Answers to Your Questions About the AARP Foundation

Size: px
Start display at page:

Download "Answers to Your Questions About the AARP Foundation"

Transcription

1 Answers to Your Questions About the AARP Foundation

2 What is the AARP Foundation? The AARP Foundation is AARP s affiliated 501(c)(3) charity for helping in communities like yours all across America. Founded in 1961, our work is crucial: to build a society in which everyone ages with independence, dignity and control. The AARP Foundation serves all seniors not only AARP members. Why Do We Need the AARP Foundation? The rapid growth of our aging population presents new challenges to our nation. In 2000, people age 65 and over represented 12.4% of the population. By the year 2030, that number is expected to grow to 20% of the population roughly 70 million. Today, 9.8% of seniors over 65 live below the poverty line. By 2030 estimates, over 6.8 million seniors will be living in poverty. (Data from the U.S. Bureau of Census)

3 What Does the AARP Foundation Do? The Foundation creates positive social change to help people 50 and older, especially the most vulnerable among us, by delivering information, education programs and direct services to communities and families. Benefits Outreach Program Navigating through the maze of government programs available to aging Americans can be difficult and confusing. Many people don t even know what assistance is available or how to gain access to it. The Benefits Outreach Program offers screenings online to help you discover programs that may suit your parent or loved ones needs including helping pay for prescription drugs, heating bill assistance, housing, groceries or health care. Legal Advocacy Workplace discrimination, health and long-term care, pension security, consumer protection with so many threats to the rights and independence of seniors today, it is imperative that you have an advocate in the courts. Our Legal Advocacy team defends and helps to expand the rights of Americans over 50. AARP Tax-Aide With tax laws becoming more complicated each year, some find the process of completing their annual tax forms daunting. They know one small mistake could prevent them from getting all the refund they may be due. This special program, partially funded by the government, helps lowand moderate-income taxpayers file and make the most of their credits and deductions free of charge. WorkSearch Many older Americans must delay their retirement or re-enter the workforce in order to make ends meet, but they often lack the skills needed to succeed. WorkSearch provides job information, online and community-based training, résumé building, and referrals to employers with available jobs. Certified WorkSearch Centers across the country help individuals increase their skills and find meaningful jobs so they can achieve financial independence and reclaim their self-sufficiency. Money Management This program can help you or someone you know with financial matters when it s needed most. Whether it is balancing your checkbook, creating a reasonable monthly budget or keeping track of financial papers, our Money Management Program helps individuals with limited income manage their financial matters. Grandparenting Program Today more and more grandparents are finding themselves the primary caregiver of their grandchildren because of death, military deployments or other family crises. No matter what the circumstances, taking on this enormous responsibility involves legal, financial, health and educational issues among others. This program offers the resources grandparents need to resolve these challenges and ensure a strong future for the grandchildren they love.

4 How Can I Help? To make a tax-deductible gift, you may write your check payable to AARP Foundation in any amount you wish to contribute and mail it to us in the enclosed envelope. You may also donate by credit card by providing the necessary information on the form enclosed. If there is no pre-addressed envelope enclosed, you may mail your contribution to: AARP Foundation P.O. Box Long Beach, CA Or to contribute online, go to and click on Donate Now. Your contribution is tax-deductible. Why Does the AARP Foundation Need My Support? While your membership in AARP comes with access to many benefits, publications, and discount programs, providing for the AARP Foundation s programs and services requires funding beyond AARP. So to supplement the funding we receive from AARP and grants, the Foundation raises funds separate and apart from your dues to help finance our urgently needed charitable programs. 86 percent of what the Foundation spends goes to our important programs and services.

5 A Special Message to All AARP Members The important work of the AARP Foundation would not be possible without the generous support of AARP members like you. Your taxdeductible gift to the AARP Foundation will directly affect the lives of literally millions of seniors in need of a helping hand. And though you may be fortunate enough not to need our services at this time, there may come a time when you or a friend or family member may need our assistance. With your help, we will continue to help millions of seniors live better and more fulfilling lives. Thank you. How Can I Get More Information? If you or someone you know would like more information about how AARP Foundation programs and services can help you or to volunteer, you may contact us by: WEB: You may visit us on the web at: MAIL: You may write us at: AARP Foundation 601 E Street, NW Washington, DC PHONE: Or you can call us at: OUR-AARP ( ) r9 D19057

Want to Raise a Million? NEUAC June 2016

Want to Raise a Million? NEUAC June 2016 Want to Raise a Million? NEUAC June 2016 1 Our Mission New Jersey SHARES, Inc. (NJS) is a statewide nonprofit corporation primarily providing assistance to individuals and families in need of help meeting

More information

AARP Foundation. Consolidated Financial Statements December 31, 2005 and 2004 Together With Independent Auditors Report

AARP Foundation. Consolidated Financial Statements December 31, 2005 and 2004 Together With Independent Auditors Report Consolidated Financial Statements Together With Independent Auditors Report Consolidated Financial Statements Table of Contents Page Independent Auditors Report 1 Consolidated Statements of Financial Position

More information

Smart Money I A TOOL FOR PLANNING YOUR PERSONAL BUDGET

Smart Money I A TOOL FOR PLANNING YOUR PERSONAL BUDGET Smart Money I A TOOL FOR PLANNING YOUR PERSONAL BUDGET Table of Contents How Do You Manage Your Money? 1 Your Money Management Guidelines 2 Choosing Your Financial Goals 3 Charting Your Money 4 The Money

More information

ALLEGANY COUNTY UNITED WAY INCOME IMPACT COUNCIL STRATEGIES AND APPROACHES

ALLEGANY COUNTY UNITED WAY INCOME IMPACT COUNCIL STRATEGIES AND APPROACHES ALLEGANY COUNTY UNITED WAY INCOME IMPACT COUNCIL STRATEGIES AND APPROACHES VISION: Provide people of all ages with the structural opportunities that result in economic self-sufficiency. The Allegany County

More information

Benefits Based Borrowing. A Guide to for disabled people to buying property more suited to their needs using their benefits.

Benefits Based Borrowing. A Guide to for disabled people to buying property more suited to their needs using their benefits. Benefits Based Borrowing A Guide to for disabled people to buying property more suited to their needs using their benefits. Introduction Many disabled people rely on state benefits for part or all of their

More information

TAX TIPS FOR SENIORS AND THEIR FAMILY. Presented by: Andrew H. Hook, CELA, CFP, AEP Jessica A. Hayes, Esq./ Elizabeth Q. Boehmcke, Esq.

TAX TIPS FOR SENIORS AND THEIR FAMILY. Presented by: Andrew H. Hook, CELA, CFP, AEP Jessica A. Hayes, Esq./ Elizabeth Q. Boehmcke, Esq. TAX TIPS FOR SENIORS AND THEIR FAMILY Presented by: Andrew H. Hook, CELA, CFP, AEP Jessica A. Hayes, Esq./ Elizabeth Q. Boehmcke, Esq. ESTATE TAXES 2015 Estate Tax Exemption Amount: $5,430,000 per person.

More information

Your Words are Worth Something Identifying Barriers to the Well Being of Older Women

Your Words are Worth Something Identifying Barriers to the Well Being of Older Women The Older Women s Dialogue Project Your Words are Worth Something Identifying Barriers to the Well Being of Older Women Community Partner WHY GENDER MATTERS Recently there has been much discussion in Canada

More information

THE STATE BAR OF CALIFORNIA DO I NEED A WILL? GET THE LEGAL FACTS OF LIFE

THE STATE BAR OF CALIFORNIA DO I NEED A WILL? GET THE LEGAL FACTS OF LIFE THE STATE BAR OF CALIFORNIA DO I NEED A WILL? GET THE LEGAL FACTS OF LIFE Do I need a will? 1 What is a will? 2 Does a will cover everything I own? 3 What happens if I don t have a will? 4 Are there various

More information

Benefits Based Borrowing. A guide for disabled people using their benefits to buy property suited to their needs.

Benefits Based Borrowing. A guide for disabled people using their benefits to buy property suited to their needs. Benefits Based Borrowing A guide for disabled people using their benefits to buy property suited to their needs. Introduction Many disabled people rely on state benefits for part or all of their income

More information

UNDERSTANDING. MeDICARE WHAT YOU NEED TO KNOW

UNDERSTANDING. MeDICARE WHAT YOU NEED TO KNOW UNDERSTANDING MeDICARE WHAT YOU NEED TO KNOW Contents 1 3 5 9 10 13 14 Understanding Medicare: What you need to know What is Medicare? Your Medicare choices Paying for Medicare Buying Medigap insurance

More information

Benefits Based Borrowing. A guide for disabled people using their benefits to buy property suited to their needs.

Benefits Based Borrowing. A guide for disabled people using their benefits to buy property suited to their needs. Benefits Based Borrowing A guide for disabled people using their benefits to buy property suited to their needs. Introduction Many disabled people rely on state benefits for part or all of their income.

More information

LIFE ANSWERS FROM AARP

LIFE ANSWERS FROM AARP LIFE ANSWERS FROM AARP medicare helping you make changes the most of your life after 50 that could affect you 601 E Street, NW, Washington, DC 20049 www.aarp.org 800-424-3410 D18070 (104) CONTENTS prescription

More information

AARPBuletinSurveyon PlanstoSpendStimulus PackageRebates. ExecutiveSummary

AARPBuletinSurveyon PlanstoSpendStimulus PackageRebates. ExecutiveSummary AARPBuletinSurveyon PlanstoSpendStimulus PackageRebates ExecutiveSummary March2008 AARP Bulletin Survey on Plans to Spend Stimulus Package Rebates Executive Summary March 2008 Copyright 2008 AARP Knowledge

More information

Working to improve the lives of Hispanic older adults, their families and caregivers. Report on the National Community Engagement Survey

Working to improve the lives of Hispanic older adults, their families and caregivers. Report on the National Community Engagement Survey Working to improve the lives of Hispanic older adults, their families and caregivers Report on the National Community Engagement Survey Washington, D.C. October, 2016 Acknowledgements The National Hispanic

More information

Testimony of M. Cindy Hounsell, President Women s Institute for a Secure Retirement

Testimony of M. Cindy Hounsell, President Women s Institute for a Secure Retirement Senate Committee on Health, Education, Labor and Pensions Hearing on Pension Savings: Are Workers Saving Enough for Retirement? 430 Dirksen Senate Office Building Testimony of M. Cindy Hounsell, President

More information

Care Home Guide: Funding

Care Home Guide: Funding Care Home Guide: Funding CONTENTS Introduction 1 Care needs assessment 2 Care home funding assessment 4 Financial assessment Capital 7 Treatment of the value of your home as capital 10 Council deferred

More information

Bound for College. kysaves.com Enrollment Materials. With help from the Kentucky Education Savings Plan Trust

Bound for College. kysaves.com Enrollment Materials. With help from the Kentucky Education Savings Plan Trust Bound for College With help from the Kentucky Education Savings Plan Trust kysaves.com 1-877-598-7878 Enrollment Materials A Future Full of Potential Table of Contents Why save for college?... 1 How it

More information

Illinois US House, District 14

Illinois US House, District 14 2008 AARP Voters Guide Illinois US House, District 14 How to use the AARP Voters Guide: Here s how this Voters Guide works. AARP asked key questions about issues important to our members and their families

More information

Your Guide to EFFECTIVE GIVING After Tax Reform

Your Guide to EFFECTIVE GIVING After Tax Reform Your Guide to EFFECTIVE GIVING After Tax Reform In December 2017 Congress enacted the most comprehensive tax law changes in more than 30 years. The goal of the legislation was to reduce taxes while simplifying

More information

AARP Closer Look SM June 2010 Survey

AARP Closer Look SM June 2010 Survey AARP Closer Look SM June 2010 Survey Copyright 2010 AARP Research & Strategic Analysis 601 E Street, NW Washington, DC 20049 Reprinting with Permission AARP is a nonprofit, nonpartisan membership organization

More information

Consolidated Financial Statements Together with Report of Independent Certified Public Accountants AARP FOUNDATION. December 31, 2013 and 2012

Consolidated Financial Statements Together with Report of Independent Certified Public Accountants AARP FOUNDATION. December 31, 2013 and 2012 Consolidated Financial Statements Together with Report of Independent Certified Public Accountants AARP FOUNDATION TABLE OF CONTENTS Report of Independent Certified Public Accountants 1-2 Consolidated

More information

Guidelines for Hut Managers

Guidelines for Hut Managers Guidelines for Hut Managers * No. 1 March 2016 * Community Amateur Sports Clubs Scope and context Many sports clubs, including mountaineering clubs, can register with HM Revenue & Customs (HMRC) as a Community

More information

Consolidated Financial Statements Together with Report of Independent Certified Public Accountants AARP FOUNDATION. December 31, 2015 and 2014

Consolidated Financial Statements Together with Report of Independent Certified Public Accountants AARP FOUNDATION. December 31, 2015 and 2014 Consolidated Financial Statements Together with Report of Independent Certified Public Accountants AARP FOUNDATION TABLE OF CONTENTS Page(s) Report of Independent Certified Public Accountants 1-2 Consolidated

More information

2017 Basic Certification Study and Reference Guide

2017 Basic Certification Study and Reference Guide 2017 Basic Certification Study and Reference Guide 1 P age Basic Scenario 1: Calvin and Betty Albright 1. Qualifying health insurance coverage also known as minimum essential coverage or MEC under the

More information

Wills and estate planning

Wills and estate planning Wills and estate planning Practical advice about making and updating your will AgeUKIG31 Information and advice you need to help you love later life. We re Age UK and our goal is to enable older people

More information

Meeting the Needs of Economically Disadvantaged Seniors: A Holistic Approach to Economic Casework

Meeting the Needs of Economically Disadvantaged Seniors: A Holistic Approach to Economic Casework Meeting the Needs of Economically Disadvantaged Seniors: A Holistic Approach to Economic Casework By James Firman, Sandra Nathan, and Ramsey Alwin As almost everyone struggles to manage their finances

More information

2017 AARP Foundation Taxpayer Satisfaction Survey Report

2017 AARP Foundation Taxpayer Satisfaction Survey Report 2017 AARP Foundation Taxpayer Satisfaction Survey Report Lona Choi-Allum & Melissa Brown June 2017 1 About AARP Foundation AARP Foundation is working to win back opportunity for struggling Americans 50+

More information

Voices of 50+ New Hampshire: Dreams & Challenges

Voices of 50+ New Hampshire: Dreams & Challenges 2011 Voices of 50+ New Hampshire: Dreams & Challenges Executive Summary AARP has a strong commitment to help improve the lives of the 50+ population. As part of the Association s continuous communication

More information

December 15, Committee on Energy and Commerce United States House of Representatives 2125 Rayburn House Office Building Washington, DC 20515

December 15, Committee on Energy and Commerce United States House of Representatives 2125 Rayburn House Office Building Washington, DC 20515 December 15, 2014 The Honorable Fred Upton Chairman The Honorable Diana DeGette Representative Committee on Energy and Commerce United States House of Representatives 2125 Rayburn House Office Building

More information

Year-end Tax Moves for 2015

Year-end Tax Moves for 2015 Year-end Tax Moves for 2015 PRESENTED BY: One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal,

More information

Consolidated Financial Statements December 31, 2016 and 2015 Together with Independent Auditors Report

Consolidated Financial Statements December 31, 2016 and 2015 Together with Independent Auditors Report and Subsidiary Consolidated Financial Statements December 31, 2016 and 2015 Together with Independent Auditors Report Table of Contents December 31, 2016 PAGE INDEPENDENT AUDITORS REPORT 1-2 CONSOLIDATED

More information

Benefits Based Buying

Benefits Based Buying Are you or a member of your family disabled? Benefits Based Buying How to buy a home using a mortgage when your main source of income is state benefits 2 Introduction Many disabled people rely on state

More information

Welcome to one of the BEST DECISIONS. you can make for your kids.

Welcome to one of the BEST DECISIONS. you can make for your kids. Welcome to one of the BEST DECISIONS you can make for your kids. Take a SMARTER APPROACH to college savings. THE ADVANTAGES OF THE SCHOLARSHARE 529 PLAN INCLUDE: 100% TAX-FREE GROWTH LOW COST, EASY MAINTENANCE

More information

Basic Certification Test: Study Guide for Tax Year 2017

Basic Certification Test: Study Guide for Tax Year 2017 Basic Certification Test: Study Guide for Tax Year 2017 TRAINING PRACTICE PROBLEMS 2018 i The items in parentheses refer to sections or page numbers in Publication 4012, Volunteer Resource Guide. It s

More information

Donor Advised Funds. Forms Booklet

Donor Advised Funds. Forms Booklet Donor Advised Funds Forms Booklet The U.S. Charitable Gift Trust c/o Renaissance Administration LLC, 8910 Purdue Road, Suite 500, Indianapolis, IN 46268 Charitable Giving Made Easy The U.S. Charitable

More information

PARENTS, FAMILIES AND FRIENDS OF LESBIANS AND GAYS, INC. AUDITED FINANCIAL STATEMENTS

PARENTS, FAMILIES AND FRIENDS OF LESBIANS AND GAYS, INC. AUDITED FINANCIAL STATEMENTS PARENTS, FAMILIES AND FRIENDS OF LESBIANS AND GAYS, INC. AUDITED FINANCIAL STATEMENTS AUDITED FINANCIAL STATEMENTS Report of Independent Auditors... 1 Statement of Financial Position... 2-3 Statement of

More information

Year-End Tax Moves for Income Tax Rates for 2015

Year-End Tax Moves for Income Tax Rates for 2015 Year-End Tax Moves for 2015 One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current

More information

Voices of 50+ Florida: Dreams & Challenges

Voices of 50+ Florida: Dreams & Challenges 2011 Voices of 50+ Florida: Dreams & Challenges Executive Summary AARP has a strong commitment to help improve the lives of the 50+ population. As part of the Association s continuous communication with

More information

2015 AARP SURVEY OF NORTH CAROLINA REGISTERED VOTERS AGE 45 AND OLDER ON FINANCIAL SECURITY

2015 AARP SURVEY OF NORTH CAROLINA REGISTERED VOTERS AGE 45 AND OLDER ON FINANCIAL SECURITY 2015 AARP SURVEY OF NORTH CAROLINA REGISTERED VOTERS AGE 45 AND OLDER ON FINANCIAL SECURITY Report Prepared by Cassandra Burton February 2015 Copyright 2015 AARP AARP Research 601 E Street NW Washington,

More information

Making a difference in the lives of others is our primary CORE value.

Making a difference in the lives of others is our primary CORE value. Making a difference in the lives of others is our primary CORE value. Free your loved ones from the burden of funding and planning your final expenses. WHO WE ARE SENIOR BENEFITS SERVICES We are an independent

More information

The Aging Economy. Canadians are living longer. The greying of the Canadian population. Improving with Age

The Aging Economy. Canadians are living longer. The greying of the Canadian population. Improving with Age BMO Wealth Management Insight Canadian Edition OCTOBER 2018 Improving with Age Living longer means that thoughtful and effective financial decisions should be made about retirement and estate planning

More information

Long-Term Carein Connecticut:ASurvey

Long-Term Carein Connecticut:ASurvey Long-Term Carein Connecticut:ASurvey ofaarpmembers April2008 Long-Term Care in Connecticut: A Survey of AARP Members Report Prepared by Katherine Bridges Copyright 2008 AARP Knowledge Management 601 E

More information

The Health Care Law and Medicare

The Health Care Law and Medicare The Health Care Law and Medicare How the health care law improves Medicare The health care law adds a number of benefits and protections to the coverage you already get with Medicare. Medicare s Open Enrollment

More information

Survivor s Guide. Steps to take after the death of a loved one. Quotacy.com. November, 2015

Survivor s Guide. Steps to take after the death of a loved one. Quotacy.com. November, 2015 Survivor s Guide Steps to take after the death of a loved one Quotacy.com November, 2015 Table of Contents Survivor s Guide Page 2 Budgeting Page 7 Personal and Financial Security Page 9 Additional Sources

More information

The Aging Economy. Americans are living longer. Improving with Age. BMO Wealth Institute

The Aging Economy. Americans are living longer. Improving with Age. BMO Wealth Institute U.S. Edition OCTOBER 2018 The Aging Economy Improving with Age BMO Wealth Institute provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident

More information

Social Security: Voices and Values

Social Security: Voices and Values Social Security: Voices and Values Conducted by AARP with support from The Rockefeller Foundation National Survey Women October 25, 2010 Copyright 2010 AARP Research & Strategic Analysis Reprinting with

More information

AARP Bulletin Survey on Retirement Savings Executive Summary April 2009

AARP Bulletin Survey on Retirement Savings Executive Summary April 2009 AARP Bulletin Survey on Retirement Savings Executive Summary April 2009 Copyright 2009 AARP Knowledge Management Reprinting with Permission Only 601 E St. NW Washington, D.C. 20049 www.aarp.org/research

More information

2018 AARP SURVEY: EXPERIENCE AND KNOWLEDGE OF TAX FRAUD HTTPS://DOI.ORG/ /RES

2018 AARP SURVEY: EXPERIENCE AND KNOWLEDGE OF TAX FRAUD HTTPS://DOI.ORG/ /RES 2018 AARP SURVEY: EXPERIENCE AND KNOWLEDGE OF TAX FRAUD HTTPS://DOI.ORG/10.26419/RES.00221.001 According to the Federal Trade Commission s Consumer Sentinel Data Book 2017, fraud costs Americans millions

More information

Seniors Early Experiences with the Medicare Prescription Drug Benefit April 2006

Seniors Early Experiences with the Medicare Prescription Drug Benefit April 2006 Chartpack Selected Findings from the Kaiser Health Poll Report Survey Seniors Early Experiences with the Medicare Prescription Drug Benefit April 2006 April 2006 Methodology This tracking poll on the Medicare

More information

Voices of African Americans 50+ in New York: Dreams & Challenges

Voices of African Americans 50+ in New York: Dreams & Challenges 2011 Voices of African Americans 50+ in New York: Dreams & Challenges Executive Summary AARP has a strong commitment to help improve the lives of the 50+ population. As part of the Association s continuous

More information

Real Paid Leave: Support the Family And Medical Insurance Leave (FAMILY) Act, Oppose Retirement Penalties for Parents

Real Paid Leave: Support the Family And Medical Insurance Leave (FAMILY) Act, Oppose Retirement Penalties for Parents TOOLKIT Real Paid Leave: Support the Family And Medical Insurance Leave (FAMILY) Act, Oppose Retirement Penalties for Parents The FAMILY Act: H.R.947/S.337 AUGUST 2018 The United States needs a national

More information

Tax Essentials. Presented by: Barry H. Franklin, CPA

Tax Essentials. Presented by: Barry H. Franklin, CPA Tax Essentials Presented by: Barry H. Franklin, CPA 770-492-8700 barry@franklincpafirm.com www.franklincpafirm.com Objectives 2 R E S O U R C E S F O R YO U C U R R E N T TA X U P D AT E 4 S I M P L E

More information

Civic Engagement in an Older America

Civic Engagement in an Older America Civic Engagement in an Older America FOCUS GROUPS SUMMARY REPORT 2005 White House Conference on Aging Project Overview In 2004, GSA received a grant from The Atlantic Philanthropies to launch Civic Engagement

More information

Unit 5 - Your Money: Keeping it Safe and Secure

Unit 5 - Your Money: Keeping it Safe and Secure Unit 5 - Your Money: Keeping it Safe and Secure Credit Unions and Banks Banks For-profit companies owned by shareholders Credit Unions Not-for for-profit institutions owned and controlled by its own customers,

More information

Impact Report. Fighting for Canadians as We Age

Impact Report. Fighting for Canadians as We Age 2017-2018 Impact Report Fighting for Canadians as We Age Messages from CARP Ninety-eight percent of CARP members voted in the last federal election. As Canada s largest advocacy association for older Canadians,

More information

An Introduction to Gift Aid

An Introduction to Gift Aid Gift Aid Gift Aid is a simple government initiative which allows you to increase the value of your donations at no extra cost to you or your Scout Group. For every pound donated or paid in membership subscriptions

More information

AARP. Consolidated Financial Statements. December 31, 2010 and 2009

AARP. Consolidated Financial Statements. December 31, 2010 and 2009 Consolidated Financial Statements (With Independent Auditors Report Thereon) 2/1/2011 1:02 PM Consolidated Financial Statements Table of Contents Page Independent Auditors Report 1 Consolidated Statements

More information

Voices of 50+ Hispanics in New York: Dreams & Challenges

Voices of 50+ Hispanics in New York: Dreams & Challenges 2011 Voices of 50+ Hispanics in New York: Dreams & Challenges Executive Summary AARP has a strong commitment to help improve the lives of the 50+ population. As part of the Association s continuous communication

More information

Alaska Member Opinion Survey Annotated Questionnaire

Alaska Member Opinion Survey Annotated Questionnaire Alaska 2012 Member Opinion Survey Annotated Questionnaire 2012 Weighted n= 599; Response Rate=24.0%; Sampling Error= ±3.9% NATIONAL 2012 Weighted n= 36,947; Response Rate=27%; Sampling Error= ±.051% Not

More information

Arizona Member Opinion Survey Annotated Questionnaire

Arizona Member Opinion Survey Annotated Questionnaire Arizona 2012 Member Opinion Survey Annotated Questionnaire 2012 Weighted n= 744; Response Rate=29.7%; Sampling Error= ±3.5% NATIONAL 2012 Weighted n= 36,947; Response Rate=27%; Sampling Error= ±.051% Not

More information

New Hampshire Member Opinion Survey Annotated Questionnaire

New Hampshire Member Opinion Survey Annotated Questionnaire New Hampshire 2012 Member Opinion Survey Annotated Questionnaire 2012 Weighted n= 685; Response Rate=27.4%; Sampling Error= ±3.7% NATIONAL 2012 Weighted n= 36,947; Response Rate=27%; Sampling Error= ±.051%

More information

Idaho Member Opinion Survey Annotated Questionnaire

Idaho Member Opinion Survey Annotated Questionnaire Idaho 2012 Member Opinion Survey Annotated Questionnaire 2012 Weighted n= 767; Response Rate=30.9%; Sampling Error= ±3.5% NATIONAL 2012 Weighted n= 36,947; Response Rate=27%; Sampling Error= ±.051% Not

More information

Rhode Island Member Opinion Survey Annotated Questionnaire

Rhode Island Member Opinion Survey Annotated Questionnaire Rhode Island 2012 Member Opinion Survey Annotated Questionnaire 2012 Weighted n= 683; Response Rate=27.3%; Sampling Error= ±3.7% NATIONAL 2012 Weighted n= 36,947; Response Rate=27%; Sampling Error= ±.051%

More information

ISSUE. Evaluate several options for expanding eligibility for North Carolina s Earned Income

ISSUE. Evaluate several options for expanding eligibility for North Carolina s Earned Income To: Professor Gene Nichol From: Jared Elosta Re: Options for Expanding EITC Eligibility in North Carolina Date: June 11, 2010 ISSUE Evaluate several options for expanding eligibility for North Carolina

More information

Indiana Member Opinion Survey Annotated Questionnaire

Indiana Member Opinion Survey Annotated Questionnaire Indiana 2012 Member Opinion Survey Annotated Questionnaire 2012 Weighted n= 723; Response Rate=28.9%; Sampling Error= ±3.6% NATIONAL 2012 Weighted n= 36,947; Response Rate=27%; Sampling Error= ±.051% Not

More information

2/7/2018. Disclaimer. Taxes 101- Webinar for Service Providers. Today s Agenda SETTING THE STAGE

2/7/2018. Disclaimer. Taxes 101- Webinar for Service Providers. Today s Agenda SETTING THE STAGE Taxes 101- Webinar for Service Providers Alica Whitmore, Outreach Coordinator, Prepare + Prosper Nick Xanthopoulos, Staff Attorney, Mid-Minnesota Legal Aid Mary Jo Katras, Program Leader, Family Resiliency,

More information

Puerto Rico Member Opinion Survey Annotated Questionnaire

Puerto Rico Member Opinion Survey Annotated Questionnaire Puerto Rico 2012 Member Opinion Survey Annotated Questionnaire 2012 Weighted n= 680; Response Rate=28.4%; Sampling Error= ±3.7% NATIONAL 2012 Weighted n= 36,947; Response Rate=27%; Sampling Error= ±.051%

More information

Tackling challenges as you and your loved ones age

Tackling challenges as you and your loved ones age Tackling challenges as you and your loved ones age from critical conversations to care April 2018 Introduction Fueled by aging baby boomers, our nation s 65 and over population is graying rapidly. The

More information

TESTIMONY OF PORTIA WU

TESTIMONY OF PORTIA WU TESTIMONY OF PORTIA WU Vice President, National Partnership for Women & Families Pennsylvania House Labor Relations Committee, H.B. 2278 August 18, 2010 On behalf of the National Partnership for Women

More information

STARTING STRONG FOR COMMUNITY HEALTH! WEBINAR

STARTING STRONG FOR COMMUNITY HEALTH! WEBINAR STARTING STRONG FOR COMMUNITY HEALTH! WEBINAR The ACA and Taxes: Tips for Enrollment Assisters February 26, 2016 Today s Presenters: Alicia Siani, Policy Analyst, EverThrive IL asiani@everthriveil.org

More information

Your guide to making a Will

Your guide to making a Will Your guide to making a Will 0345 373 3737 Contents 1/ Welcome 2/ What is a Will? 3/ Will Writing Tips 4/ Updating an Existing Will 5/ Types of Wills 6/ Premier Client Club 7/ Everyday Legal 8/ Your Notes

More information

Philanthropy and Generosity Page 2

Philanthropy and Generosity Page 2 August 2018 Vol. 51 No. 7 IDEAS AND INSIGHTS FROM SHARPE GROUP Philanthropy and Generosity Page 2 ATLANTA CHICAGO MEMPHIS NASHVILLE SAN FRANCISCO WASHINGTON Important Dates for Year-End Fundraising 2019

More information

YOUR GUIDE TO PUBLIC BENEFITS IN

YOUR GUIDE TO PUBLIC BENEFITS IN WORKING WITH STRUGGLING RESIDENTS 50+ TO WIN BACK OPPORTUNITY INFORMATION TO HELP YOU: Increase your income Save money on prescription drugs Pay doctors bills Buy groceries Cover other basic costs YOUR

More information

TAX CREDITS OUTREACH MADE EASY: TIPS AND TOOLS FOR ADVOCATES

TAX CREDITS OUTREACH MADE EASY: TIPS AND TOOLS FOR ADVOCATES Roxy Caines, Center on Budget and Policy Priorities TAX CREDITS OUTREACH MADE EASY: TIPS AND TOOLS FOR ADVOCATES Amelia Bell, National Women s Law Center Amanda Hooper, National Women s Law Center December

More information

# 17 ASSETS: Severance Pay, RRSP and RIF 8-2 # 18 NET WORTH CALCULATION 8-4 # 19 MONTHLY RETIREMENT INCOME 8-6 # 20 MONTHLY RETIREMENT EXPENSES 8-7

# 17 ASSETS: Severance Pay, RRSP and RIF 8-2 # 18 NET WORTH CALCULATION 8-4 # 19 MONTHLY RETIREMENT INCOME 8-6 # 20 MONTHLY RETIREMENT EXPENSES 8-7 What re you doing after work? Finance D, 8-1 Finance D WORKSHEETS HANDOUTS # 17 ASSETS: Severance Pay, RRSP and RIF 8-2 # 18 NET WORTH CALCULATION 8-4 # 19 MONTHLY RETIREMENT INCOME 8-6 # 20 MONTHLY RETIREMENT

More information

Aging in Asia and Oceania AARP Multinational Survey of Opinion Leaders 2006

Aging in Asia and Oceania AARP Multinational Survey of Opinion Leaders 2006 Aging in Asia and Oceania AARP Multinational Survey of Opinion Leaders 2006 Highlights and Implications March 2007 Prepared by Princeton Survey Research Associates International for Aging in Asia and

More information

CAPR Special Event/Meeting Planner

CAPR Special Event/Meeting Planner CAPR Special Event/Meeting Planner CAPR special events and meetings can be conducted under the auspices of any of the three CAPR corporations. The accounting and reporting requirements are different for

More information

Learning Series. Health Connector and MassHealth: Year-end tax filing process. Massachusetts HealthCare Training Forum (MTF) January 2018

Learning Series. Health Connector and MassHealth: Year-end tax filing process. Massachusetts HealthCare Training Forum (MTF) January 2018 Learning Series Massachusetts HealthCare Training Forum (MTF) Health Connector and MassHealth: Year-end tax filing process January 2018 Agenda During this presentation, the following information will be

More information

Benefits at Symetra. Your life. Your choice. Your health.

Benefits at Symetra. Your life. Your choice. Your health. Benefits at Symetra Your life. Your choice. Your health. HR-22 3/18 HEALTH AND WELLNESS We don t take a one-size-fits-all approach when it comes to our employees. We offer a variety of health and welfare

More information

GETTING THE MOST OUT OF YOUR LIFE INSURANCE

GETTING THE MOST OUT OF YOUR LIFE INSURANCE GETTING THE MOST OUT OF YOUR LIFE INSURANCE The Irrevocable Life Insurance Trust AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. Getting The Most Out Of Your Life Insurance 1 If you own life insurance,

More information

ISSUE. Evaluate several options for expanding membership eligibility for North Carolina s

ISSUE. Evaluate several options for expanding membership eligibility for North Carolina s To: Professor Gene Nichol From: Jared Elosta Re: Options for Expanding EITC Eligibility in North Carolina Date: June 11, 2010 ISSUE Evaluate several options for expanding membership eligibility for North

More information

Join London Transport Museum s Patrons Circle

Join London Transport Museum s Patrons Circle Join London Transport Museum s Patrons Circle PATRONS CIRCLE The Patrons Circle is a group of individuals who share our love of London s unique transport and design heritage and are committed to the success

More information

A MESSAGE FROM YOUR MEMBER OF PARLIAMENT RON LIEPERT

A MESSAGE FROM YOUR MEMBER OF PARLIAMENT RON LIEPERT www.ronliepertmp.ca A MESSAGE FROM YOUR MEMBER OF PARLIAMENT RON LIEPERT As your Member of Parliament I believe strongly that the Canadian taxpayer should pay only what they owe. That s why I ve created

More information

Money Matters Reference Comprehensive Exam

Money Matters Reference Comprehensive Exam NAME: DATE: PERIOD/ CLASS: QUIZ SCORE: Answer each question correctly. ACCOUNTS 1. The FDIC insures a bank account against loss if a bank fails up to what amount? a. $100,000 per individual account in

More information

A 24/7 call a doctor service, advocacy, wellness support & health discounts all in one easy-to-use card

A 24/7 call a doctor service, advocacy, wellness support & health discounts all in one easy-to-use card A 24/7 call a doctor service, advocacy, wellness support & health discounts all in one easy-to-use card Disclosures This is NOT insurance. This plan provides discounts at certain healthcare providers for

More information

AUDITED FINANCIAL STATEMENTS

AUDITED FINANCIAL STATEMENTS AUDITED FINANCIAL STATEMENTS PARALYZED VETERANS OF AMERICA, INC. BUCKEYE CHAPTER FINANCIAL STATEMENTS SEPTEMBER 30, 2016 and 2015 PAGE NO. INDEPENDENT AUDITOR S REPORT... 1 STATEMENTS OF FINANCIAL POSITION

More information

Contact: Edwin M. Truman (202) February 7, 2006 REFORMS NEEDED TO REINVIGORATE THE IMF

Contact: Edwin M. Truman (202) February 7, 2006 REFORMS NEEDED TO REINVIGORATE THE IMF News 1 7 5 0 M A s S a c h u s e t t s A v e n u e, N W W a s h i n g t o n, D C 2 0 0 3 6-1 9 0 3 T e l : ( 2 0 2 ) 3 2 8-9 0 0 0 F a x : ( 2 0 2 ) 6 5 9-3 2 2 5 w w w. i i e. c o m Contact: Edwin M.

More information

Gift Planning 101. ALADN Conference June 6, 2016 Mike Mattson

Gift Planning 101. ALADN Conference June 6, 2016 Mike Mattson Gift Planning 101 ALADN Conference June 6, 2016 Mike Mattson Gift planning officer What is a planned gift? o A planned gift is any gift that combines conscientious decisions about how much to give, to

More information

2019 Enrollment Guide

2019 Enrollment Guide 2019 Enrollment Guide Enroll in Additional Medicare Coverage for 2019 Table of Contents 3 Introducing Via Benefits 4 What to Expect From Us 5 Your New Coverage: Getting Started 8 Three Steps to Enrollment

More information

2008 AARP Voters Guide

2008 AARP Voters Guide 2008 AARP Voters Guide Massachusetts 7th Bristol Representative District How to use the AARP Voters Guide: Here s how this Voters Guide works. AARP asked key questions about issues important to our members

More information

CHARITABLE GIFT FUND USER S GUIDE

CHARITABLE GIFT FUND USER S GUIDE CHARITABLE GIFT FUND USER S GUIDE CHARITABLE GIFT FUND USER'S GUIDE Thank you for your interest in Anabaptist Foundation s Charitable Gift Fund (CGF) Program. We have collected the most frequently asked

More information

The Role of Civil Society in Changing Individual Behavior: AARP s Experience

The Role of Civil Society in Changing Individual Behavior: AARP s Experience The Role of Civil Society in Changing Individual Behavior: AARP s Experience O Papel da Sociedade Civil na Mudança de Compartamentos Individuaís: a Experiência da AARP Edward Johns, Associate Director

More information

ISSUE BRIEF. When You're 64 What Consumers Don't Know About Medicare. Introduction

ISSUE BRIEF. When You're 64 What Consumers Don't Know About Medicare. Introduction When You're 64 What Consumers Don't Know About Medicare Introduction Over the next five years, more than 1 million Californians will become eligible for Medicare, 1 and the number will continue to grow

More information

A Lasting Legacy. How to make an enduring contribution to an independent school through planned giving. By Helen A. Colson

A Lasting Legacy. How to make an enduring contribution to an independent school through planned giving. By Helen A. Colson A Lasting Legacy How to make an enduring contribution to an independent school through planned giving By Helen A. Colson 2017 by the National Association of Independent Schools. All rights reserved. The

More information

Work in the New Retirement

Work in the New Retirement Work in the New Retirement Society of Actuaries Building the Foundation for New Retirement Systems A Retirement 20/20 Conference September 28-29, 29, 2006 Sara E. Rix, Ph.D. AARP Public Policy Institute

More information

Consolidated Financial Statements Together with Report of Independent Certified Public Accountants AARP. December 31, 2017 and 2016

Consolidated Financial Statements Together with Report of Independent Certified Public Accountants AARP. December 31, 2017 and 2016 Consolidated Financial Statements Together with Report of Independent Certified Public Accountants AARP TABLE OF CONTENTS Page(s) Report of Independent Certified Public Accountants 1-2 Consolidated Financial

More information

Programme Development and Funding Officer

Programme Development and Funding Officer Programme Development and Funding Officer Candidate Pack Thank you for showing an interest in working for Age International. Age International is a subsidiary charity of Age UK. As such, it is supported

More information

Healthcare in the Pulpit (HCP) Outreach Campaign. AME HCP Train-the-Trainer

Healthcare in the Pulpit (HCP) Outreach Campaign. AME HCP Train-the-Trainer Healthcare in the Pulpit (HCP) Outreach Campaign AME HCP Train-the-Trainer Agenda Get Covered America Campaign The State of the Uninsured ACA Benefits and Enrollment Process How we can we support your

More information

HealthEZ doesn t serve clients; we serve people. We are here to take care of you. We are here to serve you!

HealthEZ doesn t serve clients; we serve people. We are here to take care of you. We are here to serve you! Benefit Overview Welcome! HealthEZ is proud to serve as your benefits administrator. We help companies all over the US provide custom, personalized benefits to their employees. We re here to make your

More information

Background briefing on franking credits

Background briefing on franking credits Background briefing on franking credits April 2015 Matt Grudnoff Background briefing About TAI The Australia Institute is an independent public policy think tank based in Canberra. It is funded by donations

More information