Selecting Appropriate Fundraising Activities

The following questions can be used to help in selecting and planning a fundraising project that will be both successful and worthwhile for the PTA:

  • Does it adhere to the PTA mission and purpose?
  • Does it conform to the noncommercial, nonsectarian and nonpartisan policies set forth in the PTA bylaws?
  • Does it refrain from using exploiting children?
  • Will it create goodwill for the PTA?
  • Is it a type of activity that can serve as a positive example for children and youth? Will it provide meaningful revenue to help meet the PTA’s goals?
  • Did the fundraising committee provide a reasonable budget of all associated expenditures (e.g., materials and advertising for the event), as required by the PTA’s bylaws and standing rules?
  • Do the state and local governments require the PTA to collect and remit sales tax? Are special permits, such as special licenses or health permits, required/needed?
  • Is the liability of the PTA and its members protected through sufficient insurance for this activity?
  • Did the president sign the contracts for vendors and/or manufacturers? Do the contracts and products cover who is responsible for spoiled or damaged goods? For unclaimed goods?
  • Is the PTA using volunteers, or does it have to pay or contract with workers?
  • Have procedures been established to safeguard the handling of products and money? What are the costs for using a facility? How long is the event going to be held? Are there special requirements or restrictions for using the facility? Are fire laws and safety precautions strictly observed? Is the facility accessible to people with disabilities?
  • Is it an infrequent or ongoing activity? Be aware that unrelated business activities could result in some federal or state taxation of the income earned or, in the extreme, the loss of your tax-exempt status.
  • Are there local, state or federal laws that apply? Is care taken to see that no law is violated?

Depending on the PTA and the activity, there may be other questions that need to be addressed. When considering several funding ideas, review this list, as well as other questions and concerns, to determine which fundraising activity to choose.

Selecting Appropriate Fundraising Activities provides sample questions that should be used as guides in selecting and planning a fundraising project that will be both successful and worthwhile to the PTA.