Below are links to short descriptions of the activities of many of the organizations participating in the National EITC Outreach Partnership. These descriptions provide a point of contact for each organization.
AARP Tax-Aide is the nation’s largest free volunteer-run tax counseling and preparation service, preparing tax returns and answering tax questions free of charge. AARP Tax-Aide is administered by the AARP Foundation in cooperation with the IRS.
AARP Tax-Aide helps taxpayers with middle and low-income, with special attention to those age 60 and older.
EITC Focus- Grandparents raising children may qualify.
During the 2003 tax season, from February 1 – April 15, we served over 1,851,000 customers. Over the past 35 years, we have served more than 34 million customers.
Most customers receive in-person counseling at one of the estimated 9,000 sites nationwide. Sites are located in malls, libraries, banks, senior centers, and other convenient facilities. To find a site near you, from Feb. 1-April 15, go to wwww.aarp.org/taxaide or dial the toll free number at 1888-227-7669.
We also provide shut-in service upon special request, whenever possible. Year-round tax counseling is offered online at www.aarp.org/taxaide. Quality reviewed answers are sent to customers via e-mail within a few business days.
AARP Tax-Aide offers free electronic filing at more than 3,000 sites nationwide using IRS provided tax preparation software.
In 1998, AARP Tax-Aide launched its 24-hour year-round Internet tax counseling service at its web site (www.aarp.org/taxaide). Taxpayers can pose questions online and get quality-reviewed answers back within a few business days.
Located at www.aarp.org/taxaide, our web site offers tax counseling, frequently asked tax questions, program information, volunteer opportunities, and from February 1 to April 15, program site location.
Volunteering with us is easy. Interested persons should call toll-free, 1-888-AARPNOW (1-888-227-7669) and follow the prompts. Or, visit us at www.aarp.org/taxaide and complete the online volunteer recruitment form.
Volunteering can be done in either tax counseling and/or leadership positions.
- Tax counselingRequires self or classroom training and successful completion of the IRS certification exam.
- LeadershipCoordinates program delivery by volunteers at sites at the local, state, or regional level OR manages specific program activities such as technology, training, administration or communication. Although tax training and certification is encouraged, it is not required for many leadership positions.
Ph: 800-424-AARP( 2277)
We have distributed basic information to our members but are looking to expand our EITC efforts during the upcoming tax year
American Public Human Services Assoc.
810 First Street, NE., Suite 500
Washington, DC 20002
Ph: (202) 682-0100
The Brookings Metropolitan Policy Program is redefining the challenges facing metropolitan America and promoting innovative solutions to help communities grow in more inclusive, competitive, and sustainable ways that appeal to all kinds of households. Because strong families are essential to city and metropolitan health, a key priority of the metro program is to locate new ways to increase the incomes and assets of low-income working families.
In that vein, the program publishes an ongoing series of research articles that describe the importance of the EITC and related tax credits to neighborhood, local, regional, and state economies and their lower-income workers. Researchers at Brookings have also developed the MetroTax tax model to study local-level impacts of recent and potential tax code changes that affect low-income workers and their families.
The Metro Program’s website also hosts EITC Interactive (http://www.brookings.edu/projects/EITC.aspx) through which users can view and download several years worth of IRS data regarding EITC filers, including the amount of EITC claimed, their receipt of other tax credits, their use of paid and volunteer tax preparers, and their receipt of refund anticipation loans. Information is available at several levels of geography: ZIP codes, cities, counties, metro areas, states, and state legislative and congressional districts. Users can also link directly from their data request to see the information mapped on PolicyMap.com. The website includes guidance on how to use this feature, as well as how these data can be used to describe the local impact of the credit.
Finally, several Brookings papers and presentations summarizing EITC-related research findings are available through the program’s website. These materials and others are available at http://www.brookings.edu/metro/EITC/EITC-homepage.aspx
Senior Research Associate, Metropolitan Policy Program
The Brookings Institution
1775 Massachusetts Ave NW
Washington, DC 20036
Catholic Charities USA is the national office for a network of over 1600 local Catholic Charities agencies which provide an array of human services to over 7 million individuals per year. In this role, Catholic Charities USA distributes EITC kits to all member agencies, provides periodic updates on EITC changes/expansions, and hosts trainings for member agencies to increase involvement in EITC related activities and links member agencies with resources that support asset development such as financial education, IDAs, and other savings programs. Many local Catholic Charities provide tax prep or are active in other ways with their local VITA coalitions.
Senior Director for Poverty Reduction Strategies
Sixty-Six Canal Center Plaza Suite 600
Alexandria, VA 22314
The Center initiated its long-standing EITC outreach campaign following passage of the Tax Reform Act of 1986. That act eliminated federal income tax liabilities for working poor families; as a result, many such families receive a W-2 form at the end of the year showing no income tax was withheld from their paychecks (although these families do have Social Security and Medicare taxes withheld). Many of these families may conclude there is no reason to file a tax return. But if they do not file, they lose the EITC benefits for which they qualify.
In response, the Center launched a nationwide effort in 1989 to publicize the need for working poor families with children to file the proper tax forms to receive the EITC benefits they have earned. Since then, the Center has distributed more than 200,000 outreach campaign kits, updated each year, which include English and Spanish posters and fliers and other materials, and has assisted in the creation of hundreds of state and local outreach campaigns across the country. Campaigns have been organized by governors, mayors, social service agencies and direct service providers, advocacy groups, community development corporations, religious organizations, child care resource and referral agencies and other early childhood programs, United Ways, labor unions, and businesses employing low-wage workers.
Many low-income families may also now qualify for a substantial boost from the Child Tax Credit (CTC). The EITC and CTC continue to be vital work supports for employees in low-wage jobs, helping many to make the transition from public assistance into the labor force. The credits also provide critical help to workers hurt by the economic slump who may have lost their jobs or had their wages reduced. For workers who have earned less than they anticipated, the EITC and the CTC can go a long way towards relieving the mounting pressures they face in trying to care for their families.
Currently over 7,000 organizations and agencies nationwide participate in our EITC campaign network. The campaign now includes such features as community training sessions conducted around the country each year by the Center and EITC outreach flyers translated in many languages.
The outreach campaign kit for the 2010 tax filing season, and other materials and information on the EITC and CTC, can be obtained at: www.eitcoutreach.org. The updated 2011 outreach campaign kit will be posted here.
Earned Income Credit Campaign Coordinator
Center on Budget and Policy Priorities
820 First St. NE, Suite 510
Washington, DC 20002
CFED works with more than 500 community or state-based programs that promote asset building through Individual Development Account programs (IDAs). Many of these programs incorporate EITC outreach efforts into their work.
Senior Legislative Director
777 N. Capitol Street, NE, Suite 800
Washington, DC 20005
Ph: (202) 207-0125
Based in Washington, DC, the Community Action Partnership is the national association representing the interests of the 1,000 Community Action Agencies (CAAs) organized to change people’s lives, embody the spirit of hope, improve communities, and make America a better place to live. CAAs care about the entire community and are dedicated to helping people help themselves and each other.
The Partnership participates in the national EITC Outreach Campaign conducted by the Center on Budget and Policy Priorities. Each year, the Partnership mails EITC outreach kits to every Community Action Agency in the nation. CAAs use the kits to provide information about the program, and often assist low-income people in preparing their taxes and applying for the credit. Additionally many of our CAAs also conduct outreach education on issues of predatory lending practices that are also a major concern for low-income communities across the country.
A link from our homepage will take you to the “Managing My Money” website that is a collaboration of the Community Action Partnership and the National Endowment for Financial Education. This website was created to provide quick access to financial information that our members can use and share with their program participants. On this website, financial topics are presented in easy-to-understand formats to help participants set and reach their goals, manage their money, find a new or better job, open an Individual Development Account, and find housing that meets their needs. For more information about this collaborative project, please visit www.managingmymoney.com
To learn more about the Partnership, CAAs, and the work that we do at the national, state, and local levels, please visit www.communityactionpartnership.com.
Director of Communications
Community Action Partnership
1100 17th Street, NW
Washington, DC 20036
The 45 partner companies that make up Corporate Voices for Working Families believe that the private sector has a crucial role to play in ensuring working families’ stability and self-sufficiency. We recognize the importance the Earned Income Tax Credit can have to working families, and are committed to promoting the tax credit to all eligible employees across all employment sectors. Our EITC Tool Kit was developed by employers for employer implementation. It emphasizes the importance of relying on the VITA centers and cautions against expensive refund-anticipation loans.
Communications & Government Relations Coordinator
Corporate Voices for Working Families
Ph: (202) 333-8922
The Native Financial Education Coalition (www.nfec.info) is a group of local, regional and national organizations and government agencies working together to promote financial education in Native communities. First Nations Oweesta Corporation (www.oweesta.org) facilitates and serves as the fiscal agent for the NFEC. Oweesta, which means “money” in Mohawk, is an affiliate of First Nations Development Institute and was launched in 1986 to assist tribes and Native communities with loans, investments, technical assistance, training, and community development research and advocacy.
First Nations Oweesta Corporation has conducted training and published a consumer workbook and community organizing guide to educate Native communities about the EITC. We are also recruiting national organizations who promoting EITC to work in Native communities and with Urban Indian Centers. In addition, we are exploring how to link our financial education and asset building efforts to free tax preparation services targeted to Native families.
Peter L. Morris
Native Assets Research Center
First Nations Development Institute
2300 Fall Hill Ave., Suite 412
Fredericksburg, VA 22401
office 540-371-5615 x13
The Food Research and Action Center (FRAC) is a leading national organization working to improve public policies to eradicate hunger and undernutrition in the United States. FRAC advocates for utilization of the federal nutrition programs, EITC, and other supports that can assist low-income working families. FRAC facilitates joint efforts among anti-hunger advocates and EITC/asset building communities.
As a nonpartisan research and public policy center, FRAC serves as the hub of an anti-hunger network of thousands of individuals and agencies across the country. FRAC has particular expertise on national nutrition safety net programs (Food Stamps, WIC, Emergency Food and Child Nutrition Programs–School Lunch and Breakfast, Summer Food, and Child and Adult Care Food). FRAC advocates at the federal, state and local levels for statutory and administrative improvements to strengthen services to vulnerable populations, including working families with children, elderly persons, immigrants, and others. It provides technical assistance to groups mounting outreach campaigns and seeking to enlist eligible providers and beneficiaries.
FRAC disseminates information through its web site (www.frac.org), a weekly e-mail Digest, select other alerts, and publications. FRAC convenes anti-hunger leaders at national and regional meetings. The FRAC Guide on Food Stamp Outreach Collaborations includes a section on partnering with EITC outreach projects. For a description of the Guide and links, see http://www.frac.org/html/news/fsp_guide2006.html
1875 Connecticut Ave. NW
Washington, DC 20009
Ph: 202-986-2200 x3016
Goodwill Industries International has received national grants from the Bank of America and Annie E. Casey Foundation to prepare, publish, and distribute a financial literacy curriculum, called Good Sen$e. It is an on-line resource for all 166 member Goodwills operating in the United States. The grants also enable Goodwill to offer its members grants and mini-grants that are used by members to initiate or support on-going financial literacy efforts in their local communities.
Goodwill members are autonomous organizations that are organized to meet the needs of the local communities in which they operate. Many are engaged in EITC outreach and other financial literacy efforts, including providing training on money management as part of life skills and employment readiness classes that they provide. Each year, Goodwill International sends messages to its members via its daily electronic newsletter and its listserv that encourage participation in local EITC coalitions. Many members respond and are actively engaged at the local level.
Goodwill Industries International
Director, Workforce Development Department
15810 Indianola Drive
Rockville, MD 20855
The Hatcher Group is a public affairs and communications firm that connects nonprofits and foundations to policymakers and the media. The firm focuses exclusively on progressive policy issues and works to advance our clients’ agendas for social change. For many of our foundation and nonprofit clients, the EITC and other family tax credits are an important strategy in their work to help low- to moderate-income working families build financial stability and move up the economic ladder.
The Hatcher Group provides communications, outreach and policy support for organizations raising awareness of the EITC, asset-building strategies and other key tax credits that support working families. The firm also provides communications support to advocacy organizations and coalitions working to implement, preserve, increase or make state EITCs refundable, and works with advocates to track and support family tax credit legislation.
The Hatcher Group developed and now manages www.TaxCreditsforWorkingFamilies.org, a one-stop source for information and resources on federal and state tax credits that support working families. A fresh expansion of stateEITC.com, the site includes information on state and federal EITCs, Child Tax Credits, Child and Dependent Care Credits and Property Tax Circuit Breakers. Designed for advocates, policymakers, journalists and funders, the website includes dynamic content about these key credits including:
- Featured videos, reports and exclusive commentary
- RSS feeds compiling news articles
- An interactive 50-state resource map
- Outreach materials including template fact sheets, press releases, PSAs and talking points
- The latest news and blog postings about new research and materials
Senior Policy Associate
The Hatcher Group
Tele: 301-656-0348 Fax: 301-656-0633
The Internal Revenue Service (IRS), through its Stakeholder, Partnership, Education and Communication (SPEC) organization, assists taxpayers in satisfying their tax responsibilities and in receiving the federal tax credits to which they are entitled by building and maintaining partnerships with community leaders. These partnerships seek to create and share value by informing, educating, and communicating with shared customers. The SPEC organization partners with community organizations and businesses that share many of the same customers – clients, employees, customers, etc. – in an effort to better serve those customers with respect to their knowledge of federal tax benefits that leads to actions that benefit individuals, families and entire communities. One of the primary federal tax benefits that SPEC communicates to individuals, families and communities, is the Earned Income Tax Credit. SPEC also works extensively with individual communities in developing and implementing Community Based Partnerships that link education and awareness of federal tax credits (including the Earned Income Tax Credit and Child Tax Credits) with free tax preparation services and asset building opportunities. These partnerships emphasize greater coordination of existing services, leveraging of community resources, and community collaboration to assist low and moderate-income working families.
For more information on partnering opportunities with SPEC visit http://www.irs.gov/Individuals/Become-an-IRS-Partner-to-Help-in-Your-Community
For additional EITC information including statistical data visit www.irs-eitc.info/SPEC.
For more information on IRS’s EITC activities and support of Community Based Partnerships:
Senior Policy Analyst
The National Human Services Assembly is an association of the nation’s leading national non-profits in the fields of health, human and community development, and human services. Through peer networking, the Assembly serves as a learning community for sector leaders and a way for national human services organizations to identify and test practices that will strengthen the sector, improve how we do business, and better serve clients and constituents. One of the Assembly’s signature peer learning networks is the National Collaboration for Families (NCF) which aims to make family strengthening a priority by mainstreaming neighborhood-based, family-centered practices, programs and policy. By leveraging the Assembly’s network of 80 health and human service member organizations, the Collaboration’s objective is to promote family policy that contributes to family economic and social empowerment. Since 2004, the Assembly and NCF have been working to promote the EITC and other tax credits. And, beginning in 2008, the NCF has made tax credits and other work supports a priority focus through the Bridging the Gap initiative which works to connect frontline workers and their families with earned benefit programs.
National Human Services Assembly
Family Strengthening Policy Center
1319 F Street, NW, Suite 402
Washington, DC 20004
202-347-2080 ext. 15
The Real Economic Investment (REI) Tour is an unprecedented collaboration of private and public national organizations with the goal of bringing financial education and tax preparation help to persons with disabilities in 100 cities nationwide in 2010. REI is a multifaceted national campaign that will link existing community coalitions providing asset building strategies such as financial education, tax filing and savings programs for low-income persons to resources for working with and serving persons with disabilities. Specifically designed educational materials, as well as national technical assistance in accessible formats will be provided to REI coalitions to build knowledge and a friendly environment that is both physically and programmatically accessible for people of all abilities.
The TAX FACTS Campaign gave birth to the REI Tour, and was unveiled on April 15, 2004, at the National Press Club in Washington, DC, with over a 100 key disability stakeholders from public and private organizations in attendance. A panel of experts with and without disabilities presented the benefits and challenges of accessing various tax benefits and financial services for persons with disabilities. A large federal, public and private cadre of agencies and organizations co-sponsored this event. The key collaborators for TAX FACTS are: The Office on Disability, the U.S. Department of Health and Human Services, the Internal Revenue Service, NCB Development Corporation/National Disability Institute, the National Cooperative Bank, the Law, Health Policy and Disability Center, University of Iowa, College of Law, and the Federal Deposit Insurance Corporation. TaxFacts+ published a reported detailing a recent survey of results of the campaign in four cities: www.capitalimpact.com/documents/ndi/ford_report.doc
Johnette T. Hartnett, Ed.D.
Director of Research
National Disability Institute
1667 K Street, Suite 640
Washington, DC 20006
The National Community Tax Coalition, a project of the Center for Economic Progress in Chicago, IL is the only independent national association of community-based tax preparation programs.
We bring together and build the capacity of community organizations to provide services promoting access to the EITC. Our 500-plus affiliates directly serve hundreds of thousands of low-income taxpayers each tax filing season, and have developed critical knowledge and understanding of the experiences of these taxpayers and the barriers they face accessing the EITC and low-income tax credits.
The National Community Tax Coalition provides:
- Technical Assistance via phone, email, trainings, conferences, and other means to free tax preparation programs.
- www.tax-coalition.org, a resource library of over 120 materials to use to operate free tax preparation programs, carry out EITC outreach, and serve immigrant taxpayers
- Three listserv discussion groups. The Tax Roundtable listserv which disseminates new tax policies and procedures affecting low-income taxpayers, as well as sharing program practices. The Immigrant Taxpayers listserv provides a forum for programs serving immigrants up-to-date information on tax law that impact this population. The NCTC Site Manager listserv is a vehicle for tax program site managers to highlight challenges faced during the season and obtain solutions from peers.
- Five national working groups on issues of importance to free tax preparation programs
- Public policy initiatives to promote tax policies beneficial for low-income people
We also serve as a liaison for grassroots organizations serving low-income taxpayers to key policymakers at the IRS and Treasury.
Jackie Lynn Coleman
Co-Coordinator, National Community Tax Coalition
Center for Economic Progress
29 E. Madison Street, Suite 910
Chicago, Illinois 60602
Ph: (312) 252-0261
Fax (312) 252-0285
Weprovide information and technical assistance to Governors’offices on EITC outreach andother asset development policies and initiatives.In 2006, we publishedtwo issue briefs: State Policy Options to Encourage Asset Development for Low-Income Families and State Efforts to Support Low-Income Families and Communities through the EITC.Both are available on our Family Economic Success webpage http://www.nga.org/portal/site/nga/menuitem.….
National Governors Association
Center for Best Practices
Social, Economic and Workforce Programs
444 North Capitol St. Suite 267
Washington, D.C. 20001-1512
Phone: (202) 623-5300
Fax: (202) 624-5313
The National Black Church Initiative (NBCI) is a coalition of 16,000 African-American and Latino churches working to eradicate racial disparities in healthcare. It is a faith-based health organization dedicated to providing critical wellness information and pre-screening to all of its members. The African-American community ranks first in eleven different health risk categories. NBCI’s purpose is to partner with national health officials to provide health education, reduce racial health disparities, and increase access to quality healthcare.
Rev. Anthony Evans,
National Black Church Initiative
P.O. Box 65177
Washington, DC 20035
National Conference of State Legislatures
7700 E. 1st Place
Denver, CO 80230
NCUA provides financial assistance to Low Income Designated Credit Unions wishing to help existing and potential members prepare their tax returns, especially those eligible for the Earned Income Tax Credit (EITC). Grant funds, up to $6,000, enable the credit union to offset administrative and operational costs associated with providing free income tax preparation services.
We have distributed IRS outreach materials to credit unions during conferences and on several occasions used IRS representatives as speakers during some of our credit union conferences.
Tawana Y. James
National Credit Union Administration
Director of the Office of Small Credit Unions
1775 Duke Street Alexandria, VA_22314
PH: (703) 518-6611
The National League of Cities (NLC), through its Institute for Youth, Education, and Families (YEF Institute), helps municipal leaders take action on behalf of children and families in their communities. NLC launched the Institute in January 2000 to recognize the influential and unique roles that mayors, city council members, and other local leaders play in strengthening families.
One of the core goals of the YEF Institute is to promote and support municipal leadership to connect eligible low-income families to federal and state tax credits and other benefits. To this end, the YEF Institute reaches out to inform city leaders about this opportunity, and provides written materials, workshops, audio conferences and other technical assistance to interested municipalities.
NLC’s primary resource onfederal Earned Income Tax Credit is a toolkit for municipal leaders, entitledMaximizing the Earned Income Tax Credit in Your Community: A Toolkit for Municipal Leaders (http://www.nlc.org/nlctoolkit/html). With this tool, NLC has fostered the development of numerous local EITC coalitions and helped hundreds of municipal leaders promote the EITC and bring back millions of dollars to residents and local economies.
For more information on NLC’s EITC activities and support for city officials, or for guidance engaging the city government in your community, contact:
Program Director, Early Childhood & Family Economic Success
National League of Cities
Institute for Youth, Education, and Families
1301 Pennsylvania Ave., N.W.
Washington, D.C. 20004-1763
(202) 626-3043 (fax)
Neighborhood Reinvestment is a national nonprofit organization created by Congress to provide financial support, technical assistance, and training for community-based revitalization efforts. Many of the more than 220 local organizations that make up the NeighborWorks Network are currently engaged some form of support of the EITfC campaigns in their market. Neighborhood Reinvestment is currently assisting several Network organizations in developing business plans and furthering their collaboration in EITC Campaigns. After the current tax year is over we will be evaluating the results of that assistance using specific criteria such as increased numbers of IDAs established, homebuyers using EITC funds for downpayment, expanded enrollment in homebuyers education. Organizational issues will also be evaluated to determine inpact on the organization’s operations as well as impact on the local EITC campaign.
If warranted, we will also be investigating the development of training material or workshops to assist the larger community development field in this effort in the future.
Milt Sharp, Jr.,
Campaign for Home Ownership
1325 G. Street NW Suite 800
Washington, DC 20005
In the 2004 and 2005 tax filing seasons, the Center, working with child care advocates, conducted a national tax credits outreach campaign designed to promote awareness of these important tax credits and to help eligible families claim them. The Center partnered with child care organizations in seven states, California, Iowa, Louisiana, Nebraska, New Mexico, New York, and Oregon, Ohio (in 2005) and the District of Columbia (in 2004) to develop and test a range of outreach strategies. These strategies included distributing materials to child care and Head Start centers, prekindergarten programs, family child care homes, and after-school programs and to the child care organizations’ networks. Campaign partners distributed materials about tax credits to over one million families in 2004 and nearly three million families in 2005, and reached millions more through state-wide public service announcements, advertisements, partner organizations’ newsletters, community events, and media coverage.
National Women’s Law Center
1 Dupont Circle, Ste. 800, Washington DC 20036
Ph: 202 588 5180
The Points of Light Foundation and Volunteer Center National Network (POLF/VCNN), in partnership with other national organizations, is developing a “Community Based Partnership” model that utilizes volunteers to effectively connect low-income families to EITC Initiatives and other financial programs that will enable EITC recipients to accumulate assets and move out of poverty to self-sufficiency. Together, the Foundation and its network of over 360 Volunteer Centers has begun promoting EITC among their diverse constituents, including Connect America Partners, nonprofits, government entities and businesses. The Foundation recently launched a website, www.pointsoflight.org/EITC, to promote the engagement of all volunteer sector members in local communities (individuals, nonprofits, Volunteer Centers, businesses, government agencies, schools and universities) in EITC and Asset Development initiatives. In addition, the Foundation convenes EITC workshops and training sessions at its annual National Conference.
Locally, an increasing number of Volunteer Centers are taking the lead in expanding local EITC/Asset Development Initiatives through the effective utilization of volunteers. Working with their local tax coalitions, Volunteer Centers engaged in EITC programs have been able to bring millions of dollars into their communities. In September 2003, the Points of Light Foundation convened Volunteer Center representatives leading EITC initiatives to develop a comprehensive plan for the replication of model EITC volunteer programs at Volunteer Centers across the United States.
POLF/VCNN is committed to promoting and supporting volunteer engagement in EITC and other volunteer based programs that strengthen families and seeks to share its “neighboring” model with interested organizations and communities to build their capacity to partner effectively with low-income communities.
Civic Engagement Manager
Points of Light Institute & HandsOn Network
1875 K St. NW 5th Floor
Washington, DC 20006
Contact Khyati to learn about Volunteer Centers or the Foundation’s EITC/Asset Development Initiative.
United Way of America (UWA) is the national leadership organization for the United Way system, which is comprised of 1,400 community-based, independently governed United Way organizations. UWA is committed to advancing the role of the United Way system in EITC and asset building initiatives across the country. As part of that commitment, the organization recently began a new project to explore local United Way involvement in community-based EITC campaigns and to create customized tools and resources to increase the number of local United Ways who engage in EITC outreach, education, and free tax preparation. UWA found that more than 100 local United Ways participate in EITC initiatives in their communities and more than 50 percent of those lead or are a core member of their community’s EITC collaborative.
UWA’s report on the findings of the project, Exploring United Way Engagement in EITC Campaigns: A Report to the Field, highlights the EITC work of local United Ways and presents strategies to help them mobilize their communities around EITC and asset development. Also highlighted are EITC resources from national organizations engaged in this work. (UWA welcomes additions to the resource section and will update the electronic document periodically.) The report will be released electronically at the end of June 2004 and will be available on UWA’s website at www.unitedway.org.You may also contact us at firstname.lastname@example.org.
Josephine Bias Robinson
Vice President, Income-Community Impact Leadership and Learning
United Way Worldwide
701 North Fairfax Street
Alexandria, VA 22314
PH: (703) 836-7112 ext. 435
The U.S. Chamber of Commerce’s Center for Workforce Preparation is dedicated to developing workforce and education strategies for businesses, chambers of commerce and communities to hire, train, retain, and advance skilled workers in the 21st century.
The Workforce Development Leadership Course touches on a wide variety of programs available to employers that address barriers to entry-level worker productivity and retention (e.g., child care, transportation). One such support is the Earned Income Tax Credit (EITC).
EITC is a refundable tax credit to workers who earn up to $36,000. It is a considerable wage supplement (in some cases, up to $4,500 per worker) and effective retention strategy (higher wages lead to longer tenure). Most importantly, the EITC comes at absolutely no cost to the employer.
Course participants develop action plans during the training that they then implement in their local communities. Following are a few examples of chambers that worked to leverage the EITC through partnerships in their own communities:
The Durham (NC) Chamber established a financial literacy program educating 1,500 employers about the Earned Income Tax Credit (EITC). By encouraging employees to claimthe tax credit, the Chamber helped low-wage workers in Durham receive a total payout of $195,000 in one year.
The Greenville (TX) Chamber spearheaded the Greenville Community Coalition, a group of business executives who assist local workers in their community file for EITC. The group has worked with more than 100 employees with an average return of nearly $4,000.
Karen R. Elzey
Institute for a CompetitiveWorkforce
U.S. Chamber of Commerce
1615 H St NW
Washington, DC 20062
The goal of the Mayors’ National Dollar Wi$e Campaign is to encourage the development of ongoing local financial literacy strategies to educate citizens about financial issues. With improved basic personal income money management and planning skills, citizens will be in a better position to own homes, raise healthy families, educate their children, and invest in small businesses. The Campaign published “Dollar Wi$e Best Practices: Earned Income Tax Credit,” which describes successful EITC programs in several Dollar Wi$e cities, from Savannah to San Francisco. It was distributed to mayors across the country and is posted at the Campaign’s website, dollarwiseonline.org.
National Conference of Mayors
Manager, Mayors’ National Dollar-Wise Campaign
1620 Eye St. NW
Washington, DC 20006
The United States Department of Housing and Urban Development (HUD) and the Internal Revenue Service (IRS) Stakeholder Partnerships, Education and Communication (SPEC) office have established a partnership to promote a national tax assistance program using the IRS Volunteer Income Tax Assistance (VITA) Program. The purpose of this partnership is to:
- assist low-income, disabled, elderly, and limited English proficient persons in meeting their tax obligations by providing educational outreach,
- assist low-income, disabled, elderly, and limited English proficient persons and families in free tax preparation and free electronic filing of federal tax returns,
- provide and disseminate information on earned income tax credits, child care tax credits and individual development accounts to low and moderate income families eligible to receive these benefits, and
- provide and disseminate information on how tax credits can be used to build assets.
The HUD and IRS partnership will link low-income individuals and families to free tax preparation, electronic filing, and asset building assistance.
Lorenzo “Larry” Reyes,
U.S. Department of Housing and Urban Development
SW Border Colonias & Migrant/Farmworker Initiative
Office of Departmental Operations and Coordination
451 7th Street SW., #3120
Washington, D.C. 20410
PH: 202-708-3086, ext: 4658
U.S. Department of Health and Human Services, Administration for Children and Families, Office of Community Services
ACF issues EITC discretionary awards totaling approximately $500,000 a year to 10 grantees. These grants are intended to create or expand asset formation and financial literacy services offered by eligible entities funded under the CSBG program. Funds provide capacity-building assistance that enables local, State or regional CSBG networks to plan, establish, improve or expand asset formation and financial service opportunities for eligible individuals and families. The projects carried out by these networks are designed to help low-wage earners, at or near the poverty level, become more knowledgeable about money management and other financial services. Additionally, the projects carried out by these networks offer a range of services that help eligible clients take advantage of asset formation opportunities, increase disposable income, build financial resources and make wiser financial decisions that ultimately help the community thrive and become more economically stable.
U.S. Dept. of Health and Human Services
Administration for Children and Families
Office of Community Services
Division of State Assistance
370 L’Enfant Promenade, SW. Washington, DC 20447
In partnership with the IRS, CCDO is providing resources for 50 VITA Centers to be fully operational by January 31, 2006 in 50 Weed and Seed sites. The CCDO/IRS partnership greatly impacts the EITC initiative and Weed and Seed sites by hosting free tax preparation sites; marketing EITC to eligible individuals and families; providing information and resources to link free tax preparation with other government programs such as Food Stamps and Re-Employment, as well as information on homeownership and financial literacy; training volunteers to prepare taxes; and providing computers for the tax preparations. Other benefits to the Weed and Seed sites include information on additional government programs, tax preparation software, in-kind promotional services, volunteers, funding, information on and knowledge of asset development and financial literacy, and free tax preparation services to residents. CCDO also is actively working to build on the savings of these families by connecting them to other asset building programs such as Individual Development Accounts (IDAs).
Sharron F. Chapman
Community Capacity Development Office
Office of Justice Programs
U.S. Department of Justice
810 7th Street, NW
Washington, DC 20531
Ph: (202) 305-2358
Fax: (202) 354-4379
Voices for America’s Children disseminates EITC outreach information to our members, multi-issue child advocacy organizations, who are working on EITC issues at the state and local levels. In addition, Voices provides information and advocacy strategies to help our members develop and protect State EITC programs.
Tracey L. Amato
Voices for America’s Children
Formerly the National Association of Child Advocates
1522 K Street NW Suite 600
Washington, DC 20005
PH: 202-289-0777 ext. 212 FAX: 202-289-0776
Director, Federal Government Relations
YMCA of the USA
1101 17th St. NW, Ste. 705
Washington, DC 20036