Below you will find resources and guidance materials to assist your PTA. If you cannot find what you are looking for please reach out to the office to ask for more assistance. If you wish to have something added to the list, please email the office and request it. This page does not contain all our guidance and policies, but contains topics that have been inquired upon frequently from PTA leaders across the state. Please refer to your Local Leader Toolkit and the PTA.ORG website for more resources.
PTA Administration
- End-of-Year Checklist
- Start-of-Year Checklist
- PTAs & Alcohol – NEW 2022
- Officer Eligibility
- Virtual Meeting Guidance
- PTA 101 Onboarding slideshow
- Nonprofit Permissible Activities Checklist
- Record Retention Schedule
- Officer Election Procedures – Pandemic Procedures only
Financial/ Accounting
- End-of-Year financial review template (PDF)
- End-of- Year financial review template (DOCX)
- Budget Approval Guidance
- Budget Adjustments
- Sunshine Funds
- Banking Guidelines and Best-Practices – UPDATED 2022 (Formerly eCommerce)
- Gift Card Policy – UPDATED 2022
- Use of Donations Already Received Guidelines
- Treasurer / Financial FAQs
- Closing of a Unit, MN PTA Holding of Monies & MOU – UPDATED 2022!