Improving financial futures all year long

Each April, the Financial Literacy and Education Commission (FLEC) encourages people to take action to improve their financial futures. Here at Berkshire United Way, we work year-round to help families along the path to sustainable incomes. We support programs that match individuals seeking employment with open jobs, and provide college students with paid internship opportunities. 

Click for resources on how to unlock your financial future.

Free tax preparation through the Volunteer Income Tax Assistance (VITA) program is another way we are helping build economic prosperity for all. On March 24, 2018, Berkshire United Way hosted a taxathon at Berkshire South Regional Community Center. In addition to free tax prep, our community partners at Berkshire Community Action Council - Fuel Assistance, Community Health Programs – Women, Infants, and Children, Goodwill Industries of the Berkshires, and Greylock Federal Credit Union, were on hand to provide information on financial literacy programs.

Thank you to everyone who played a role in making this VITA season a success – clients, volunteer tax preparers, greeters, host sites and other community partners. Preliminary reports indicate 109 tax returns were filed by Berkshire United Way, resulting in over $101,000 in additional funds circulating in south county communities.  In addition, 593 returns were filed by our VITA partners in Pittsfield (Central Berkshire Habitat for Humanity) and the hilltowns (Hilltown Community Development Corp.) which resulted in an additional $861,000. I’d also like to give a special shout out to our VITA hosts – Berkshire South Regional Community Center, Community Health Programs, and October Mountain Financial Advisors in Lee. We could not have done it without you!

I invite you to email me at jsingley@berkshireunitedway.org or give me a call at 413.442.6948 x32, if you are interested in using your time and talent to help others improve their financial future.

I look forward to hearing from you!

Julie
Program Manager, Community Impact

Put money back in your pocket!

Maria* is the divorced mother of a nine-year old son who tried to do her taxes herself and discovered she owed money to the IRS. She made an appointment to have her taxes done through the Volunteer Income Tax Assistance (VITA) program at Berkshire United Way and almost didn't show up, because she couldn't afford to pay what she thought she owed. 

VITA volunteer, Pat Callahan, prepared Maria's return, looking for every credit she might be eligible for. Maria wound up with a refund of $4,160, and $3,362 of that was the Earned Income Tax Credit (EITC). Maria was overwhelmed with emotion upon learning about her return. Her car is currently in disrepair. This refund will enable her to get her car back on the road, with money left over to pay some bills! 

“I can't thank the VITA volunteers enough for helping me prepare my taxes! They were so knowledgeable, thorough, patient and kind. I can honestly say they changed my life that afternoon from thinking I owed taxes to looking at a substantial, much appreciated refund. It was amazing and I am really grateful.”    - Maria

To make an appointment for free tax preparation** through Berkshire United Way’s VITA sites in Lee or Great Barrington, please call 413.442.6948.  Appointments are also available through our community partners at additional sites throughout the county.

Berkshire United Way is hosting a Taxathon on Saturday, March 24 from 10 a.m. to 4 p.m. at Berkshire South Regional Community Center, where free tax prep will be available by IRS certified volunteers. Appointments are highly recommended, however, walk-ins are welcome, provided they arrive by 3 p.m. and volunteer preparers are available. All clients MUST bring photo IDs, social security cards (either originals or photocopies), and tax forms for every member of their household.

I look forward to hearing from you!

Julie
Program Manager, Community Impact

*At the service recipient’s request we are not using her real name
**Household income must be $54,000 or less