School Officials' Toolkit

Being a school official comes with its own challenges. Our toolkit brings together our best resources for managing the school and booster club relationship.

Free training!

Our free officer training course teaches the following important modules:

Group set-up and operation
Financial procedures
IRS and state fundraising rules
Reducing risks and liability

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Compliance

School Business Officials

Sample Bylaws Generator for School Business Officials

This custom version of our booster club bylaws generator was developed specifically with school business officials in mind. Your school district may then provide these bylaws to school-related fundraising organizations as a template.

State Nonprofit Resources

State-by-state registration requirements

Most state governments require nonprofit, tax-exempt organizations to file one or more registrations in the state, including: corporate annual report, fundraising registration, income/franchise tax exemption, sales tax exemption, and games of chance (bingos/raffles).

Financial Controls

Video

The Embezzler Next Door

In The Embezzler Next Door you learn that Amy, the church-going wife and mother who stole from her daughter’s school is not unique. More than one story a week comes out; more than $1 million a year is stolen. More importantly, you learn why ordinary people steal and how to take simple steps to stop theft at your school.

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Support Group Operations

Sample Financial Controls Worksheet

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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Support Group Operations

Guide to Conducting an Internal Financial Review

School support organizations (booster clubs) should conduct a financial review of the organization’s financial practices each year. This review is intended to ensure that appropriate financial policies are in place, and that each organization is following these policies.

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Risk Management

Video

Schools and Liability

Join Patti Exstein, Executive Director of PBUSA, as she outlines an effective process for determining, reviewing, and controlling the risks.

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Liability, Insurance, & Theft

Risks and Insurance

One of the most common questions I'm asked by a parent group mom or dad is, "Can I/we be sued for that?" The answer that no one wants to hear is – anyone can sue anyone for anything at anytime undefined and someone will!

Liability, Insurance, & Theft

Risk Assessment Worksheet

How does your organization manage risks? Performing a risk assessment is an easy way to identify potential sources of risk, and think of ways to reduce these risks.

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Liability, Insurance, & Theft

Reducing School Liability

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 thinking goes that by getting involved, the school will be “guilty by association.”

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