pta fundraising fundamentals what you really need to know!

Download PTA Fundraising Fundamentals What you REALLY need to know!

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  • Slide 1
  • PTA Fundraising Fundamentals What you REALLY need to know!
  • Slide 2
  • Introductions Presenters for todays session Bruce Bohren Presenters for todays session Bruce Bohren
  • Slide 3
  • Todays 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.
  • Slide 4
  • 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. 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.
  • Slide 5
  • Our Mission Why is this important? Goals relate to our purpose/mission Tax-exempt status as a 5013 Why is this important? Goals relate to our purpose/mission Tax-exempt status as a 5013
  • Slide 6
  • Our Mission The primary use of PTA funds should be to support programs/projects that fulfill our Mission/purpose.
  • Slide 7
  • Planning Begin by setting goals that can be translated into a working budget.
  • Slide 8
  • Planning What are the PTAs expected expenses? Administrative costs including supplies, insurance Leadership opportunities including convention, conferences and workshops Reimbursement of expenses incurred attending trainingi.e. mileage, meals, hotels Communication expensesnewsletters, websites What are the PTAs expected expenses? Administrative costs including supplies, insurance Leadership opportunities including convention, conferences and workshops Reimbursement of expenses incurred attending trainingi.e. mileage, meals, hotels Communication expensesnewsletters, websites
  • Slide 9
  • Planning 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
  • Slide 10
  • Planning 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
  • Slide 11
  • 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? How many man-hours are involved? How much profit do you make and what could impact that profit margin? What time factor is involved?
  • Slide 12
  • Planning Competition can create fundraising burnout- Scouts Music Boosters Sports Boosters Medical organizationsAmerican Cancer Society, March of Dimes, Mail solicitations Competition can create fundraising burnout- Scouts Music Boosters Sports Boosters Medical organizationsAmerican Cancer Society, March of Dimes, Mail solicitations
  • Slide 13
  • Publicity 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?
  • Slide 14
  • Types of Fundraising? Dues Donations Events Silent Auction Collections Sales of products Dues Donations Events Silent Auction Collections Sales of products
  • Slide 15
  • 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
  • Slide 16
  • Donations Solicitate donations Easy Little work Tax deductible to the full extent of the law Solicitate donations Easy Little work Tax deductible to the full extent of the law
  • Slide 17
  • Events Much more prep More volunteers needed More complex Events Much more prep More volunteers needed More complex
  • Slide 18
  • Events Cross reference calendars Create committee Publicity!!!! Plan safety measures Check insurance Evaluate and debrief Events Cross reference calendars Create committee Publicity!!!! Plan safety measures Check insurance Evaluate and debrief
  • Slide 19
  • 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. 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.
  • Slide 20
  • Silent 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
  • Slide 21
  • Collection 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
  • Slide 22
  • Selling 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.
  • Slide 23
  • Selling 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
  • Slide 24
  • Miscellaneous Never co-mingle funds Dont do electronic business/banking Donation Coupons Remember IRS Rules & Regulations Never co-mingle funds Dont do electronic business/banking Donation Coupons Remember IRS Rules & Regulations
  • Slide 25
  • 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.
  • Slide 26
  • 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.
  • Slide 27
  • 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.
  • Slide 28
  • Other Considerations? Fundraising is not fund chasing. Fundraising is an exchange. Peoples concern about fundraising stem from money concerns. The key to fundraising is Plan! Plan! Plan! Fundraising is not fund chasing. Fundraising is an exchange. Peoples concern about fundraising stem from money concerns. The key to fundraising is Plan! Plan! Plan!
  • Slide 29
  • 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.
  • Slide 30
  • Questions?

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