OVERVIEW

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• OVERVIEW

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WHO ARE WE?
VITA
TAXAIDE
AARP
TCE
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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

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TCE

• TAX COUNSELING FOR THE ELDERLY
• FREE TAX HELP
• TO PEOPLE AGED 60 AND OLDER
• Part of AARP FOUNDATION

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• 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

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• 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

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WHAT IS AARP FOUNDATION

• AARPS 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.

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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

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• AARP TAX-AIDE IS
• THE NATIONS 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

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• 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

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OTHER FOUNDATION SERVICES

• 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

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OTHER FOUNDATION SERVICES

• FINDING AND APPLYING FOR PUBLIC BENEFITS
• PREPARE TO CARE A PLANNING GUIDE FOR FAMILIES
  -FREE HANDBOOK THAT HELPS TO
• PLAN TO CARE FOR LOVED ONESINCLUDING HOW TO
  START PLANNING, QUESTIONS TO ASK, ETC.
• FIND SUPPORT.
• www.aarp.org/preparetocare

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OTHER FOUNDATION SERVICES

• 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

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STAYING IN CONTROL OF FINANCES

• ESTATE PLANNING
• HOW TO CREATE A PLAN
• HOW TO TAKE CONTROL OF YOUR
• DECISIONS
• LEGACY
• www.aarpgift.org

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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

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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

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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

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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 7079
• 19 80
• CUSTOMER MARITAL STATUS
• 37 MARRIED
• 61 NOT MARRIED

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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

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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

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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

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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