Tools

How to Use the Tools

Tool

How to Use

When to Use

IRS FAQ Sheet

For use by bond coordinators, tax preparers, and individuals wishing to learn more about the new IRS Form 8888

Before tax season to learn the details of the new policy; during tax season as questions arise

Posters

Put on the wall in a prominent location at the tax site

From Opening Day of the tax site until April 15, or such time as the tax site stops taking new tax clients

Bond Stars-the Video

Show the video to your tax site volunteers and staff to help acquaint them with the most effective ways  to promote Savings Bonds

At pre-tax season training sessions, and for orientation of new volunteers or staff that join the effort later

Marketing Material-Table Topper

Fold in half and place this double-sided marketing aid on the intake table, preparers' computers, or anywhere it can easily be seen

 

On site during the tax season

Brochures

Hand out to interested tax clients at the site

On site during the tax season

Templates

 These generic pieces can be customized for use in your  organization's or a partner's newsletter, website, email alerts, newspaper articles and as talking points or hand-outs for volunteers

Any time

 

 

 

 

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