1. 1 Local Sponsorship Project Fall 2009 AARP Tax-Aide

2. 2 Agenda Pilot Overview –Objectives, Goals Roles and Responsibilities –Volunteer leaders –Local and state options –National Office Support and review overview –Training content –Resources and Materials –Logistics Q and A AARP Tax-Aide

3. 33 Project Overview Provide a Local Sponsorship fundraising option –Program utilized at the state and local level A local business can now become a Local Sponsor Local program benefits with increase in their donated funds account Drive opportunity to the local level –Resource available for use at the state, district, or site level –Leadership to perceive this program as valuable Bring additional funding to the program –National funding is limited for equipment purchases in 2009- 2010 AARP Tax-Aide

4. 4 2009-2010 Local Sponsorship Objectives Objectives –Opportunity to increase funding for local needs –Program flexibility for Volunteers to implement Program procedures, methodologies and management Flexible for different degrees of effort, resources, expertise –Locally based “Sponsorship” Program Utilize cause marketing research and benchmarking Local businesses or individuals sponsor AARP Tax-Aide sites AARP Tax-Aide

5. 5 State Participation Participation is decided by the state leadership Support communications and resources –Volunteer extranet –Training materials, information and support materials Contact lists of participating states for –Best practice and information sharing –State participants SC and PCS –National office Lynnette Lee-Villanueva, Assistant National Director AARP Tax-Aide

6. 6 Local Sponsorship Support Support Materials –Program will be packaged for volunteers to use Electronic materials include »Presentation Power Point »Leave behind leaflet »Samples »Agreements –Flexible sponsorship options –Electronic resources Word templates, letters, emails, Extranet postings AARP Tax-Aide

7. National Office –Support materials Electronic materials available: presentation book power point, leave behind information, folders, agreements Logistics –Benchmarking Identification and sharing of “what works” Lessons learned and success sharing Roles and Responsibilities AARP Tax-Aide 7

8. Leadership Teams –SC management plan and strategy Financial management and distribution Project Coordinator appointment Web site placement, management –PCS Recommended as Project Coordinator, Training and support for local, state teams Agreement management Prospecting and acquisitions options Local Teams –Optional prospecting and acquisition –PR and poster placement –Opportunity communication Roles and Responsibilities AARP Tax-Aide 9

9. Questions? AARP Tax-Aide 10