These finance tools help financial officers of unit, council, and district PTAs gain a better understanding of their responsibilities, keep and maintain accurate records, and exercise proper control of all PTA monies. Sound financial procedure must be a prime concern of the treasurer as well as all officers and chairmen.

Although fund-raising is not a Purpose of the PTA, funds must be raised to carry on the work of the organization. Each PTA should raise only the funds necessary to conduct annual activities and projects as outlined in the PTA’s adopted budget. Fundraisers should be planned to meet all budget expenditures, including special projects and funds for emergencies.

Remember that providing adequate public school facilities, supplies, and programs is the responsibility of the taxpayers, not the PTA. Public officials must remain responsible for providing each and every student with the resources necessary for an equitable, quality education.

Contact the Council Financial Team at:


  • Insurance Guidelines
  • Parent’s Approval and Student Participant Waiver

PTA Donations to Schools

  • Procedure for Donations to Schools
  • Fiduciary Agreement

PTA Supplies available from the Council Financial Secretary

  • Cash Verification Forms – $5 for 50
  • Payment Authorization Forms – $5 for 50
  • Secretary’s Book (Blue Book) – $18
  • Treasurer’s Book (Green Book) – $5

Payment Authorization Forms

  • How to get reimbursed by Council

Remit Forms

  • How to turn in money to Council

CAPTA Financial Toolkit (online version)
CAPTA Financial Toolkit (downloadable PDF version)


Charitable Trust Registration

Financial Officer Duties

Financial Policies and Procedures


Insurance Information

PTA as an Employer

Raffle Information

Records Retention Schedule and Destruction Policy

Statement of Information (required for incorporated units)

Tax Filing

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