Mission, Vision & Values

Help Tax-Aid capture the guiding principles of the organization in a compelling and concise way with new or updated key messaging.
Tax-Aid
San Francisco, CA, USA
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Tax-Aid
San Francisco, CA, USA

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Posted June 29th

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Project details

What we need
  • Review of existing mission, vision and/or values
  • Analysis of the existing programs and any future plans
  • Strategic consultation surrounding the existing functions and the core needs the Organization seeks to address
  • Freshly written mission, vision & values statements
What we have in place
  • We currently have a strategic direction for our organization, which should make it easy for you to get started. We also have board member feedback and momentum for this project, and the ability to provide any other information you need.
How this will help
This project will save us $8,773 , allowing us to help even more people with low income to access the tax refund they have earned.

The success of our organization depends on volunteers and funding. Without your help, we cannot communicate how important our work is. Your skills will empower us to reach new funders in order to serve more peole.

Project plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides the Professional with existing mission, vision and/or values, as well as annual reports and other relevant background materials
1
Milestone 1: Information Gathering & Outline
  • Professional and Volunteer Manager connect to discuss prep materials, the current vision, and future plans
  • Professional creates an outline for the mission, vision & values and incorporates any feedback from the Volunteer Manager
2
Milestone 2: First Draft
  • Professional shares the first draft
  • Volunteer Manager provides feedback which the Professional incorporates
3
Milestone 3: Final Draft
  • Professional delivers finalized, copy-edited version to the Volunteer Manager
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About the org

Tax-Aid
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Our mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

Testimonials

Jo-Ann was a pleasure to work with on this project. She listened to our needs and was super flexible. She set a specific deadline for deliverables and met that deadline. She made herself readily available. I really appreciated her attention and professional demeanor.
Jill S.
Jill S.

Executive Director

Mission, Vision & Values Project

Tax-Aid is a wonderful organization that provides free income tax preparation services to local individuals and families of low income and helps clients move forward in reaching their personal and household financial goals. Services are provided by tax professionals of the highest caliber, and certainly of very large heart. Working with the Executive Director was a professional and personal pleasure. She is incredibly well organized and thorough and highly responsive and collaborative. I would not hesitate to work with Tax-Aid again if the opportunity arises.
Jo-Ann S.
Jo-Ann S.

Volunteer

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