Resources

School Foundation Resources

The following resources are provided to the PUSD School Site Foundations. Please use these only as samples and guides. In relation to application and implementation of these documents, Foundations should seek independent legal and accounting advice where appropriate.

For additional resources, please see the Summit Information Page. Information available include presentation slides, break-out group results and handouts on topics discussed at the Summits. 
The document listed below are PDF documents. Update your Adobe Reader here. 

Organization Management & Planning 

• Bylaws Template
• Conflict of Interest Policy Questionnaire
• Data Management Procedures 
• Development Department Policies
• Gift Acceptance Policies
• Insurance Quote Sample
• JH Cohn Nonprofit Checklist 
• PTA Foundation Collaboration Structure
• Seven Ways to Thank a Donor
• Weekly Email Communication Sample
• Whistle blower Policy

 

Legal and Financial

• Application for Registration - Nonprofit Raffle Program 

• Auction Receipt Letter

• Chart of Accounts Structure

• Definition of a Raffle - CA Department of Justice

• Document Retention Policy

• Donation Acceptance Procedures Template

• Donation Acknowledgement Policy and Procedure

• Nonprofit Raffle Report 

• Tax Exempt Foundation Reminders 

• Treasurers Budget Report Sample

 

Board Development 

• Board Manual Template

• Board Policies Procedures Table of Contents

• Board  Recruitment Matrix-Elementary

• Board Recruitment Matrix-HighSchool

• Board Recruitment Matrix-MiddleSchool

If you would like any of these documents in a Word format, Kelly Hamm [email protected]

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Registry of Charitable Trusts

New Form CT-TR-1 Filing Requirement for Charities
Effective February 1, 2020, the Attorney General’s Registry of Charitable Trusts will require charities with annual revenue under $50,000 must file the CT-TR-1 treasurer’s report annually along with Form RRF-1.  Both forms are available on the Annual Registration Renewal program page.
 
Updated Forms For All Registrants
Also effective February 1, 2020, charities and professional fundraisers must use amended forms.  The official, updated forms are available on the appropriate program pages as well as the Registry Forms page.
 
Significant changes to the forms include:

• The RRF-1 annual registration renewal form requires charities provide additional information, including noncash donations; and
• The CT-1 initial registration form now requires additional information such as dbas and prior enforcement actions; and
• Changes were also made to all professional fundraiser forms and the raffle forms (registration and reporting).

Online Renewal for Charities
Charitable organizations that are current in their registration and annual reporting requirements can renew online.
 

• Attorney General's Registry of Charitable Trusts
• Charities – Annual Registration Renewal

Voicemail:       916-210-6400 Extension 5
Fax:                 916-444-3651