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VITA Program

VITA Program. Brianne Marshall, Hillary Crusan , Erin Dillon, Nate Ejuwa. Research. Background Volunteer Income Tax Assistance Prepared 1015 returns in 2013 Household income of $51,000 or less 3 locations Western Dairyland Community Action Agency RCU Shopko South Office

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VITA Program

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  1. VITA Program Brianne Marshall, Hillary Crusan, Erin Dillon, Nate Ejuwa

  2. Research • Background • Volunteer Income Tax Assistance • Prepared 1015 returns in 2013 • Household income of $51,000 or less • 3 locations • Western Dairyland Community Action Agency • RCU Shopko South Office • City of Altoona Community Room • Student quota- 15 tax returns

  3. Research- SWOT Analysis

  4. Strategic Plan

  5. Strategic Plan- Key Publics/Messages

  6. Strategic Plan • Strategies • Use social media to raise awareness among university students, RCU members and community members • Expand distribution of materials at key locations throughout the community • Utilize RCU locations and publications as distribution points • Increase advertising and coverage through local media outlets

  7. Strategic Plan • Tactics • Create and maintain a UWEC/RCU VITA Facebook page • Interact with relevant Facebook pages (like UWEC, RCU, Volume One, etc.) • Create and distribute brochures in key locations • Local businesses • Davies Center on UWEC campus • Public libraries • Information table in Davies Center

  8. Strategic Plan • Tactics • “Mass Media” distribution • Billboard • Community Event Calendars • News releases • Newspaper advertisements • Pitch feature stories to local news outlets • “The West Side” • Bus ads • Route 7-17 (to Altoona) • Route 3-4

  9. Strategic Plan • Tactics • RCU • Distribute materials to RCU locations • RCU website feature • Drive thru ads on screens • RCU Newsletter- “On The Money”

  10. Strategic Plan- Calendar

  11. Strategic Plan- Calendar

  12. Strategic Plan- Calendar

  13. Strategic Plan- Calendar April 10- Last day for tax returns

  14. Strategic Plan • Budget- $2000 • Bus advertisements • $90/month = $540 • Volume One advertisements • $49/15 days = $350 • Other newspaper ads • Spectator and Leader Telegram • $310 • Billboard • $300/30 days = $600 • Brochure/Poster Printing • $200 budget • Printing Services

  15. Evaluation • Amount of Facebook “likes”= increased awareness • Exit surveys • How did you hear about VITA? • Have you used VITA before? • Are you satisfied with your service? • Compare amount of tax returns prepared with 2013 data

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