For Community Organizations
Help Homeowners And Heirs Understand What May Still Belong To Them
Community organizations — housing counselors, legal aid offices, faith-based groups, senior service centers, and neighborhood nonprofits — serve the very families most likely to have surplus funds owed to them and least likely to know those funds exist. NEPEX provides free educational materials, workshop resources, and a coordinated intake process so community organizations can help their constituents understand and pursue what may be rightfully theirs.
Community Impact
Why Community Organizations Are Essential To Surplus Fund Awareness
The excess proceeds system does not reach the people who need it most. Government notices go to old addresses. Legal language intimidates. Scam operators prey on confusion. Community organizations bridge the gap — they are trusted messengers who can deliver clear, accurate information to the families who are most likely to be owed money and least likely to navigate the system alone.
Trusted Relationships
Families in distress are often skeptical of unsolicited offers. But they trust their housing counselor, their pastor, their legal aid attorney, or their senior center caseworker. Community organizations are the trusted messengers who can introduce surplus fund education in a context of established service — not a cold pitch.
Existing Service Reach
Community organizations already serve the relevant populations: families facing foreclosure, seniors on fixed incomes, heirs navigating probate, and low-income homeowners dealing with tax delinquency. Adding surplus fund education to an existing service relationship is efficient and natural — it does not require building new outreach infrastructure.
Protection Against Bad Actors
The excess proceeds industry includes companies that charge excessive fees, use high-pressure tactics, and make misleading promises. Community organizations that educate constituents about surplus funds — and connect them to reputable educational resources like NEPEX — help protect vulnerable families from being exploited.
Who We Serve
Organizations That Can Make A Difference
NEPEX provides free educational materials and referral support to a wide range of community-serving organizations. If your organization serves families who may have experienced property loss, these resources are for you.
Housing Counselors
HUD-certified housing counselors and nonprofit housing agencies work with families facing foreclosure, tax delinquency, and property loss. These families are the very people most likely to have surplus funds owed to them — and least likely to know it. Housing counselors can integrate surplus fund awareness into their existing client education without adding significant time or complexity.
Faith-Based Organizations
Churches, mosques, synagogues, and faith-based community groups often serve as trusted sources of practical guidance for families navigating financial hardship. When a congregant mentions losing a home, a pastor or community leader who knows about excess proceeds can point them toward educational resources they would not otherwise find.
Legal Aid Organizations
Legal aid attorneys and paralegals handle foreclosure defense, consumer protection, and probate matters for low-income clients. These cases frequently involve forced property sales where excess proceeds may exist. Legal aid organizations can use NEPEX educational materials to help clients understand what may be owed — and NEPEX research coordination can support the legal aid attorney's casework.
Senior Services Organizations
Area Agencies on Aging, senior centers, and elder advocacy organizations serve older adults who may have lost property to tax sales or foreclosure — sometimes without fully understanding what happened. Surplus funds from those sales may represent a meaningful financial recovery for seniors on fixed incomes.
Community Development Corporations
CDCs and neighborhood revitalization organizations work in communities where property distress is common. Foreclosures, tax sales, and vacant property issues intersect with their mission daily. Educating residents about possible surplus funds is a natural extension of the community education work CDCs already do.
Veterans Service Organizations
Veterans and military families facing financial hardship may lose homes to foreclosure or tax sale. VSOs that provide financial counseling and housing support to veterans can add surplus fund awareness to their existing client education toolkit — potentially helping veterans recover funds they did not know existed.
Free Resources
Free Educational Materials For Your Organization
NEPEX provides these resources at no cost to community organizations. They are designed to be accurate, accessible, and ready to use — no legal expertise required.
Printable One-Page Overview
A simple, plain-English handout explaining what excess proceeds are, when they arise, and how families can find out whether funds may be owed to them. Designed for distribution at community events, housing counseling sessions, and service organization offices.
Community Workshop Materials
A slide deck and facilitator guide for organizations that want to host an educational workshop on surplus funds. Covers the basics in accessible language with real-world examples and clear disclaimers. No prior knowledge required to present.
Client Conversation Guide
A short script and FAQ for caseworkers, counselors, and intake staff who want to ask clients about prior property loss and explain the surplus fund concept in a clear, non-alarmist way. Includes guidance on what not to say.
Referral Process Overview
A step-by-step walkthrough of how to refer a constituent through the NEPEX educational intake process, what information is needed, what happens after the referral, and what the constituent should expect in terms of timeline and communication.
Multilingual Resources
Key educational materials are available in Spanish and other languages upon request. Communities where English is not the primary language are often the communities least likely to receive clear information about surplus funds.
Staff Training Webinar
A recorded webinar that organizational staff can watch on their own schedule to understand the basics of excess proceeds, how to identify possible situations, and how to make an effective referral through NEPEX.
Get Started
How Your Organization Can Get Started
Integrating surplus fund awareness into your organization's work is straightforward. Here is the recommended path.
Request Materials
Contact NEPEX to request your free educational materials — handouts, workshop slides, conversation guides, and referral process documentation.
Train Your Staff
Have your caseworkers, counselors, or intake staff watch the brief training webinar so they can recognize potential surplus fund situations and make informed referrals.
Integrate Into Services
Add a surplus fund question to your intake forms or client conversations. Distribute handouts at community events. Host a workshop if your constituents would benefit.
Refer When Appropriate
When a constituent may have a claim, submit a referral through the NEPEX educational intake process — with the constituent's consent — and let NEPEX coordinate the research.
Not a Law Firm
National Excess Proceeds Exchange is not a law firm, does not provide legal advice, and is not a government agency. Information provided on this website and in NEPEX educational materials is educational only. Community organizations that distribute NEPEX materials or refer constituents through the NEPEX intake process are providing educational resources — not legal advice or representation. Constituents should consult qualified legal counsel when legal advice is needed. Nothing on this site creates an attorney-client relationship.
Request Educational Materials For Your Organization
Free handouts, workshop materials, conversation guides, and staff training resources are available to community organizations at no cost. Help your constituents understand what may belong to them.
Free educational resources. No obligation. No cost to your organization.