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Featured Online Content

What You Need to Know: Running an Outreach Campaign Guide

• Making the Case for Outreach: Why Are the Earned Income Credit and Child Tax Credit Important?

• Generating Media Coverage

Outreach Strategies Guide

• Public Benefits
  • Tips for Offering Help With Public Benefits at a VITA Site
  • Q&A: Public Benefit Programs

• Businesses & Employers
  • More Outreach Strategies to Link to IDA Programs & Other Asset Development Strategies

• Schools
  • Q & A: Eligibility Rules for College Financial Aid
  • American Opportunity Tax Credit Fact Sheet
  • High Schools: A Resource for Free Tax Preparation Fact Sheet

• Individuals Released From Prison or Workers With a Relative in Prison
  • Tax Credit Flyer for Formerly Incarcerated individuals
  • Tax Credit Flyer for Caregivers of Children with a Relative in Prison

• Workers with Disabilities & Families Raising Children with Disabilities
  • Fact Sheet on the Tax Credits and People with Disabilities

• Immigrants and Workers Whose First Language is Not English
  • Tax Credit Flyer in 21 Languages including English and Spanish
  • Q & A: Eligibility Rules for Immigrant Workers
  • Individual Taxpayer Identification Numbers (ITINs) Fact Sheet

• Workers Not Living With Children
  • Fact Sheet on the EIC and Workers Not Living With Children

• Foster Parents, Grandparents Raising Grandchildren and Other Relative Caregivers
  • Fact Sheet on Foster Parents
  • Fact Sheet on Grandparents Raising Grandchildren

• Tribal and Native Communities
  • Links to a Broad Range of Tribal & Native Community Resources

• Military Personnel, Returning Veterans and Their Families
  • Q&A: Eligibility Rules for Military Personnel
  • Link to IRS Publication 3, “Armed Forces’ Tax Guide”

• Strategies for Promoting Free Tax Filing Assistance
  • 2012 EIC Estimator

More Outreach Strategies

• Consumer Credit Counseling & Money Management Services

• Workers Employed in Green Jobs

• Faith-Based Institutions and Organizations

More Outreach Examples

• Outreach Strategies Database

• Program Nets $2.5 million in Yuma’s Tax Refunds (Yuma, AZ)

• City Students Train for Accounting Careers with HRA’s VITA Program (New Britain, CT)

• VITA Tax-Prep Volunteers Appreciated for Another Great Year (Red Bluff, CA)

• UWHC Volunteer Income Tax Assistance Site Final Numbers (Hendersonville, NC)

• Students Help with Tax Returns (Upshur County, WV)

• United Way VITA Tax Assistance Program Shows 40 Percent Increase in Clients (Quincy, IL)

• Catholic Charities Helps Those in Need to Receive More Than $2.1 million in Tax Refunds (Phoenix, AZ)

• Coalition Returns $1.1M to Lebanon Area (Lebanon, PA)

• Free C.O. Tax Preparers Bring Record Revenues (Bend, OR)

• Goodwill Helps Thousands During Tax Season (Rockford, IL)

• CAI Appreciates VITA (Volunteer Income Tax Assistance) Volunteers (St. Haverhill, MA)

• Local Tax Assistance Program Filed 475 Returns This Year (Owensboro, KY)

• Anchorage’s Free Tax Preparation Program Helps over 5,200 Alaskans (Anchorage, AK)

• Pair Lauded for Tax Prep Help Work (Lehigh Acres, FL)

• Tax-Aide Volunteers Help Seniors (Homer, AK)

• Tax Center finds $1.9 million in Refunds for 2013 season (Fort Belvoir, VA)

• Montgomery County Tax Program Reports More Than $5 Million in Savings, Refunds Found (Montgomery, PA)

• Northeastern Students Help Low-Income Taxpayers Receive $364,603 in Refunds (Sterling, CO)

• Lifeline Volunteers Prepare Tax Returns for 117 Residents in Lake County (Painesville, OH)

• SECU’s Tax Preparation Services Helps 77,000+ Members Receive Nearly $104 Million in Tax Refunds (Raleigh, NC)

• Bancorp South Recognizes VITA’s Service to Community (Magnolia, AR)

• Says Thank You to Volunteers for Help with Tax Preparation (Danbury, CT)

• United Way Helps Local Taxpayers Save Their Hard-earned Dollars (Charlottesville, VA)

• Tax Volunteers Saluted (Casa Grande, AZ)

• Free Tax Prep Nets $6.4M (New Haven, CT)

• 2013 VITA Program Completes 458 Tax Returns (Murfreesboro, TN)

• More Residents Use Tax-Help Program (Marshfield, WI)

• United Way Volunteers Return Over $1 Million in Tax Refunds to Hunterdon (Flemington, NJ)

• Local Tax-Prep Program Sees Huge Spike in Returns (Waynesboro, VA)

• Volunteers Find $1 Million in Tax Refunds (Denton, TX)

• VITA Group Helps People in Northern Kentucky File Taxes For Free (Covington, KY)

• On Tax Day, Some Lucky Taxpayers Are Happy Because Volunteers Came to their Rescue (Contra Costa, CA)

• Washington County Program Helps Scores of Low-Income, Elderly Taxpayers (Machias, ME)

• Rush of Filers Builds Just Ahead of Tax-Filing Deadline (Cedar Falls, IA)

• Income Tax Deadline(Joplin, MO)

• Tax Refund can Help Stabilize your Finances (Avondale, AZ)

• Tax Day Deadline Has East Tennesseans Rushing to File Last Minute Returns (Knoxville, TN)

• Group Offers DC Tax Help (Washington, DC)

• High School Students Doing Your Taxes for Free (Waco, Texas)

• Knox County CAC offers Free Tax Assistance to East Tennesseans (Knoxville, TN)

• Volunteer Tax Preparation Service has Helped Hundreds File for Free (Peoria, IL)

• Students Qualify For Free Tax Preparation (Los Angeles, CA)

• Allegheny County Nonprofits Provide Free Tax Assistance (Pittsburgh, PA)

• Two Days Left for Free Tax Preparation (Porterville, CA

• Student Volunteers Help Needy Tax Filers Get Refunds (Richardson, TX)

• Free on-Campus Tax Assistance (Northridge, CA)

• Volunteers Ease Angst Over Approaching Tax Day (Daytona Bach, FL)

• Berks Encore Tax Help Deemed Top-Flight (Reading, PA)

• Free Tax Preparation Helps Families Claim Millions in Refunds (Ames, IA)

• Tax Help Offered at SF LGBT Center (San Francisco, CA)

• United Way Helps Local Volunteer Offer Tax Assistance (Tucson, AZ)

• Free Tax Help Sites Open (Portland, OR)

• In Budget Crunch, Volunteers Aid in Tax Refunds (New Haven, CT)

• Students Volunteer to Spread Knowledge About Earned Income Tax Credit (Walla Walla, WA)

• Free Tax Preparation with United Way of Muskingum, Perry and Morgan Counties (Zanesville, OH)

• San Bernardino County’s Free Tax Filing Program Refunds $9.4 million to Taxpayers (San Bernardino, CA)

• Volunteers Offer Help for Income Tax Returns (Fullerton, CA)

• No Need to Pay Tax Preparer: Thousands in Summit Qualify for Credit and Free Help (Akron, OH)

• United Way Offers Tax Assistance (Ottawa, IL)

• Super Saturday Volunteers Tax Assistance (Macon, GA)

• Don’t Miss Your Earned Income Tax Credit (Duluth, MN)

• Importance of Earned Income Tax Credit (Lansing, MI)

• Comptroller Celebrates “National EITC Day” (Largo, MD)

• Volunteers Prepared to Help Residents Claim Earned Income Tax Credits (Lafayette, LA)

• Earned Income Tax Credit Boosts Wages for Low-Income Workers (Louisville, KY)

• You Might be Missing Out on Tax Credit When Filing Return (Orlando, FL)

• Federal tax credits help families, boost economy (Glenwood Springs, CO)

• Many Taxpayers Miss Out on Earned Income Break (Brandenton, FL)

• Real$ense is a “Family Affair” (Jacksonville, FL)

• VITA Program Needs Volunteers: Income Tax Filing Assistance Brings Welcome Refunds to the Community (Nashville, TN)

• NMSU to Host Earned Income Tax Credit Workshop (Las Cruces, NM)

• NFL Player Helps Promote VITA (Nashville, TN)

• Local High School Students Kick Off Volunteer Income Tax Assistance Training (Santa Barbara, CA)

• Volunteer Tax Program Puts Money in Pockets (Nashville, TN)

• Earned Income Credit Event Hosted Dec. 6 (Huntington, WV)
  

• Jennifer Vuich: On the Road to Financial Security (05/09/13)

• VITA: On Congress’ Radar Screen (05/07/13)

• Thelma Small: Financial Education at Any Age (05/07/13)

• Child Benefits in the Tax Code: Does The Current System Make Sense? (05/06/13)

• New Proposals for Strengthening Tax Credits, Working Families (05/02/13)

• Three Facts About EITC Overpayments (05/01/13)

• The Biggest Error: Losing Paid-Prep Regs (04/30/13)

• The Costs of Being “Free” (04/22/13)

• What to Do if You Missed the Tax Filing Deadline (04/17/13)

• Benefits of the Earned Income Tax Credit Extend to the Next Generation (04/17/13)

• Stretching Your Tax Refund (04/17/13)

• VITA = Tax Simplicity = Tax Reform (04/16/13)

• Financial-Capability.org – Website of the Week (04/16/13)

• Refund to Savings: A Savings Nudge at Tax Time (04/15/13)

• Happy Tax Day! And Happy Birthday Iris! (04/15/13)

• Tax Day for the 99% (04/15/13)

• Who Pays on Tax Day? (04/15/13)

• A Budgetary Bright Spot for VITA (04/10/13)

• Volunteers Help Low-Income Families Meet the Tax Day Deadline (4/15/13)

• Don’t Delay, Get Your Tax Refund Now! (04/11/13)

• A Budgetary Bright Spot for VITA (04/10/13)

• Two Ideas on How to Improve Retirement Security for All Americans (04/09/13)

• TaxAccess – Website of the Week (04/09/13)

• Guest Blog: Can We Save the Savings Bond? (04/02/13)

• Protect Yourself from the Dirty Dozen Tax Scams (04/01/13)

• Surviving April (03/28/13)

• A New Variation of a Costly Tax-Time Offer (03/27/13)

• Calling All Tax Credit Stories! (03/26/13)

• Free Tax Help Protects Low-Income Filers From Pricey Loans (03/25/13)

• Tax Credits = Smiles, Hugs, and Financial Relief (03/18/13)

• Earned Income Tax Credits in the States: Recent Developments, Good and Bad (03/18/13)

• Using a Tax Refund to Build Savings (03/13/13)

• VITA Clients Can Win Prizes for Sharing their Stories (03/14/13)

• Guest Post: Using Tax Refunds to Build Savings (03/06/13)

• Answers to the Family Tax Credits Questions You Didn’t Even Know You Had (03/05/13)

• Taxpayers & the Sequester: What’s Next? (03/04/13)

• Can America Save Itself? Tax Reform, Savings and Financial Security (03/01/13)

• Volunteers Make Tax Time Less Taxing (02/27/13)

• Some Tax Preparers Are Too Good To Be True – 7 Tips to Avoid Scams (01/25/13)

• Minimum Wage Proposal an Essential Step Toward Making Work Pay (02/20/13)

• A Tax Refund Time Machine? (02/19/13)

• Opportunity to Join America Saves Week and Promote the Importance of Saving (02/18/13)

• Working Family Tax Credits Deserve Bipartisan Praise — and Action (02/07/13)

• A Less Taxing Time: AARP President Rob Romasco Discusses the Value of Tax-Aide Volunteers (02/07/13)

• The Immigration Debate: Another Reason We Ought to Separate Work and Family Credits (02/06/13)

• Important Improvements to Two Key Tax Credits, Explained 02/04/13)

• Getting More People to Use the EITC (01/31/13)

• Client Story Collecting Made Simpler this Tax Season (01/31/13)

• State and Local Tax Systems Disproportionately Burden Lower-Income Families (01/30/13)

• Guest Commentary: Paid-Prep Rules Encounter a Bump in the Road (01/29/13)

• EITC Awareness Day Should Be a Heads Up for Lawmakers, as Well as Potential Recipients (01/28/13)

• National EITC Awareness Day: Great Success! (01/28/13)

• Guest Post: From Access to Assets: The Vital Role of EITC VITA Sites (01/25/13)

• Infographic: How the Earned Income Tax Credit Helps Low-Income Working Families This Tax Season (01/25/13)

• Earned Income Tax Awareness Day (01/25/13)

• Jan. 30 Tax Season Open Fact Sheet for IRS SPEC Partners – Publication of the Week (01/23/13)

• “The EITC Has Been a Huge Help” (01/09/13)

• Tax Time by Holly Petraeus (01/09/13)

• The Strengths and Limits of the Earned Income Tax Credit as a Tool to Fight Poverty (01/08/13)

• Prepare Now for EITC Awareness Day (01/07/13)

• Strengthening the EITC and Raising the Minimum Wage Should Go Hand-in-Hand (01/07/13)

• EITC is a Valued Supplement for Low-Income Families (11/28/12)

• Guest Commentary: A New Look at How the Tax Code Works for Working Families (11/19/12)

• Antipoverty Programs Having Big Impact, New Government Poverty Measure Shows (11/14/12)

• New Poverty Data Provide Crucial Information on Effectiveness of Public Policies and Offer Insights into Fiscal Cliff Negotiations (11/14/12)

• New Evidence that Refundable Credits Lift People Out of Poverty (11/14/12)

• Working Families Big Stake in the Expiring Tax Credit Improvements (10/31/12)

• Expanding the EITC Benefits Children and the Economy (10/25/12)

• Meet Some Makers (09/25/12)

• EITC Even Better For Children Than We Thought (07/17/12)

• The EITC: Our Strongest Tool for Boosting Single Mothers’ Employment (06/28/12)

• The-Pro-Work, Anti-Poverty EITC (06/26/12)

• Working Moms Deserve a Break (05/15/13)

• David Knezek: Cut Our Veterans a Break by Restoring Earned Income Tax Credit (05/12/13)

• Mother’s Day Report Highlights Pennsylvania’s Working Moms (05/10/13)

• Mayor Bloomberg Announces Pilot Expansion of Earned Income Tax Credit (05/09/13)

• Earned Income and Child Tax Credits Improve Work Ethic and Education (04/23/13)

• Remember the Benefits of the Earned Income Tax Credit on this Tax Day (04/15/13)

• Virginia Begins Issuing Debit Cards — Bearing Possible Fees — For Tax Refunds (04/14/13)

• Tax Day helps Utah’s Low-Income Workers (04/17/13)

• Iowa View: It’s Time to Help Iowa’s Hardworking Families with the EITC (04/10/13)

• State Government Gets It Right By Supporting Low-Income Families (04/08/13)

• Raise the Minimum Wage, Expand Tax Credit for Working Families (04/02/13)

• Working for the Tax Man? For Grandfamilies, Not Anymore (04/02/13)

• Tax Procrastination Has a Price (03/26/13)

• New Tax Refund Loans Carry Sky-High Fees & Rates (03/20/13)

• EITC in North Carolina: A Tool to Help Working Families and Communities Statewide (03/14/13)

• Impulse Saving: Tax Time Can be Best Time to Save for Many (03/11/13)

• Cutting Tax Credit Socks it to Hard-Working Poor (03/11/13)

• In the South and West, a Tax on Being Poor (03/09/13)

• FORUM: Stay Firm on EITC to Protect Lowest-Income Workers (02/14/13)

• Sound Policy: Earned Income Tax Credit (01/24/13)

• Millions Could Overlook Valuable Tax Credit (1/24/13)

• Tax Credits for Maine’s Working Families Help Keep Them Out of Poverty (11/12/12)

• Forward for Children (11/09/12)

• The Tax Credit That’s Helping Single Women-Headed Families Fight Poverty (01/27/12)

• May 19 – 21, 2013: Boulder Summer Conference on Consumer Financial Decision Making

• May 23, 2013: The Health Care Law 101 (in Spanish) Webinar with the HHS Partnership Center

• May 23, 2013: The Health Care Law 101 Webinar with the HHS Partnership Center

• May 30, 2013: “Fundraising – Ways to Generate Interest and Sponsorship” Webinar with NCTC

• July 30 – August 2013: Generations United 17th International Conference Intergenerational Pathways for Strengthening Communities

• Tax Credits for Lower-Income Working Families Help 21 Million Mothers
  

• Financial Technology Trends in the Underbanked Market

• Bank On Louisville Helps Lead the Way to Financial Empowerment

• I’ve Got 99 Problems and Helping People to Save Is One

• Building Financial Security Through Fun – Findings from the Save to Win Expansion

• Increasing Financial Capability Among Economically Vulnerable Youth: MY Path

• Earned Income Tax Credit Promotes Work, Encourages Children’s Success at School, Research Finds

• VITA is Vital to Native American Communities

• Small Investment, Big Difference: How an Ohio Earned Income Tax Credit Would Help Working Families

• Helping Working Families Build Wealth at Tax Time

• Policy Brief: Linking EITC Income to Real Health Outcomes

• Citi: Money Matters EITC Report

• Wisconsin’s Earned Income Tax Credit Helps Keep Rural Families Out of Poverty

• New State Data Show EITC’s Widespread Anti-Poverty Impact

• Connecticut’s Earned Income Tax Credit: A Boost to Working Families in Every Town

• Share of Tax Filers Claiming EITC Increases Across States and Place Types Between 2007 and 2010

• The Right Choices to Cut Poverty & Restore Shared Prosperity

• America’s Report Card 2012: Children in the U.S.

• Integrating Financial Empowerment Strategies into Housing & Homelessness Prevention Programs

• Scaling Innovations for Low-Income Families (05/15/13)

• A Powerful Moment in the Children’s Savings Story (05/14/13)

• IRS Seeking Applications for Volunteer Tax Assistance Program Grants (05/06/13)

• It’s the Economic Mobility – Stupid! (05/02/13)

• CFSI Gathers Market Leader to Discuss Successful Underbanked Strategies (05/01/13)

• What to Do If You Receive an IRS Notice or Letter (04/30/13)

• Can Mobile-Enabled Savings Products Bridge the Youth Financial Services Gap? (04/29/13)

• Short-Term Payday Loans Can Become Long-Term Traps (04/24/13)

• Pin Your Way to Savings (04/24/13)

• Savers vs. Pirates: Teaching Your Kids to Save (04/23/13)

• Learning (and Rapping) About 401(k)s (04/23/13)

• Children’s Savings Conversation Hits National Awareness (04/22/13)

• Using Lotteries to Promote Personal Savings (04/17/13)

• Prepaid Debit Cards More Popular, Despite Fees (04/15/13)

• From Saver to Homeowner: Shannon Fox’s Story (04/15/13)

• From Saver to Homeowner: Manuel Nava’s Story (04/08/13)

• “Too Thin a Cushion” (04/03/13)

• April is Financial Literacy Month. So What? (04/03/13)

• FHL Bank San Francisco Allocates $10 Million for First-Time Homebuyer Matching Grant Programs (04/02/13)

• From Saver to Homeowner: Success Stories Part I (04/02/13)

• Lost Generations? Wealth-Building Among the Young? (03/26/13)

• Our Progress on Financial Education (03/25/13)

• Guest Post: When It Comes to Managing Money, Is Knowledge Power? (03/18/13)

• Younger Generations Lag Parents in Wealth-Building (03/14/13)

• Asset Limit Reforms Gain Momentum (03/11/13)

• Local Agencies Aim to Teach ‘True Financial Stability’ Classes offer 1-on-1 Help for Jobs and Making the Most of Income (03/11/13)

• Only Half of Americans Have Good Savings Habits (02/28/13)

• Children are Potential Future Investors who can and do Accumulate Savings (02/27/13)

• Oakland To Issue IDs That Double As Debit Cards (02/25/13)

• Save Like Mike (02/25/13)

• Who Pays: A Distributional Analysis of the Tax Systems in All Fifty States (01/2013)

• Nearly Half of U.S. Households Have Almost no Savings to Cover Emergencies or Save for the Future (01/30/13)

• The Secret Ingredient for Solving Economic Inequality: Savings (01/30/13)

• Leading the Way Out of Debt (01/30/13)

• Paid-Prep Rules Encounter a Bump in the Road (01/22/13)

• Impressed by Child Savings in Jackson, MS (01/16/13)

• New Tools for 2013 Tax Season from the National Disability Institute (01/14/13)

• Mayor Bloomberg on Expanding Financial Coaching (01/10/13)

• The Link Between Savings and Upward Mobility (01/09/13)

• Having Fun at Tax Time: Save Your Refund Sweep Stakes (01/08/13)

• Who Needs a Financial Planner? Everyone. (01/08/13)

• Introduction to Data Collection (01/08/13)

• Bieber Joins Ex-Addicts Fighting Chase in Prepaid Market (01/02/13)

• CALMUS: Culture of Saving Could be Best Path for Economic Mobility (01/02/13)

• Breaking Down Barriers to Build Assets (01/02/13)

• Millennial Participation in Retirement Savings Plans (01/02/13)

• TurboTax Rolls Out New Program for Military (12/13/12)

• Symposium Report: Linking Savings and Educational Outcomes (11/29/12)

• The Asset Building Narrative is in the Works (11/28/12)

• Thankful for RALs’ Decline – But RACs Still Around (11/21/12)

• Single Mothers and Financial Security: Data and Definitions (11/19/12)

• Donation Model Could Provide Another Revenue Source for VITA Programs (11/19/12)

• Building Assets & Wealth among Native Americans: Part One, Opportunities in Indian Country (11/14/12)

• AARP Foundation Money Management Program – Website of the week (11/13/12)

• Behavioral Economics in the Assets Field (11/09/12)

• The Volunteer Experience: Highlighting the Sacrifice and Dedication of VITA Volunteers (11/01/12)

• Building Pathways to Opportunity through Individual Development Accounts (10/31/12)

• NCTC To Offer Free PSAs for VITA and EITC (10/10/12)

• The Continuing Evolution of American Poverty and Its Implications for Community Development (10/10/12)

• ARRA Tax Credit Expansions
• Qualifying Child Rule Changes
• Domestic Violence Survivors
• EIC and Workers Not Raising Children
• Workers Raising Children with Disabilities
• Grandparents Raising Grandchildren
• Foster parents
• Child and Dependent Care Credit
• Individual Taxpayer Identification Numbers
• Low-Income Taxpayer Clinics
• State Earned Income Credits: DC, DE, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NJ, NM, NY, OK, OR, RI, VA, VT, WI
• Education Tax Credits
• Asset Development Opportunities
• Roth IRAs
• Saver’s Credit
• IRS Split Refund Policy