This work expands upon The Volunteer Income Tax Preparer’s Toolkit: Showing Clients Why Tax Time is the Right Time to Save, a 2015 Toolkit by the Center for Social Development (CSD). This new offering presents the current evidence underpinning various tax-time efforts to expand financial capability among LMI households. It includes sections on creating a VITA program and on several financial-capability products and services that organizations can offer alongside free tax-preparation services. The evidence comes from a variety of sources, but we highlight findings from research conducted by CSD, particularly that conducted as part of the Refund to Savings (R2S) Initiative.
Project: Refund to Savings (R2S)
Davison, G., Covington, M., Kondratjeva, O., Roll, S. P., & Grinstein-Weiss, M. (2018, June). A toolkit for expanding financial capability at tax time (CSD Toolkit No. 18-26). St. Louis, MO: Washington University, Center for Social Development.