Mobile Financial Resource Team Marshall Averill – United Way Brian Rakovitis – OCED & United Way Local Dollars Changing Local Lives

Topics To Be Discussed: One-on-One Financial Coaching Free Income Tax Preparation Assistance Financial Stability Coalition Grant opportunities Upcoming Events Local Dollars Changing Local Lives

One-On-One Financial Coaching Free 1-on-1 Financial Coaching & Resource Navigation Budget & Credit Assessment Short & Long Term Goal Setting Financial Management Skill Building Accountability Partner Local Dollars Changing Local Lives

Free Income Tax Preparation Assistance Volunteer Income Tax Assistance (VITA) Program Free income tax return preparation by IRS certified Volunteers Income limit of $53,000 per year Last Year Results: 60 volunteers completed 341 Federal and 358 State returns Total Refund value of $437,216 Saved taxpayers an estimated $85,920 to $107,400 in tax prep fees MyFreeTaxes.com/Facilitated Self-Assistance Night (FSA) Free online tax return preparation software myfreetaxes.com Income limit of $62,000 per year Local Dollars Changing Local Lives

Financial Stability Coalition Comprised of Community Organizations and financial institutions who are providing- or whose clients need- financial stability/education services Main Focus Areas: Advocacy Identification and removal of financial stability barriers in the community Education and capacity building Development of programs and/or products Local Dollars Changing Local Lives

Financial Stability Fund Overview: A component of United Way’s Financial Stability Initiative, these grants provide one-time support for programs, projects or initiatives that prioritize the following Washtenaw County populations: women, low-income individuals and families; communities of color; historically marginalized groups. Funding is open to both new/pilot or existing programs, projects or initiatives.  Job training/skill building Literacy (e.g. digital, language, health) Financial Stability Capacity Building Direct Service Staff Capacity Building   Public Policy, Advocacy and Community-Mobilizing (e.g. community campaign on predatory lending practices) For more information contact Bridget Healy bhealy@uwwashtenaw.org Local Dollars Changing Local Lives

Upcoming Events Local Dollars Changing Local Lives

Questions? Local Dollars Changing Local Lives Brian Rakovitis - Financial Empowerment Specialist Brakovitis@uwwashtenaw.org 734-677-7205 Marshall Averill - Financial Empowerment Coordinator Maverill@uwwashtenaw.org Local Dollars Changing Local Lives