WSPTA Standards of Affiliation for 2024-2025
Washington State PTA provides a Standards of Affiliation (SOA) Agreement Checklist to provide support and guidance to local PTAs and councils. The Standards of Affiliation agreement is a list of legal requirements from the state of Washington, the IRS, insurance requirements, local government licensing requirements, and Washington State PTA and National PTA requirements. It is…
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Governance
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Leadership
Set Up for Success with Standing Rules
Each local PTA and council has a set of standing rules that members of the board of directors must read and be prepared to follow. Standing rules are a legally binding agreement between a PTA’s board and members about how that individual PTA will be run. Standing rules need to be reviewed by the board…
Category:
Governance
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Leadership
August Checklist for Running Your PTA
Board To-Do List for August Ongoing Tasks Attend board and membership meetings Read meeting minutes and offer corrections Prepare reports for board and membership meetings Get educated: take advantage of in-person and online training opportunities Be familiar with your responsibilities and fulfill them Review and ask questions about the monthly financial report Actively engage in…
Category:
Leadership
August Checklist for Councils Supporting Local PTAs
Welcome to the new PTA year! PTA’s fiscal year runs July 1 – June 30. Each month we will post monthly task lists for you to use that will help develop your calendar for the year. The dates listed reflect best practices. Ongoing Tasks Review the Standards of Affiliation Checklist. Offer support to local PTAs…
Category:
Leadership
AIM Insurance for Debit and Secured Credit Cards
Insurance is an important part of any business. It protects your PTA in many ways. Per WSPTA policy 3.11: A local PTA or council must carry Fidelity Bond insurance in order to disburse PTA funds using electronic payments, secured credit or debit cards. The below information is directly from Association Insurance Management, Inc. (AIM) regarding…
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Leadership
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Membership
Debit and Secured Credit Cards – Is your PTA ready?
By Liz Nord, WSPTA Finance Officer Our PTAs need to adjust to the changing needs of our communities. One of the changes that WSPTA has been hearing about is the difficulty with leaders funding events, programs, and business needs up front, while waiting for reimbursement. Local PTAs and Councils are finding that relying solely on…
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Leadership
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Membership
July Checklist for Councils Supporting Local PTAs
Ongoing Tasks Remind local PTAs to complete the memberplanet End of Year checklist Please also use memberplanet to report your newly elected 2024-2025 officers. Remind local PTAs to book their 1:1 with Givebacks. If you have not already, book your 1:1 onboarding meeting with Givebacks Offer support to local PTAs who may be struggling with…
July Checklist for Running Your PTA
Month-by-Month Board To-Do List Welcome to the new PTA year! PTA’s fiscal year runs July 1 – June 30. Each month we will post monthly task lists for you to use that will help develop your calendar for the year. The dates listed reflect best practices. Ongoing Tasks Attend board and membership meetings Read meeting…
Category:
Leadership
June Checklist for Running Your PTA
Ongoing Tasks Attend any board and membership meetings Read meeting minutes and offer corrections Prepare reports for board and membership meetings Get educated: take advantage of in-person and online training opportunities Be familiar with your responsibilities and fulfill them Review and ask questions about the monthly financial report Actively engage in a plan for membership…
Category:
Leadership
June Checklist for Councils Supporting Local PTAs
Ongoing Tasks Offer support to local PTAs who may be struggling with any of the SOA requirements. Work with your region director to support any local PTAs with fewer than 25 members or any local PTAs without an approved membership waiver to ensure they remain “in good standing.” Encourage local PTAs to enter next year’s…
Category:
Leadership