Our Work


Building Financial Stability

Our community will only prosper and grow if all families are financially stable. Fewer financial stresses lead to healthier lives, improved work performance and better education outcomes. United Way invests in programs that help adults improve their education level and create a more financially secure future for themselves and their families. United Way’s work in Income is focused on ensuring all families and individuals achieve financial stability.

Financial Education
United Way of Lake and Sumter Counties, in partnership with the Dallas Federal Reserve, has a FREE basic budgeting instructional course: Building Wealth Workbook. The course teaches financial terminology, budgeting, saving and investing, taking control of debt and protecting assets.

Financial Coaching
This all-encompassing program works with individuals to help them achieve their personal financial goals and create dynamic life changes. This program requires a lot of will and determination in order to be successful. The end result could include a college or technical education, business ownership, home-ownership and much more.

How Do I Sign Up?
1. Complete a Financial Coaching Self Assessment Application.
2. Submit the Self-Assessment Application:
By Mail: United Way of Lake & Sumter Counties, 32644 Blossom Lane, Leesburg, FL 34877
By Email: programs2@d1387102.bm93.businessmasters.us
3. Each applicant will be contacted within 2 weeks of application submission. If you have any questions, please call 352-787-7530 x 221 for more information.

Volunteer Income Tax Assistance (VITA)
VITA is a program offered by United Way of Lake and Sumter Counties that provides FREE tax preparation and filing services to low-to-moderate households and assures that individuals and families receive all eligible tax credits. VITA Volunteers are local residents who receive FREE tax preparation training by United Way of Lake and Sumter and certification by the Internal Revenue Service. Tax preparation sites are set up from mid-January to April 15th in various locations throughout Lake and Sumter counties to better serve our residents.

How do I find out more?
Taxpayers who have questions about VITA or people interested in becoming a VITA volunteer please contact Barbara Crewell at (352) 787-7530 x 221 or email programs2@d1387102.bm93.businessmasters.us.

Partner Agencies