EITC Connect

Solutions built for EITC screening, education, and engagement

Texting campaigns can meet the canvassing requirement for the current CA funding opportunity for EITC outreach. CCL’s simple and secure text messaging platform can be used to design an automated yet interactive campaign that keeps administrative costs down while amplifying outreach efforts.

Fulfills State of California’s EITC Grant Canvassing Requirements:

CA Requirement
EITC Connect

✓ Canvassing via text messaging campaign

Allows United Way’s community partners to easily opt-in clients on-site or through flyers and advertisements.

After the initial opt-in, clients are automatically sent an EITC campaign in their selected language, with information, screening, and encouraging and timely reminders to file free online or go to a VITA site.

✓ Emphasis on Person to person and targeted interventions

Person to Person:  Allows United Way’s community partners to easily opt-in clients on-site as well as through flyers and advertisements.  Once opted-in, clients will receive automated text messages.

Targeted Intervention: Allows United Way to send campaign out to targeted list of 211 callers.

✓ Effective method of reaching population

Texting is one of the most effective methods of reaching people. 90% of low-income people have mobile phones and 95% of Americans text every day

✓ Provide Cal EITC Education

EITC Connect provides info such as the purpose, benefits, eligibility criteria, where to go, how to claim the credit at no cost, and how to claim past years’ credits.

✓ Provide Federal EITC Education

EITC Connect provides info such as the purpose, benefits, eligibility criteria, where to go, how to claim the credit at no cost, and how to claim past years’ credits.

✓ Message and targeting requirements

EITC Connect provides messages such as:

  • Availability of state EITC
  • Availability of federal EITC
  • Free Tax Preparation
  • Californians who have never claimed the EITC
  • Self-employed workers
  • Young adults ages 18-24
  • Seniors ages 65 and older
  • Workers with incomes up to $22,322
  • Californians whose low income does not require them to file taxes
  • Where to get more information

✓ Connects low income people with local or online free tax preparation

EITC Connect provides tailored referrals on how to claim credit at no cost either online or through VITA sites based on location and language preference

✓ Messaging in English, Spanish and other languages

In addition to English and Spanish, your campaign can be in other languages to reach additional populations.

✓ Messaging should be culturally sensitive and customized to target populations

Allows you to easily customize your messages for different audiences.

✓ Provide monthly data on outreach efforts

Get Data Easily: EITC Connect automatically tracks outreach efforts including:

  • Clients reached
  • Clients screened
  • Clients qualified for EITC
  • Clients who visited online tax prep
  • Clients who were referred to local VITA sites
  • How many clients filed for EITC or received it (post-campaign survey)

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