Resources

News & Resources
Keep up to date with Bank On Charleston news and resources

January 2022 Town Hall Resources

Connect to Free VITA Tax Preparation Assistance Sites:

Charleston Area Urban League: https://www.ctul.org/

Volunteer as a VITA Tax Preparer: https://www.ctul.org/vita-volunteers

Increasing HOPE Financial Training Center: https://increasinghope.org/

For individuals not eligible for VITA Tax Preparation, visit SC Thrive: https://scthrive.org/for-you/filetaxes/

Connect to additional financial services:

Origin SC: https://originsc.org/

The VITA Program is run by the IRS and for more information, visit their website: https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers

Additional Resources

Search below for different resources. You can download a list of banks in Charleston that have affordable accounts that we recommend. We have downloadable budget sheets, a bank account checklist, educational resources, and much more! If you are in search of certain information please reach out to us or one of our partners.

Check out upcoming financial education events: https://bankoncharleston.org/events/

S.M.A.R.T. Financial Goals

Use the acronym SMART to remember these simple goal-setting guidelines. Your goals should be:  ​

  • Specific — State one clear outcome and the estimated amount of money needed. ​
  • Measurable — Use benchmarks and identify what kind of evidence you’ll have when the goal is attained. ​
  • Achievable — Assess your likelihood of reaching the goal by examining your circumstances and resources. ​
  • Realistic — Make sure the goal is relevant and meaningful to your values.  ​
  • Time-bound — Set target completion dates and milestones throughout to measure progress.

Downloadable Resources



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CFE Fund Announces the Bank On National Account Standards for 2019-2020


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