1. SYR15 Onboarding Webinar November 2014

2. Agenda  WHO IS D2D FUND?  WHAT IS SaveYourRefund (SYR)?  WHY IS SYR IMPORTANT?  HOW DOES SYR WORK?  WHAT’S NEXT?

3. D2D Fund is a 501(c)(3) non-profit based in Boston, Massachusetts D2D strengthens the financial opportunity and security of financially vulnerable consumers by discovering ideas, designing solutions, pilot testing and evaluating, and driving to scale Discover and generate new ideas Design and build solutions Pilot and evaluate designs Drive innovations to scale

4. Agenda  WHO IS D2D FUND?  WHAT IS SaveYourRefund (SYR)?  WHY IS SYR IMPORTANT?  HOW DOES SYR WORK?  WHAT’S NEXT?

5. SaveYourRefund (SYR) is a national promotion to incentivize tax-time saving 101 chances to WIN! All you need to do? Save a minimum of $50 from your federal tax refund. Weekly Drawings 10 entries are drawn each week for $100 Grand Prize 1 winner from the photo contest will win $25,000 $35,000 in total prizes!

6. Agenda  WHO IS D2D FUND?  WHAT IS SaveYourRefund (SYR)?  WHY IS SYR IMPORTANT?  HOW DOES SYR WORK?  WHAT’S NEXT?

7. SYR is an opportunity to encourage over 110 million American households to save The ChallengeThe OpportunityThe Outcome  About 27% of people have NO emergency savings  50% have less than 3 months of savings  Most people have already spent their refund before they get it  $300 Billon of federal tax refund are awarded/year  Refund represent up to 20% of income for LMI households  Over 110 Million households receive a refund  Form 8888 lets people save part of their refund  Consumers purchase Series I U.S. Savings Bonds  Consumers have FUN and get INCENTIVES to save!

8. Incentives make saving FUN and encourage people who otherwise wouldn’t have considered saving their refund 59% said the incentives were “very important” or “extremely important” in leading them to save!

9. Agenda  WHO IS D2D FUND?  WHAT IS SaveYourRefund (SYR)?  WHY IS SYR IMPORTANT?  HOW DOES SYR WORK?  WHAT’S NEXT?

10. Agenda  WHO IS D2D FUND?  WHAT IS SaveYourRefund (SYR)?  WHY IS SYR IMPORTANT?  HOW DOES SYR WORK?  HOW DO YOU ENTER?  WHAT HAPPENS IF YOU WIN?  HOW DO WE GET INVOLVED?  HOW DO WE ENSURE SYR IS A SUCCESS?  WHAT’S NEXT?

11. Most everyone who receives a federal tax refund is eligible for SYR 18% 23%  Over 18 years of age  Eligible for a federal tax refund  Uses Form 8888 to split refund  Saves at least $50 in to one of the following: Savings Account and CDs IRASavings Bond and Treasury Direct Prepaid Card QUALIFICATIONS

12. The weekly drawing is easy to enter Just visit https://saveyourrefund.com/enter/ to enter!https://saveyourrefund.com/enter/  Winners are chosen through random selection  Entrants stay in the pool from the day they enter until the date of the last drawing  Entrants can win both a weekly drawing and the grand prize  Drawings occur every Friday from February 6 – April 10 HOW TO ENTER

13. Web entry takes about a minute 1234Contact InfoSaving InfoSurvey InfoConfirmation! Must fill out phone or e-mail

14. The entry requires little information Fields on the Weekly Sweepstakes entry form: First and last name Phone number AND/OR email Zip code Tax preparation site (optional) Total amount of refund Amount deposited in each account Type of each account used Amount used to purchase bonds (if applicable)

15. The grand prize is awarded from a photo contest  There are two ways to enter  $25,000 will be awarded for one photo  To win the grand prize, you MUST enter the weekly drawings 1 Upload your photo to the website: www.SaveYourRefund.com/grandprize 2 Text a photo to: 1.617.903.2039 HOW TO ENTER

16. The grand prize winner is selected on several criteria  Content  Composition  Connection to the Theme of Savings PHOTO CONTEST CRITERIA INCLUDE:

17. Agenda  WHO IS D2D FUND?  WHAT IS SaveYourRefund (SYR)?  WHY IS SYR IMPORTANT?  HOW DOES SYR WORK?  HOW DO YOU ENTER?  WHAT HAPPENS IF YOU WIN?  HOW DO WE ENSURE SYR IS A SUCCESS?  WHAT’S NEXT?

18. Weekly drawing winners must have their Form 8888 verified Weekly winners will be contacted by D2D Fund or our Vendor (e-mail or phone) 1 “Potential Winners” must submit Form 8888 for verification (and be qualified to win) 2 Checks will be sent via mail to all winners 3

19. Agenda  WHO IS D2D FUND?  WHAT IS SaveYourRefund (SYR)?  WHY IS SYR IMPORTANT?  HOW DOES SYR WORK?  HOW DO YOU ENTER?  WHAT HAPPENS IF YOU WIN?  HOW DO WE ENSURE SYR IS A SUCCESS?  WHAT’S NEXT?

20. Use the promotional materials available on SaveYourRefund.com Wondering how to enter @SaveYourRefund for your chance at $25,000 or the weekly $100? Easy-peasy! @SaveYourRefund #SaveYourRefund We Want to Know: Tell us what you would do with a $25,000 Grand Prize, and don’t forget to enter for your chance to win it! https://www.saveyourrefund.com/ grandprize https://www.saveyourrefund.com/ grandprize

21. Engage clients in the weekly drawings and grand prize contest  Mailings/emails before and during tax season OPPORTUNITIES TO ENGAGE CLIENTS  Flyers or computer terminals in lobbies  Walk around and sign people up  During quality review  At intake  With tax preparer

22. Engage staff and volunteers with vision, training and incentives OPPORTUNITIES TO ENGAGE STAFF Training Partners Contest

23. Access the different resources in the SYR Tool Kit to promote SaveYourRefund TOOL KIT  Training webinar  Short video demo series  Volunteer and Staff cheat sheet  Traditional FAQ document  Interactive FAQ wiki forum  Marketing material

24. Agenda  WHO IS D2D FUND?  WHAT IS SaveYourRefund (SYR)?  WHY IS SYR IMPORTANT?  HOW DOES SYR WORK?  WHAT’S NEXT?

25. How can you get involved? Show your commitment! If you haven’t done so already, follow the link below to become an official Partner or Friend of SaveYourRefund: Stay tuned! Next training Webinar for Partners will be happening on December 16 th at 3:00 EST Stay connected! Follow us on Twitter @SaveYourRefund WHAT YOU CAN DO Visit our website! Go on www.saveyourrefund.com for updates and marketing materialswww.saveyourrefund.com

26. Thank you Kristen Tyrrell Innovation Manager D2D Fund Melissa Goldberg Innovation Strategist mgoldberg@d2dfund.org Andrea Vasquez Innovation Strategist avasquez@d2dfund.org