OVERVIEW

1. OVERVIEW

2. WHO ARE WE? VITA TAXAIDE AARP TCE

3. WHO WE AREN'T • VOLUNTEER INCOME TAX ASSISTANCE (VITA) • VOLUNTEERS • FREE INCOME TAX PREP ASSISTANCE TO: • LOW-INCOME • ELDERLY • DISABLED • TRAINED AND CERTIFIED BY THE IRS • LESS COMPLEX RETURNS

4. TCE • TAX COUNSELING FOR THE ELDERLY • FREE TAX HELP • TO PEOPLE AGED 60 AND OLDER • Part of AARP FOUNDATION

5. A non-profit nonpartisan membership organization dedicated to making life better for people 50 and over. • Founded in 1958; currently nearly 36 million members • Website; www.aarp.org • Organized into State Offices and Local Chapters • Major Programs: • AARP Drivers Safety • AARP Grief and Loss • AARP Grass roots Advocacy and Public Policy

6. Offers a wide range of publications which include: • - AARP: The Magazine, published monthly • - AARP Bulletin, monthly newspaper • - AARP Segunda Juventud, quarterly newspaper in Spanish • - NRTA Live and Learn, quarterly newsletter for 50+ Educators

7. WHAT IS AARP FOUNDATION • AARP’S CHARITABLE ARM - THE HEART OF AARP. • FOCUS ON SERVING THE MOST ECONOMICALLY VULNERABLE MEMBERS OF SOCIETY. • HELP THOSE HAVING DIFFICULTY MEETING THEIR BASIC HEALTH AND FINANCIAL NEEDS IN THESECOND HALF OF LIFE. • GOAL IS TO IMPROVE THE QUALITY OF LIFE FOR SENIORS ACROSS THE COUNTRY.

8. FOUNDATION • 501(C )3 AFFILIATED NONPARTISAN CHARITY • ESTABLISHED IN 1961 • FOUNDATION PROGRAMS ARE FUNDED BY GRANTS, TAX-DEDUCTIBLE CONTRIBUTIONS FROM AARP MEMBERS, THE GENERAL PUBLIC AND AARP • PROGRAMS INCLUDE: • AARP TAX-AIDE • AARP SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM • AARP BENEFITS OUTREACH PROGRAM • AARP LEGAL INFORMATION PROJECT • AARP MONEY MANAGEMENT

9. AARP TAX-AIDE IS: • THE NATION’S LARGEST FREE • VOLUNTEER-RUN TAX • ASSISTANCE AND PREPARATION SERVICE. • MISSION –TAX PREPARATION FOR TAXPAYERS WITH LOW- AND MIDDLE-INCOME WITH SPECIAL ATTENTION GIVEN TO THOSE AGE 60 AND OLDER. • OVER 32,000 VOLUNTEERS • ORGANIZED ON A REGIONAL, STATE, DISTRICT AND LOCAL LEVEL. • ASSIST OVER 3 MILLION PEOPLE AT OVER 7000 SITES

10. Other AARP Tax-Aide services: • Free year-round tax counseling on the Internet • Job Training and Placement • WORKSEARCH provides a variety of services: interest and ability inventories, skill assessments, • aarpworksearch.org • Women's Scholarship Program • Provides scholarship funds to women 40+ • www.aarp.org/womensscholarship OTHER FOUNDATION SERVICES • JOB TRAINING AND PLACEMENT • WORKSEARCH PROVIDES A VARIETY OF SERVICES: INTEREST AND ABILITY INVENTORIES, SKILL ASSESSMENTS, aarpworksearch.org • WOMEN'S SCHOLARSHIP PROGRAM • PROVIDES SCHOLARSHIP FUNDS TO WOMEN 40+ www.aarp.org/womensscholarship

11. OTHER FOUNDATION SERVICES • FINDING AND APPLYING FOR PUBLICBENEFITS • NAVIGATING THE MAZE OF GOVERNMENT PROGRAMS • BENEFITS QUICKLINKWEBSITE HELPS TO FIND PUBLIC BENEFITS THAT MAY HELP PAY FOR • PRESCRIPTION DRUGS, • HEALTHCARE • OTHER NECESSITIES www.aarp.org/quicklink

12. OTHER FOUNDATION SERVICES • FINDING AND APPLYING FOR PUBLIC BENEFITS • “PREPARE TO CARE: A PLANNING GUIDE FOR FAMILIES” -FREE HANDBOOK THAT HELPS TO • PLAN TO CARE FOR LOVED ONES—INCLUDING HOW TO START PLANNING, QUESTIONS TO ASK, ETC. • FIND SUPPORT. www.aarp.org/preparetocare

13. OTHER FOUNDATION SERVICES • STAYING IN CONTROL OF FINANCES • THE MONEY MANAGEMENT PROGRAM PRESERVES INDEPENDENT LIVING AND ECONOMIC SECURITY FOR • THOSE WHO NEED HELP WITH • ROUTINE FINANCIAL MATTERS DUE TO AGE OR DISABILITY. VOLUNTEERS • BALANCE CHECKBOOKS • PAY BILLS • TRACK FINANCIAL MATTERS www.aarpmmp.org

14. STAYING IN CONTROL OF FINANCES • ESTATE PLANNING: • HOW TO CREATE A PLAN • HOW TO TAKE CONTROL OF YOUR • DECISIONS • LEGACY www.aarpgift.org

15. HELP WITH TAXES • AARP TAX-AIDEOFFERS FREE TAX ASSISTANCE AND PREPARATION FOR • LOW- AND MODERATE INCOME PEOPLE • SPECIAL ATTENTION TO THOSE OVER 60. • AARP TAX-AIDE IS THE LARGEST VOLUNTEER-RUN PROGRAM IN THE COUNTY www.aarp.org/taxaide

16. FIGHTING AGAINST FRAUD • CONSUMER FRAUD PREVENTIONPROJECT ALERTS OLDER CONSUMERS TO • TELEMARKETING AND OTHER TYPES OF FRAUD THAT ENDANGER THEIR FINANCIAL SECURITY. • VOLUNTEERS REACH FRAUD VICTIMS TO OFFER • TIPS • INFORMATION ON HOW TO PROTECT THEMSELVES

17. EDUCATING ABOUT REVERSE MORTGAGES • REVERSE MORTGAGES CAN BE CONFUSING AND EXPENSIVE • PROVIDE INFORMATION ON REVERSE MORTGAGES AND OTHER ALTERNATIVES TO HELP PEOPLE REMAIN IN THEIR HOMES www.aarp.org/revmort

18. TAX AIDE CUSTOMERS 2009 TAX SEASON • SERVED 3 MILLION CLIENTS • OVER THE PAST 41 YEARS - MORE THAN 50 MILLION CLIENTS • CUSTOMER AGE • 10% 18-49 • 11% 50-59 • 26% 60-69 • 33% 70–79 • 19% 80+ • CUSTOMER MARITAL STATUS • 37% MARRIED • 61% NOT MARRIED

19. TAX AIDE CUSTOMERS • GENDER • 64% FEMALE • 32% MALE • RACE/ETHNICITY • 84% WHITE NON-HISPANIC • 7% BLACK OR AFRICAN AMERICAN • 1% NATIVE AMERICAN • 1% MULTIPLE ANSWERS • 2% ASIAN/PACIFIC • 1% OTHER

20. TAX AIDE CLIENTS • HOUSEHOLD INCOME (ANNUAL) • 37% UNDER $20,000 • 22% $30,000-$49,000 • 23% $20,000-$29,000 • 8% $50,000 OR MORE • REPEAT CUSTOMERS • 22% FIRST TIME • 39% FOUR+ TIMES • 37% TWO - THREE TIMES

21. TAX-AIDE CLIENTS • EMPLOYMENT STATUS • 66% FULLY RETIRED • 32% NOT FULLY RETIRED • CUSTOMERS’ PROXIMITY TO SITE • 49% 0 - 3 MILES • 14% 6 - 9 MILES • 20% 4 - 5 MILES • 15% 10+ MILES

22. INTERNET TAX ASSISTANCE • OFFERED BY AARP TAX-AIDE SINCE 1998 AT www.aarp.org/taxaide • TAXPAYERS CAN ASK QUESTIONS ONLINE • 24-HOURS A DAY YEAR ROUND • RECEIVCE QUALITY-REVIEWED ANSWERS BACK WITHIN A FEW BUSINESS DAYS • INTERESTED VOLUNTEERS WITH WEB ACCESS - SIGN UP AT WWW.AARP.ORG/TAVOLUNTEERSFORM