Funders' Information Library
To continue to share information and expand our knowledge base, we've prepared a list of useful EITC-related websites and recent papers. As you learn of useful websites or papers, please be sure to share them with the Network. Send your suggestions to the EITC Funders Network by email.
eNewsletter
- EITC Funders Network eNewsletter, Edition 7 (May 2010)
- EITC Funders Network eNewsletter, Edition 6 (February 2010)
- EITC Funders Network eNewsletter, Edition 5 (December 2009)
- EITC Funders Network eNewsletter, Edition 4 (September 2009)
- EITC Funders Network eNewsletter, Edition 3 (June 2009)
- EITC Funders Network eNewsletter, Edition 2 (October 2008)
- EITC Funders Network eNewsletter, Edition 1 (May 2008)
Community Foundations and the EITC
- Click here to view our community foundations resources page!
Webinar Resources
- Working with Colleges and Universities to Improve Access to Free Tax Preparation (7/15/10 Webinar)
Missed the July 15th Webinar? Watch it Online Here!
- National and Local EITC Policy Developments (4/28/10 Webinar)
Missed the April 28th Webinar? Watch it Online Here!
- Community Foundations and the EITC (12/16/09 Webinar)
Missed the December 16th Webinar? Watch it Online Here!
- Microenterprise and Tax Credits (11/16/09 Webinar)
Missed the November 16th Webinar?
Watch it online here under "Introduction to Tax Prep Services for Microentrepreneurs"
- EITC, Developments in States EITC (6/30/09 Webinar)
- EITC, Assets and Microenterprise in Native Communities
(11/12/08 Webinar)
Missed the November 12th Webinar? Listen to it on an MP3! Contact Ami (info@eitcfunders.org) for the file!
Four Bands Community Survey Results
EITC in Native Communities--First Nations Development Institute
Integrated Asset Building Strategies in Reservation-Based Communities--First Nations Development Institute
Missed the June 30th Webinar? Watch it Online Here!
Most Recent EITC Participation Numbers
- National participation numbers (TY 2005)
- State-level estimates (TY 1996)
Evaluation
Websites
- www.assetbuilding.org
A project of the New America Foundation, this website provides information on the links between asset building and the EITC. - www.brookings.edu/metro.aspx
The Brookings Institution’s Center on Urban and Metropolitan Policy has a special set of EITC-related papers. In addition, the site contains an interactive “create an EITC” data tool. - http://www.brookings.edu/metro/eitc/eitc-profiles.aspx
The Brookings Institution profiles the economic and demographic characteristics of EITC-eligible taxpayers. - www.cbpp.org/eic2008
The Center on Budget and Policy Priorities’ EITC outreach and materials page. - www.consumerlaw.org
The National Consumer Law Center has a special initiative regarding Refund Anticipation Loan programs. - www.cvworkingfamilies.org
This website provides information on the role of employers in helping workers access public benefit programs and work supports, like the EITC. - www.familiesandwork.org/site/work/projects/supportingwork/about.html
This site provides an overview of the Ford Foundation's Supporting Work project that seeks to engage employers in helping employees access public benefits including the EITC. - www.irs.gov/individuals/article/0,,id=96456,00.html
The IRS site provides some information on volunteer tax preparation services and EITC eligibility criteria.
- www.mdrc.org
Manpower Research Demonstration Corporation has conducted several studies on welfare reform that also note EITC take-up rates and the impact of EITC on low-income workers. - www.policymap.com/map
A tool to help you map your data for free. Find the Brookings Institution's data under the "Money and Income" tab. - www.stateeitc.org
The State EITC web page (managed by the Hatcher Group) provides a variety of information on state EITC. - www.tax-coalition.org
The National Community Tax Coalition's web site provides information and technical assistance to organizations interested in free tax preparation. - www.thehatchergroup.com/EITCoutreach.html
A collection of toolkits and outreach guides, all very useful for EITC outreach purposes.
Recent Papers
- "Extending the EITC to Noncustodial Parents: Potential Impacts and Design Considerations," Laura Wheaton and Elaine Sorensen, The Urban Institute. This paper looks at the implementation in the state of New York and the District of Columbia of an EITC for non-delinquent low-income noncustodial parents and examines policy scenarios for national implementation.
- First Nations Development Institute has conducted research about EITC and asset building strategies in Native communities and issued a report in 2007 titled Integrated Asset Building Strategies for Reservation Based Communities. This report can be downloaded at http://www.firstnations.org/default2.asp?active_page_id=221.
- Options for Expanding the EITC in 2009. Brooking Institution reviews proposals to expand and alter the federal EITC under a new national administration. The paper can be found at: http://www.brookings.edu/reports/2008/~/media/Files/rc/papers/2008 /05_metro_raise_berube/metroraise_brief.pdf
- Precertification: “Issues to Consider in Assessing IRS’ Proposals Regarding EITC Pre-Certification,” Center on Budget and Policy Priorities, 7/23/2003. This paper provides an overview of an IRS planned rule change that would require families to be certified as eligible for the EITC before they apply for it at tax time. This paper provides an overview of a Pre-Certification pilot project and describes issues that the IRS should consider when evaluating this pilot. Information can be found at: www.cbpp.org/eitc-precert.htm
- Asset Building: “Policy Options to Encourage Savings and Asset Building by Low-Income Americans,” New America Foundation, 1/28/2004. This paper provides policy and program ideas to help encourage low-income individuals to save toward assets. The paper has a special focus on the link between IDAs and the EITC. The paper can be found at: http://www.newamerica.net/publications/policy/ policy_options_to_encourage_savings_and_asset_building_by_low_income_americans
- Refund Anticipation Loans: “All Drain, No Gain: Refund Anticipation Loans Continue to Sap the Hard-Earned Tax Dollars of Low-Income Americans,” National Consumer Law Center, Jan/2004. This paper describes the negative consequences of Refund Anticipation Loans (RALs), the growth of RALS and suggests potential reforms. The paper can be found at: www.consumerlaw.org/initiatives/refund_anticipation/content/2004RALReportFinal.pdf
- EITC Participation: “The “State” of Low-Wage Workers: How the EITC Benefits Urban and Rural Communities in the 50 States,” The Brookings Institution, Feb./2004. This paper provides an analysis of EITC receipts across the 50 states and shows that both urban and rural communities have a stake in the future of this program. The paper can be found at: www.brookings.edu/es/urban/publications/eitc/20040203_berube.htm
- Fact Sheet: "Building Family Economic Success: the Earned Income Tax Credit," Annie E. Casey Foundation, Aug/2005. This fact sheet provides a quick overview of the EITC as an strategy to improve family economic success. The paper can be found at: www.aecf.org/upload/PDFFiles/FES/fes_eitc.pdf
- State EITCs: "A Hand Up: How State Earned Income Tax Credits Help Working Families Escape Poverty in 2006," Center on Budget and Policy Priorities, Mar/ 2006. This paper provides an overview of state EITCs, how to develop a state EITC, and examples of state campaigns to establish or expand state EITCs. The paper can be found at: www.cbpp.org/3-8-06sfp.htm