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Don’t Tax My Credit Union! A National Tax Campaign

Don’t Tax My Credit Union! A National Tax Campaign. Training Overview. Don’t Tax My Credit Union Campaign Overview Available Marketing Materials Public Relations Plan Employee Call to Action. Don’t Tax My Credit Union Overview. Credit Unions are Different for a Reason:

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Don’t Tax My Credit Union! A National Tax Campaign

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  1. Don’t Tax My Credit Union! A National Tax Campaign

  2. Training Overview • Don’t Tax My Credit Union Campaign Overview • Available Marketing Materials • Public Relations Plan • Employee Call to Action

  3. Don’t Tax My Credit Union Overview • Credit Unions are Different for a Reason: • Credit Unions are rooted in communities. • Member owned. • Serve working class members, families, and small businesses. • Return earnings to members through higher dividends and lower interest rates. • Low or no fees. “If you like the difference, you can make a difference” – www.donttaxmycreditunion.org

  4. Member Disadvantage • Every $1.00 in credit union taxes could wipe out $10.00 in member benefits. • A potential increase in fees for members. • 96 million members could be impacted.

  5. Tax Threat: Working Against Credit Unions • 86% of voters are unaware of Credit Unions’ tax status. • Banks have an opening to claim that Credit Unions’ tax exempt status is unfair. • Idea that taxing Credit Unions could help fix the deficit.

  6. Georgia United’s Campaign: In-Branch Materials • Four-Part Postcard • Member keeps the “Show Your Support” piece. • Member completes 3 representative cards. • Completed cards remain at the branch.

  7. Georgia United’s Campaign: In-Branch Materials • Mailbox • Completed postcards are stored in the mailbox. • Postcards will be delivered to legislators.

  8. Georgia United’s Campaign: In-Branch Materials • Bookmark • Informational take away. • Directs members to the Don’t Tax My Credit Union website, and online petition.

  9. Georgia United’s Campaign: In-Branch Materials • Easel Back • Provides an at-a-glance description of the campaign. • Bookmarks are displayed on the easel.

  10. Georgia United’s Campaign: Electronic Deliverables • Homepage Banner • Located on the Georgia United website homepage. • Provides a direct link to the campaign webpage.

  11. Georgia United’s Campaign: Electronic Deliverables • Online Banking Banner • Located on the Online Banking homepage. • Click on “Make Your Voice Heard” to access the campaign website.

  12. Georgia United’s Campaign: Electronic Deliverables • ATM Screen • Informational screensaver. • Displays the campaign website.

  13. Georgia United’s Campaign: Electronic Deliverables • Email Blast • Sent to members to educate them about the campaign. • Includes the following links: • Campaign Website • Facebook • Twitter

  14. Georgia United’s Campaign: Electronic Deliverables • Summer Newsletter • Informational overview of the campaign and web address. • Delivered via email and paper statements.

  15. Georgia United’s Campaign: Messaging • On-Hold Message • Plays when members call in for inquiries. • Informs them of the campaign website. • “Credit Unions like Georgia United rely on our status as a tax-exempt organization to offer our members better rates and lower fees. Visit www.DontTaxMyCreditUnion.org to take action, and vote to keep your credit union tax free!”

  16. Georgia United’s Campaign: Messaging • Checking Statement Message • Included in paper account statements. • Informs members of the campaign website. • “Help us to continue to serve our members with better rates and lower fees. To vote against taxes on credit unions, visit www.DontTaxMyCreditUnion.org”

  17. Georgia United’s Campaign: Messaging • E-Statement Message • Sent with monthly e-statements. • Directs members to the campaign website. • “Credit Unions like Georgia United rely on our status as a tax-exempt organization to offer our members better rates and lower fees. Visit www.DontTaxMyCreditUnion.org to take action, and vote to keep your credit union tax free! Georgia United thanks you for your participation.”

  18. Georgia United’s Campaign: Social Media Facebook Twitter https://twitter.com/GAUnitedCU www.facebook.com/GeorgiaUnitedCU

  19. Don’t Tax My Credit Union Website • Anyone can go to www.donttaxmycreditunion.org and complete the following: • Watch the informational video • Click on Take Action • Write your legislators

  20. Public Relations Plan • Target Audience: • Members • Employees • SEGs • Congressmen/Senators • Tactics: • Press Releases • SEG Participation/Business Development Visits • Public Delivery of Postcards to Officials

  21. Employee Call to Action • Educate members about the campaign, and how they can make a difference. • Encourage members to sign the online petition or complete the postcards. • Collect as many postcards as possible. • Sign the petition yourself!

  22. Questions?

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