and foundations for the Bank on Cities campaign.
  • EARN receives federal and non-federal funding for its IDA program and partners with local nonprofit organizations that serve specific target populations, such as African Americans, Latinos, and refugees. Since many EARN clients learn about the organizations services by word-of-mouth from other clients, such partnerships help the group increase the reach of their services.
  • The curriculum for ISU Extensions Small Steps to Health and Wealth was developed by faculty at Rutgers University, and extension programs across other universities share resources.
  • NEFE partners with other nonprofit organizations such as Habitat for Humanity and the Welfare to Work Partnership as well as Citigroup, a financial services company.
  • The Health Education Council receives federal and non-federal funding for its tobacco cessation work and has partnerships with national and community-based organizations.
  • NCOA works with multiple partners in operational and advisory capacities, including but not limited to other nonprofit organizations such as Catholic Charities and the Access to Benefits Coalition, and private organizations such as CVS (a chain of pharmacies) and AstraZeneca (pharmaceutical).

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