Texting & Tax Credit Outreach Training Recording

Last week, we held a training on Texting & Tax Credit Outreach. We hope you find useful information and tips to incorporate texting into your outreach strategy.

In 2014, 84 percent of American adults earning less than $30,000 owned a cell phone. With cell phone usage on the rise, can you incorporate text messaging into your tax credit outreach efforts?

Learn how texting can enhance and streamline outreach efforts. Hear from partners who have successfully used texting in outreach activities to remind clients about appointments, communicate with volunteers, provide basic information to clients, and send outreach campaign updates. Explore how you can add texting to your tax credit outreach efforts.

Here’s the recording in case you missed it:

You can also download the Training Reference Guide, Overview of Texting Software, and slides.


Recent Blog Posts

Embedding a Financial Coaching Model

During this one-hour training, the Financial Clinic’s team will review the fundamentals of financial coaching, discuss strategies for incorporating coaching in your day to day work, and highlight how coaching…

Jul 19, 2018
Read more