The 2012–2013 PTA Quick-Reference Guides offer valuable instruction on PTA leadership, membership development, financial responsibilities, and program development. PTA members can download each guide using their username and password.

 

PTA President’s Quick-Reference Guide

Download President's Guide (PDF)

 The PTA President’s Quick-Reference Guide was created to help you be an effective leader who

 

PTA Membership Quick-Reference Guide

Download Membership Guide (PDF)

The PTA Membership Quick-Reference Guide was created to help you increase and sustain membership in your unit and cover:

• The Basics of Membership
• Tracking and Retaining Members 
• Diversity and Inclusiveness
• Marketing Membership

 

PTA Money Matters Quick-Reference Guide

Download Money Matters Guide (PDF)

 The PTA Money Matters Quick-Reference Guide was created to support your duties as treasurer and covers:

• The Budget, Banking, and the PTA Audit
• Contracts, Incorporation, and Insurance
• Federal Requirements
• Fundraising and Substantiation Requirements for Charitable Contributions
• Financial Management Checklist
• Instructions for IRS Form 990-EZ
• Theft, Fraud and Embezzlement

 

 PTA Programs Quick-Reference Guide

Download Programs Guide (PDF)

The PTA Programs Quick-Reference Guide was created to help you implement and manage PTA® programs and covers:

• PTA programs focused on family engagement, child health and nutrition, and student success
• Steps for creating and implementing PTA programs
• Resources available from National PTA®

 

Quick-Reference Guides in Spanish

• Guia de Referencia Rapida Para el Presidente de PTA
• Guia de Referencia Rapida Asuntos de Dinero de PTA
• Guia de Referencia Rapida Sobre Programas de PTA
• Guia de Referencia Rapida Sobre Membresia de PTA