key resources: impact evaluation
Measuring outcomes is essential to developing effective programs that benefit participants. In this section, you will find a menu of information-ranging from articles on measuring financial stability outcomes to a resource for creating evaluative instruments-to help in evaluation planning and reporting.
1) Evaluating The Impact of Economic Empowerment Program
Women’s Institute for Housing and Economic Development
This curriculum is well-respected locally and comes with a Facilitator’s Handbook that addresses impact evaluation. The section on impact evaluation is available here
. The full handbook can be found here, www.wihed.org.
2) Financial Education Evaluation Toolkit
The National Endowment for Financial Education® (NEFE®)
Dedicated to delivering the information and skills necessary to take control of personal finances, NEFE® partners with other concerned organizations to provide financial education to underserved populations. They developed an online database that creates evaluative instruments for financial education, samples of which can be found in the Evaluative Instruments section of this Toolkit. The NEFE online database can be found here, www2.nefe.org.
3) Evaluation of the American Dream Demonstration, Final Evaluation Report, Executive Summary
Abt Associates for The Ford Foundation and Charles Stewart Mott Foundation
This evaluation documents the success of Individual Development Accounts and the ability of people with modest means to save. www.abtassociates.com. ![]()
4) A Longitudinal Evaluation of the Intermediate-term Impact of the Money Smart Financial Education Curriculum Upon Consumers’ Behavior and Confidence
Federal Deposit Insurance Corporation (FDIC)
5) Evaluating Your Financial Literacy Program: A Practical Guide
Katy Jacob, Woodstock Institute
6) Tools for Survival: An Analysis of Financial Literacy Programs for Lower-Income Families
Katy Jacob, Sharyl Hudson, Malcolm Bush, Woodstock Institute
7) Opportunity and Ownership Project: Can Financial Literacy Enhance Asset Building?
Elizabeth Bell and Robert I. Lerman, The Urban Institute
www.urban.org![]()
8) Working Paper Series: Translating Financial Education into Behavior for Low-Income Populations
Angela C. Lyons, Yunhee Change, Erik Scherpf, Center for Economic Education


