AS FUNDER ← edit slice ·
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Individual Retirement and Tax-Advantaged Accounts

01 Individual Retirement and Tax-Advantaged Accounts · 9 edit slice
5
orgs
9
activities
2
strategies
CA
epicenter
the opening take
This slice touches 5 organizations and 9 activities — SAN FRANCISCO FIRE CREDIT UNION, TRAVIS CREDIT UNION, ARIZONA FINANCIAL EDUCATION ASSOCIA, PACIFIC SERVICE CREDIT UNION and others. Activity concentrates in California (60%) and Arizona (40%). The field's most common shared approach is "Criteria-Based Overdraft Privilege", run by 1 orgs.
SAN FRANCISCO FIRE CREDIT UNION and TRAVIS CREDIT UNION hold roughly a third of all activity — know those first.
pull-quote · for funders
who to look at first

shortlist

Ranked by activity breadth, method diversity, and network reach across the slice. Attach a memo to this report and this list re-ranks around your intent.

where this slice is thin

gap signals

Concrete structural gaps — method mix, geographic concentration, coalition density, funder diversity. Evidence is cited from the slice's own numbers.

where the field lives · works

geography

Orange headquarters dots are sized by how many grantees are based in the state. Green circles mark real locations these orgs say they serve — from city-level populations in this slice's impact_map_populations data. Toggle layers at the bottom right.

regional breakdown · hq density
California 60% · 3 orgs
Arizona 40% · 2 orgs
who's here

organizations in this field · 5

sort by
direct service advocacy research capacity building
how the field thinks

strategies in this slice

Theories of action extracted from the orgs in this slice. The count is how many orgs cite each one — a strategy run by many orgs in common is a through-line; one cited by a single org is still surfaced so the reader can gauge the full spread.

where strategy meets practice

strategies × activity types

How each shared strategy breaks down across the four activity types the orgs running it actually do.

direct service
advocacy
research
capacity building
Criteria-Based Overdraft Privilege
1
Retirement Catch-Up Support
2
who works with whom

named partnerships · coalitions · networks

Entities these orgs explicitly call out as partners, coalition members, or networks. Unlike the strategy-sharing graph below (which is inferred from shared approaches), these are relationships the orgs claim on their own sites.

Alhambra Credit Union Partner
shared by 1 org
Apple Inc. Partner
shared by 1 org
CO-OP Network Partner
shared by 1 org
Department of Homeland Security Government
shared by 1 org
Discount Buying Program Partner
shared by 1 org
Early Warning Services, LLC Partner
shared by 1 org
Enterprise Car Sales Partner
shared by 1 org
Google Inc. Partner
shared by 1 org
Harland Clarke Partner
shared by 1 org
ICE Mortgage Technology, Inc. Partner
shared by 1 org
Kelley Blue Book Partner
shared by 1 org
LPL Financial Partner
shared by 1 org
MoneyPass Network Network
shared by 1 org
NCUA Government
shared by 1 org
Osaic Institutions Inc. Partner
shared by 1 org
Osaic Wealth Partner
shared by 1 org
where the field connects

strategy-sharing network

Inferred from shared theories of action: each line connects an org to a strategy it runs. Organizations that share many strategies cluster through the same nodes — funders can spot the field's structural bridges.