Sample Financial Controls Worksheet

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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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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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Formation Incorporate Obtain EIN Apply for 501(c)(3) status Adopt financial controls Apply for state tax exemption (sales & income tax, if applicable) Register to fundraise with state (if...

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