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

Standards 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 a PTA allowed to spend money on? ›

DISTRICTWIDE — The vast majority of the money raised by school-site Parent Teacher Associations gets spent on staff, either for special programs, like the arts, or teacher aides. It's a process that creates gaps between schools with the ability to raise more money than others.

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 is a PTA fundraiser job description? ›

Fundraising Options – There is a broad range of options for PTA fundraisers. They include organizing product sales, providing services, promoting 'Give Back' programs, soliciting pledges and applying for grants.

What are the 4 C's of fundraising? ›

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

What are the 3 C's of fundraising? ›

It's not just about finding people willing to donate but about finding those who are genuinely aligned with your cause and can make a significant impact. This is where the power of the 3 Cs – Commitment, Connection, and Capacity – comes into play.

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 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.

What does PTA raise money for? ›

There are many things PTAs can raise money towards. Your association might want to raise money to build a new sports facility or a daycare center, or simply for school supplies. Perhaps they need funds for educational field trips or extracurricular activities. PTAs vary in size and the budget available to them.

How to create a PTA budget? ›

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.

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 do professional fundraisers get paid? ›

Commercial Fundraisers

A commercial fundraiser can be a person or organization who is paid by a charity to solicit money or property on the charity's behalf.

What is the duty of fundraising? ›

Fundraisers organize events and campaigns to raise money and other kinds of donations for an organization. They also may design promotional materials and increase awareness of an organization's work, goals, and financial needs.

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 are the 4 P's of fundraising? ›

A GiveGab blog provided four P's of being a great fundraiser. Their P's are passion, persistence, philanthropy and people-focused.

What is the number one rule of fundraising? ›

People Give to People - The First Rule of Fundraising | NextAfter.

What is the rule of 7 in fundraising? ›

Simply put, the Rule of Seven recommends seven contacts with a donor within one year after that person makes a gift.

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