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Financial Capability Integration in VITA Programs

Published: September 19, 2017
Audience:
Assets for Independence (AFI)
Category:
Publications/Reports, Case Studies

This brief summarizes lessons learned from three Volunteer Income Tax Assistance (VITA) programs integrating financial capability services into their tax season efforts. Financial capability is the capacity—based on knowledge, skills, and access—to manage financial resources effectively. The brief is organized in three sections: planning for integration and engaging the team, selecting and integrating financial capability services, and deciding who will provide the selected financial capability services.

Last Reviewed: September 19, 2017