This guide consolidates learning and spotlights principles, insights, and emerging practices to guide municipal leaders and public-private partnerships interested in designing basic income programs that are ethical, equitable, rigorous, informative, and consequential for local, state and national policymaking.
The Texting Playbook provides guidance and well-researched strategies to help state agencies implement texting in support of Medicaid, SNAP, WIC, and other benefits programs. It provides an overview of how to start texting clients; the types of messages to send, including real examples; Federal Communications Commision (FCC) policy guidance; how to encourage opt-ins and collect consent; how to avoid coming across as spam; and a cost analysis of texting.
PolicyEngine is a nonprofit that provides a free, open-source web app enabling users in the US and UK to estimate taxes and benefits at the household level, while also simulating the effects of policy changes. By combining tax and benefits data, PolicyEngine helps individuals and policymakers better understand the impacts of existing policies and proposed reforms, using microsimulation models built from legislation and enhanced survey data.
Github repository for Policy Rules Database, which encodes up-to-date rules and provisions for all major federal and state public assistance programs, taxes, and tax credits.
Benefits Data Trust (BDT) is a nonprofit that connects people to public benefits through a streamlined, phone-based application system called Benefits Launch, which reduces redundant questions and speeds up the process for multiple programs. BDT's approach, supported by a custom-built rules engine, has facilitated over 800,000 benefit enrollments, helping secure over $9 billion for eligible households across seven states.
The Policy Rules Database (PRD), developed by the Federal Reserve Bank of Atlanta and the National Center for Children in Poverty, consolidates complex rules for major U.S. federal and state benefit programs and tax policies into a standardized, easy-to-use format. This database allows researchers to model public assistance impacts, simulate policy changes, and analyze benefits cliffs across various household scenarios using common rules and language across different programming platforms.
MITRE developed the Comprehensive Careers and Supports for Households (CCASH™) tool to help individuals understand and manage federal benefits and employment services, transitioning from a consumer-focused tool to a policy analytics system. By integrating data from sources like the U.S. Census and the Policy Rules Database, MITRE created a model that allows users to analyze and compare benefits eligibility across states, supporting evidence-based policymaking.
A brief report on our quantitative research about messages that increase people's take-up of government benefits by making them feel like those benefits belong to them.
Creating content that is easily accessible for social safety net benefit applicants and recipients can require a range of expertise and input from policy experts, communications leads, designers, and software developers. However, this task need not be as daunting as it seems. This guide discusses general characteristics shared by organizations that have successfully created accessible content, and includes case studies that showcase characteristics of successful accessible content teams.
As family’s earnings rise, those earnings increases are often offset by declines in public assistance benefits (commonly called “benefit cliffs” when the declines are sharp) and increases in taxes owed. At the same time, refundable tax credits—which offset taxes owed and are delivered as a tax refund—can boost income. These interactions can be confusing and make it difficult for parents to anticipate how increasing their work hours, hourly wage rate, or both will affect their benefits, taxes, and income to support their families. This study estimates what happens to benefits and taxes when earnings increase and also explores how people perceive public benefit interactions, trade-offs, and benefit cliffs as they increase their work hours or earn higher wages.
Framework by the Aspen Institute to assess how both public and private benefits are performing to support workers’ financial security needs, identify where innovations are needed to fill current benefit gaps, and explore opportunities to improve and modernize design and delivery. This resource allows policymakers, employers, benefits providers, and researchers assess benefits performance for constituents and identify opportunities in market and policy innovation to ensure equitable benefits distribution.
Code for America describes its work building GetCTC, an e-filer that allows people to file simplified tax returns as specified in the revenue procedure required for the Child Tax Credit.
