Asset Funders Network met for a special launch event held at Philanthropy New York and live streamed nationally for the release of a new brief, Supporting Employee Financial Stability: How Philanthropy Catalyzes Workplace Financial Coaching Programs, which addresses the role of philanthropy in employer programs. The event included a short overview of the brief by the author, followed by a facilitated panel discussion with funders. The new brief reviews innovative approaches employers believe increase recruitment and retention while impacting employee financial well-being, and includes recommendations for funders who want to invest in workplace approaches.
Who may attend:
In-person (funder-only audience) held at Philanthropy New York
attend the live stream (open to all audiences)
About the Brief:
More than half of employees in the United States report that they are financially stressed, and nearly one in three employees report being distracted by personal financial issues while at work. To address this issue, several nonprofit organizations have partnered with employers to provide financial coaching and financial capability services to employees in the workplace. The new brief, Supporting Employee Financial Stability: How Philanthropy Catalyzes Workplace Financial Coaching Programs, released by Asset Funders Network (AFN) and the University of Wisconsin Center for Financial Security, looks at innovative approaches employers believe increase recruitment and retention while impacting employee financial well-being, and recommendations for funders who want to invest in workplace approaches.
The brief examines:
- How different models that deliver financial coaching to employees through a trusted source and at a time that is relevant and actionable;
- How philanthropies can invest in new approaches that connect employer and employee well-being;
- The role of philanthropy in employer programs and actionable recommendations for grantmakers
Lawrence Bowdish, Director, Research and Issue Networks, U.S. Chamber of Commerce Foundation’s Corporate Citizenship Center|
Hallie Leinhardt, Outreach Specialist, Center for Financial Security, University of Wisconsin-Madison
Kim Ostrowski, Vice President, Corporate Giving, Prudential
Anne Romatowski, Vice President, Global Philanthropy, JPMorgan Chase
Lisa Price (Moderator), Vice President, Asset Building Program Manager, Wells Fargo