Creating Assets, Savings and Hope "CA$H"
 
SITE COORDINATORS
 
This page is for Site Coordinators.  It provides links to materials that are used to run and promote a CA$H site. 
 
We will try to keep this page updated with new materials so check in throughout the season.
 
Public Relations 
 
Please note: We encourage you to find volunteers and ways to promote the program.  However, there is certain information that MUST be included in ALL communications due to the way the program is funded.  If you choose to make your own materials or send out communications regarding CA$H, please ask Judy Prentice at JP.CASH@stny.rr.com look over the information first to assure marketing commitments are met for program funders.   
 
 
 
Promote Volunteers

Volunteer Recruitment Postcard

Use this document to create 4”x5.75” cards promoting recruitment of volunteer tax preparers.

Volunteer Recruitment Ad_full color

This is a full color 4.9”x3.6” ad for promoting recruitment of volunteer tax preparers.

Volunteer Recruitment Ad_b&w

This is a black and white version of the 4.9”x3.6” ad for promoting recruitment of volunteer tax preparers.

Volunteer Recruitment Poster

This is an 8”x11.5” poster you can post and hand out to recruit volunteer tax preparers.

Volunteer Job Description

This document outlines the role of volunteer tax preparers in great detail and should be given to all new preparers.

CA$H Volunteer Paperwork

ALL Volunteers Intake Form

All volunteers, returning and new must complete this form and return to their site supervisors.

New Volunteer Interview Form

This form is for new volunteers in order to get an idea of their interests, schedules and skill sets.

IRS Volunteer Agreement Form

This is a form from the IRS that provides a standard of conduct that all volunteers must agree to.  Volunteers must also provide their test scores and certification level.

 

Promote CA$H

CA$H Window Poster

Use this 8 ½” x 11” document to help identify your facility as a CA$H tax preparation site.

CA$H Flier/Mailer

This off-set tri-fold document can be used as a flier to pass out to people, or as a mailer.

CA$H Cards

Use this document to create 3.5”x8” cards/fliers to put in display cases or insert as a mailer.

CA$H Promotional Poster

Use this 8 ½ ” x 11” two-sided document to post around the community to promote the program.

CA$H 2x2 Ad

A two-column inch by 2 inch ad promoting CA$H.

CA$H 2x3 Ad

A two-column inch by 3 inch ad promoting CA$H.

CA$H 3x9 Ad

A three-column inch by 9 inch ad promoting CA$H.

CA$H Site Paperwork 

IRS Intake Form

This four-page document is given to clients to fill out when they arrive for their appointment.

Intake Form Insert

This one-page document is inserted into the intake form to capture additional information.

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