named programs · 2 · from sources
What they call their work
Savvy Ladies Free Financial Helpline
Free telephone-based financial counseling service staffed by professional volunteers, providing personalized financial guidance to women across the United States
Savvy Money Blog
Online financial literacy resource offering educational content on personal finance topics tailored to women, managed through the organization's communications team
activities · 5 groups
What they do
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Financial Literacy Education Programs 3 activities
- Financial Education Courses and WebinarsOffers free, self-paced online financial education courses approved by FINRA and covering topics such as budgeting, debt management, investing, and retirement planning. Also hosts live webinars and panel discussions to support women in building financial literacy and personal finance roadmaps.
- Financial Literacy Resources and PublicationsDevelops and distributes educational materials including a financial well-being workbook informed by Certified Financial Therapists and volunteers, available in English and Spanish, and maintains the Savvy Money Blog to expand access to financial literacy content.
- One-on-One Financial Counseling with Volunteer AdvisorsArranges personalized phone consultations between women and volunteer financial professionals who provide tailored guidance on self-identified financial goals and challenges, including credit, savings, and long-term planning.
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Financial Coaching and Credit Counseling 1 activity
- Free Financial HelplineOperates a free, confidential financial helpline staffed by pro bono financial professionals, providing one-on-one counseling to women across the U.S. on issues such as budgeting, debt management, and retirement planning. The helpline has served over 7,000 women annually and is a core component of the organization's direct service offerings.
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Leadership Development Programs 1 activity
- Leadership and Professional Development ProgrammingHosts sessions on personal branding, empathetic leadership, and thought leadership development for volunteers and participants, such as at the 2025 Volunteer Summit.
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Women's Empowerment and Leadership Development 1 activity
- Partnership and Referral Network DevelopmentCollaborates with nonprofit organizations to refer women to financial education programs and support services, expanding access to resources beyond direct organizational capacity.
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Podcast and Radio Production 1 activity
- Podcast ProductionProduces and publishes the "Power of the Ask" podcast, featuring conversations designed to build women's financial confidence and promote financial well-being.
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financials · form 990 · fy2024
revenue
Total revenue$649K
Contributions & grants$506K78%
Program service revenue$00%
Investment income$6750%
Other revenue$143K
expenses
Total expenses$595K
Program expenses69%
Admin / overhead23%
Fundraising8%
Salaries & benefits$281K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$569K
Cash$491K
Investments$2K
Liabilities$33K
Net assets$536K
Liquid reserves9.9 mo
3 years on record · 2020–2024 · YoY revenue +11.8%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| JUDITH HERBST | EXECUTIVE DIRECTOR | 40 | $198K |
board members · 24
- ALINA PANAS — DIRECTOR
- AMANDA CONNAUGHTON — JR. BOARD MENTORSHIP COMMITTEE CO-CHAIR
- AMY GOLDSMITH — DIRECTOR
- ANNE MOSLEY — JR. BOARD DEVELOPMENT COMMITTEE CO-CHAIR
- BERNADETTE HERWARD DAVIDA — DIRECTOR
- CAROL SCHIRO GREENWALD PHD — DIRECTOR
- FIONA PHILLIPS — DIRECTOR
- GARY B ROSEN — DIRECTOR
- JEANNE BERGER — DIRECTOR
- JULIA RODGERS — DIRECTOR
- KIMBERLY RIGGLEMAN — TREASURER
- LEE CONTI JR — DIRECTOR
- LISA ZEIDERMAN — DIRECTOR
- MARA CRISTINA TACHE — JR. BOARD CO-CHAIR
- MARGARET FOSTER — JR. BOARD MEMBER
- MARY STONE — DIRECTOR
- MEI ARDITI — JR. BOARD MEMBER COMMITTEE CO-CHAIR
- NICHOLE R SCHIER — VICE PRESIDENT
- NICKY AMORE — JR. BOARD SPONSORSHIP/PROGRAM COMMITTEE CO-CHAIR
- ONGELIQUE WINKFIELD — JR. BOARD CO-CHAIR
- PAMELA MOSCHETTI — DIRECTOR
- PRECIOUS WILLIAMS — DIRECTOR
- RACHEL ZOU — JR. BOARD MEMBER
- RANDI KARMEL — DIRECTOR
relationships · 24
Who they work with
- Ameriprise Financial Funder — Donor supporting Savvy Ladies programs
- CFP Board Partner — Collaborates with certified financial planner professionals (CFPs™) who volunteer as financial advisers.
- Certified Financial professional volunteers Partner — Volunteer financial professionals provide one-on-one counseling and educational programming.
- Dress for Success Partner — Nonprofit referral partner organization collaborating with Savvy Ladies
- Fitness Financial Group Partner — Developer of the interactive financial wellness platform used to deliver Savvy Ladies' free financial courses.
- Francis Financial Partner — Organization led by Savvy Ladies founder, providing financial expertise and leadership support.
- Francis Financial, Inc. Partner — President and CEO of Francis Financial, Inc. is the founder of Savvy Ladies and remains on its Board.
- Guidestar Government — Recipient of the Guidestar Seal of Transparency.
- Hopes Door NY Domestic Hotline Partner — Nonprofit referral partner organization collaborating with Savvy Ladies
- Institutional Supporters Funder — Provides financial or institutional support to Savvy Ladies.
- Ivy Menchel Partner — Volunteer on the financial helpline
- Lisa Zeiderman Partner — Co-host of the Power of the Ask podcast and Board Chair of Savvy Ladies.
- Marshalls Partner — Partner organization collaborating to deliver financial education through a free app and workshops
- Marshalls Partner — Partner organization supporting Savvy Ladies in delivering financial education through a free financial app and workshops.
- New Women New Yorkers Partner — Nonprofit referral partner organization collaborating with Savvy Ladies
- Pace Center for Justice Partner — Nonprofit referral partner organization collaborating with Savvy Ladies
- Precious Williams Partner — Co-host of the Power of the Ask podcast and Board Director at Savvy Ladies.
- Professional Financial Advisors Partner — Financial professionals who volunteer their expertise to provide one-on-one financial guidance.
- Proskauer Partner — Corporate partner supporting Savvy Ladies
- Proskauer Partner — Wendy Dessy serves as Director of Corporate Social Responsibility at Proskauer and is a board member of Savvy Ladies, indicating an organizational partnership.
- Synchrony Funder — Supported the Spanish translation of the financial well-being workbook
- Wells Fargo Funder — Donor supporting Savvy Ladies programs
- Women in Distress Partner — Nonprofit referral partner organization collaborating with Savvy Ladies
- YWCA of Northern New Jersey Partner — Nonprofit referral partner organization collaborating with Savvy Ladies
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Client-Centered Financial Empowermentmethodology: client_centered_financial_counselingBy providing client-centered, pro bono financial counseling and education based on women's self-identified goals, SAVVY LADIES INC fosters autonomy and builds confidence, leading to sustained financial independence because the approach reduces anxiety, removes sales pressure, and increases engagement through personalized support.
- Empathy-Based Engagement and Personal Agencymethodology: empathy_based_leadershipBy teaching women to lead with empathy, build personal brands, and ask for what they deserve, SAVVY LADIES INC strengthens financial agency and professional advancement because these skills increase self-efficacy, client retention, and real-world negotiation outcomes.
- Pro Bono Expert Volunteer Modelmethodology: pro_bono_volunteer_modelBy leveraging a network of pro bono financial professionals as volunteers, SAVVY LADIES INC scales its impact and maintains service quality because expert-led guidance enhances credibility, ensures high-quality advice, and enables one-on-one counseling without cost barriers.