Don’t Tax My Credit Union! A National Tax Campaign

Training Overview

Don’t Tax My Credit Union Campaign OverviewAvailable Marketing MaterialsPublic Relations Plan Employee Call to Action

Don’t Tax My Credit Union Overview

Credit Unions are Different for a Reason:– Credit Unions are rooted in communities. – Member owned. – Serve working class members, families, and small businesses. – Return earnings to members through higher dividends and lower

interest rates. – Low or no fees.

“If you like the difference, you can make a difference” – www.donttaxmycreditunion.org

Member Disadvantage

Every $1.00 in credit union taxes could wipe out $10.00 in member benefits. A potential increase in fees for members. 96 million members could be impacted.

Tax Threat: Working Against Credit Unions

86% of voters are unaware of Credit Unions’ tax status. Banks have an opening to claim that Credit Unions’ tax exempt status is unfair. Idea that taxing Credit Unions could help fix the deficit.

Georgia United’s Campaign: In-Branch Materials

Four-Part Postcard Member keeps the “Show Your Support” piece. Member completes 3 representative cards. Completed cards remain at the branch.

Georgia United’s Campaign: In-Branch Materials

Mailbox Completed postcards are stored in the mailbox. Postcards will be delivered to legislators.

Georgia United’s Campaign: In-Branch Materials

BookmarkInformational take away. Directs members to the Don’t Tax My Credit Union website, and online petition.

Georgia United’s Campaign: In-Branch Materials

Easel Back Provides an at-a-glance description of the campaign. Bookmarks are displayed on the easel.

Georgia United’s Campaign: Electronic Deliverables

Homepage Banner Located on the Georgia United website homepage. Provides a direct link to the campaign webpage.

Georgia United’s Campaign: Electronic Deliverables

Online Banking BannerLocated on the Online Banking homepage. Click on “Make Your Voice Heard” to access the campaign website.

Georgia United’s Campaign: Electronic Deliverables

ATM Screen Informational screensaver. Displays the campaign website.

Georgia United’s Campaign: Electronic Deliverables

Email Blast Sent to members to educate them about the campaign. Includes the following links:

Campaign Website Facebook Twitter

Georgia United’s Campaign: Electronic Deliverables

Summer Newsletter Informational overview of the campaign and web address. Delivered via email and paper statements.

Georgia United’s Campaign: Messaging

On-Hold Message Plays when members call in for inquiries. Informs them of the campaign website.

“Credit Unions like Georgia United rely on our status as a tax-exempt organization to offer our members better rates and lower fees. Visit www.DontTaxMyCreditUnion.org to take action, and vote to keep your credit union tax free!”

Georgia United’s Campaign: Messaging

Checking Statement Message Included in paper account statements. Informs members of the campaign website.

“Help us to continue to serve our members with better rates and lower fees. To vote against taxes on credit unions, visit www.DontTaxMyCreditUnion.org”

Georgia United’s Campaign: Messaging

E-Statement Message Sent with monthly e-statements. Directs members to the campaign website.

“Credit Unions like Georgia United rely on our status as a tax-exempt organization to offer our members better rates and lower fees. Visit www.DontTaxMyCreditUnion.org to take action, and vote to keep your credit union tax free! Georgia United thanks you for your participation.”

Georgia United’s Campaign: Social Media

Facebook www.facebook.com/GeorgiaUnitedCU

Twitterhttps://twitter.com/GAUnitedCU

Don’t Tax My Credit Union Website

Anyone can go to www.donttaxmycreditunion.org and complete the following:

Watch the informational video Click on Take Action Write your legislators

Public Relations Plan

Target Audience:MembersEmployees SEGsCongressmen/Senators

Tactics:Press Releases SEG Participation/Business Development Visits Public Delivery of Postcards to Officials

Employee Call to Action

Educate members about the campaign, and how they can make a difference. Encourage members to sign the online petition or complete the postcards. Collect as many postcards as possible. Sign the petition yourself!

Questions?