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Join Prepare + Prosper! Become a Financial Advocate for the 2021 tax season

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Prepare + Prosper

  • 7 people are interested
P+P logo

Join Prepare + Prosper’s passionate team of 500+ volunteers. We provide free quality services that make a big impact on people’s pocketbooks and financial lives, and are always asking ourselves how we can do it better. We offer expert training to get you ready for your volunteer job. We dig into the nitty-gritty to equip you with knowledge and skill to help people with taxes, finances, and planning for the future.

P+P strives to help customers boost their financial knowledge, confidence and habits. The financial advocate will work one-on-one with customers in virtual tax clinics (via Zoom!) to discuss their individual financial goals to offer support and access to applicable financial products, services and referrals, with a specific focus on saving and direct deposit. 75% of P+P’s customers report the intent to save a portion of their tax refund; the financial advocate’s main focus is to help them take that action.

Commitment: attend training in December 2020 and/or January 2021, then commit to one, 3-3.5 hour volunteer shift once a week from late January - April 2021.

Interested?
Contact volunteer@prepareandprosper.org for more information.
Check out our other volunteer roles: https://prepareandprosper.org/volunteer/

3 More opportunities with Prepare + Prosper

About Prepare + Prosper

Location:

2610 University Ave W, Suite 450, St. Paul, MN 55114, US

Mission Statement

Prepare + Prosper, formerly known as AccountAbility Minnesota, assists Minnesotans to move out of poverty by providing pathways to increase income, build assets and become financially secure, and by advocating for change that breaks down barriers to financial success.

Description

For 45 years, P+P has provided free tax and financial services to low- and moderate-income taxpayers. We facilitate economic security by helping many of the people we serve use their tax refunds to help them meet basic needs, build credit, and save.

Leveraging the support of more than 550 volunteers, we prepare taxes and offer financial services to thousands of Minnesotans via free clinics around the Twin Cities. In addition to ensuring that our customers claim all the tax credits they earned, we address the "money moment" of tax time connecting people to financial services that create pathways to economic security.

With the support of staff, our volunteers work cooperatively at our free tax clinics and are the core of our ability to provide these services in our community each year.

If you are committed to helping hardworking families get ahead, we have a volunteer position for you! One hour of your time can put $2,000 or more in the pocket of a family struggling to make ends meet.


Advocacy & Human Rights
Community
Education & Literacy

WHEN

Mon Jan 25, 2021 - Thu Apr 15, 2021

WHERE

This is a Virtual Opportunity, with no fixed address.

SKILLS

  • Financial Literacy
  • Customer Service
  • Financial Service Assistance
  • Cross-cultural Communication
  • People Skills

GOOD FOR

  • People 55+

REQUIREMENTS

  • Background Check
  • Orientation or Training

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