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Publication Date

June 2018


Jess Dorrance, Mat Despard, Julia Barnard, Carly Hoffmann, Emily Goldstein, and Matthew Stern


JPMorgan Chase & Co.

This Executive Summary provides an overview of the findings and recommendations in the full report called Housing & Financial Capabilities: Integrating and Enhancing Services for Residents. The UNC Center for Community Capital (CCC) partnered with JPMorgan Chase & Co. (JPMC) to identify effective practices, locate shared challenges, and isolate key considerations for organizations seeking to engage in the work of integrating financial capability services into their existing housing work.

The final report, the result of an eighteenth-month long investigation, provides case studies that can elevate lessons and takeaways for the broader field. These case studies highlight groups that are engaging in innovative efforts to integrate financial counseling and coaching services for their residents, and these organizations include include CHN Housing Partners in Cleveland, Ohio; The Resurrection Project in Chicago, Illinois; and a collaborative effort in New York City with the Department of Consumer Affairs Office of Financial Empowerment, the New York City Housing Authority, and Urban Upbound. This Executive Summary provides an introduction to the project, findings and recommendations for each site, and two key considerations that are broadly applicable. To read the full report, see this page.

Topics(s): Affordable Homeownership, Debt & Credit, Financial Capability, Financial Inclusion, Financial Services Industry, Homeownership Counseling, Savings & Asset-Building