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PTO Today: 501(c)(3) Toolkit
PTO Today's comprehensive guide for starting a new parent group walks you through all the essential legal steps to make your group a successful independent entity. The toolkit includes information and tools on incorporating your group, getting an EIN, and filing for tax-exempt status with the IRS—including step-by-step guidance to completing the required Form 1023-EZ or the longer Form 1023. See the PTO 501(c)(3) Toolkit contents list for more information.
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Board Nominations/Slate Flyer (Canva template)
Share your upcoming slate of board members with your PTO community! This template link creates a copy in your own Canva account so you can edit as needed and share before your elections are held.
Downloads: 832
PTO and PTA Meeting Templates
This collection includes Canva templates for month-by-month meeting announcements and general meeting announcements in English and Spanish, as well as a meeting agenda template (in English and Spanish) and a meeting minutes template in Word. Use them to get the word out about your upcoming meetings and then keep things on track! (Email registration required to download.)
Downloads: 2128 Hot!
PTO Today: Standing Rules Template
An editable doc with common standing rules for school PTOs and PTAs, to use in conjunction with your bylaws. Learn more in the PTO Startup Toolkit.
Downloads: 5251 Hot!
PTO Today: Tax Return Toolkit
This comprehensive guide for school parent groups will help the treasurer or other key volunteer with completing the annual information returns for the IRS accurately. The toolkit includes general guidance as well as line-by-line descriptions and completed samples. See the Tax Return Toolkit contents list for more information.
PTO Today: IRS Form 990-N Line-by-Line Description
Detailed explanations for a typical K-8 school parent group with gross receipts of less than $50,000, filling out IRS Form 990-N. More information about Form 990-N is in the Tax Return Toolkit. The latest versions and instructions for all IRS forms should be downloaded from the IRS website.
Downloads: 375
Social Media Content Calendar Template for PTOs and PTAs
PTOs and PTAs can use this Excel calendar template to plan their monthly social media postings. The template is prefilled with ideas for your back-to-school social posts.
Downloads: 3372 Hot!
PTO Treasurer Month-by-Month Checklist
Year-round list of tasks for parent group treasurers, divided by month. Add your own tasks, too! From the Treasurer's Toolkit.
New Officer Checklist
Important steps for newly elected officers to take following a parent group election.
Downloads: 9955 Hot!
Nonprofit Donation Receipt (Excel)
A fully editable and customizable spreadsheet form to provide to community members who make donations to your federally recognized 501(c)(3) tax-exempt group. Formatted with space to fill in your group's name, EIN, and event details as well as other details related to the donation received.
Parent Group Treasurer's Planning Checklist
Handy to do list of tasks for PTO and PTA treasurers for the whole year.
Downloads: 9097 Hot!
Facebook Guidelines Template for PTOs and PTAs
Facebook guidelines template that you can use and modify for your PTO or PTA to help boost your social media presence and reduce stress. Also available as an article: Facebook Guidelines Template for PTOs and PTAs.
Downloads: 7955 Hot!
PTO Today: Meeting Toolkit
PTO Today's complete guide for anyone who is involved in running a meeting. This toolkit walks through what it takes to present a meeting well, with information on creating an agenda, the order of business, dealing with challenging discussions, and more.
Meeting Reminder Stickers
Completely editable meeting reminder stickers for Avery 5163 labels, 2" x 4" each (neon colors suggested).
Meeting Agenda Sample
This sample agenda is based on a complete set of sample meeting minutes and outlines what an actual meeting agenda template might look like for your parent group meetings.
Downloads: 13818 Hot!
PTC Monthly Meeting Announcements
A year's worth of customizable seasonal meeting announcements for your PTC.
Downloads: 3450 Hot!
PCC Monthly Meeting Announcements
A year's worth of customizable seasonal meeting announcements for your PCC.
Downloads: 1506 Hot!
PTA Monthly Meeting Announcements
A year's worth of customizable seasonal meeting announcements for your PTA.
Downloads: 2476 Hot!
Parent Group Monthly Meeting Announcements
A year's worth of customizable seasonal meeting announcements.
Downloads: 2571 Hot!
HSA Monthly Meeting Announcements
A year's worth of customizable seasonal meeting announcements for your HSA.
Downloads: 1310 Hot!
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