Publication date: Sep 16, 2025
Behaviorally informed “nudges” are widely used in government outreach but are often seen as too modest to address poverty at scale. In four field experiments over 2 y (n = 542,804 low-income households), we test whether more proactive communication, varying message framing, and more precise targeting can boost take-up of tax-based benefits in California above and beyond traditional light-touch approaches. Our interventions focused on extremely vulnerable households, most with no prior-year earnings, who were at risk of missing out on two crucial benefits: the 2021 expanded Child Tax Credit and pandemic-relief Economic Impact Payments. Light-touch outreach consistently increased take-up of these benefits by 0. 14 to 2 percentage points-a 150% to over 500% relative increase-regardless of message, sample, timing, or modality. These light-touch approaches resulted in over $4 million disbursed, with a highly cost-effective return of $50 to over $8,000 per $1 spent. However, higher-touch proactive outreach, varying messaging, and more precise targeting yielded minimal additional benefits, with proactive outreach even showing negative returns. These findings demonstrate that light-touch outreach can effectively shift behavior among very vulnerable households in contexts with reduced compliance burdens, but also underscore an urgent need to rethink the role of higher-touch strategies in closing take-up gaps in social safety net programs.

| Concepts | Keywords |
|---|---|
| California | behavioral interventions |
| Outreach | California |
| Pandemic | COVID-19 |
| Tax | experiments |
| Humans | |
| Poverty | |
| social safety net | |
| Taxes |
Semantics
| Type | Source | Name |
|---|---|---|
| disease | IDO | role |
| disease | MESH | COVID-19 |