Category Archives: Tax Assistance

Spotlight on Tax Assistance Volunteers



The LUM Tax Assistance Program is in full swing! Volunteers are an integral part of the LUM Income Tax Assistance Program — and today we put a spotlight on our 2017 superstars — Gina Williams, intern; Patti O’Callaghan; Ben Murphy, director; and Connie Decker (pictured L to R).


Did you know? At LUM, taxpayers get one-on-one help from IRS-certified volunteers who prepare their taxes for them at no charge.


LUM would not be able to offer this service without the skilled, trained volunteers who make this vital LUM program such a success each year.


 

For more information on the Tax Assistance Program or how YOU can volunteer, click HERE or call 765.423.2691.


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Tax Assistance Program

If you are interested or need more information please click HERE, or
please call or email Marilyn Zerbes (765-423-2691 | mzerbes@lumserve.org).

New Year’s Resolution – Volunteer More in 2017


Is one of your New Year’s Resolutions to Volunteer More in 2017?


LUM VolunteerS ButtonWell — LUM wants to help you achieve that goal. There are a number of opportunities for you, your family and your friends to get engaged with LUM now.


Immediate Openings — LUM Volunteer Needs

Please scroll down and read more details about all of these IMMEDIATE volunteer opportunities to serve LUM and your community.


There are many different opportunities for volunteering, from working one-on-one with a child in the 5th Quarter Summer Learning Program to helping run the 44-bed emergency homeless shelter. Also, there are opportunities to fit every schedule, from regular long-term commitments such as being an advocate once a week with the Immigration Clinic, Good Samaritan Program or ID Clinic — or doing data entry at the St. John’s/LUM Food Pantry or intake for our shelter guests each weekday afternoon —  to one time work with an events like Hunger Hike, LUM Camp,  Community Thanksgiving Celebration, Follies or Jubilee Christmas. Some volunteer positions require training while others require only a willing heart and a helping hand. To view all LUM Volunteer Opportunities, click HERE.

¿Habla Español? Love Helping Others? Sign up to Volunteer with LUM!


Immediate Openings — LUM Volunteer Needs

LUM TAX ASSISTANCE PROGRAM

2013-07-11 MarilynZerbes 022 (2)Ever thought about volunteering to help people with their tax returns? Don’t know that much about taxes? Don’t worry — you’ll get specialized training or you can choose a volunteer role that doesn’t require tax law certification. The LUM Volunteer Tax Assistance Program offers flexible hours, the training is free and the time commitment is up to you. Choose your LUM tax volunteer role – and get a chance to touch many lives.

If you’re interested or need more information, click HERE. If you need further information, please call or email Ben Murphy (765.423.2691 | bmurphy@lumserve.org).

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LUM EMERGENCY SHELTER – Overnight Volunteers

2013-02-05 LUM Emergency Shelter 006 (2)The LUM Emergency Homeless Shelter needs volunteers 365 nights a year. Currently there are openings for Overnight Shelter Volunteers. Three volunteers and one staff member are scheduled nightly. Each volunteer will be assigned various duties including but not limited to the following:

  • Check-in Desk
  • Kitchen (serve food)
  • Hall & Bath (distribute towels, soaps, shampoo, etc.)
  • Assistance at the Winter Warming Station

Lights are out for guests at 10:30 p.m. After lights out, the three volunteers divide up the duties. Wake-up for the guest is 6:00 a.m. sharp. A  breakfast snack is distributed and all guests are gone by 7:00 a.m. Must be at least 18 years old. Training is provided. Volunteers must attend a Shelter Training Session. These sessions are held every Monday night.

If you’re interested or need more information, click HERE. If you need further information, please call or email Gina Williams (765.423.2691 | gwilliams@lumserve.org).

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LUM IMMIGRATION CLINIC 

The LUM Immigration Clinic has several volunteer opportunities — and is especially grateful for volunteers who speak Spanish.

The volunteers needs are as follows:

  • Program Assistant, Language Translator & Language Interpreter

If you’re interested or need more information, click HERE. If you need further information, please call or email Susan Brouillette (765.423.2691 | sbrouillette@lumserve.org).

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LUM CAMP – Volunteer Camp Counselors

2012-08-01 LUM Camp 005 (2)Would you, or someone you know, make a good LUM Camp Counselor?

LUM Camp Counselors – First Call! It may be freezing outside with snow flurries — But in 27 short weeks, it’s time for LUM Camp 2017! LUM Camp is a week-long, overnight camp program for low-income children from 8 to 10 years old. Volunteer camp counselors must be 18 years old, enjoy working with children and be able to spend the entire week at LUM Camp from 11:00 a.m. on Monday, July 31 to 4:00 p.m. on Friday, August 4. Committed volunteer camp counselors are at the heart of a successful LUM Camp and play an important role with our LUM campers.

For additional information, click HERE.

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FOOD PANTRY  – Data Entry Volunteers

2013-04-25 RexFuller 001 (2)The St. John’s/LUM Food Pantry Data Entry volunteer welcomes clients to the St. John’s/LUM Food Pantry, verifies their household information on LUM’s client database, and determines if they qualify for assistance. Volunteers are needed when the pantry is open — Monday, Tuesday, Thursday and Friday mornings from 8:45 to 11:45 a.m. — and Saturday afternoon 1 to 3 p.m. The Data Entry volunteer must be knowledgeable of basic computer operation and database concepts. As special training is required, a long term commitment is desired.

For more information, click HERE. For further information, please email or call Linda Hicks (lhicks@lumserve.org | 765-423-2691).

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More Important Information

LUM EVENTS
Sign up to volunteer at LUM Events online. Online Volunteer Sign Up Sheets, click HERE.


GROUP OPPORTUNITIES
If your group would like to volunteer with LUM, sign up for a LUM Event online — or please email or call for more information (lum@lumserve.org | 765.423.2691).


LUM VOLUNTEER LISTING
To view all LUM Volunteer Opportunities, click HERE.


SIGN UP ONLINE
 Sign up to volunteer with LUM online. It’s quick and easy — and you’ll get an email confirmation and email reminders. For a list of Online Volunteer Sign Up Sheets, click HERE.



¿Habla Español? Love Helping Others? Sign up to Volunteer with LUM!

Meet the New LUM Tax Assistance Director


Ben Murphy — Tax Assistance, program director2016-09-20-murphy-ben-002-2

Ben will oversee the LUM Tax Assistance Program.

He is originally from Lawrenceburg, Kentucky and now lives in West Lafayette with his wife, Alison. Ben earned a BS in Computer Graphics Technology and Operations & Supply Chain Management, both from Purdue University. Currently he oversees the LUM Turkey Trot 5K Run, coordinates the Financial Peace University classes at St. Thomas Aquinas Center and is working on becoming a Financial Coach for his long term career aspiration.

Ben loves running outdoors, hanging out with his wife, exploring nature and reading. He and his wife are active in the community and within their church, St. Ann’s Church. He also has volunteered with the LUM After School Program. Ben shared that he is “excited to use his financial background and experience to assist families in our community through the tax program at LUM.” LUM is fortunate to have someone with Ben’s skills in charge of the LUM Volunteer Income Tax Assistance (VITA) program.

If you wish to volunteer with the LUM Tax Assistance program, click HERE.


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Tax Assistance Program

Meet Andrea — Volunteer Tax Preparer


Volunteers are an integral part of the LUM Income Tax Assistance Program; an2016-02-16 Tax 008 (gold border)d this year, 15 LUM volunteers studied and received IRS certification to prepare tax returns. It’s a big commitment of their time and effort, but the return for volunteers is big too. Today we’d like to shine a spotlight on one of our superstars — Andrea Schmidt.

Originally from Waukegan, Illinois, Andrea earned a BS from Northwestern University (Elementary Education/Linguistics) and a Master’s in Education from University of Illinois, Chicago. She and her husband, David, moved to Lafayette in 1992 so he could take a job as a physician in private practice after 11 years as an US Air Force physician.

She then earned an associate’s degree in paralegal studies from Ivy Tech Community College and was a paralegal for over 10 years. Andrea and David, both now retired, have three grown sons – John, who lives in Phoenix; and Christian and Peter, who live in Lafayette. They have six grandchildren – two from each of their sons.

Andrea has volunteered at LUM for six of the past seven tax seasons. She donates 15 hours of her time each week.

“I enjoy helping people in such a real and tangible way. For some of my clients, a full one-third of their annual income comes from the tax refund we are able to secure for them through LUM. And because we don’t charge for our service, low-income wage earners are much more likely to file their returns.”

Andrea says the best part about his volunteer work in the LUM Tax Assistance Program is that it helps her to better understand the lives of low-income wage earners. “My stereotypes are challenged every time I come to LUM. I am amazed by how hard people work and how far they are able to stretch their limited dollars. It’s a real eye opener.” The remainder of the year, Andrea volunteers with the LUM Good Samaritan Program.


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Tax Assistance Program

LUM Volunteer Opportunities

volunteer opportunities


Volunteers are an essential part of LUM programs & services. There are a variety of ways to get engaged and serve your community through LUM. For LUM volunteer information, click HERE.

Here are the current LUM volunteer opportunities:


Sunday Noon Meal—Volunteer Coordinator

The Sunday Noon Meal needs a volunteer each and every Sunday from 11 a.m. to 1:30 p.m. Each Sunday a “noon meal” is offered to the community at the LUM Youth Center, Lafayette. The LUM volunteer coordinator assists the weekly “food prep team.” If you are interested or need more information please click HERE, or please call or email Gina Williams (765-423-2691 | gwilliams@lumserve.org).


Income Tax Preparers

The LUM Volunteer Tax Assistance Program offers flexible hours, the training is provided at no cost, and the time commitment is up to you. In all tax volunteer roles, individuals who are bilingual, multi-lingual, or have international experience are helpful. If you are interested or need more information please click HERE, or please call or email Marilyn Zerbes (765-423-2691 | mzerbes@lumserve.org).


Emergency Shelter—Overnight Volunteers

Three volunteers and one staff member are scheduled nightly (8 p.m.—7 a.m. or 8 p.m.—midnight; every night) at the LUM Emergency Shelter. Each volunteer will be assigned various duties including but not limited to Check-in Desk, Kitchen (serve food), Hall & Bath (distribute towels, soaps, shampoo, etc.), and assistance at the Winter Warming Station. For more information & the training schedule, click HERE — or please call or email Gina Williams (765.423.2691 | gwilliams@lumserve.org).


LUM Camp Counselors

Sixty volunteer camp counselors and activity leaders are needed for LUM Camp 2016 — August 1-5 at Hanging Rock Camp. LUM Camp is a week-long, overnight camp program for low-income children from 8 to 10 years old. Must be able to spend the entire week at LUM Camp from 11:00 a.m. on Monday, August 1 to 4:00 p.m. on Friday, August 5. For additional LUM Camp volunteer information, click HERE.


Immigration Clinic—Short-hand/Dictation

The LUM Immigration Clinic is in need of volunteers who have experience taking shorthand and dictation. The volunteer would assist in preparing client applications for submission to United States Citizenship & Immigration Services. For more information, click HERE.


LUM Good Samaritan Fund FOLLIES

Volunteers are needed the LUM Good Samaritan Fund Follies fundraising event — to set-up (4/14), staff the LUM Follies event (4/15), and break-down (4/15). Perfect for groups. Check out the Follies volunteer sign up sheets HERE.


Please pass this information along to others and any groups you know. Thanks.

Spotlight on Tax Assistance Volunteers


2016-01-26 Tax Volunteers 002 (3) (1280x853)


The LUM Tax Assistance Program is in full swing! Volunteers are an integral part of the LUM Income Tax Assistance Program — and today we put a spotlight on our 2016 superstars — Patti O’Callaghan, Ann Pellegrino, Sam Jenkins, Cheryl Nettleman & Andrea Schmidt (pictured above L to R).


Did you know? At LUM, taxpayers get one-on-one help from IRS-certified volunteers who prepare their taxes for them at no charge.


LUM would not be able to offer this service without the skilled, trained volunteers who make this vital LUM program such a success each year. The 2016 LUM Tax Assistance Program is led by Marilyn Zerbes.

For more information on the Tax Assistance Program or how YOU can volunteer, click HERE or call 765.423.2691.


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Tax Assistance Program

If you are interested or need more information please click HERE, or
please call or email Marilyn Zerbes (765-423-2691 | mzerbes@lumserve.org).

Become a Tax Volunteer—Make a Difference


Make a difference in your communitax assistancety by becoming a LUM tax volunteer. Volunteers are needed from mid-January through April 2016 for the LUM Tax Assistance Program.

No experience is necessary — and training is provided. You may even qualify for continuing education credits. There are a number of volunteer roles available — click HERE to see descriptions. For tax preparers, some accounting experience is desired.

In all tax volunteer roles, individuals who are bilingual, multi-lingual, and have international experience are helpful. As a LUM tax assistance volunteer, you’ll join a program that’s helped millions of people file tax returns at no charge for more than 40 years. Your help will make a difference—and have a significant positive impact.

LUM strengthens our community through Volunteer Income Tax Assistance. VITA, a nationwide IRS program, secures greater financial stability and economic opportunity for working families — and directly impacts OUR community.


If you are interested or need more information please click HERE, or
please call or email Marilyn Zerbes (765-423-2691 | mzerbes@lumserve.org).


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Tax Assistance Program

Become a Tax Volunteer—Make a Difference

2015-02-23 AnnePellegrino 005 (gold)


Make a difference in your community by becoming a LUM tax volunteer. Volunteers are needed from January-April 2016 for the LUM Tax Assistance Program.

No experience is necessary — and training is provided. You may even qualify for continuing education credits. There are a number of volunteer roles available — click HERE to see descriptions. For tax preparers, some accounting experience is desired.

In all tax volunteer roles, individuals who are bilingual, multi-lingual, and have international experience are helpful. As a LUM tax assistance volunteer, you’ll join a program that’s helped millions of people file tax returns at no charge for more than 40 years. Your help will make a difference—and have a significant positive impact.

LUM strengthens our community through Volunteer Income Tax Assistance. VITA, a nationwide IRS program, secures greater financial stability and economic opportunity for working families — and directly impacts OUR community.

If you are interested or need more information please click HERE, or
please call or email Marilyn Zerbes (765-423-2691 | mzerbes@lumserve.org).

 

LUM Volunteer Opportunities

volunteer opportunities


Community Thanksgiving Celebration

Volunteer at the LUM Thanksgiving Celebration. Learn more HERE.


Jubilee Christmas

Volunteer with LUM Jubilee Christmas. There are a variety of opportunities from staffing the donation center, to helping families shop for their children. Learn more HERE.


Overnight Volunteer—Emergency Shelter

Assist staff at the Emergency Shelter and the Winter Warming Station between 8 p.m.—7 a.m. Learn more HERE.


Income Tax Assistance Program—Volunteer Tax Preparers

Click HERE to see volunteer opportunities. For tax preparers, some accounting experience is desired. Seeking individuals with bilingual, multi-lingual, and international experience. Learn more HERE.


 

 

LUM Income Tax Assistance Impacts Local Economy


taxvolunteers

For 13 years, Lafayette Urban Ministry has partnered with the IRS Volunteers in Tax Assistance (VITA) Program to bring free, quality, tax return preparation services to hundreds of low-income wage earners in our community. This year, more than 750 joint and individual state and federal tax returns were prepared — with more than $1.3 million in tax refunds and tax credits returned to local low-income households, which undoubtedly will be funneled back into our local economy.

Close to 40 LUM volunteers received IRS certification to prepare tax returns. It’s a big commitment of time and effort, but the intrinsic rewards for the LUM volunteers are big too. The LUM Tax Assistance Program is led by Sandra Dunn-El. For more information on the LUM Income Tax Assistance Program, click HERE.


{Pictured above from L to R are some of the LUM Tax Assistance volunteers—Xi Wang, James “Jim” Pechin, Ann Pellegrino, Patti O’Callaghan, John Schneider & Sandra Dunn-El.


Donate to the LUM Tax Assistance Program.

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Tax Assistance Program