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Sample Financial Controls Worksheet

Resource
financial controls
Supporting files
  • PBUSA Sample Financial Controls Worksheet.pdf
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At a minimum, school leaders should be aware of, and promote the use of, the following best practices for any school fundraising groups.

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PBUSA Sample Financial Controls Worksheet.pdf page 1
PBUSA Sample Fi... (page 1)
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PBUSA Sample Financial Controls Worksheet.pdf page 2
PBUSA Sample Fi... (page 2)
Tips and Strategies for Meetings

It's not easy to lead a meeting and successfully encourage participation and different points of view. Establishing an agenda that includes standard financial and other reports made at...

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Sample Financial Controls for School Support Organizations

PBUSA recommends that school support organizations adopt financial controls. These policies and procedures guide how income and expenses are handled, and protect both the...

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Reducing School Liability: Keeping an Eye on PTOs, Booster Clubs, & Other Fundraising Groups

Many school administrators are under the impression that when it comes to PTOs, booster clubs, and other school fundraising groups, turning a blind eye is the best approach. The...

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More resources

Feeling lucky?


Or maybe try one of these...

DIY - Guide for Obtaining State Income/Franchise Tax Exemption

Income tax is a tax on an organization's income. Franchise tax is a fee for the privilege of doing business in a particular state....

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Running an Effective Meeting

Booster club bylaws often reference Robert's Rules of Order as the "rules" for managing a meeting. Have you ever read Robert's Rules? It's a good way to get...

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Secrets to Fundraising Success!
Secrets to Fundraising Success!

00:53:25

Hear from Sandra Pfau Englund and the experts at Funds2Orgs on best practices, choosing the right fundraiser, tips for success, and fundraising do's and don'ts — some things...

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Parent Booster USA provides information, training, and help to set up and operate booster clubs and PTOs.

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Parent Booster USA (PBUSA) is a tax-exempt charitable and educational organization that provides information and resources to schools and their booster clubs. PBUSA does not, however, provide legal or accounting advice and any information that we provide, including the information in this website, should not be considered legal or accounting advice. If you or your booster club needs legal or accounting advice, you should engage an attorney or accountant by written contract and have them review the organization’s situation detail.

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