Tax Time Savings

Disrupting the Poverty Cycle: Emerging Practices to Achieve Economic Mobility

This past May, D2D's Preeti Mehta trumpeted Tax Time Savings Bonds as an innovative tool for building household wealth at the Crittenton Women Union's Disrupting the Poverty Cycle conference, which featured emerging practices to achieve economic mobility. Preeti's presentation on "Impulse Saving Using U.S.

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2012 Savings Bond Report

Tax Time Savings, Savings Bonds, D2D Fund, Keep Bonds Easy

The 2012 Savings Bonds Report provides summary data on the third year of the Tax Time Savings Bond policy, in which over 35,000 people saved $20.3 million in savings bonds. The report also makes the case for the need to preserve the policy, which is currently under threat.

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2011 Savings Bond Report

D2D Fund, Tax Time Savings, Bonds Make It Easy, Savings Bond Working Group

Converting opportunity to impact was the central challenge for the Doorways to Dreams (D2D) Fund and the Savings Bond Working Group (SBWG) as we entered tax season 2011. The result was the Bonds Make it Easy national social marketing campaign, which aims to build awareness and use of the tax time savings bond policy first announced by President Obama in late 2009.

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Everyone Can Save: Building Savings One Bond At A Time

D2D Fund, Tax Time Savings, Bonds Make It Easy

The promising results of the first year of the Savings Bond Tax Time policy only confirm our growing conviction that U.S. Savings Bonds are a good product for new and small savers and that linking the opportunity to tax-time provides a very real opportunity for households to save.

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Yes We Can: Inclusive Saving at Tax Time

The results are in for the Tax Season 2009 Savings Bond Pilot, which builds on results from two previous pilots to show a strong preference for saving at tax time using U.S. Savings Bonds. Read a detailed account of the results in Yes We Can: Inclusive Saving At Tax Time.

Returning America to Thrift

D2D Fund, Tax Time Savings, Savings Bonds

The failure of most Americans to save adequately has profound national implications. Perhaps of greatest concern is the impact inadequate savings will have on lower income households.

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Tax Time Savings: Testing US Savings Bonds at H&R Block Tax Sites

During the 2007 tax season, Professor Peter Tufano, founder of D2D Fund, collaborated with H&R Block to study offering U.S. Savings Bonds (Series I) at 27 H&R Block tax preparation offices. 3,729 clients with federal refunds greater than $500 received a scripted offer to purchase US Savings Bonds.

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America's Best Kept Saving Secret: Testing U.S. Savings Bonds to Help Low-income Tax Filers Begin Saving

During the 2007 tax season, the D2D Fund, Inc. (“D2D”) and four Volunteer Income Tax Assistance (“VITA”) sites conducted a U.S. Savings Bond pilot test. From January 22nd to March 31st 2007, D2D and its partners offered Series I U.S. Savings Bonds to 4,841 low and moderate income (“LMI”) tax filers in four cities.

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Further Research on U.S. Savings Bonds; Request for Proposal from VITA Sites

Savings Bonds, Tax Time Savings, VITA, D2D Fund

As you know, encouraging saving and asset building at tax time is challenging. In an ongoing effort to find new ways to meet this challenge, D2D Fund and partners tested U.S. Savings Bonds – combined with the new IRS split refund capability – as a saving strategy for VITA tax clients during tax season 2007. The results were encouraging.

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Promise and Potential of U.S. Savings Bonds

Savings Bonds, Tax Time Savings, D2D Fund

Learn more about D2D’s savings bond work in this June, 2007 presentation by Peter Tufano and Tim Flacke at the New America Foundation in Washington, DC.