CA$H site coordinator information
This page provides useful materials for running and promoting a CA$H site. Check back throughout the season for new information.
Please do not make changes to any of these documents without prior approval. Please e-mail to let her know where and when you distribute any of this information.
Materials marked with a (*) have not yet been updated for the 2011-12 season.
Volunteer Recruitment Materials
| Use this document to create volunteer recruitment postcards | |
| Volunteer Recruitment Ad -- Full Color | A full-color ad for recruiting volunteers |
| Volunteer Recruitment Ad -- B&W | A black-and-white ad for recruiting volunteers |
| Volunteer Recruitment Rack Card | Use this document to create volunteer recruitment cards that fit in brochure racks |
| Volunteer Preparer Job Description | This document outlines the role of volunteer tax preparers and should be given to all preparers |
| Volunteer Receptionist/Screener Job Description | This document outlines the role of volunteer receptionist/screeners and should be given to all new receptionists/screeners |
Volunteer Paperwork
| New Volunteer Interview Form | Have new volunteers fill out this form to gauge their interests, schedules and skill sets. |
Program Marketing
Do not change any of these documents without prior approval.
| CA$H End-of-Year Report | Use this summary document to answer questions from clients or volunteers about last year's season and plans for this year |
| CA$H Mailer | Mail or hand out this document to potential clients |
| CA$H Cards | Use this document to create brochure cards or mailing inserts for potential clients |
| CA$H Poster | Use this document around your community to promote the program |
| FAST Cards | This document is for use by the Southern Tier Library System for promoting the FAST program at JobLink sites. |
| Small Ad | Use this ad to promote the program in newsletters and other publications |
| Medium Ad | Use this ad to promote the program in newsletters and other publications |
| Large Ad | Use this ad to promote the program in newsletters and other publications |
CA$H Site Paperwork
| This four-page document is given to clients to fill out when they arrive for their appointment. Please use the form for the tax year being prepared. | |
| Client Survey* | This one-page document captures client information |
| State Intake Form | This one-page document captures information that will help with preparing state returns |
| CA$H Window Poster | Use this document as signage at your CA$H site |
| Savings Bond Poster | Display this in your site reception area |
©2012 United Way of the Southern Tier. All Rights Reserved.
Website Design by inCommand Technologies, Inc.
Website Design by inCommand Technologies, Inc.