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FINANCIAL WELLNESS

Our Goal:

Increase financial wellness resources, including workforce development and household stability.

Our Impact

Local Families Received Free Tax Prep

Local Families Received Free Tax Prep

In Federal Refunds Returned to Arizona Families

Individuals received assistance from food & diaper banks

Households provided financial coaching & support

FINANCIAL WELLNESS Spotlight

Meet the Torres Family

Financial wellness programs

VITA Volunteer Income Tax Assistance

The United Way’s Volunteer Income Tax Assistance program (VITA) provides FREE tax preparation to individuals and families earning up to $79,000 annually. VITA clients receive the maximum refund possible without paying hundreds of dollars in preparation costs. We help taxpayers access all of the tax credits for which they are eligible – including the Child Tax Credit (CTC) and the Earned Income Tax Credit (EITC). The EITC has been recognized as the single most powerful tool to lift children out of poverty. For many of our clients, their tax refund is the biggest check they’ll receive all year. Claiming these credits puts clients on the path to paying off debt, securing better housing, obtaining dependable transportation, or pursuing higher education.

Financial Wellness Partnership

The Financial Wellness Partnership brings together community organizations, nonprofits, funders, businesses, and government offices for focused discussions on financial well-being. The group seeks to improve the financial wellness of individuals and families by increasing accessibility to effective services, resources, and opportunities, and by influencing policy to develop equitable, people-centered systems that support financial wellness. For more information or to join the mailing list for the Financial Wellness Partnership, sign up below.

Read Our Newsletters
March 2024 – Tucson IDA highlight, financial coach CoP, policy opportunities, resources, and more

February 2024 – FHR highlight, policy updates, financial empowerment resources, VITA season opening, and more

January 2024 – ICS Food Access highlight, resources related to housing, financial empowerment, local policy, and more

December 2023 – unsheltered response, Prosperity Initiative adoption, resource highlights, and more

November 2023 – answering FAQs about unsheltered response, Board of Supervisors field trip, workshops, and more

October 2023 – check out community insights and questions about the local housing crisis, upcoming financial empowerment workshops and opportunities to impact policy

September 2023 – catch up on our Network Meeting housing conversations, visit to the Pima County Regional Affordable Housing Commission, and investment in AVANZA

August 2023 – learn about upcoming housing advocacy opportunities, available workshops and check in with our focus teams

July 2023  – upcoming workshops, policy news, mixer opportunities, and more

June 2023 – financial coaching updates, tenant screening insights, predatory lending, and more

May 2023 – learn about opportunities to advocate for local affordable housing investments, our eviction prevention work and emergency funding, and the Plan Tucson workshop we hosted

Financial Capability Month Campaign (April 2023) –  April is Financial Capability Month! Learn more about local programs, partnerships and programs – don’t worry, there are ways to celebrate all year long.

April 2023 – catch up on our eviction prevention work, celebrate Financial Capability month, and learn more about Plan Tucson

March 2023 – network meeting notes, upcoming case manager mixer, policy brainstorm, and more

February 2023 – network meeting with AZ Center for Economic Progress, focus team updates and resources

January 2023 – HAST and prosperity initiative updates, focus team check in, emergency assistance, and more

December 2022 – HAST and regional prosperity, focus team updates, eviction prevention, and more

November 2022 – Zoning 101 recap, eviction prevention work, focus team updates, and more

October 2022 – zoning and affordable housing readings, racial equity in financial education, VITA volunteering

September 2022 – eviction continuum map, focus team updates, summer VITA impact

August 2022 – promising savings policies and programs, impact ideas, PSLF

July 2022 – IDEAs for financial wellness, savings data, voter resources

June 2022 – Upcoming presentations, focus team updates, CIC BIPOC Loan Fund, Coalition for Family Financial Wellness update

May 2022 – Network updates, advocacy notes, financial coaching and emergency resources

April 2022 – Upcoming presentations, focus team updates, VITA Filing Finale

March 2022 – Network meeting notes, RTS workshop, savings resources

February 2022 – Focus team updates, VITA services, poverty narratives research

January 2022 – Network meeting notes, trauma-informed economic empowerment, PimaFastTrack

November 2021 – Partnership updates, Housing Affordability Strategy for Tucson draft plan, GetCovered.org

October 2021 – Focus group notes, GetCTC.org, IT training scholarships, VITA volunteer opportunity

September 2021 – Partnership and focus group meeting notes, child tax credit FAQs, volunteer opportunities

August 2021 – Focus group meeting notes, eviction legal assistance, financial security research

July 2021 – Partnership and focus group meeting notes, child tax credit, SingleCare spotlight

June 2021 – Focus team notes, financial coaching research, child tax credit and child care scholarships

May 2021 – FWP May notes, integrated services research, family policy updates, ICS staff spotlight

April 2021 – American Rescue Plan Act, AZ Housing Affordability, AmeriCorps staff spotlight

March 2021 – pandemic assistance resources, taxes and stimulus checks, benefits assistance, AmeriCorps staff spotlight

February 2021 – strengthening referrals between organizations, tax season updates, Primavera Foundation staff spotlight

January 2021 – Pima County eviction recommendations, tax assistance, Goodwill Industries staff spotlight

December 2020 – EITC research, cost of evictions, poverty in Tucson, Our Family Services staff spotlight

November 2020 – mapping financial well-being, AZ KidsCount data, Direct Advocacy & Resource Center staff spotlight

Financial Wellness: Southern Arizona Community Resources

United Way of Tucson and Southern Arizona works to maintain and update a list of local financial wellness resources. The following organizations offer financial wellness programs, resources, and services at little to no cost to community members. Each of these resources include an indicator to show whether the program can help address basic needs, savings, financial skills, wealth-building, resource decision making or a combination of these categories.

If you would like additional information about a listed resource, or if you have a suggestion of a resource to add, please contact our Financial Wellness Team at fw@unitedwaytucson.org.

Operation United

It can be one of the most challenging tasks: starting life again after protecting our country. Through our nonprofit partners, The Arizona Coalition for Military Families, the Veterans Administration and Davis-Monthan Air Force Base, we can ensure our veterans receive the assistance they deserve. Some veterans find themselves in dire circumstances, including homelessness. Some veterans also do not receive full benefits from the Veterans Administration, so may not have access to behavioral and mental health services. Veterans experiencing homelessness or other types of need can be helped by local organizations only to a certain extent. Operation United helps to support local organizations that serve veterans experiencing homelessness.

Singleton Foundation

United Way of Tucson is proud to partner with the Singleton Foundation on the Tucson Community Commitment. Our Tucson and Southern Arizona communities deserve to have robust financial literacy resources to help them succeed. Our job at United Way is to unite people, ideas, and resources to build a thriving community. This partnership and innovative program provides a tremendous opportunity for individuals and families to improve their financial standing and in turn their quality of life.

Help Support our Financial Wellness Efforts

Financial wellness stories

People Profile: Jahnice Truesdell, VITA Program Participant

When local artist Jahnice Truesdell first moved to Tucson, she never imagined that a conversation with her mom would lead to ten years of support from United Way’s VITA program. As a creative professional with a fluctuating income, Janice found relief, empowerment, and a sense of community through free tax assistance services. In this heartfelt interview, she shares how United Way has not only saved her money but also given her peace of mind—and why she believes everyone should know about the power of living united.

Gabe’s Story

Gabe Mendoza, a young Tucson resident, experienced a transformative journey of growth with the support of United Way of Tucson and the Cradle to Career initiative. Initially struggling through high school during the pandemic and feeling lost post-graduation, Gabe found direction through United Way’s programs, which focus on opportunity youth aged 16-24 who are not in school or working.

Volunteering with VITA

In the midst of the awe-inspiring Grand Canyon resides Supai Village, home to the Havasupai Nation—a community facing unique challenges that Dale, a retiree seeking purpose, discovered through an unexpected avenue. Dale’s journey began with a conversation with his wife, a CPA in Scottsdale, and a realization that the Havasupai people in Supai Village needed assistance with tax preparation.

Meet Angel

Angel Cordova was born and raised in Tucson and always dreamed of following in her families’ footsteps with a career in Health Care. Unfortunately, due to circumstances out of her control, she became disconnected from school and work during her High School Years.

VITA Volunteers

The Volunteer Income Tax Assistance Program (VITA) provides free tax preparation for people earning up to $73k annually. Each year, VITA recruits dozens of local volunteers and provides free classes and IRS Certification. Jesse was one of those volunteers. “The VITA team at United Way of Tucson worked hard to help as many people possible, given the extreme circumstances of the pandemic. My interactions with the VITA participants were extremely rewarding. The first client that comes to mind was a gentleman who was laid off early in the pandemic. He was forced to move off one of Arizona’s reservations to a bigger city to look for work. When we spoke, he still had not found work. Because he had not received any stimulus payments, I was able to help ease his financial situation through the work we do.”

Family Support Alliance

The Family Support Alliance anchored at United Way of Tucson is uniting quality services that strengthen families with young children. Home visitors provide families with parenting education, community resources, & family assistance. One of our home visitors, Lucia, was working with a family of eight, that includes six children. “In early 2021, the mother came down with COVID-19 and had to stop working. She has continued to be sick since then, so much so that her husband also had to stop working to take care of her and the children. The medical bills were piling up and the family was struggling when the Family Support Alliance stepped in.” Their home visitor connected the family to utility assistance from the United for Southern Arizona COVID-19 fund along with other resources to help the family through this difficult time.

Tim’s Story

This past year, Tim became involved with the ELDER Alliance and The Arizona End of Life Care Partnership (EOLCP), both anchored at United Way. The ELDER Alliance is a broad collaboration of community partners and residents aged 50+ advocating and designing solutions to improve quality of life for the older adult population. EOLCP is dedicated to creating a comprehensive network of end of life care support in Southern Arizona. “Not only does United Way support important social service non-profit organizations, but it also hosts important community organizing activities. I hope we can become a model for what a healthy, prosperous, and just community looks like and I admire the community organizing United Way of Tucson does to help connect the pieces to ensure a more equitable Southern Arizona.” – Tim Wernette

Robin’s VITA Experience

Robin is a single mother of two who has been using the VITA program for 3 years. When the pandemic hit, she turned to VITA’s new online platform, GetYourRefund.org. At first, it looked like Robin would owe money to the government. Additionally, Robin was struggling with securing consistent childcare, due to the pandemic, and she often had to miss work or pay double for her children’s care, resulting in adverse pay. Robin’s VITA Volunteer spent hours doing research on current tax laws. He found that due to her experiences of adverse pay, instead of owing money, Robin and her family qualified for a significant refund. “I’m so appreciative of VITA’s efforts, I know if I’d paid someone to do my taxes, I wouldn’t have had the same result. Thank you for providing this amazing program.” – Robin

Taia’s Story

Taia is a member of the United Youth Leadership Council (UYLC), a partner organization of United Way of Tucson, that works to continuously improve employment and educational systems to better serve Opportunity Youth (16-to-24-year -olds who are not in school or working). Additionally, the UYLC is dedicated to improving the juvenile justice and child welfare systems to achieve positive outcomes for youth who are system involved. “This work is important because we provide a voice to a group of people society tends to neglect. This is especially necessary right now with the tragedy of COVID-19. Currently, we’re making hygiene packets for the youth since not everybody has access to a sink or other basics. Knowing we’re making things accessible is really great for our community.” – Taia Thomas

Sonia’s Story

Sonia is a 33-year-old mother of two, Ikuzo and Michael, and helps support Savannah, her step daughter, with her husband Jeffery Schmitz. Sonia moved from Rwanda to Tucson four years ago and is currently enrolled in the LPN course at Pima Community College. When she first moved to America with her husband they found out they would be expecting a child and Sonia was worried about not having family there for her first pregnancy. Looking for community support, Sonia and her husband became involved with Healthy Families, a program supported by United Way of Tucson which provides free in-home assistance and education on parenting techniques. “I was a new Mom and had no family to help, Healthy Families came to our apartment and gave me information on what to expect for every trimester and techniques to help raise and play with the kids. I’m so grateful to United Way and the help they continue to provide for my entire family.” – Sonia Schmitz