Tax-Time Financial Capability Resource Library
Around the field and across the internet, there is a wealth of information about using tax time to deliver various financial capability services. This resource library includes research, implementation supports, model practices and additional resources for VITA program staff interested in integrating financial capability services into their tax program, or in updating existing program models to better serve the needs of both clients and volunteers.
This report features the repository of research, implementation supports, model practices and additional resources for VITA program staff interested in financial capability.
This report presents findings on SaveUSA’s implementation and the program’s longer-term effects on savings and other financial outcomes.
The R2S experiment enabled the documentation of unique evidence highlighting savings behaviors among low- and moderate-income households.
This report highlights findings from a process and outcomes evaluation of the tax-time savings promotion programs implemented during the 2017 tax season by Center for Economic Progress in Chicago, IL, and Prepare + Prosper in St. Paul, MN.
This report walks readers through some of the most effective practices to use when interacting with taxpayers, including how to know which products and services to offer and successful ways to incentivize saving behavior and making it fun.
Design & Improve Your Program
The "Start the Savings Conversation: A Toolkit for VITA Volunteers" has multiple tools and resources to train VITA volunteers on the savings conversation.
Building Financial Capability is an interactive resource to help organizations integrate financial capability.
The Household Financial Security Framework is a great tool for conveying the complexity of financial security strategies to a wide range of audiences, including practitioners, policymakers and funders.