211 Helps Kids “Save Steady, Dream Huge”

211 is partnering with the San Francisco Treasurer’s Office to ensure more low-income families in the city participate in the Kindergarten to College (K2C) program.  Our 211 call center specialists will make calls to 1,135 San Francisco families during the next few weeks to encourage them particpate in the program, activate their accounts and start savings for their children’s future. 

“Most people know 211 as the number to call when they need help.  But we also partner with programs like Kindergarten to College to boost outreach efforts by making outgoing calls,” said Helen Rosen, director of United Way’s 211.  “We are pleased to partner with Treasurer Cisneros’ office to help spread the word about this important program. Our goal is to get as many parents as possible to activate their children’s accounts and start saving.”

K2C is a college savings initiative for kindergartners entering the San Francisco Unified School District. Each eligible child starts kindergarten with a savings account.  To jump-start their savings, qualifying families receive $50 in their new accounts from the City and County of San Francisco.  Additionally, the first $100 saved will be matched with an additional $100. The children, and their families, are encouraged to contribute to the account throughout grade school and high school. 

“Savings has a significantly positive effect on children and families — research has shown that a child with a college savings account held in his or her name is seven times more likely to attend college than one without, regardless of income, race or academic achievement,” said Leigh Phillips, Manager, Office of Financial Empowerment, Office of the Treasurer and Tax Collector, City and County of San Francisco. ”We believe that K2C will increase academic aspirations by making college a reality from the first day of school. As the program motto says, ‘Save Steady, Dream Huge.’”

Learn more about Kindergarten to College at www.mysavingsaccount.com/K2C.

Earn It! Keep It! Save It! Serves 87 Clients at SF Kickoff Event

This year’s Earn It! Keep It! Save It! program kicked off in a big way last Saturday at the Mission Street Goodwill facility, as a team of more than 30 volunteers came together to provide free tax preparation services to 87 lower-income taxpayers from around the Bay Area.

The event – one of several county kickoffs held throughout the region – officially launched United Way’s Earn It! Keep It! Save It! tax assistance program, which is operating more than 200 free tax assistance sites across the Bay Area through April 18. To find a tax site near you, visit www.EarnItKeepItSaveIt.org.

The kickoff also coincided with the National Earned Income Tax Credit (EITC) Awareness Day. The EITC is a federal tax credit available to lower-income individuals and families. Depending on income and family size, claiming the EITC could help families get as much as $5,666 back from the IRS this year. Yet, many taxpayers are unaware of the EITC. In 2009, an estimated 800,000 Californians – about one in five who are eligible – failed to claim $1.2 billion in EITC refunds. On average, families that did not claim the credit would receive $1,400 more in their refund.

Keynote speaker, San Francisco Treasurer José Cisneros, gave a warm welcome to tax payers and volunteers at the kickoff. Click to see a 90-second video of Treasurer Cisneros explaining the importance of the EITC.

Louise Carroll, executive director of Tax-Aid, which coordinates Earn It! Keep It! Save It! in San Francisco and San Mateo Counties, said, “It’s a real pity that almost $80 million of tax credits went unclaimed in the Bay Area last year. That money could have been used by taxpayers for their savings or used for groceries or gas. We want to make sure low and moderate income families get a full refund this year!”

In addition to free tax preparation, families and individuals were able to visit a financial empowerment resource fair to learn about more programs and services that can boost their financial health. The resource fair included WE Connect, SF Works, San Francisco College Access, Bank on San Francisco, One Economy and the Financial Planning Association.

Event sponsors included Tax-Aid, United Way, Golden Gate University, Goodwill Industries, the Computer & Communications Industry Association (CCIA) and Intuit Financial Freedom Foundation.

Click on the photo gallery below to view a slide show from the event.

United Way Kicks Off 22nd Annual Koko Challenge

Last week, United Way kicked-off our 22nd annual Koko Challenge at a gathering of law and community leaders hosted by Squire, Sanders & Dempsey. The Koko Challenge is a fundraising contest among local law firms that run United Way fundraising campaigns. The firms compete for top honors by excelling in total dollars raised, innovation and enthusiasm.  Scroll down to see a photo slide show of the kick-off festivities.





The theme of this year’s United Way campaign, “Change the Odds,” is a call to action to Bay Area residents to join us in pursuit of our goal to cut in half the number of local families who live in poverty by the year 2020. Currently, one in five families in our region does not earn enough to cover its basic needs, according to United Way’s “Making Ends Meet in the Bay Area” report.

 Jay Price, who is chair of the 2010/11 Koko Cabinet, announced the fundraising goal of $1.5 million this year from the 21 participating law firms. Last year, 18 participating firms raised $1.4 million for charitable causes, setting a standard of excellence in philanthropy for the business community.

The Koko Cabinet is comprised of general counsel from United Way’s corporate partners and leaders within bay area law firms. Cabinet members recruit new law firms, lead volunteer efforts and provide support to all participating firms. 

2010/2011 United Way Koko Cabinet

  • Jay Price, Bank of America – Chair 
  • Michelle Banks, Gap Inc. – Vice Chair
  • Hewitt Pate, Chevron Corporation
  • James Potter, Del Monte Foods
  • David Hearth, Paul, Hastings, Janofsky & Walker LLP
  • Vanessa Washington, Bank of the West
  • Charles Custer, Gordon & Rees, LLP
  • Nancy Greenan Hamill, Law Office of Nancy Greenan Hamill
  • Michael Kelly, Squire, Sanders & Dempsey L.L.P.
  • Richard Kopf, The Fremont Group LLC
  • William Sawyers, Ernest Gallo Clinic and Research Center
  • James Strother, Wells Fargo Bank

For more information about how you can join the 2010-2011 Koko Challenge please contact Danielle Cohen (415)808-4322 or dcohen@uwba.org.

Read more about last year’s Koko Challenge.