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Financial Capability Curricula & Partnerships

The Foundation’s financial education outreach includes, but not limited to, the promotion and teaching of the following curricula and partnerships.

Preferred Financial Capability Service Providers


BALANCE is a national nonprofit organization working to break the cycle of generational poverty by empowering individuals and families to take control of their financial lives. BALANCE educates, informs, and supports consumers to achieve their financial goals through debt reduction, credit score improvement, budgeting, and homeownership. As a full-service financial coaching and housing counseling agency, BALANCE provides a suite of services to clients nationwide. Programs include housing services, financial counseling and debt management services, and community outreach and education.

BALANCE Informational Webinar

Watch the webinar to learn more about what BALANCE has to offer.


GreenPath Financial Wellness

GreenPath Financial Wellness is a leading national nonprofit whose mission is to empower people to lead financially healthy lives. GreenPath partners with mission-aligned credit unions to engage their members and provide access to free, one-on-one financial counseling, debt management services, and financial education resources. GreenPath anchors their work with empathy coaching, human-centered design, and behavioral economics practices. GreenPath’s financial counseling is free, confidential, and designed to help ease financial stress.

GreenPath Informational Webinar

Watch the webinar to learn more about what GreenPath has to offer.


Knowledge of Financial Education (KOFE)

Knowledge of Financial Education (KOFE), a product of Consolidated Credit, is Cornerstone Foundation’s first Preferred Financial Capability Service Provider. KOFE is an online financial wellness benefits platform designed to connect users with the tools they need to be financially successful. It uses a three-pronged approach to financial education: Self-Paced Financial Education, Classroom Learning, and One-on-One Coaching.

KOFE Informational Webinar

Watch the webinar to learn about all the great features KOFE has to offer. 



Money Mammals

The Money Mammals World Just Got Even Wider! The Money Mammals Kids Club is now a part of The Art of Allowance Project, an umbrella program that also includes ADOLESCENT$, a new portal for tweens and teens. Learn how the more encompassing Art of Allowance Project helps parents raise money-smart kids of all ages while helping credit unions develop lifelong members. You’ll also hear about Cornerstone Foundation program grants that are available for our members.

New Money Mammals: Reimagined Youth Program Webinar

Watch to see how this exciting program helps make money smarts fun for the entire family.

ep. 45 of The Art of Allowance Podcast

The Art of Allowance Podcast

Executive Director Courtney Moran joined The Art of Allowance Podcast to discuss the importance of consistency when teaching money smarts in credit unions, families and schools. Listen to the full episode.

Money Mammals


Plinqit is a mobile platform that is unlike any other savings app on the market. It pays users for engaging with content and advice and helps them set savings goals that they fund from their checking account. It will allow member credit unions to create higher user engagement rates and more natural cross-selling opportunities.

Plinqit Informational Webinar

Watch the webinar to learn more about Plinqit and their savings platform.


Sammy the Savings Rabbit

Sammy is a larger than life size rabbit whose mission is to encourage kids and their families to “Get in the Habit” of saving money. Sammy is “Changing Children’s Lives One Dime at a Time” through workbooks, story books, music, and personal appearances.

Sammy the Rabbit Informational Webinar

Watch the webinar to learn about the Sammy the Savings Rabbit children’s educational program.

Sammy the Rabbit

Other Providers


Biz Kid$ is a financial literacy initiative that includes an award winning TV series, free classroom curriculum, outreach activities, a website and a monthly online newsletter targeting children 9 – 16 years old. Please watch the video to see how Cornerstone Foundation supports and partners with Biz Kid$.

Biz Kid$ Entrepreneur Contest

The Cornerstone Credit Union Foundation is excited to announce that credit unions have the opportunity to participate in the highly acclaimed Biz Kid$ Entrepreneur Contest for the 2021-2022 academic year.

Biz Kid$

Councils on Economic Education

Cornerstone Foundation partners with state Councils in various ways by providing teacher training opportunities and free, downloadable financial education curriculum for the classrooms that is professionally written and meets states standards. The Councils also partner with their state Jump$tart Coalitions and other government and community organizations to collaborate to offer programs and resources for educators. 

Arkansas Council on Economics Education
Oklahoma Council on Economics Education
Texas Council of Economics Education



EverFi services are designed to improve consumer and community financial capability through online learning programs for grades 4-12, college ages, and adults. They can provide measurable data feedback, and their interactive learning platforms can be customized and are scalable across a network.



FamilyMint’s Money Management Certification Program combines a 60-page step-by-step workbook with a fun online money management application for kids. Certification Program workbooks are designed for grades 5 and up (ages 10+).  Online software designed for kids ages 6-14 with parental involvement.

family mint

National Financial Educators Council (NFEC)

The National Financial Educators Council is focused on helping to create a world that empowers people to make qualified financial decisions that improve their lives. They provide financial education materials and resources, promote advocacy campaigns, and help organizations build sustainable financial education programs through professional development training and grants. The NFEC also provides research and best practices data. The NFEC also offers a Certified Financial Education Instructor – Financial Literacy Certification (CFEI).


National Endowment for Financial Education (NEFE)

NEFE is the leading nonprofit national foundation dedicated to inspiring empowered financial decision making for individuals and families.  NEFE has a variety of self-help websites and resources that are noncommercial and frequently updated to ensure that they provide credible, reliable information to consumers, from young adults to retirees.



For questions about any financial capability educational programs, please contact Marina Garcia, Financial Capability Director, at 469-385-6445.