Welcome to
C.A.S.H. Advisor Training
Thank you for Volunteering
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Please sign in
Take a Training Manual and Handouts
Write your name on a tent card
Show ID to instructor
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Agenda
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Welcome and Introductions
Brief C.A.S.H. Overview
C.A.S.H. – What’s New
Volunteer Standards of Conduct
BREAK
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Review the C.A.S.H. tools & CA.S.H.
Advisor Conversation
Sign up for Shifts & Training Evaluation
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Welcome & Introductions
Please tell us about yourself:
• Name
• Career interest and/or hobbies
• How did you hear about C.A.S.H.?
• Your expectations
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All About C.A.S.H.
Every Year, we:
• Recruit & Train over 500 Volunteers
• Serve approximately 13,000 low-income
families
• Help families receive over 20 Million
Dollars in tax refunds & credits
• Connect families to community programs,
savings plans, and more
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Tips for C.A.S.H. Advisor
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Wear casual clothing in line with clients
Arrive early to familiarize yourself with site activity
Sign-in & pick up weekly news
Wear name tag
Check accordion file for completeness
Be aware of representative/services available during
your shift (interpreters, credit counselors, asset
specialist, bank & health insurance reps)
• If you are working the early shift, begin serving clients
as soon as possible.
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Tips for C.A.S.H. Advisor
(continued)
• LISTEN to the client. Use open-ended questions. A
bit of silence is OK
• Do NOT answer questions beyond your scope of
training. Refer ALL tax questions to quality reviewers
or the site manager
• When in doubt – consult your site manager
• Do NOT send anyone away before checking with
your Site Manager
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Tips for C.A.S.H. Advisor
(continued)
• If your availability changes, update schedule on
Volunteer Hub and inform site manager.
(Need help with Volunteer Hub? Call Berta: 295-5733)
cash.volunteerhub.com
• No clients to meet?
– Help keep areas neat (chairs, toys, paper, trash, snow , etc.)
– Ask the site manager what needs to be done
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C.A.S.H. Site Process
New for 2014
Super Site Locations & Staffing
• IRONDEQUOIT – NEW location in SAME PLAZA, next to liquor store
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Managers: Jim Unckless & Alden Bashaw
Assistant Managers: Beulah LeShure & Paula Keneally
• HENRIETTA -- NEW location in SAME PLAZA, next to Tuesday Morning
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Managers: Karen Cofield & Marty VanScoter
Assistant Managers: Nicholas Iannucci & Norma Cummings
• DOWNTOWN – 801 West Avenue, in the West End Business Center
(formerly GRS)
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Managers: Ellen Oberton, Octavio Garcia, & Vinie Murphy
Assistant Managers: Gracie Jackson & Ellen Oberton
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New for 2014
New Certification Levels for Tax Preparers
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IRS Changed Certification Levels
We’ll have 2 types of Tax Preparers – “Advanced” and “Basic”
NEW tax preparers will be “Basic” to handle most returns
Most RETURNING tax preparers will be “Advanced” to
handle self-employment, tuition credit and pensions.
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New for 2014
Changes to Intake Paperwork
• IRS Intake Sheet will show what certification level is
required for each situation
• Make proper notation on front of C.A.S.H. Questionnaire
• Minor changes to C.A.S.H. Questionnaire questions
• “Work-Related Problems Survey” replaces Wage Theft,
and will apply to more clients.
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New for 2014
“Save Your Refund” Promotion
• $100 weekly prize drawing for taxpayers who split their
refund
• $25,000 Grand Prize at end of season
• Great tool to encourage clients to save
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New for 2014
Consent Form no longer requires
Name and Address –
only signatures
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Volunteer
Standards of Conduct
(VSC)
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IRS Standards of Conduct
1. I will follow the Quality Site Requirements
2. I will not accept payment or solicit donations
for tax return preparation.
3. I will not solicit business from clients, nor
make personal use of anything I learn about
them.
4. I will not knowingly prepare false returns.
5. I will not be dishonest, nor engage in any
conduct which could have a negative effect on
the VITA/TCE Programs.
6. I will treat all taxpayers in a professional,
courteous, and respectful manner.
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IRS Standards of Conduct
1. I will follow the Quality Site Requirements
Two QSR Requirements apply to C.A.S.H. Advisors:
• All volunteers must complete VSC training and
sign Form 13615 prior to working at a site. (That’s
what you are doing now)
• Guidelines discussed in Publication 4299, Privacy,
Confidentiality, and Standards of Conduct – A Public Trust, must
be followed. (We’ll cover this in detail when we discuss
consent forms after the break)
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IRS Standards of Conduct
2. I will not accept payment, nor solicit
donations for tax return preparation.
• Volunteers CANNOT accept gifts or payment from clients
• C.A.S.H. does not accept payments or donations at any of our sites.
• Those who wish to support C.A.S.H. can visit our website to learn
how to make a donation http://www.empirejustice.org/cash/
• To clients who insist on showing their gratitude, tell them cookies,
brownies and pizza are always welcome and appreciated by
C.A.S.H. volunteers!
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IRS Standards of Conduct
3. I will not solicit business from clients, nor
make personal use of anything I learn
about them.
• No Avon books, no church literature, no selling for your
kid’s fundraisers, no business cards
• No contacting clients for any reason unrelated to C.A.S.H.
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IRS Standards of Conduct
4. I will not knowingly prepare false
returns.
• Does not directly apply to C.A.S.H. Advisors, but --• EVERYBODY at C.A.S.H. is responsible for preparation of
accurate & honest tax returns.
• Do not assist clients in attempts to fraudulently increase their
refund.
• If you suspect a client is providing false information, notify
your Site Manager.
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IRS Standards of Conduct
5. I will not be dishonest, nor engage in any
conduct which could have a negative effect
on the VITA/TCE Programs.
• Every penny of the client’s refund must go directly to
the client, whether by check mailed to their address
or direct-deposited into their own account.
• All C.A.S.H. volunteers must be citizens or legal
residents of the United States.
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IRS Standards of Conduct
6. I will treat all taxpayers in a professional,
courteous, and respectful manner.
• Tax preparation is stressful for some of our clients,
and wait times can be lengthy. Some clients will be
impatient and testy. Be calm and helpful.
• Treat every C.A.S.H. client like a “paying customer”
• At all times, protect the client’s confidential
information. Do not discuss their situation in a voice
loud enough to be heard by other clients. Do not
leave client paperwork sitting out unattended.
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Confidentiality
All information
you receive from taxpayers in
your volunteer capacity
is strictly confidential
and should not be disclosed
to unauthorized individuals.
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IRS Standards of Conduct
Failure to comply with IRS conduct
standards could result in:
• Ending your participation at C.A.S.H.
• Termination of C.A.S.H.’s partnership with IRS
• Loss of C.A.S.H.’s funding
• Permanent shut-down of C.A.S.H.
• Criminal Investigation
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Standards of Conduct Test
Take the test on Page 25. Let the instructor know
when you are finished. This is an open book test.
You are free to refer to information in the booklet.
Question:
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)
Refer to:
Page 5, 7
Inside Front Cover
Inside Front Cover
Page 7, top example
Page 24, Answer 3
Page 23, “Summary of the Intake/Interview and Quality Review Process”
Page 20, “Greet the Taxpayer”
Page 23, “Summary of the Intake/Interview and Quality Review Process”
Page 3, “QSR #2 Quality Review Process”
Page 19, “SPEC QSS Reviews”
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Break
Please show your
test & Photo ID to instructor
Complete Form 13615, sign it, and give to
instructor
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Let’s look at the training manual,
beginning on page 13
“The Conversation”
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The C.A.S.H. Advisor Conversation
is your main job… make it great!
• Be Friendly – Put your client at ease
• Be Thorough – Pay attention to details
• Be Quick – Try to finish in 10 minutes
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“At a Glance” Guide to the C.A.S.H
Advisor Conversation is always at
your fingertips
• Page 39 of your manual
• Front pocket of your Accordion File
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Engaging in the Conversation
Step 1: Preparing for the Conversation & Introduction:
(See pages 13 – 14 of CASH Advisor Manual)
• Get next client’s packet from Front Desk Manager.
• BRIEFLY Review paperwork to prepare for the conversation
• Go to waiting area and introduce yourself to client.
• Take client to your work station.
• Explain your role and tell client that tax prep will follow.
• If client has urgent tax questions, DO NOT offer tax advice. If
necessary ask a Quality Reviewer or Site Manager for help.
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C.A.S.H. Advisor Tools & Materials
• Client Paperwork (White & Pink)
• Disclosure & Use Consent Form (Blue)
• CLIENT Envelope
• C.A.S.H. Envelope (Beige cover sheet stapled on)
• Guide to Community Resources
• Accordion File
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C.A.S.H. Advisor Tools & Materials
Client’s Paperwork
The client is given paperwork to complete.
The paperwork consist of 2 documents:
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The “C.A.S.H. Questionnaire,” 3 pages, printed on
WHITE paper
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Form 13614-C, Intake/Interview & Quality Review
Sheet, designed and mandated by the IRS, 4 pages,
printed on PINK paper
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C.A.S.H. Advisor Tools & Materials
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Client’s Paperwork
CASH Questionnaire (White) Client Interests and Needs
• Top of Page 1: Income Eligibility
• Page 1: Glance for clues of Client’s needs
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Q13 – Q 22: Client's interests, opportunities for Asset Building
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Q23 & Checklist on Page 3: Volunteer Use
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C.A.S.H. Advisor Tools & Materials
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Client’s Paperwork
Form 13614-C (Pink) IRS Intake Form
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Page 1: Name, marital status, address, dependents
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Page 2: Income, expenses & life circumstances
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Page 3 & 4 : disregard
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Engaging in the Conversation
Step 2: Checking Eligibility and Documentation
(See pages 15– 21 of CASH Advisor Manual)
Check Identification
– Photo ID
– Social Security cards/numbers and birth date
for every person on the tax return
– Double-check that client correctly copied
Social Security numbers onto the forms
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Check Income Eligibility
• IRS Intake Sheet -- Top of Page 2 tells you which
income forms to see.
• Review W-2s,1099s -- total up income
• $40,000 or less without children
• $55,000 or less with children
Not sure about how to read the forms? Check the
Guide to Income Forms on Page 20 of manual, or
in the Front Pocket of your Accordion File
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Engaging in the Conversation
Step 2: Checking Eligibility and Documentation
Check other eligibility criteria:
• ownership of a business
(OK if no employees & expenses less than $10,000)
• lived/worked outside NY State in 2013
• Military service in 2013
• “Yes” to questions NOT identified as (A) or (B)
Any of the above –
Notify Site Manager
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Engaging in the Conversation
Step 2: Checking Eligibility and Documentation
Documentation of Expenses
Middle Section of Page 2 tells you which forms to see
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Mortgage Interest
Real Estate Taxes
College Tuition
Child Care Expenses
Closing papers for 2013 purchase of home
Engaging in the Conversation
Step 2: Checking Eligibility and Documentation
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After checking Client’s forms & documents, organize them
for the tax preparer, and put into the CLIENT envelope.
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Notify Site Manager if “Yes” to any question which is NOT
identified as (A) or (B)
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Note “A” or “B’ (or other) on front of C.AS.H. Questionnaire
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Engaging in the Conversation
Step 2: Checking Eligibility and Documentation
For ANY QUESTION about eligibility,
check with your Site Manager
• Don’t send away people we can help
• Don’t have someone not eligible waiting
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Engaging in the Conversation
Step 2: Checking Eligibility and Documentation
If client can’t wait, or has missing
documents, and must leave:
• Complete the C.A.S.H. Advisor Conversation
• Suggest they schedule an appointment (Front Desk Manager)
• DO NOT keep any of the client’s paperwork.
- Give the client BOTH envelopes to bring when they return.
- Write “C.A.S.H. Advisor Completed” on the envelope.
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Engaging in the Conversation
Step 3: Signing the Consent Forms
(Page 22 of CASH Advisor Manual)
• Privacy:
– We do not share client’s identity unless they ask us to have
someone contact them
• Disclosure Consent allows us to:
– Combine client data with others for reports to our funders (we
need funding to provide free C.A.S.H. services)
• Use Consent allows us to:
– Share information about community resources & asset building
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Engaging in the Conversation
Step 3: Signing the Consent Forms
• If client is eligible, C.A.S.H. will prepare their tax
return, regardless of whether consent is granted.
• Please ENCOURAGE Consent
– Data is essential to continue funding for C.A.S.H.
– Consent helps clients Get, Keep & Grow their money
• If consent is NOT granted, DO NOT continue the
Advisor Conversation. Complete the paper work
and escort the client to the waiting area.
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Engaging in the Conversation
Step 3: Signing the Consent Forms
MUST complete BOTH sides of the Form
• Taxpayer Signature, whether granting OR
denying consent
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Engaging in the Conversation
Step 4: Connecting the Client to
Community Resources
(Pages 23-25 of Manual)
Community Resources
• Page 2 of C.A.S.H. Questionnaire (WHITE) will
help you understand your client’s needs
• Use the Conversation Guide to identify the
appropriate Community Resources
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Engaging in the Conversation
Step 4: Connecting the Client to
Community Resources
On-site information sources:
– Accordion File – for handouts
– CASH Guide to Community Resources – circle items
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C.A.S.H. Advisor Tools & Materials
.C.A.S.H Guide to Community Services
Food and Nutrition: Emergency Food, Food Stamps /
SNAP, WIC program, MCLAC Nutrition Outreach, Growing
up Healthy Hotline
Housing: Remodeling Loans, Low-Cost Rentals, Reverse
Mortgages, Foreclosure Prevention, Buying a Home
Child Care
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C.A.S.H. Advisor Tools & Materials
.C.A.S.H Guide to Community Services
Heating: HEAP (Home Energy Assistance Program),
Heating Assistance, Weatherization, NYSERDA Energy
Programs
Health: Medicare Questions, Cancer
Education & Job Training: Prepare for G.E.D. & SAT
Tests, Job Classes
Tax Problems
C.A.S.H. Advisor Tools & Materials
.C.A.S.H Guide to Community Services
Computers: Refurbished Computers
Legal Help: Family Issues & Bankruptcy, Mortgages &
Contracts
Money Management Training
Credit: Credit Counseling, Free Credit Reports, Stduent Loan
Counseling
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C.A.S.H. Advisor Tools & Materials
Accordion File
Accordion File
• Front Pocket has your “cheat sheets”
• Handouts on Health, Job Training, Credit
Reports & More
• Work-Related Problems Survey
• Savings Bond Worksheet
• “Save Your Refund” Promotion
• Volunteer sign-up forms
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Special Items on CASH Questionnaire
Page 1, Q 7 & Q 8
If answer to either is “prepare my own taxes,” this client might be a good
candidate for FAST @ CASH, our do-it-yourself option. Ask if the client
would like to try preparing their own tax return today (if the site is busy, it
might be faster). If the client says “yes” or wants to learn more, introduce to
the Assistant Site Manager after your conversation.
Page 1, Q 10
Clients who answer “yes” to becoming a volunteer should fill out the CASH
Volunteer Form. Paper copy in Accordion File can be completed and left
with you, or the client can complete the survey online at the public
computer.
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Special Items on CASH Questionnaire
Page 2, Q 15
Due to the Affordable Care Act, many C.A.S.H. clients will be newly
qualified for Medicaid coverage or subsidized health insurance on the NY
Exchange. C.A.S.H. Volunteers are not qualified to answer detailed
questions about health coverage. Clients should consult a Navigator
(handout in Accordion File, “Health Insurance”)
Page 2, Q 22
Clients who answer “yes” to anything should complete the Working
Conditions Survey (Accordion File). Those who wish to receive a free legal
consultation can provide their contact information (optional).
Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
(Pages 26-31 of Manual)
WHY do we encourage Asset Building?
• Economists believe lack of assets is a greater barrier
to advancement than low income
• Move beyond living paycheck-to- paycheck
• Break the cycle of poverty; pass wealth and
opportunities to future generations
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Why at tax time?
• Average tax refund: $2,000
• For a typical client, this is the most money they
will have on hand at any time during the year
• Reinforce savings message for returning clients
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Pay yourself first
• We encourage our clients to save 10% of their tax refund -“Pay Yourself First.” For example – saving $100 from a
$1,000 refund.
• If the client has indicated that they plan to save part of their
refund, ask them what they would like to save up for. Help
them visualize the benefit.
• Clients can begin a savings program with as little as $50
with a U.S. Savings Bond.
• A new savings account is another way to help clients save
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Our Offerings
• Refund Splitting
– Tax refund can be split among multiple options including savings
accounts and savings bonds
– Save some, spend some
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Checking & Saving Bank Accounts
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Prepaid Card
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Series “I” US Savings Bonds
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Free Credit Reports
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Matching Funds via First Home Clubs
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Refund splitting
• IRS makes it easier for taxpayers to save some of
their refund by allowing direct deposit to multiple
accounts.
• Some can go directly to a savings account, and the
rest can go to checking. Or, part paid by check, part to
bank account.
• taxpayers can buy up to three Series I U.S. Savings
Bonds with their tax refund.
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
“Save Your Refund” Promotion
• Offered nationwide by the Doorways to Dreams Foundation.
• Clients who split their refund are eligible to win $100 weekly prize.
• Time permitting, C.A.S.H. tax preparers will enter clients for the prize
drawing online.
• Afterwards, clients are encouraged enter the $25,000 Grand Prize
drawing by submitting a photo showing how they hope to use money
they save or win.
• Client thinking about it? Put a “Save Your Refund” Sticker on
Page 3 of the C.A.S.H. Questionnaire
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Direct Deposit – Why?
Direct Deposit Advantages
• Faster: 2 wks vs. 3 wks
• Safer: No need to carry
large amounts of cash
• Cheaper: No need to
pay for check cashing
Banking Advantages*
• Avoid fees for
– Check cashing
– Money orders
• Access to other services
– Savings
– Credit / Loans
*Bank account fees vary
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Objections to Direct Deposit
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Bank Fees
Overdraft Fears
Creditors
Loss of Public Benefits
C.A.S.H. ‘s Answer
Fee-free / affordable accounts
Prepaid cards
Exempt Income Protection Act
Refund not treated as income.
Client is allowed time to use
money before it is considered
an asset.
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Bank Accounts
• About 25% of C.A.S.H. clients have no bank account
• Clients can open an account at a bank or credit union
while at C.A.S.H.
• The accounts are affordable.
• We can often open accounts for those who were denied
in the past.
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Benefits of bank accounts:
• Direct deposit of tax refund is faster and safer
• Direct deposit of paycheck is safer and cheaper than
using check-cashers
• Provides access to financial mainstream such as car
loans, home buying, etc.
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Prepaid Cards
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•
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Similar to a debit card, but not connected to bank account.
Avoid ATM fees by getting “cash back” with purchase.
“Everyone is eligible. No CHEX* review.
No overdraft mistakes – can’t use money that isn’t there.
*CHEX System: Bankers’ list of undesirable customers.
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Prepaid Cards – 2 Choices
NetSpend Card
• Federal and/or NY refund can be deposited to one card.
• “Re-loadable” so client can use the card for direct deposit of
their pay checks.
• Money can also be loaded via numerous local outlets
• $5 per month fee
• Savings feature pays 5% interest
• Online bill payment feature
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Prepaid Cards – 2 Choices
NY Prepaid Refund Debit Card
• Only NY refund can be deposited to NY card
• It is NOT “re-loadable”
Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Series “I” US Savings Bonds
• No fees – very safe
• Purchase at face value - minimum of $50
• Interest rate adjusted for inflation twice every year.
Currently 1.38 %
• Easy to buy with tax refund, for taxpayer or others (such as
children or grandchildren)
• Prize Sweepstakes for those who by bonds this year
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Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Savings Bond Worksheet
• If client has possible interest in Savings Bonds, help
them fill out the worksheet. Also, circle “US Savings
Bonds” on Page 3 of C.A.S.H. Questionnaire
• The worksheet is NOT an order – decision to buy
bonds is made by the client, once they know the size
of their refund
• Worksheet goes in their envelope with W-2s and
paperwork for Tax Preparer to see
66
Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Credit Reports
•
Directions for obtaining credit reports are in the Accordion File
•
Clients can get their credit report at C.A.S.H., using the public access
computer.
•
YOU are encouraged to learn about credit reports. Consider attending
“Credit Report Review,” a special 90 minute class about credit reports.
Sign up on Volunteer Hub.
•
Credit Counselors or Volunteer Credit Report Reviewers may be available
at your site to help clients understand their credit report.
67
Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
First time home buyers
•Potential home buyer attends workshop to enter the
program
•Home Buyer matched with local bank for months of oneon-one counseling
•Home Buyer opens a savings account at the bank, to
save money toward the purchase of home
•Upon completion of program, bank matches savings (up
to 4 to 1) towards purchase of home
68
Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
Who’s the expert at your site?
Product
Super Site
Partner Site**
Savings/Checking*
Assistant Site Mgr
Site Manager
Prepaid Card
Assistant Site Mgr
Site Manager
Savings Bonds
Tax Preparer
Tax Preparer
* Accordion File has information about Banks & Credit Unions
** Partner site, check with Site Manager regarding what is offered
69
Engaging in the Conversation
Step 5: Encourage Direct Deposit & Asset Building
We’re all part of the Asset Building Team
•
•
•
•
Help other C.A.S.H. team members “close the sale”
Introduce the client to the Assistant Site Manager
Use the Savings Bond Worksheet
Make a note on Page 3 of the IRS Intake Form (Yellow) to
alert Tax Preparer & Quality Reviewer that the client is
considering a checking or savings account, prepaid card,
or Savings Bond.
70
Engaging in the Conversation
Step 6: Checklist & Goodbye
(Pages 31 – 32 of Manual)
Be sure to check:
• Both sides of Consent Form are completed and signed
• Client’s paperwork is completed AND readable
• Initial Q23 on Page 2 of the White CA Questionnaire -Print your initials LEGIBLY!
• Complete the checklist on Page 3
71
Engaging in the Conversation
Step 6: Checklist & Goodbye
• Tell client about 2-1-1 as an everyday resource
• Does the client have any questions?
• Give the client their envelope containing:
• their documents (such as W-2’s),
• Guide to Community Services
• any forms or flyers you provided.
• Tucked under flap of the C.A.S.H. envelope:
• signed Use and Disclosure Consent (Blue) and
• client paperwork (Pink & White)
72
Engaging in the Conversation
Step 6: Checklist & Goodbye
• If the client wants to meet with an on-site specialist, such
as the Assistant Site Manager, escort them to that
person for an introduction. Notify Front Desk Manager if
client is meeting with a specialist.
• If client not interested in a specialist, escort them to the
waiting area
• Give C.A.S.H. envelope to the Front Desk Manager
73
Engaging in the Conversation
Step 6: Checklist & Goodbye
If client is leaving BEFORE tax prep:
• Give the client ALL paperwork – BOTH envelopes
• Encourage seeing Front Desk Mgr. for an appointment
• Write on outside of envelope, boldly, “C.A.S.H. ADVISOR
DONE”
• Tell client to present envelope to Front Desk Manager
when returning… no need to see C.A.S.H. Advisor again
74
Questions?
Have you Scheduled Your Shift?
1. Choose a site
2. Choose the day of the week and time of day
3. Register on-line using the Volunteer Hub.
Separate entry for every shift you work
cash.volunteerhub.com
4. Want help? Call Berta at 295-5733
76
Can’t show up?
• If you know more than 24 hours in
advance:
Change your schedule on Volunteer Hub
• If you know less than 24 hours in advance:
Call your Site Manager
IRONDEQUOIT 342-2968
“DOWNTOWN” 262-2861
HENRIETTA
427-7089
77
Can you help a new C.A.S.H.
Advisor on his/her first shift?
.
We need experienced C.A.S.H. Advisors to
mentor new volunteers. We may ask you to visit a
different site, at a different time, to help a new
volunteer get started. Generally, mentoring does not
require you to stay for the entire shift – just until the
new volunteer is comfortable.
If you can help, please fill out the Mentoring
Sign-Up Form and leave with instructor.
78
Please complete & turn in the
Training Evaluation Form
Thank You for Volunteering
with C.A.S.H.
79