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PTO Today: 501(c)(3) Toolkit

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.
Downloads: 148 plus iconMembers only ?
PTO Today: Teacher Appreciation Checklist

PTO Today: Teacher Appreciation Checklist

10+ cheap and easy teacher appreciation ideas.
Downloads: 48 plus iconMembers only ?
PTO Today: Fundraising Checklist

PTO Today: Fundraising Checklist

9 tips to make your fundraising communication better (and get more participation as a result).
Downloads: 52 plus iconMembers only ?
PTO Today: Tax Return Toolkit

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.
Downloads: 284 plus iconMembers only ?
PTO Treasurer Month-by-Month Checklist

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.
Downloads: 805 plus iconMembers only ?
Teacher Appreciation Gifts From Students Printable Pack

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!
Downloads: 351 plus iconMembers only ?
Nonprofit Donation Receipt (Excel)

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.
Downloads: 1034 Hot! plus iconMembers only ?
Check Request Form (Excel)

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.
Downloads: 793 plus iconMembers only ?
Deposit Split Form (Excel)

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.
Downloads: 504 plus iconMembers only ?
Miscellaneous Charge Form (Excel)

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.
Downloads: 454 plus iconMembers only ?
PTO Today: Meeting 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.
Downloads: 1619 Hot! plus iconMembers only ?
Meeting Reminder Stickers

Meeting Reminder Stickers

Completely editable meeting reminder stickers for Avery 5163 labels, 2" x 4" each (neon colors suggested).
Downloads: 171 plus iconMembers only ?
PTO Today: IRS Form 1023-EZ Completed Sample

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.
Downloads: 405 plus iconMembers only ?
PTO Today: Secretary's Toolkit

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.
Downloads: 1804 Hot! plus iconMembers only ?
Meeting Announcements, August-June (Spanish)

Meeting Announcements, August-June (Spanish)

Seasonal meeting announcements in Spanish for each month of the school year.
Downloads: 193 plus iconMembers only ?
Meeting Announcements, August-June (English)

Meeting Announcements, August-June (English)

Seasonal meeting announcements for each month of the school year.
Downloads: 475 plus iconMembers only ?
Thank-You Letter for Volunteers

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.
Downloads: 463 plus iconMembers only ?
Welcome Letter for Parents

Welcome Letter for Parents

Use this editable letter as a starting point to welcome parents new to your school and your parent group.
Downloads: 1074 Hot! plus iconMembers only ?
Meeting Minutes Template

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.
Downloads: 604 plus iconMembers only ?
Meeting Agenda Template

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.
Downloads: 965 Hot! plus iconMembers only ?

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