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Merging a PTO and PTA into one organization

10 years 9 months ago #165119 by Rockne
Hi AMB -

A few questions for you:

Is your PTO a formal 501c3?

Do you know which format you'd like the merged org to be: PTO or PTA?

In general, it shouldn't be a problem. You may not want to formally merge as much as shut down one and become the other as a whole. You could even change the name of the remaining org (name change isn't very hard) to be more broad.

Tim

PTO Today Founder
10 years 9 months ago #165106 by AMB
I am the PTA Treasurer of a middle school serving 7th and 8th graders. We have a separate school and PTO that serves only 6th grade. In the next couple years the schools will be merging and I'm looking for advice on merging the two organizations. I am particularly concerned about any laws regarding the merging of our assets, since one organization is a PTO and the other is a PTA.

Thanks in advance for any resources or advice.
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