AARP Foundation Tax-Aide Leader Communication
To: State Management Team (SMT) Members (SC, ASC, ADS, PCS, PVS, TRS, TCS), AC, DC, LC, TC, TRC and Shift Coordinators
CC: National Leadership Team (Regional Coordinators, Committee Chairs), Regional Advisors, Committee Members
From: National Leadership Team
Subject: Tax-Aide Leader Comm 12-05-2025
Leader Communication – December 5
REMINDER TAXPAYER CAMPAIGN ZIP CODE BOOST & SUPPRESS REPORTS DUE DEC. 10
This is a reminder for state coordinators to tell us if there are areas where you’d like to boost the national digital taxpayer outreach campaign to try and reach more taxpayers, or if there are areas with capacity issues and you want the campaign suppressed. Please coordinate with your LCs and DCs to collect and send your initial list to Barbara McCauley-McCormack at bmccauleymccormack@aarp.org by Wednesday, December 10.
The taxpayer outreach campaign launches mid-January, and the zip codes you provide now will be boosted or suppressed at the launch. If you do not provide any zip codes, the campaign will deploy as normal in your area. You will be able to boost and suppress zip codes as needed throughout the campaign. Here is the schedule for sending zip codes throughout the campaign: Jan. 31, Feb. 14, Feb. 28, Mar. 14 and Mar. 29. Reminders of these dates will be shared ahead of the deadlines.
REMEMBER TO USE YOUR PROMOTIONAL FUNDS
State coordinators are encouraged to use their remaining promotional funds before December 31 to maximize their outreach impact. This is a perfect opportunity for a final recruitment push and an early jump-start on taxpayer outreach ahead of filing season. NROC invites leaders to take full advantage of the materials in the NROC Portal Library - especially the Volunteer Recruitment and Taxpayer Outreach sections located at: Libraries>NROC - National Recruitment & Outreach Committee - which includes ready-to-use digital ads, flyers, and other promotional tools designed to make outreach fast, effective, and turnkey.
REMINDER TO ATTENDEES AT STATE MEETINGS AND INSTRUCTOR WORKSHOPS
All expenses incurred by state leaders for attending SMT and instructor workshops must be submitted and approved by 12/31. Use Expense Code M for SMT meetings and W for instructor workshops. Region coordinators and advisers should use expense Code B.
ORDERING INTAKE BOOKLETS & TAX RECORD ENVELOPES
Starting the third week of December, the tax record envelope (item # D12225) will be available for ordering. The intake booklets (item # D2044) will be available the last week of December. Go to the Orders tab in the Portal to order these items.
2025 VOLUNTEER FEEDBACK SURVEY UPDATE
As reported in the November 17 Leader Comm, the annual Volunteer Feedback Survey was distributed digitally on Monday, November 17, from AARP Surveys<aarp@email.aarp.org> with the subject line: 2025 Volunteer Feedback Survey.
In addition to the digital survey, we are conducting phone surveys with 5,000 Tax-Aide volunteers. The telephone survey will be conducted from Nov. 24 – Dec. 23. Volunteers are asked to complete either the phone or digital survey; they will not be asked to participate in both.
If you have any questions about the survey, please contact the Volunteer Helpline at 1‑833‑VOL ‑AARP (865-2277) or email volunteer@aarp.org.
OFFICE SUPPLY DISTRIBUTION SCHEDULE UPDATE
The delivery date for the Office Supply Starter Kit is being changed due to shipping delays we are currently encountering. The initial delivery date was supposed to begin in mid-December. That date is now the first or second week of January. Exact shipping and delivery dates will be communicated once we receive all of the kit components.
ORDERS PLACED FOR ITEMS IN THE OFFICE SUPPLY STARTER KIT CANNOT BE FULFILLED AT THIS TIME
Items recently added to the Orders tab included those that will be found in the Office Supply Starter Kits. These individual items will be available to order once we have a full account of the kits to send out. Once that information is finalized, we will send out a communication informing everyone that the individual items in the Office Supply Starter Kit are available. Previously placed orders for individual kit items will not be fulfilled; they must be reordered when available. Because of this, we will reopen the Google Order Form next week, from December 8th to December 12th. If you already ordered a kit, we have a record of it. To avoid order duplication, there is no need to resubmit.