AS FUNDER ← edit slice ·
the field for →

Financial Literacy & Coaching

01 Financial Literacy & Coaching · 173 edit slice
50
orgs
159
activities
12
strategies
AZ
epicenter
the opening take
This slice touches 50 organizations and 159 activities — Evergreen Financial Counseling, FINANCIAL PLANNING ASSOCIATION, MONEY MANAGEMENT INTERNATIONAL, EDUCATIONAL EMPLOYEES CREDIT UNION and others. Activity concentrates in Arizona (76%) and California (24%). The field's most common shared approach is "Asset Protection Education", run by 1 orgs.
Evergreen Financial Counseling and FINANCIAL PLANNING ASSOCIATION 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
Arizona 76% · 38 orgs
California 24% · 12 orgs
who's here

organizations in this field · 50

sort by
direct service advocacy research capacity building
where the money comes from

funders already active in this field

Funders named as a funding source on these orgs' own materials. The count is the number of orgs in this slice that cite them — higher means a funder with demonstrable commitment to the field.

USDA 3
Government
Alliance of Arizona 1
Corporate
Amazon Fresh 1
Corporate
Area Agency on Aging 1
Government
Arizona Charitable Tax Credit 1
Individuals
Arizona Charitable Tax Credit program 1
Government
Arizona Community Foundation of Flagstaff 1
Foundation
Arizona State University 1
Foundation
Arizona State University 1
Government
Arizona@Work 1
Corporate
Artisan Partners 1
Corporate
Bankrate 1
Corporate
Barrow Neurological Institute 1
Corporate
CU West CARES Charitable Foundation 1
Foundation
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
Asset Protection Education
1
Community-Led Design
1
Consumer Data Watchdog
3
Credit Privacy Protection
9
Credit-Safe Data Intake
12
Financial Simplification
2
Flexible Dividend Structures
1
Independent Public Watchdog
3
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.

University of Arizona Partner
shared by 4 orgs
Arizona State University Partner
shared by 3 orgs
National Credit Union Administration Government
shared by 3 orgs
Salvation Army Partner
shared by 3 orgs
A New Leaf Partner
shared by 2 orgs
AHCCCS Government
shared by 2 orgs
American Association of Retired Persons (AARP) Partner
shared by 2 orgs
CO-OP Network
shared by 2 orgs
Early Warning Services, LLC Partner
shared by 2 orgs
Equifax Partner
shared by 2 orgs
Experian Partner
shared by 2 orgs
Financial Counseling Association of America Network
shared by 2 orgs
Grand Canyon University Partner
shared by 2 orgs
JP Morgan Private Bank Partner
shared by 2 orgs
JobPath Partner
shared by 2 orgs
Junior Achievement Partner
shared by 2 orgs
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.

scale of the field

rollup metrics

Aggregated scale claims from orgs in the slice. Treat as a floor, not a ceiling — many orgs don't publish these numbers, so totals underrepresent real reach. Extreme outliers (often unit-mismatches upstream) are filtered out.

27.0M
Pounds distributed
from 2 orgs
5.0M
People served
from 13 orgs
54K
Volunteers
from 4 orgs