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OverviewInforma/onabouttheOklahomaNa/veAssetsCoali/on(ONAC)andUpdatesfromthePastYear

PreparedbyChristyFinsel

ONACExecu/veDirectorJuly18,2017

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WhatistheOklahomaNa/veAssetsCoali/on(ONAC)?

ONACisaNa)ve-lednonprofitassetbuildingcoali)onthatworkswithtribesandpartnersinterestedinestablishingasset-buildingini)a)vesandprogramsinNa)vecommuni)es.

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WhenWeTalkAboutAssets,WhatDoWeMean?

•  Na)vecommuni)esmaythinkaboutassetsbroadly.Assetsarenotjustmoney.Assetscanbethoughtofaswhatwevalue-kinship,family,naturalresources,community,language,sovereignty,spirituality,educa)on,etc.

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Na/veAssetBuildingwithONACCons/tuents

•  Webelievethattribeshavebeenbuildingassetsforgenera)ons.Thisisnotnewtous.

•  WhatisnewtosomeNa)vecommuni)esistheinforma)onaboutmainstreamassetbuildingprogramsandhowtodesigncustomizedprogramsthatmeettheneedsofourtribalci)zens.

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WhenWeMen/onNa/veAssetBuildingProgramsInOklahoma,WhatAreWeTalkingAbout?

•  Na)vefinancialeduca)onprograms

•  VoluntaryIncomeTaxAssistance•  Creditbuilderprograms•  Na)vesmallbusinessresources

•  Homeownershipassistanceprograms•  Children’sSavingsAccountprograms•  Na)veIndividualDevelopmentAccountprograms

•  Familyemergencysavingsaccounts

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WhatAreSomeofthePurposesofAssetBuilding

Programs?

•  Assetbuildingprogramscanhelpindividuals,families,andcommuni)esto:– Plugtheirleakingeconomies

–  Increasetheirfinancialliteracy– Passalongintergenera)onalassetssuchasland– Changesavingshabits– Thinkabouttheirfuturedifferently

Con)nued,nextslide

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WhatAreSomeofthePurposesofAssetBuilding

Programs?

– Purchaseassetssuchashomes,post-secondaryeduca)on,danceregalia,etc.

– Repairandbuildcredit– Holdlandincommon

– Teachtribalhistory,values,andlanguage,etc.

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ONACVision

•  Na)vefamilieswillhavemul)pleopportuni)estogrowtheirassets,throughpar)cipa)oninintegratedandculturally-relevantNa)veassetbuildingprograms.Withthisvision,ONAC,asastatewideNa)veassetbuildingcoali)on,workstoincreasethenumbersofNa)veassetbuildingprograms.

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ONAC’sInvolvementwithNa/veAssetBuildingin

OklahomaWhatONACProvidesCons)tuents:•  Assetbuildingresources,models,andstrategies

•  AnOklahomaNa)veAssetsCoali)onConferencetobeheldannually

•  Aforumtotalkaboutanytribal,local,state,orfederalassetbuildingpolicies

•  Opportuni)estoconnecttoNa)veandnon-Na)veassetbuildingprac))onersinOklahomaandaroundthecountry,forpartnership

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WhatONACProvidesCons/tuents:

•  OutreachtoOklahomatriballeaders,tribalgovernmentprograms,andotherOklahoma-basedNa)veorganiza)ons/businessestoprovideinforma)onaboutassetbuilding

•  Trainingandfreetechnicalassistanceforthosewan)ngtodesignandimplementassetbuildingprograms

•  MinigrantsforNa)veassetbuildingprojects

•  Fundingforpilots,whenavailableOklahomaNa)veAssetsCoali)on 10

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HistoryofONAC

•  2001,ini)almee)ngabouttheforma)onofaNa)veassetbuildingcoali)oninOK(CenterforSocialDevelopmentandFNDI)

•  2001-2006coali)onbuildingsupportedbyCSDandFNDI

•  2006-2014,aprojectunderFNDI•  2007-agreedtomoveaformalcoali)onforward

•  2014,nonprofit.OklahomaNa)veAssetsCoali)on 11

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ONACLeadership

•  We have one paid consultant, Christy Finsel (Enrolled Tribal Member of the Osage Nation of Oklahoma), who directs ONAC (started in September 2011).

•  We also have a volunteer ONAC Advisory Committee and Board

•  ONAC welcomes your expertise and participation.

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ONACAdvisoryCommiYee

•  ChristyEstes,ChickasawNa)on•  EdShaw,OsageFinancialResources,Inc.•  LahomaSimmons,FlintRockDevelopment•  ShaySmith,SmallBusinessAssistanceCenter,CherokeeNa)on

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ONACBoard

– AnnaKnight,CherokeeNa)onofOklahoma

– DawnHix,ChoctawNa)on– MaryElizabethRickecs,Osage,Re)red– TerryMasonMoore,GeneralCounsel,OsageNa)onOfficeoftheChiefs

– CynthiaLogsdon,Ci)zenPotawatomiCDC– ChristyFinsel,ONACExecu)veDirector

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ONAC’sTargetCons/tuents:

•  TribesinOklahomaandtheirci)zens•  Tribalgovernmentprogramdirectorsandstaff

•  Na)venonprofits•  Asset-buildingprac))oners•  Local,county,stateandfederalprogramsthatservethetribesofOklahoma

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ONAC’s3Programs

•  Na)veassetbuilderprofessionaldevelopmentandprogrambuilder(conference,peerlearningandnetworkingopportuni)es,freeTA)

•  ONACfundingmini-grantprojects,since2014,16projects,$53,000awarded

•  Children’sSavingsAccounts-415accountsfunded,morethan200moreaccountsbyApril2018.

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WorkHighlights

•  Par)cipatedinmee)ngsoftheNortheasternOklahomaAllianceforEconomicInclusionAdvisoryCommicee,theTaxAllianceforEconomicMobilityAdvisoryCommicee,ClosingtheWomen’sWealthGapIni)a)veAdvisoryGroup,andAllianceforNa)veFinancialEmpowermentLeadershipTeam.

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WorkHighlights

•  Funded415accounts,358CSAswithpartnersplusfundedmini-grantsforanini)al35accountsopenedbytheWichitaandAffiliatedTribesandtheUnitedKeetoowahBandofCherokeeIndians,aswellasawardedmini-grantstotheKawNa)onandRanchGoodDays,Inc.for22moreaccountsforatotalof415accounts

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WorkHighlights

•  Weareworkingwith16partnersinthestatethroughourCSAProgram.

•  Amap,withONACCSApartnersandminigrantees,isinyourconferencefolder.

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WorkHighlights

•  InSeptember2016,ONAClauncheda$5millionendowmentcampaignwithaleadgihfromtheChickasawNa)on.

•  November‘16,threemoremini-grantawardeesfinishedtheirprojects-finalreportinyourfolder.

•  January‘17,MyFreeTaxes.comlinkonONACwebsiteplusOKVITAandAARPtaxsiteslisted.

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WorkHighlights

•  In2017,workingwiththeKawNa)on,RanchGoodDays,Inc.,Na)veViolenceAgainstViolence,andtheHousingAuthorityoftheSeminoleNa)onofOklahomaastheyimplementedandcompletedtheirmini-grantprojects.

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WorkHighlights

•  InMay‘17,awardedthreemoremini-grants.AwardstotheModocTribeofOklahoma,theHousingAuthorityofthePeoriaTribeofIndiansinOklahoma,andtheAbsenteeShawneeHousingAuthority.

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WeWelcomeYourInvolvement

• Joinourlistserv• Opportuni)esforONACandcons)tuentstospeakatlocalandstatewideevents

• ONACmembership,dona)ons,sponsorships,endowment

• Assistwithnetworking/peerlearning.Wewillshareinforma)onaboutyourupcomingassetbuildingevents.

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SocialMedia

•  NowonFacebook,Twicer,andLinkedIn•  Please“like”usonFacebookathcp://www.facebook.com/okna)veassets/.

•  PleasefollowusonTwicerathcp://twicer.com/okna)veassetsor@okna)veassets.

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ForFurtherInforma/onAboutONAC

•  PleasecontactChristyFinsel,ONACExecu)veDirector,atcfinsel@okna)veassets.orgorat(405)401-7873.

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