Tools and Strategies to Grow and Expand Your VITA Site

Tax season means different things for different people. For some, it represents an annual expense, while others think of stress and deadlines.

For many more households, because of the Earned Income Tax Credit (EITC) and other credits and refunds, tax time also means they will soon receive the single biggest check of the year.

For credit unions, tax season represents an opportunity to serve, as helping members—and potential members—use refunds wisely is both good service and good business. Each year, the number of credit unions hosting or partnering to deliver free tax preparation services, known as Volunteer Income Tax Assistance (VITA) programs, to their members and communities continues to grow.

On Monday, Dec. 17 at 3 p.m., the National Federation of Community Development Credit Unions will host a free webinar to discuss strategic ways to connect to VITAs in your community, expand your existing VITA Site and to provide opportunities for VITA filers to make the most of their refunds.

Representatives from individual credit unions, national organizations and city agencies will discuss the many ways to connect credit union services with local VITA sites, develop unique partnerships and reach out to specific membership segments.

Panelists include:

  • Mahealani Thompson and Keala Barnett, Hawaii First Federal Credit Union 
  • Michelle Shack and Crystal Nickson, Communicating Arts Credit Union
  • Tenesha Carter, North Carolina State Employees’ Credit Union
  • Tamara Lindsay, NYC Department of Consumer Affairs, Office of Financial Empowerment
  • Jamie Robinson and Katie Metz, National Disability Institute, Real Economic Impact (REI) Tour

Registration is free and available online. Contact Pamela Owens, the Federation’s vice president of programs, at 212.809.1850, ext. 215.

The National Federation of Community Development Credit Unions (Federation) is a certified CDFI Intermediary representing more than 250 community development credit unions (CDCUs). The Federation’s member CDCUs provide credit, savings, transaction services and financial education to more than 2.2 million residents of low-income urban, rural and reservation-based communities across the United States, and hold over $15 billion in community-controlled assets. Founded in 1974, the Federation is headquartered in Lower Manhattan with offices in Colorado Springs, CO and Madison, WI. The Federation offers a wide range of advocacy, educational, training, investment, marketing, and outreach programs to support and assist CDCUs. For more information about the Federation and its programs, please visit: www.cdcu.coop.  

 

Questions? Contact Director of Outreach Programs Kasey Rockwell: 503.350.2217, krockwell@nwcua.org.

Posted in Advocacy News, Around the NW.