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Empowering Communities through Tax Coalitions: Insights from Boston's EITC Partner

This presentation explores the intersection of financial health and primary care at community health centers, as discussed by Doreen Treacy of DotWell during the National Disability Institute Conference. It highlights the role of tax coalitions in alleviating chronic financial stress, the importance of the Earned Income Tax Credit (EITC), and the potential for free tax preparation services to significantly alter families' economic trajectories. The session emphasizes the need for integrated financial health approaches and collaborative efforts to enhance community impact.

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Empowering Communities through Tax Coalitions: Insights from Boston's EITC Partner

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  1. Leveraging for Impact: Perspectives of a Boston EITC Partner National Disability Institute Conference Federal Reserve Bank of Boston - September 27, 2011 Doreen Treacy, DotWell

  2. DotWell: A Dynamic Partnership Serving an Urban Community

  3. What are community health centers doing in a tax coalition? • WEALTH is a social determinant of HEALTH • Our patients live with CHRONIC financial stress • Our communities are rife with financial services that are PREDATORY

  4. Alignment with our Fiscal Health Mission • To INTEGRATE financial health as a standard of PRIMARY CARE at community health centers • To DIAGNOSE root financial causes of chronic poverty and REMEDIATE them • To SYTEMATICALLY improve the FINANCIAL health of our patients as the foundation for improving their PHYSICAL health

  5. Tax Preparation as an Inflection Point Free tax prep alone will change the course of a family’s economical trajectory dramatically; but over time, as trust develops, more financial services can be layered on at the tax site and the impact is exponential.

  6. DotWell Tax Site Impact # RETURNS REFUNDS EITC & TAX CREDITS FEE’S AVOIDED

  7. Formula For a Successful Coalition • Where is YOUR coalition Opportunity? • Who else serves the constituency that you do? • What are your agency/sector’s strengths? • could your respective impacts be enhanced by joining forces?

  8. One Organization can have impact… But a coalition Builds a movement!

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