Transcript PTA Fundraising

PTA Fundraising
Fundamentals
What you REALLY need to know!
Introductions
 Presenters for today’s session
 Bruce Bohren
Today’s Topics
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The purpose of fundraising.
Fundraising planning.
Different types of fundraising.
Legal concerns.
Our Mission
 PTA is:
 A powerful voice for all children,
 A relevant resource for families and
communities,
 A strong advocate for the education and
well-being of every child.
Our Mission
 Why is this important?
 Goals relate to our purpose/mission
 Tax-exempt status as a 501©3
Our Mission
 The primary use of PTA funds should
be to support programs/projects that
fulfill our Mission/purpose.
Planning
 Begin by setting goals that can be
translated into a working budget.
Planning
 What are the PTA’s expected expenses?
 Administrative costs including supplies,
insurance
 Leadership opportunities including convention,
conferences and workshops
 Reimbursement of expenses incurred attending
training—i.e. mileage, meals, hotels
 Communication expenses—newsletters,
websites
Planning
 Programs/projects of the PTA
 Parent education/involvement programs
 Student activities including field trips,
school events, cultural arts programs
Planning
 How will you support these programs?
 Identify advantages and disadvantages of any
fundraising project
 High yield, low investment
Planning
 How many man-hours are involved?
 How much profit do you make and what
could impact that profit margin?
 What time factor is involved?
Planning
 Competition can create fundraising burnout
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Scouts
Music Boosters
Sports Boosters
Medical organizations—American Cancer
Society, March of Dimes,
 Mail solicitations
Publicity
 Do people know the good work your
organization does?
 Do you have a public relations team?
 Can “advertising” make your efforts more
profitable?
Types of Fundraising?
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Dues
Donations
Events
Silent Auction
Collections
Sales of products
Dues
Dues
No extra work
Place emphasis on value of investment
Promote the good work PTA does
Each PTA determines the local unit portion of dues
Obligation or opportunity
Donations
Solicitate donations
Easy
Little work
Tax deductible to the full extent of the law
Events
Events
Much more prep
More volunteers needed
More complex
Events
Events
Cross reference calendars
Create committee
Publicity!!!!
Plan safety measures
Check insurance
Evaluate and debrief
Events
Always have 2 people working with the cash.
Always have at least 2 people count the
money.
Always have the chair or the Treasurer
transport the money.
Always deposit the money as quickly as
possibly directly to bank.
Always use a deposit voucher system.
Silent Auction
Silent Auction:
Request donations
Can be in conjunction with other events
Need volunteers to ask for donations
Need volunteers to organize it
Collection
Collections:
Collect items
Send them to the company
Always use program name, not company name
Selling
NEVER use children to sell products!
Easier to analyze.
Look at profit ratio
Consider your audience.
Consider how it aligns with your mission.
Selling
Sales Tax
2 Sales tax exempt activities per year
Profit Margin
Price
Frequency
Buyer
Seller
Miscellaneous
Never co-mingle funds
Don’t do electronic business/banking
Donation Coupons
Remember IRS Rules & Regulations
Other Considerations?
Keep it simple!
Doing less may be more.
If you want money you have to ask.
Thank before you bank.
Other Considerations?
Donors are not ATMs.
Most money comes from people, and most
people are not rich.
People have the right to say no.
Other Considerations?
To be good at fundraising:
Must believe in the cause.
High hopes, low expectations.
Faith in people.
Other Considerations?
Fundraising is not fund chasing.
Fundraising is an exchange.
People’s concern about fundraising stem from
money concerns.
The key to fundraising is Plan! Plan! Plan!
Donations to the School?
Always have the School Board accept the
donation.
The District assumes responsibility.
The District assumes any liabilities.
Once donated the District can do what they
want with it!
They could move it to another school.
Give it away.
Questions?