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Have the primary goal in mind, take note of your resources, and more by using these five questions to give yourself direction before planning your next fundraising event. Our team at FutureFund is here to help you prepare and execute all your fundraising events with ease.
It’s easier than ever for students to sign up for your school fundraiser activities, thanks to this participation waiver form template for schools and PTAs! Download it here, then use the instructions provided to upload it to your FutureFund campaigns.
Use FutureFund to streamline ticketing for sporting events, performing arts, school dances, and more with this guide from our team that includes steps and best practices.
PTAs, PTOs, and volunteers across the country power their fundraising campaigns with FutureFund. 100% of all funds raised go directly to your school!
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There are a few things to keep in mind when transitioning the PTO from school year to school year. Your list, while it may not be as long, can be kind of intricate so the earlier you start to tackle the list, the easier the transition will be.
Note: some PTA/PTO organizations will actually overlap the leadership for the summer months so the outgoing administration can help the incoming administration get settled. That of course is up to each PTA/PTO organization.
You will have more time to devote to these things now than you will during the fall once school starts so the more things you can cross off this list, the better. This article is an outline of things to consider and plan for when getting ready for the upcoming school year. The general timeline for these ideas start around the summertime but feel free to tweak each item, shuffle them around, and fill in the blanks as you see fit.
The main categories of things that the PTO/PTA should have their minds on for now are:
This is a very important step. Set aside time to meet with the school administration, the school board, and the principal to see where the gaps in funding are that the PTO will be able to help fill.
Check in with them to see what their overall goal is for the school year so the PTO and the school leadership can be on the same page.
Have some general ideas of some events the club could host. Events are an excellent opportunity to meet new students and parents, form connections with volunteers, and support school spirit.
Consider these event ideas:
Lastly, have some general fundraisers in mind while keeping the school administration’s requests in mind as well.
Pro tip: try to take the financial temperature of your community and plan your events accordingly. If it really seems like the community is struggling financially, only fundraise when absolutely necessary.
See also:
Reach out to your school’s principal and schedule either an in person meeting or one held over the phone. Have a few fundraising ideas to run by them and get their thoughts. In speaking with them about the plans and ideas for the fundraisers over the year, they’ll be able to give you and the club a few additional ideas and tweaks to think about that you didn’t think of before.
Schedule a meeting with the school board if necessary and make sure everyone is on the same page with the goals for the upcoming fundraising efforts and the community goals in general. Also, consider scheduling a meeting with the PTO/PTA chairs once a month to make sure they’re on the same page as well and any prep that you’ve initiated is running on schedule.
Grab your PTO event calendar and make note of the following school events:
Once those events have been added, fill in your meetings, other events, and fundraisers. Once you get the OK from the board and the principal, start planning your events and start to get specific with the details if at all possible.
Putting together all of the moving parts may conclude with a checklist that looks something like this:
Get a general idea of what you’ll have to move forward with without needing to plan a big event right off the bat.
Have a few ideas of events that you want to put on over the course of the school year and form a general plan. Start with 1 or 2 big events and if there’s time for more, add those in as well.
Bring them your general ideas and be ready to listen to their ideas for what’s best for the year to come.
Welcome the teachers back to work with either a small breakfast event, a general gift to thank each person for their efforts, or whatever you think would speak to them and let them know that the club is grateful and is there for them.
Put together a few words to share with the incoming students at the big back to school night event.
Have members of the PTO at the school Welcome Night to interact with the new families and welcome them to the school.
Have a table set up at the school events or arm PTO members with clipboards so they can sign up new members as they interact with them and introduce themselves.
Sit down with your fearless PTO board at least once a month to talk about the plans for the upcoming year.
Below is a general list of how long to keep each document for your PTA records per IRS rules. The required documents can vary from state to state so we encourage you to look up what you’ll need to keep and for how long to satisfy your state’s requirements. Also, consider uploading each document to an online cloud server or shared Google Drive to save space and to provide quick and easy access to the records whenever necessary.
Below is a guideline of the steps to take to close out financial activity before the end of the year and set the club up for a good start during the new school year.
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Year-long recruiting, digital databases, virtual sign-up lists, and online payment processing are just some of the tools you can use to attract new PTA volunteers this year. Let FutureFund show you how to manage and enhance your PTA’s volunteer pool to fundraise efficiently.
What causes donor fatigue, and how can you avoid it when you’re fundraising for your PTA? Find out from the FutureFund team and learn how our platform’s features can supercharge your upcoming campaigns.
Improve your PTA’s parent engagement by holding fun events, organizing projects that serve the community, and leveraging technology that makes it easier to communicate and organize! FutureFund is here with 10 ideas to help you get started.
As Treasurer for your PTA, an audit shouldn’t stress you out. Make sure you know when to expect audits, what documents to have ready, and what steps to take with this guide to audit survival from the team at FutureFund.
What documents will you need to hand off to your PTA’s incoming Treasurer before you leave the role? What tools should they know how to use? Use this complete kit from Future Fund to help new Treasurers transition smoothly and keep your organization’s finances in capable hands.
Year-long recruiting, digital databases, virtual sign-up lists, and online payment processing are just some of the tools you can use to attract new PTA volunteers this year. Let FutureFund show you how to manage and enhance your PTA’s volunteer pool to fundraise efficiently.
What causes donor fatigue, and how can you avoid it when you’re fundraising for your PTA? Find out from the FutureFund team and learn how our platform’s features can supercharge your upcoming campaigns.
Improve your PTA’s parent engagement by holding fun events, organizing projects that serve the community, and leveraging technology that makes it easier to communicate and organize! FutureFund is here with 10 ideas to help you get started.