Saving money shouldn’t be complicated. Tax time provides a unique opportunity to encourage clients to save more money by splitting their refund. Join the Get It Back Campaign on Thursday, August 16 at 3:00 PM ET for a training on “Effective Ways to Promote Split Refunds.” Learn about the national Save Your Refund (SYR)...

During this one-hour training, The Financial Clinic’s team reviewed the fundamentals of financial coaching, discussed strategies for incorporating coaching in your day to day work, and highlighted how coaching can impact your program outcomes. They also explore several program models that deliver coaching in various capacities. You will leave this training with best practices...

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 can impact your program outcomes. We’ll also explore several program models that deliver coaching in various capacities. You will leave this training with best...

Every tax season, organizations with free tax preparation sites work tirelessly to provide tax resources and help to members of their communities. Free tax preparation helps taxpayers keep more of their earnings and puts money back into local economies. And unlike paid preparers, who aren’t required to have a license, volunteers are trained extensively...

Now that the hustle and bustle of the tax filing season has subsided, connect with your tax credit outreach colleagues across the country on Thursday, June 14, 2018 at 3:00 PM EDT (2 PM CDT/ 1 PM MDT/ 12 PM PDT) for a phone chat. 

Free tax preparation programs in rural communities and places with low population density face a twofold challenge: site accessibility, and outreach to potential clients. United Way of Lancaster County, whose tax sites serve both urban and rural communities in South Central Pennsylvania, experiences distinct challenges because of geography.