TEMPLATES & FORMS

Financial / Treasurer Templates

• 2020 Parents' Council Invoice

• SAMPLE PTO Financial Policies

• SAMPLE PTO Affiliation Letter

• SAMPLE PTO Annual Fiscal Review Form

• SAMPLE PTO Bylaws

• SAMPLE PTCO Grant Process and Request Forms

• SAMPLE PTO Budget Template

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Grant Process Information​

• Process & Request Form​

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Fundraising Resources & Templates

Remember, all vendors must be insured and all vendor agreements must be signed by
your principal (not a PTCO representative)

• Sample Fundraising Donor/Sponsor Solicitation Letter

• PTO Today Vendor Directory

• Auction Wish List - Donation Request

• Company Rewards List

• Where to Report Fundraisers

• Online, Silent and Live Auctions

• Restaurant Nights/Spirit Night/Dining for Dollars

• Community Events

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Communications & Organizational Templates

• Volunteer Coordinator description

• PTO Secretary Job Description

• PTO Treasurer Job Description

• PTO Vice President Job Description

• PTO President Job Description

• PTCO Procedures & Practices Handbook

• Sample Meeting Agenda

• Roberts Rules Of Order

• Meeting Minutes Approval Process

• Social Media Policy

• Executive Board Took Kit from PTO Today

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Planning Resources & Templates

• Project Planning Worksheet/ Timeline/Volunteer Tracking

• SAMPLE Volunteer Interest Survey - Elementary Level from PTO Today

• Middle School Volunteer Recruitment Form

• PTCO Committees Description List

• Teacher Solicitation for Volunteer Recruitment