Connecting Your Clients to Savings: Promoting Tax Time Savings


Have you thought about increasing savings uptake among your VITA clients? The Taxpayer Opportunity Network released a toolkit to help you incorporate savings directly into your volunteer training. The "Start the Savings Conversation" toolkit includes a vast array of resources to help you and your volunteers establish the savings conversation throughout the tax time moment. As a part of this webinar, there was plenty of time to address any of your questions.

Topics included:

  • Discussion with field experts on their work in tax time savings
  • An overview of the toolkit
  • How to incorporate the toolkit into training
  • … and more!

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