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Forward Alliance

Forward Alliance. Committee dedicated to improving the understanding of and access to financial resources for people with disabilities and their families. Ginny Powell & Ed Leahy Omaha EITC Coalition . Omaha EITC Coalition Building Assets One Taxpayer at a Time!.

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Forward Alliance

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  1. Forward Alliance

    Committee dedicated to improving the understanding of and access to financial resources for people with disabilities and their families. Ginny Powell & Ed Leahy Omaha EITC Coalition
  2. Omaha EITC CoalitionBuilding Assets One Taxpayer at a Time! Mission: The Omaha EITC Coalition promotes the claiming of tax credits through quality volunteer tax return preparation with a goal of providing educational tools and community resources for family asset development. Vision: The Coalition promotes financial stability through empowered customers who use tax credits and tax refunds to own and maintain assets. Values: Inclusiveness, Non-partisanship, Customer Empowerment, and Quality Service
  3. Success in the Field-How do we do it? Find a champion …to help… Educate staff …so they… Ask clients …where are you now, and… Educate clients …where you can be, then… Use the answers …to… Become a trusted resource …and… Make a difference! Not this field 
  4. Goodwill Industries is an agency partner in the Omaha EITC Coalition Goodwill staff serve as an Advisory Board member, subcommittee chair, volunteer trainer and tax preparer Give and receive complimentary, not competing services Provide meeting space for Coalition meetings, subcommittees, and special events Goodwill IndustriesGoodwill’s Mission: Goodwill Changes Lives and Strengthens Communities through Education, Training, and Work.
  5. Educate your staff All volunteers receive disability awareness training Training on tax implications and credits relating to disability issues Refreshers right before the tax season
  6. Ask your clients Survey that gathers socioeconomic information Money Menu Tax Preparation discussion
  7. PWD Troublesome Bills
  8. Tax Year 2010 PWD Refund Use
  9. Educate Clients Understanding taxes Public Benefits screening Credit reports Prescription Assistance programs Referrals to other supports in the community
  10. Intersection of Tax Preparation and Taxpayer Education
  11. Bank on the Heartland Coalition was a founding partner VITA provides the most meaning outreach of the effort to connect people to banks and credit unions
  12. Using the Answers You have a ton of research; what are you doing with it? Check your effectiveness Design new offerings Build new partnerships Educate the community Influence Policy
  13. Two-Year Comparison of Banked PWD
  14. PWD Refund Use
  15. Forward Alliance-Action Steps Improved Volunteer Training on Disability Issues Incorporated outreach activities year-round Increase VITA sites in disability agencies Formalized Forward Alliance Committee, developing a more intentional relationship with NDI, and expanding membership in Forward Alliance
  16. Forward Alliance Campaign Raise Awareness of the Needs of Persons with Disabilities Sensitivity Training for our Members Public Outreach at VITA Sites Persons with Disabilities are a year-round focus Over 5 years, 10% of our customers are Persons with Disabilities Research shows 83% of Persons with Disabilities never filed for a tax credit Connect Taxpayers with Resources Free tax preparation Screening for Public Benefits Eligibility Awareness of Drug Assistance Programs Housing Programs & Education
  17. Become a Trusted Resource Turning a Transaction into a Relationship
  18. Make a Difference! VITA Impact in the Metro Area
  19. VITA’s 2011 Value to Omaha
  20. At Your Service Ginny Powell Customer Connect Manager Goodwill Industries 4805 N 72nd Street Omaha, NE 68134 O: 402-231-1939 vpowell@goodwillomaha.org www.goodwillomaha.org Ed Leahy Director Omaha EITC Coalition 3605 Q St Omaha, NE 68107 C: (402) 250-9781 O: (402) 546-1013, ext. 6210 F: (402) 734-8887 omahaeitc@cox.net www.fhasinc.org www.facebook.com/OmahaEITC
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