Docstoc

New-Hampshire

Document Sample
New-Hampshire Powered By Docstoc
					                                      IRS-SPEC Partner Coalition FY-10
                                                                        Please Check One:   Existing [X ] Emerging [ ]
TERRITORY NAME:          Boston

FORMAL NAME OF COALITION: Greater Concord Asset Building Coalition

Coalition Website: None

Key Coalition City/State: Concord, New Hampshire

Coalition Chair's Name and Organization: Helen Greene CATCH Neighborhood Housing

Coalition Chair's e-mail address/Phone #:     603-225-8835 hgreene@catchhousing.org

Date Coalition Started and Geographical Area Covered: October 2006 - Greater Concord, NH

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Service providers distributed EITC information. Merrimack County Savings Bank included
h          Coalition stuffer with EITC and tax preparation site information to all of their members.
           Tax Preparation Strategy: There are four tax preparation sites marketed by the Coalition. Three of the four are
h          new locations and total production was close to last year.
           Asset-Building Strategy: CATCH Neighborhood Housing provided financial education classes for the Coalition.
           They are also an IDA provider with plans to weave financial education and asset-building services into at least
h          one tax site.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
           Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                   Core Planning Group
           AARP Tax-Aide
           Casey Family Services
           CATCH Neighborhood Housing
           Legal Advice & Referral Center
           NH EITC Alliance
           UNH Cooperative Extension
           United Way of Merrimack County

                                                Other Coalition Members
           Lutheran Social Services

Significant Coalition Activities: (List major items only, using bulleted style)
           For the 2010 filing season, four sites completed almost 2,000 tax reurns.
           United Way of Merrimack County is becoming a key partner in the Coalition. The Coalition hopes the City of
           Concord and an educational institution will become part of the Coalition.

Planned Future Activities: ( Summarize major plans, using bulleted style)
          To highlight the new VITA Site at the Workplace Success. Site got a late start, but plans are to develop asset-
          building activities there.
                                       IRS-SPEC Partner Coalition FY-10
                                                                           Please Check One: Existing [ ] Emerging [ ]

TERRITORY NAME:            Boston

FORMAL NAME OF COALITION: Franklin Asset Building Coalition

Coalition Website:

Key Coalition City/State: Franklin, New Hampshire

Coalition Chair's Name and Organization: Cary Gladstone, Casey Family Services

Coalition Chair's e-mail address/Phone #:       cgladstone@caseyfamilyservices.org 603-224-8909

Date Coalition Started and Geographical Area Covered:        November 2002 - Franklin & Hill, NH
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Focus on towns of Franklin and Hill, New Hampshire to bring EITC awareness to these
h          communities as well as provide asset-building education.

           Tax Preparation Strategy: Offer tax assistance to low income/EITC-eligible taxpayers in the identified
h          communities.

           Asset-Building Strategy: To deliver financial literacy education, including Individual Development Accounts and
           Smart CDs, around the use of EITC to encourage and improve asset development opportunities in the community.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                               Core Planning Group
           Casey Family Services
           CATCH Neighborhood Housing
           Center for Community Economic Development and Disability
           Franklin Community Action
           Franklin Savings Bank
           Neighbor to Neighbor
           UNH Cooperative Extension Service

                                                  Other Coalition Members
           AARP
           Catholic Charities
           Consumer Credit Counseling
           LARC
           Twin Rivers Community Caring
           United Way

Significant Coalition Activities: (List major items only, using bulleted style)
           During the 2010 Filing season, VITA site volunteers prepared more than 300 tax returns (12% increase over last yr) -
           43% of which were EITC-related returns
           Conducted homeownership seminars
           Roll Your Change Campaign
           Making Money Work For You Workshops
           RuFes (Rural Family Economic Success)
           SMART CDs
           IDAs - 1st Time Home Ownership

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Money Show for the community, ie. Debt-proofing the holidays, credit review and repair, reverse mortgages
          Continued involvement with RuFes
          Financial Literacy Workshops - Homeownership & Making Money Work for You
          Franklin Saves Campaign
                                           IRS-SPEC Partner Coalition FY-10
                                                                                    Please Check One:    Existing [X] Emerging [ ]
TERRITORY NAME:        Boston

FORMAL NAME OF COALITION: Building Financial Futures Coalition
Coalition Website:

Key Coalition City/State: Gorham, New Hampshire

Coalition Chair's Name and Organization: Judy Woodward, The Family Resource Center at Gorham

Coalition Chair's e-mail address/Phone #:       Jwoodward@sau20.org        603-466-9014

Date Coalition Started and Geographical Area Covered: October 2006 - Gorham & Berlin, NH (Rural northern NH)

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Financial education networking with other social service agencies to bring education to clients served.
h
          Tax Preparation Strategy: To offer tax preparation for the low/moderate income worker. The aim is to help low income
h         workers keep more of their tax refund and to increase awareness and accessibility of the Earned Income Tax Credit.

          Asset-Building Strategy: To provide communitywide events to focus attention on saving and asset building. To continue to
          focus on developing financial education programs in the local school system from elementary school through adult education.
h

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
             Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                           Core Planning Group
          Gorham School District
          The Family Resource Center at Gorham
          Tri County CAP Agency

                                                        Other Coalition Members
          Laconia Savings Bank, Citizens Bank, Northway Bank, Woodlands Credit Union
          North County Health Consortium
          UNH Cooperative Extension
          United Way
          Working Futures

Significant Coalition Activities: (List major items only, using bulleted style)
          During the 2010 filing season, volunteers prepared 385 returns (8% increase over last yr) - 31% EITC Returns
          Sammy the Rabbit - Financial Literacy presentation at Berlin and Gorham, NH schools
          After school Financial Literacy Program
          Collaborated with AHEAD to provide Cents & Sensibility Class for adults - encouraged IDA Program
          Work Support Initiative
          Roll Your Change Week- Expanded to 4 additional towns - $35,135 rolled and deposited in bank accounts

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Work Support Initiative
         America Saves Campaign
         Financial literacy workshops
                                       IRS-SPEC Partner Coalition FY-10
                                                                            Please Check One:    Existing [x ] Emerging [ ]
TERRITORY NAME: Boston

FORMAL NAME OF COALITION:             Lakes Region Financial Stability Partnership

Coalition Website:         n/a

Key Coalition City/State: Laconia, New Hampshire

Coalition Chair's Name and Organization: Jack Terrill, United Way; Len Cambell, NH Catholic Charities

Coalition Chair's e-mail address/Phone #: Jack@lruw.org 603-524-6864; Lcampbell@nh-cc.org 603-528-3035

Date Coalition Started and Geographical Area Covered: June 2007 - Lakes Region

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Marketing sub-committee formed to reach out to the public on credits and free tax preparation
h
            Tax Preparation Strategy: Free tax preparation offered at Lakes Region Family Center, a part of the
h           Belknap/Merrimack CAP agency

            Asset-Building Strategy: The main focus of the coalition is free tax preparation, however its members will
            continue to try to increase their asset-building efforts. A Smart CD ($100 match of deposit) is offered by a local
h           bank, and financial fitness seminars will also be offered.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                      Core Planning Group
            Belknap/Merrimack Community Action Program
            City of Laconia
            Franklin Savings Bank
            Laconia Area Community Land Trust
            Laconia Savings Bank
            NH Catholic Charities
            NH Statewide EITC Alliance
            UNH Cooperative Extension
            United Way

                                                   Other Coalition Members
            AARP

Significant Coalition Activities: (List major items only, using bulleted style)
            During the 2010 filing season, VITA site volunteers prepared 248 returns - (99% increase over last year) - 44% of
            which claimed EITC.
            Provided limited financial education and asset-building opportunities - i.e. brochures and workshops
            Smart CD offered in conjunction with local savings bank

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Continue VITA Site
          Expand financial education and asset-building opportunities
                                      IRS-SPEC Partner Coalition FY-10
                                                                          Please Check One:      Existing [ ] Emerging [X]
TERRITORY NAME: Boston

FORMAL NAME OF COALITION: To be determined

Coalition Website:

Key Coalition City/State: Manchester, New Hampshire

Coalition Chair's Name and Organization: Melissa Nemon, United Way

Coalition Chair's e-mail address/Phone #: melissa.nemon@heritageunitedway.org, 603-625-6939 X23

Date Coalition Started and Geographical Area Covered:

Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Inform City of Manchester residents about EITC and free tax preparation via organization
h          involved in the coalition.

h          Tax Preparation Strategy: Provide free tax preparation at the VITA site located at Southern NH Services.


h          Asset-Building Strategy: Emerging

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
                                                Core Planning Group
           AARP
           City of Manchester, Weed & Seed Department
           Southern NH University
           United Way

                                                 Other Coalition Members
           University of New Hampshire Disability Initiative

Significant Coalition Activities: (List major items only, using bulleted style)
           Prepared close to 300 tax returns at Southern NH Services site.
           Participated on supplemental demographic survey.
           Offerred ad hoc return preparation of VNA to serve west side of city of Manchester.

Planned Future Activities: ( Summarize major plans, using bulleted style)
         Prepare joint marketing strategy with AARP to advertise all sites in the city (VITA & AARP)
                                       IRS-SPEC Partner Coalition FY-10
                                                                          Please Check One:    Existing [ X ] Emerging [ ]

TERRITORY NAME:             Boston

FORMAL NAME OF COALITION: Greater Nashua Asset Building Coalition

Coalition Website: None

Key Coalition City/State: Nashua, New Hampshire

Coalition Chair's Name and Organization: Ray Peterson, United Way of Greater Nashua

Coalition Chair's e-mail address/Phone #:      ray@unitedwaynashua.org - 603-882-4011

Date Coalition Started and Geographical Area Covered: August 2003 - Greater Nashua

Strategies - briefly define each strategy, if applicable
            Outreach Strategy: Use press releases from the United Way of Greater Nashua so local paper will include EITC
h           and tax site information to readers.
            Tax Preparation Strategy: The site at the Nashua Public Library expanded to a third day for free tax preparation.
            Triangle Credit Union site has a formal intake process with asset-building brochures avaialble and discussed.
h
            Asset Building Strategy: Goal is to have money coaches at a site at least once or have a Super Saturday event
h           with pro bono financial planners serving as coaches.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                      Core Planning Group
            AARP Tax Aide
            City of Nashua
            Greater Nashua YMCA
            Nashua Pastoral Care Center
            Nashua Soup Kitchen & Shelter Inc
            NH EITC Alliance
            Southern NH Services Inc
            Triangle Credit Union
            United Way of Greater Nashua

                                                  Other Coalition Members
            Adult Learning Center
            UNH Cooperative Extension

Significant Coalition Activities: (List major items only, using bulleted style)
            The four sites involved in the Coalition prepared 1,800 tax returns during the 2010 filing season. More than
            $523,000 in EITC was claimed along with $2.4 million in refunds.
            Coalition distributed tax preparation flyer at Santa Fund sign ups and distribution.

Planned Future Activities: ( Summarize major plans, using bulleted style)
          Plan to get Money Coaches at some locations. Coalition is meeting with the Northern New England Certified
          Financial Planner Association Pro Bono Director.
                                           IRS-SPEC Partner Coalition FY-10
                                                                                  Please Check One:    Existing [ X ] Emerging [ ]
TERRITORY NAME: Boston

FORMAL NAME OF COALITION: Contoocook Valley Money Matters Coalition

Coalition Website:

Key Coalition City/State: Peterborough, NH

Coalition Chair's Name and Organization: Jane LaPoint & Andrea Gilbert of the River Center

Coalition Chair's e-mail address/Phone #: JLaPointe@aol.com, andrea@underoneroofproject.org, 603-924-4800

Date Coalition Started and Geographical Area Covered: December 2007 - Western New Hampshire
Strategies - briefly define each strategy, if applicable
           Outreach Strategy: Educate and inform low- to moderate-income families/individuals about EITC, AEITC, CTC and financial
           tools by coordinating the resources of the coalition members. Will also offer special emphasis to disabled population on
h          availability.

h          Tax Preparation Strategy: Offer free tax preparation at the VITA site located at River Center.

           Asset-Building Strategy: Offer financial development tools workshops from January through June. Topics include:
h          budgeting, banking skills, getting out of debt, and benefits eligibility.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
           Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..

                                                        Core Planning Group
           Monadnock Area Transitional Shelter
           Monadnock Community Hospital
           New Hampshire EITC Alliance
           Southern NH Services
           The Family Center
           The River Center
           The Under One Roof Project
           UNH Cooperative Extension

                                                      Other Coalition Members
           Ames Planning Associates
           Casey Family Services
           Consumer Credit Counseling Services
           Goodeve & Company
           Keene Housing Authority
           Lake Sunapee Bank
           MAPS Counseling Services
           MicroCredit NH
           Monadnock Ledger-Transcript
           Mondadnock Community Bank
           NH Employment Security
           Ocean Bank
           Peterborough Library
           RBC Wealth Management
           Southwest Community Services

Significant Coalition Activities: (List major items only, using bulleted style)
           During the 2010 filing season, prepared 397 returns at free tax preparation site - 32% of which were EITC-related returns
           Financial Tools Workshops offered from January through June
           Completed supplemental survey in order to receive demographic data.

Planned Future Activities: ( Summarize major plans, using bulleted style)
           Will promote outreach to disability community.
           Continue to offer financial tools workshops.
                                     IRS-SPEC Partner Coalition FY-10
                                                                      Please Check One: Existing [ X ] Emerging [ ]

TERRITORY NAME:            Boston

FORMAL NAME OF COALITION:             CASH Coalition of Southeastern NH

Coalition Website:      None

Key Coalition City/State: Rockingham & Strafford Counties New Hampshire

Coalition Chair's Name and Organization: Ramona Dow Northeast Credit Union

Coalition Chair's e-mail address/Phone #: 603-422-9815

Date Coalition Started and Geographical Area Covered: September 2005 - Rockingham County, NH

Strategies - briefly define each strategy, if applicable
         Outreach Strategy: Use credit union website. Distribute press releases to local newspapers and service providers
h
         Tax Preparation Strategy: Plan to engage AARP Tax-Aide to market strategically located sites in Southeastern
h        New Hampshire.
         Asset-Building Strategy: Community Action partner has hired an asset development coordinator to coordinate
         financial literacy classes and promote the IDA Program. Future plans are to offer FEAB at the credit union
h        location.

Partners: (List Core Planning Group, then Sub-Committee Members, then others if applicable)
            Add or delete rows by right-clicking on line number below where row is needed, then Insert or Delete..
                                                   Core Planning Group
         AARP Tax-Aide
         Catholic Charities
         NH EITC Alliance
         Northeast Credit Union
         Rockingham Community Action
         UNH Cooperative Extension
         United Way of the Greater Seacoast

                                                Other Coalition Members
         Seacoast Mental Health
         University of New Hampshire

Significant Coalition Activities: (List major items only, using bulleted style)
         Coalition has engaged Strafford County Community Action Agency in its activities.
         Asset Development Coordinator has been holding financial education seminars and promoting the IDA Program

Planned Future Activities: ( Summarize major plans, using bulleted style)
        Find a site coordinator for the VITA site at Northeast Credit Union and a student at the University of New
        Hampshire.
        Increase marketing of the IDA Program.
        Coordinate sites in the area to market jointly with AARP Tax-Aide

				
DOCUMENT INFO
Categories:
Tags:
Stats:
views:13
posted:12/20/2011
language:
pages:8
shenreng9qgrg132 shenreng9qgrg132 http://
About