Events 2013 Financial Behaviors Events Financial Inclusion Events

Refund to Savings Expert Convening

Date: March 6-7, 2013
Location: St. Louis, Missouri

​This Expert Convening brings together thought leaders from government, policy, foundations, and academia in order to discuss the Refund to Savings Initiative findings and future directions.

The Refund to Savings Initiative is a collaborative effort between the Center for Social Development, Duke University, and Intuit, Inc., the creators of TurboTax. This Initiative is designed to test an innovative, scalable program designed to help low-income households build savings and increase financial security. The program is implemented through existing TurboTax software and integrates with normal financial behavior. Surveys will play a major role in learning what motivates individuals’ decision in choosing a savings-to-spending ratio, and whether their decision to save had an impact on household finances.

In attendance are senior leaders from the U.S. Treasury Departments, the Internal Revenue Service, and the Consumer Financial Protection Bureau. Also attending are leading foundations such as the Ford Foundation, the Annie E. Casey Foundation, and the Citi Foundation. The collaboration among leaders at this meeting will prove valuable in the future success of the Refund to Savings Initiative.