1 ny3 instructor training albany 2009 overview. 2 ny3 instructor training albany 2009 who are we?

1 NY3 Instructor Training Albany 2009

OVERVIEW


WHO ARE WE?


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


TCE

TAX COUNSELING FOR THE ELDERLY

• FREE TAX HELP – TO PEOPLE AGED 60 AND OLDER

• Part of AARP FOUNDATION


• 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


• 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


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.


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


• 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


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



• FINDING AND APPLYING FOR PUBLICBENEFITS• NAVIGATING THE MAZE OF GOVERNMENT

PROGRAMS • BENEFITS QUICKLINK WEBSITE HELPS TO

FIND PUBLIC BENEFITS THAT MAY HELP PAY FOR• PRESCRIPTION DRUGS, • HEALTHCARE• OTHER NECESSITIES

www.aarp.org/quicklink



• 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



• 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


STAYING IN CONTROL OF FINANCES

• ESTATE PLANNING: • HOW TO CREATE A PLAN • HOW TO TAKE CONTROL OF YOUR• DECISIONS• LEGACY

www.aarpgift.org


HELP WITH TAXES

• AARP TAX-AIDE OFFERS 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


FIGHTING AGAINST FRAUD

• CONSUMER FRAUD PREVENTION PROJECT 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


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


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


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


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


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


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

1 ny3 instructor training albany 2009 overview. 2 ny3 instructor training albany 2009 who are we?

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