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PTO Today: 501(c)(3) Toolkit
PTO Today's comprehensive guide for starting a new parent group walks you through all the essential legal steps to make your group a successful independent entity. The toolkit includes information and tools on incorporating your group, getting an EIN, and filing for tax-exempt status with the IRS—including step-by-step guidance to completing the required Form 1023-EZ or the longer Form 1023. See the PTO 501(c)(3) Toolkit contents list for more information.
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PTO Today: Teacher Appreciation Checklist
10+ cheap and easy teacher appreciation ideas.
PTO Today: Fundraising Checklist
9 tips to make your fundraising communication better (and get more participation as a result).
PTO Today: Tax Return Toolkit
This comprehensive guide for school parent groups will help the treasurer or other key volunteer with completing the annual information returns for the IRS accurately. The toolkit includes general guidance as well as line-by-line descriptions and completed samples. See the Tax Return Toolkit contents list for more information.
PTO Treasurer Month-by-Month Checklist
Year-round list of tasks for parent group treasurers, divided by month. Add your own tasks, too! From the Treasurer's Toolkit.
Teacher Appreciation Gifts From Students Printable Pack
Help students create sweet and from-the-heart gifts for their teachers with this collection of personal note cards, job coupons, heart tree crafts, and love notes!
Nonprofit Donation Receipt (Excel)
A fully editable and customizable spreadsheet form to provide to community members who make donations to your federally recognized 501(c)(3) tax-exempt group. Formatted with space to fill in your group's name, EIN, and event details as well as other details related to the donation received.
Check Request Form (Excel)
A fully editable and customizable spreadsheet form for checks needed to pay reimbursements and bills. Volunteers only need to complete the shaded areas. Part of the Treasurer's Toolkit.
Deposit Split Form (Excel)
If you'll be depositing money that will be allocated to several categories in your budget, make record-keeping easier by using this fully editable and customizable spreadsheet form. It also makes it easier to verify the total cash count for a single bank deposit when the money is coming from several sources. Formulas are already filled in, so volunteers only need to complete the shaded areas. From the Treasurer's Toolkit.
Miscellaneous Charge Form (Excel)
A fully editable and customizable spreadsheet form to to record all non-check transactions that take money from your account. Examples include paying for a new box of checks, bounced check fees, and monthly bank account service fees. Because these charges are often known before they show up in your account, this form can also notify your group of upcoming financial activity. Volunteers only need to complete the shaded areas. From the Treasurer's Toolkit.
PTO Today: Meeting Toolkit
PTO Today's complete guide for anyone who is involved in running a meeting. This toolkit walks through what it takes to present a meeting well, with information on creating an agenda, the order of business, dealing with challenging discussions, and more.
Meeting Reminder Stickers
Completely editable meeting reminder stickers for Avery 5163 labels, 2" x 4" each (neon colors suggested).
PTO Today: IRS Form 1023-EZ Completed Sample
Completed example of the streamlined application for tax-exempt status, reflecting a typical K-8 PTO; more information about IRS Form 1023-EZ and this completed sample can be found in the PTO 501(c)(3) Toolkit, which includes line-by-line instructions for submitting the electronic application. Note that the application itself can only be submitted electronically, however. The most recent version and its instructions should be downloaded from the IRS website.
PTO Today: Secretary's Toolkit
PTO Today's comprehensive guide for parent group secretaries, including duties divided by corresponding and recording secretary, information on preparing a meeting agenda and taking minutes, writing thank-you letters, communicating with members via newsletter, social media, and the web, and more. See the Secretary's Toolkit contents list for more information, or purchase a copy of the Secretary's Toolkit if you're not a Plus member.
Meeting Announcements, August-June (Spanish)
Seasonal meeting announcements in Spanish for each month of the school year.
Meeting Announcements, August-June (English)
Seasonal meeting announcements for each month of the school year.
Thank-You Letter for Volunteers
An editable letter to let parents and community members know that their participation in your parent group's event made a difference.
Welcome Letter for Parents
Use this editable letter as a starting point to welcome parents new to your school and your parent group.
Meeting Minutes Template
An editable outline for putting together the minutes from school PTO or PTA meetings. The outline is on two pages; it can be shortened to one page or go longer as needed.
Meeting Agenda Template
An editable agenda template to customize and use for regular parent group meetings. The template can go to more than one page if needed; the last page has usage notes.
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