This report features the repository of research, implementation supports, model practices and additional resources for VITA program staff interested in financial capability.
This brief describes the data collected and lessons gleaned from the Financial Coaching Impact & Evaluation Fellowship, which took place over the course of 10 months in 2017.
This State Policy Blueprint aims to support the leadership of state lawmakers and advocates interested in creating a more inclusive path to prosperity — a path that addresses the challenges and institutional barriers facing low-income communities and communities of color.
This report highlights findings from a process and outcomes evaluation of the tax-time savings promotion programs implemented during the 2017 tax season by Center for Economic Progress in Chicago, IL, and Prepare + Prosper in St. Paul, MN.
This video discusses why promoting savings at tax time is a critical component of your role as a VITA volunteer, including personal stories from your peers.
This video demonstrates another savings conversation between a VITA volunteer and client. In this scenario, the tax preparer brings up savings and encourages splitting the refunding using federal tax Form 8888, Allocation of Refund.
The video also includes examples of commonly heard reasons tax filers give for not wanting to save, and how you might respond.
This video shows what the savings conversation could look like at another point in the tax preparation process: when entering dependent information. The video also includes examples of commonly heard reasons tax filers give for not wanting to save, and how you might respond.
Complete master set of all 13 tools from "A Planning Guide for Integrated Services." Documents are in MS Word, fillable...
Tools from the Cross-Cutting Section Tool in "A Planning Guide for Integrated Services." Tools are in MS Word, fillable PDF,...