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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: 143 plus iconMembers only ?
Board Nominations/Slate Flyer (Canva template)

Board Nominations/Slate Flyer (Canva template)

Share your upcoming slate of board members with your PTO community! This template link creates a copy in your own Canva account so you can edit as needed and share before your elections are held.
Downloads: 498
PTO and PTA Meeting Templates

PTO and PTA Meeting Templates

This collection includes Canva templates for month-by-month meeting announcements and general meeting announcements in English and Spanish, as well as a meeting agenda template (in English and Spanish) and a meeting minutes template in Word. Use them to get the word out about your upcoming meetings and then keep things on track! (Email registration required to download.)
Downloads: 1639 Hot!
PTO Today: Standing Rules Template

PTO Today: Standing Rules Template

An editable doc with common standing rules for school PTOs and PTAs, to use in conjunction with your bylaws. Learn more in the PTO Startup Toolkit.
Downloads: 3487 Hot!
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: 277 plus iconMembers only ?
PTO Today: IRS Form 990-N Line-by-Line Description

PTO Today: IRS Form 990-N Line-by-Line Description

Detailed explanations for a typical K-8 school parent group with gross receipts of less than $50,000, filling out IRS Form 990-N. More information about Form 990-N is in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 250
Social Media Content Calendar Template for PTOs and PTAs

Social Media Content Calendar Template for PTOs and PTAs

PTOs and PTAs can use this Excel calendar template to plan their monthly social media postings. The template is prefilled with ideas for your back-to-school social posts. 

Downloads: 2745 Hot!
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 ?
New Officer Checklist

New Officer Checklist

Important steps for newly elected officers to take following a parent group election.
Downloads: 9496 Hot!
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 ?
Parent Group Treasurer's Planning Checklist

Parent Group Treasurer's Planning Checklist

Handy to do list of tasks for PTO and PTA treasurers for the whole year.
Downloads: 8950 Hot!
Facebook Guidelines Template for PTOs and PTAs

Facebook Guidelines Template for PTOs and PTAs

Facebook guidelines template that you can use and modify for your PTO or PTA to help boost your social media presence and reduce stress. Also available as an article: Facebook Guidelines Template for PTOs and PTAs.
Downloads: 7770 Hot!
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: 1618 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 ?
Meeting Agenda Sample

Meeting Agenda Sample

This sample agenda is based on a complete set of sample meeting minutes and outlines what an actual meeting agenda template might look like for your parent group meetings.
Downloads: 13360 Hot!
PTC Monthly Meeting Announcements

PTC Monthly Meeting Announcements

A year's worth of customizable seasonal meeting announcements for your PTC.
Downloads: 3355 Hot!
PCC Monthly Meeting Announcements

PCC Monthly Meeting Announcements

A year's worth of customizable seasonal meeting announcements for your PCC.
Downloads: 1421 Hot!
PTA Monthly Meeting Announcements

PTA Monthly Meeting Announcements

A year's worth of customizable seasonal meeting announcements for your PTA.
Downloads: 2394 Hot!
Parent Group Monthly Meeting Announcements

Parent Group Monthly Meeting Announcements

A year's worth of customizable seasonal meeting announcements.

Downloads: 2457 Hot!
HSA Monthly Meeting Announcements

HSA Monthly Meeting Announcements

A year's worth of customizable seasonal meeting announcements for your HSA.
Downloads: 1211 Hot!

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