PTO / PTA Payments & Banking
A Free Guide from MoneyMinder
Manage Your Parent Group's Money Responsibly
Just because your role as PTO or PTA Treasurer is a volunteer one, doesn't mean it's not serious. And sometimes, it can be seriously complicated to follow all the rules!
There are a lot of differences when managing your school group's funds compared to the way you manage your personal finances. Make sure you understand how to handle the money your school group takes in responsibly.
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This free guide from MoneyMinder covers the tools, safeguards and tactics to navigate your group's money in a way that fosters trust and transparency.
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What's Inside
Ensure every dollar your PTO or PTA raises goes toward making a positive impact on your school community by managing your money responsibly. This guide has over 25 pages of usable information to make your job more clear:
✓ Setting up a Bank Account
✓ Checks and Fraud Prevention
✓ Sample Check Request Form
✓ Bad Checks & Sample NSF Check Letter
✓ Fund Payments & Requests
✓ Dealing with Cash, Petty Cash & Cash Count Worksheet
✓ Electronic Payments (Credit, Debit & Gift Cards)
✓ Payment Platforms (Venmo, Zelle, Paypal, Stripe, etc.)
About MoneyMinder
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Over 20 Years of Financial Bliss for Parent Groups
MoneyMinder has been the trusted choice for thousands of school group finances for over two decades. MoneyMinder's three pillars—Security, Ease of Use and Affordability—have garnered it industry awards, customer praise and unprecedented loyalty through the years.
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