RESNA Catalyst Project Document Search
Topic Snapshot
Topic Snapshot: Individual Development Accounts (2011) -- Available formats: html
Overview of resources available for this topic.General
KtoC Program (2011) -- Available formats: ppt
Powerpoint of the KtoC ProgramReports
Asset Agenda: Policy Options to Promote Savings and Asset Development by Low- and Moderate-Income Americans (2008) -- Available formats: pdf
The purpose of this report is to outline a federal public policy agenda to broaden savings and asset ownership opportunities for lower-income Americans who have limited resources at their disposal.Non-AFIA IDAs - memo from Steve Fear, SSI, June 2006 (2006) -- Available formats: rtf
This memo clarifies deducting from countable earned income any earnings the individual deposits to the IDAWashington State IDA Account Regulations (2005) -- Available formats: rtf
This document details the assets that may be purchase and who is eligible.2002 Federal IDA Briefing Book: How IDAs Affect Eligibility for Federal Programs, 2002 (2002) -- Available formats: pdf
This briefing book, which was developed in conjunction with the Center on Budget and Policy Priorities (CBPP), aims to explain the t reatment of Individual Development Accounts (IDAs) in federal programs affecting low-income people.SSA Program Operating Manual for AFI and IDA Rules (2001) -- Available formats: rtf
This is the operating manual that SSA uses. It contanins the rules pertaining to AFI IDAs concerning income and benefits.Sample Documents
IDA Brochure (2009) -- Available formats: pdf other
This is a template for an IDA brochure (English and Spanish)Iowa IDA Brochure (2009) -- Available formats: pdf other
Sample of state brochure for IDA marketing in English and SpanishIowa IDA Poster (2009) -- Available formats: pdf other
This is a poster advertising IDAs - in English and SpanishWashington State IDA Flyer (2009) -- Available formats: pdf
This describes the IDA program in Washington. It is directed to consumers.WATF Application and FAQs for Matched Savings Accounts (unknown) -- Available formats: external
This describes Washington State's matched savings accountsTraining Materials
Wealth Building for Persons with Disabilities - by Abby Cooper (2009) -- Available formats: ppt
This provides an overview of the importance of building assets for people with disabilities.Profile
Expanding Saving Options for Persons with Disabilities through the Establishment of Individual Development Accounts (2000) -- Available formats: html ppt txt
Describes the use of IDAs for people with disabilities, and provides information on several state-level efforts to create IDAs for the funding of Assistive TechnologyLegislation
Washington State Seed Act - RCW 43.31.450 - 2005 (2005) -- Available formats: rtf
This is Washington state legislation estabishing individual development accountsTeleconferences
Asset Development Presentation from WID (2012) -- Available formats: ppt
The powerpoint to the Teleconference on Asset Development for AFPs and Teleworks.What's New in Asset Development (2012) -- Available formats: mp3
Tom Foley, Deputy Director of the World Institute on Disability, presents on the current state of Asset Development and how to incorporate this into a financial loan program.Individual Development Accounts - Establishing an IDA - March 20, 2007 (2007) -- Available formats: rtf mp3
Megan O'Neil from the World Institute on Disability (WID) and Abby Cooper with the Washington State Department of Vocational Rehabilitation discuss the pros and cons of a loan program establishing its own IDA. They also address sources for match funds for the IDA and key organizational structures that need to be in place as well as critical partnerships that need to be fostered.Individual Development Accounts - Establishing an IDA - March 20, 2007 - Power point (2007) -- Available formats: ppt
This presentation describes how a loan program could establish its own IDA program. It discusses the benefits and funding sources for such a program.Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 (2007) -- Available formats: rtf mp3
Megan O'Neil from the World Institute on Disability (WID) provides a thorough overview of individual development accounts (IDAs) - what they are, how they work, and what federal rules guide and limit IDAs. She gives guidance on how loan programs can partner with existing IDAs to blend funding sources so that people with disabilities can obtain the AT they need.Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 - Handout (2007) -- Available formats: rtf
Megan O'Neil from the World Institute on Disability (WID) provides a thorough overview of individual development accounts (IDAs) - what they are, how they work, and what federal rules guide and limit IDAs. She gives guidance on how loan programs can partner with existing IDAs to blend funding sources so that people with disabilities can obtain the AT they need.Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 - Power point (2007) -- Available formats: ppt
This presentation looks at the fundamentals of IDAs and how a loan program can tap into existing programs to partner with them to offer IDAs. It discusses advantages and barriers.Webinars
Using Tax Benefits and Credits as a Catalyst for Economic Independence for People with Disabilities -Transcript for February 17, 2011 (2011) -- Available formats: rtf
Johnette Hartnett, National Disability Institute; Don Dill, Internal Revenue Service; and Jackie Wilks-Weathers, Georgia Center for Financial Independence & Innovation discuss several tax services and initiatives that might benefit clients needing Assistive Technology.Organizational Resources
Directory of IDA Programs (2010) -- Available formats: external
Directory of IDA Programs - A searchable database compiled by CFED
