Cornerstone Foundation Marks Financial Capability Month with Tools for Every Stage of Life

April is Financial Capability Month, and Cornerstone Foundation is using the opportunity to spotlight resources that help members build stronger money habits at every age and stage of life.

To commemorate the month, the Foundation is highlighting financial wellness tools and special offers from its preferred partners, giving credit unions added ways to support members as they plan, save, and navigate important financial decisions. From workshops and coaching to games, family resources, and youth-focused materials, the goal is to make financial education more accessible, engaging, and practical.

Preferred Partner Offerings:

Balance: Financial Wellness

Special offer: Buy five workshop licenses at $600 each and get the sixth one free.

Check out the newly revamped catalog with over 10 new workshops focused on the connection between mind, body, and money.

Contact: partner-relations@bebalanced.org
Balance: Financial Wellness
Access Workshop Catalog Attachment

 

Cashy: Free Month for Cornerstone Credit Unions!

This April, members get FREE access to over 20 interactive financial education games and presentations, ready to use for any age or topic.

See how a Cornerstone member, UFCU, uses Cashy: cashygame.com/customers/ufcu
To schedule your setup call, email cashy@cashygame.com and mention Cornerstone.

 

Cloverleaf

Cloverleaf is observing Financial Capability Month with a special offer: sign up in April and get your $1,500 setup fee waived.

Contact: rost@cprops.com
Cloverleaf | Cornerstone

 

GreenPath Financial Wellness

Schedule a demo in April and partner by June 30, to receive three months free.

Contact: amanthei@greenpath.com
Book a meeting with Andy Manthei
Your Partner in Financial Health | GreenPath Financial Wellness

 

KOFE: Knowledge of Financial Education

Sign a new KOFE partnership agreement between April and September to receive $300 in gift cards, perfect for supporting financial wellness programs, member engagement, or participation incentives.

Contact: Ana Maria Ceballos, Relationship Manager
KOFEtime Financial Wellness Benefits Platform

 

Money Habitudes

Join upcoming community events to see how organizations are sparking conversations about money, great for credit unions looking to engage members and youth around financial wellness.

Money Habitudes is also offering its Credit Union Engagement Pack, designed to help start meaningful money conversations. Cornerstone credit unions get 15% off in April with code Cornerstone2026.

Contact: Cara Macksoud, CEO

The Money Mammals – Powered by The Art of Allowance

In addition to Financial Capability Month, April is also National Credit Union Youth Month. To celebrate, Cornerstone credit unions can offer families more than a one-time youth promotion. Youth Month Resource Bundle includes:

• Printable “Share, Save, Spend Smart” plan for kids
• Parent guide for money conversations
• Ready-to-use social media content
• Branch/event activity ideas
• Themed family newsletter
  

Contact: Erin Prim, Marketing Manatee and Client Services Coordi-gator
The Money Mammals powered by The Art of Allowance

My First Nest Egg

Celebrate National Credit Union Youth Month with a fully branded package. Cornerstone partners get 25% off using code Member25.

Contact: healthyhabits@myfirstnestegg.com
Youth Month - Built for Impact - My First Nest Egg
Access My First Nest Egg Credit Union Youth Month discount

Additionally, Cornerstone Foundation resources are always available to help individuals and families build confidence with money.

Cornerstone Foundation Offerings:

• Join a Council
  Connect with your peers through the  Financial Wellness Council and share best practices.
• Train Your Team
  Become a Certified Credit Union Financial Counselor (CCUFC) in 2026. FiCEP cohort 2 registration opens May 25.
• Explore Trusted Partners
  Vetted and preferred partners that give credit unions easy access to financial wellness education and solutions.
• One-on-One Help for Staff
  Free BALANCE counseling is available for your employees.
• CU FinHealth Conference
  Leading financial well-being event for credit unions.
• Grants That Make a Difference
  Apply for a  Community Development Grant to fund your financial wellness initiatives.
• BALANCED Life™ Retirement Experience, including recently updated Reality Fair and In Classroom Simulation
  Experiential resources for member and employee personal finance education. Updated packages are available.
• Journey to Financial Wellness
  This new staff-focused program makes it easier than ever to start a financial wellness initiative in your credit union. Cornerstone members can request a free copy today!

Credit unions can explore the full range of resources and partner offers through Cornerstone Foundation’s financial wellness page.