Standards for PTA Fundraising (2024)

Fundraising is the method of raising money to finance PTA programs and projects. The fundraising project must support the goals of PTA and be related to the educational, charitable, and philanthropic purposes as a tax-exempt organization. When planning the year’s activities, PTAs should use the 3-to-1 Rule: There should be at least three non-fundraising programs aimed at helping parents or children or advocating for school improvements, for every one fundraiser.

Fundraising should involve as many members as possible and be fun. It should not be a burden to the school staff or parent volunteers, compete with or detract from school lunch and nutrition programs, or conflict with other PTA, school, or community events. Children should never be used to sell door-to-door or exploited to raise funds. It cannot involve commercial or advertising obligations.

The fundraising project must have the approval of the membership in advance of the event, and the vote must be recorded in the minutes. Projects must have a specific purpose. If the fundraising project is ongoing (e.g., Amazon Smile), it must be approved each year by the association membership.

3-to-1 Rule: There should be at least three non-fundraising programs aimed at helping parents or children or advocating for school improvements for every one fundraiser.

Standards for PTA Fundraising (2024)

FAQs

What is the 3 to 1 rule for PTA fundraising? ›

When planning the year's activities, PTAs should use the 3-to-1 Rule: There should be at least three non-fundraising programs aimed at helping parents or children or advocating for school improvements, for every one fundraiser. Fundraising should involve as many members as possible and be fun.

What is the appropriate use of PTA funds? ›

General Uses for PTA Funds

In general, you can use PTA funds to ensure that students' learning environment is comfortable and safe. You can allocate money toward adequate curriculum tools, textbooks, equipment to meet basic needs, enrichment programs, and educational events.

What does a PTA fundraising coordinator do? ›

The fundraising chair works with school volunteers, parents, students, staff and community members to oversee all fundraising activities for the PTA. Fundraisers may include large events like walk-a-thons, auctions and book fairs as well as ongoing efforts like BoxTops for Education, Receipt programs and others.

How do you use PTA funds? ›

The best way to spend the funds is for the PTA to purchase the items and donate the items to the school rather than just handing over cash donations.

What are the 4 C's of fundraising? ›

Clear, compelling vision. Consistent communication. Competent follow-up, Champions.

What are the 4 P's of fundraising? ›

Their P's are passion, persistence, philanthropy and people-focused. If you have passion, people will listen and believe. You must have enthusiasm and a desire for success plus passion for the causes you represent. You need to be persistent with your prospects and donors and be ready to be rejected at times.

What can PTA not spend money on? ›

It is recommended that PTA funds not be used to purchase alcoholic beverages or bottles of alcohol. Remember, the purpose of the PTA is to work on behalf of all children and speak for “every child with one voice.”

Who decides how PTA funds are spent? ›

PTA budgets can only be ratified and approved by PTA members. PTA funds raised by PTA members belong exclusively to PTA and can only be used for purposes approved by its members through the budgetary and amending process.

What are PTAs prohibited from doing? ›

What are PTAs prohibited from doing? I. Interfering in the academic and administrative management and operations of the school, and of the DepED II. Engaging in any partisan political activity within school premises; III.

Why do PTAs fundraise? ›

Your school's PTA group focuses on maintaining and increasing the school's quality and all related things. PTA Fundraising supports this effort. Most PTA fundraising is directed at academic enrichment programs but may include extracurricular activities, clubs, field trips, daycare, and other projects.

What skills do you need to be a fundraising assistant? ›

Experience of working in a fundraising or sales/customer facing role. Experience of building and maintaining strong relationships. Experience of working within a team and individually to achieve success. Experience of using a database.

What is the role of a PTA treasurer? ›

keeping a record of all expenditures of the PA/PTA. providing a written treasurer's report* at each meeting. preparing tax forms. preparing interim reports, such as the January Interim PA/PTA Financial Report, June Annual PA/PTA Financial report** and the Fundraising Activity Report***

Can PTA use GoFundMe? ›

Start PTA fundraising today

With GoFundMe, you'll be able to keep a greater amount of the money you raise to support your local PTA. You can also crowdfund for teachers on GoFundMe to provide extra financial help for classroom supplies.

Are donations to PTA tax deductible? ›

Most PTAs are classified as tax-exempt 501(c)(3) public charities under the Internal Revenue Code (IRC). One major advantage for organizations that are exempt under Section 501(c)(3) of the IRC is that contributions to such organizations may be deductible on donors' federal income taxes.

How to make a budget for PTA? ›

Review past budgets, income and expenditures. Estimate probable income from all sources. Balance probable income with probable expenses. Determine the amount of carry-over funds to set aside to begin operations at the beginning of the subsequent PTA fiscal year, prior to the onset of fundraising activities.

What is the 3 to 1 rule for fundraising? ›

When developing or updating the budget, use the 3-to-1 Rule: There should be at least three non-fundraising programs aimed at improving the educational experience, helping parents or children, or advocating for school improvements, for every one fundraiser.

What is the acceptable fundraising ratio? ›

Charity Navigator gives the best ratings to organizations that spend less than $0.10 to raise $1. That's a fundraising efficiency ratio of 10. That's not to say that a ratio that's less than 10 is bad! An event that raises $6,000 will probably have a ratio that's lower than a single email campaign that raised $6,000.

What is the 80 20 rule in fundraising? ›

This table suggests that the top 20% of donors (those who contribute the most funds) may contribute as much as 80% of the total funds raised. The remaining 80% of donors may contribute only 20% of the funds.

What are the 5 T's of fundraising? ›

Charitable giving and philanthropy are often associated with three levels of engagement: time, treasure, and talent. However, there are two more T's that are equally important: ties and testimony.

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