Templates, Tools & Resources


Templates, Tools, & Resources

 

These basic finance tools and templates are designed to help a PTA president or treasurer navigate the intricacies and law surrounding fiscal responsibilities.

Note that additional resources pertaining to fundraising or grants will be found in the Fundraising Templates, Tools & Resources section.

Finance Links, Videos, and E-Learning

Effective Nonprofit Management featuring National PTA Secretary Treasurer Donald Dunn (~3 minutes).

Local PTA Budget Basics: This e-Learning course will provide you with a short guide to specific budgetary duties and responsibilities that are needed to fulfill the requirements of a local PTA (~10 minutes).

Local PTA 501c3 Compliance Basics: Designed to help local PTAs navigate the revocation process and help maintain their 501(c)(3) status (~10 minutes).

State PTA Guide to 501c3 Compliance & IRS Revocation: Designed to help state PTAs navigate the revocation process and help maintain their 501(c)(3) status (~10 minutes).

Preventing Theft in Your PTA: Learn how to detect theft in your PTAs and what to do if you suspect it is happening (~30 minutes).