Managing an Earned Income Tax Credit Coalition
Free tax preparation programs rarely run on their own. If you're part of a coalition of groups, you can find resources here to assist you with building collaborative partnerships and an effective coalition.
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Strategies for Developing a Comprehensive Coalition
- Alamo City Coalition for Economic Self Sufficiency (ACCESS), is formerly the San Antonio Coalition for Family Economic Progress. This presentation outlines the variety of products and services provided by ACCESS to help its residents increase income and build assets. Provided by John Scarfo, City of San Antonio.
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Building a Community Tax Campaign
- This presentation provides an overview of the key aspects of building a successful EITC Campaign. It includes strategies for securing necessary resources as well as a timeline for the major activities of a VITA site. Presentation by Lucy Gorham from EITC Carolinas.
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Getting to Scale by Establishing Statewide Tax and Asset Building Coalitions
- A brief presentation on elements involved in creating a statewide coalition to expand the capacity of service delivery. Provided by Robin McKinney of Maryland CASH Campaign.
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TAX HELP New Mexico: Bringing the Project to Scale
- Presentation on how TAX HELP New Mexico grew to provide state-wide tax services by building corporate sponsorship, political support and partnerships. Provided by Robin Brule and Katherine Bercaw.
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Omaha EITC Coalition
- Brief outline of elements of building a tax preparation coalition. Provided by Ed Leahy of the Omaha EITC Coalition.
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Working with your Local Cooperative Extension Service
- Presentation on how tax preparation programs can benefit from working with their local Cooperative Extension at their state university. Provided by Andrew Zumwalt and Suzanne Knight.
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C.A.S.H. Governance Model - Rita Eygabroad
- Presentation on the governance model of a coalition of over 30 organizations to deliver free tax preparation in Rochester, New York. Provided by Rita Eygabroad of C.A.S.H. Rochester.
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Brookings EITC Interactive
- Find detailed tax return data for all filers and for all EITC recipients. Data are available at the ZIP code, city, county, metro area, and state level, and for state legislative and congressional districts.

