pta fundraising fundamentals what you really need to know!
TRANSCRIPT
PTA Fundraising Fundamentals
PTA Fundraising Fundamentals
What you REALLY need to know!What you REALLY need to know!
IntroductionsIntroductions
Presenters for today’s session Bruce Bohren
Presenters for today’s session Bruce Bohren
Today’s TopicsToday’s Topics
The purpose of fundraising. Fundraising planning. Different types of fundraising. Legal concerns.
The purpose of fundraising. Fundraising planning. Different types of fundraising. Legal concerns.
Our MissionOur 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.
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 MissionOur Mission
Why is this important? Goals relate to our purpose/mission Tax-exempt status as a 501©3
Why is this important? Goals relate to our purpose/mission Tax-exempt status as a 501©3
Our MissionOur Mission
The primary use of PTA funds should be to support programs/projects that fulfill our Mission/purpose.
The primary use of PTA funds should be to support programs/projects that fulfill our Mission/purpose.
PlanningPlanning
Begin by setting goals that can be translated into a working budget.
Begin by setting goals that can be translated into a working budget.
PlanningPlanning 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
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
PlanningPlanning
Programs/projects of the PTA Parent education/involvement programs Student activities including field trips,
school events, cultural arts programs
Programs/projects of the PTA Parent education/involvement programs Student activities including field trips,
school events, cultural arts programs
PlanningPlanning
How will you support these programs? Identify advantages and disadvantages of any
fundraising project High yield, low investment
How will you support these programs? Identify advantages and disadvantages of any
fundraising project High yield, low investment
PlanningPlanning
How many man-hours are involved? How much profit do you make and what
could impact that profit margin? What time factor is involved?
How many man-hours are involved? How much profit do you make and what
could impact that profit margin? What time factor is involved?
PlanningPlanning
Competition can create fundraising burnout- Scouts Music Boosters Sports Boosters Medical organizations—American Cancer
Society, March of Dimes, Mail solicitations
Competition can create fundraising burnout- Scouts Music Boosters Sports Boosters Medical organizations—American Cancer
Society, March of Dimes, Mail solicitations
PublicityPublicity
Do people know the good work your organization does?
Do you have a public relations team? Can “advertising” make your efforts more
profitable?
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?Types of Fundraising?
• Dues• Donations• Events• Silent Auction• Collections• Sales of products
• Dues• Donations• Events• Silent Auction• Collections• Sales of products
DuesDues
DuesNo extra workPlace emphasis on value of investmentPromote the good work PTA doesEach PTA determines the local unit portion of duesObligation or opportunity
DonationsDonations
Solicitate donationsEasy
Little work
Tax deductible to the full extent of the law
Solicitate donationsEasy
Little work
Tax deductible to the full extent of the law
EventsEvents
EventsMuch more prep
More volunteers needed
More complex
EventsMuch more prep
More volunteers needed
More complex
EventsEvents
EventsCross reference calendars
Create committee
Publicity!!!!
Plan safety measures
Check insurance
Evaluate and debrief
EventsCross reference calendars
Create committee
Publicity!!!!
Plan safety measures
Check insurance
Evaluate and debrief
EventsEvents
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.
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 AuctionSilent Auction
Silent Auction:Request donations
Can be in conjunction with other events
Need volunteers to ask for donations
Need volunteers to organize it
Silent Auction:Request donations
Can be in conjunction with other events
Need volunteers to ask for donations
Need volunteers to organize it
CollectionCollection
Collections:Collect items
Send them to the company
Always use program name, not company name
Collections:Collect items
Send them to the company
Always use program name, not company name
SellingSelling
NEVER use children to sell products!
Easier to analyze.
Look at profit ratio
Consider your audience.
Consider how it aligns with your mission.
NEVER use children to sell products!
Easier to analyze.
Look at profit ratio
Consider your audience.
Consider how it aligns with your mission.
SellingSelling
Sales Tax 2 Sales tax exempt activities per year
Profit Margin
Price
Frequency
Buyer
Seller
Sales Tax 2 Sales tax exempt activities per year
Profit Margin
Price
Frequency
Buyer
Seller
MiscellaneousMiscellaneous
Never co-mingle funds
Don’t do electronic business/banking
Donation Coupons
Remember IRS Rules & Regulations
Never co-mingle funds
Don’t do electronic business/banking
Donation Coupons
Remember IRS Rules & Regulations
Other Considerations?Other Considerations?
Keep it simple!
Doing less may be more.
If you want money you have to ask.
Thank before you bank.
Keep it simple!
Doing less may be more.
If you want money you have to ask.
Thank before you bank.
Other Considerations?Other Considerations?
Donors are not ATMs.
Most money comes from people, and most people are not rich.
People have the right to say no.
Donors are not ATMs.
Most money comes from people, and most people are not rich.
People have the right to say no.
Other Considerations?Other Considerations?
To be good at fundraising:Must believe in the cause.
High hopes, low expectations.
Faith in people.
To be good at fundraising:Must believe in the cause.
High hopes, low expectations.
Faith in people.
Other Considerations?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!
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?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.
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?Questions?