Handling Requests for Relief Assistance

The California State PTA recognizes the need to extend support to the families harmed by Hurricane Katrina. Our hearts and prayers go out to these families as they work to rebuild their homes and communities. Since PTAs are often asked to provide assistance with the coordination of relief activities, it is important that the proper guidelines be followed.

PTAs are prohibited from making personal gifts to a specified family or individual. A PTA may not collect and disburse funds for the benefit of specified families or individuals. A PTA's EIN may not be used for the establishment or maintenance of any financial account designated for the benefit of specified families or individuals. The IRS may impose penalties if these rules are not observed.

PTA units, councils and districts may participate in community relief efforts by making a monetary donation to a relief organization recognized by the IRS as a 501(c)(3) organization. Organizations such as the American Red Cross, the Salvation Army, and United Way handle donations for relief efforts under benevolent fund procedures which mean that funds are received for disbursement to a broad class of potential recipients. These organizations may not accept funds for a specific family or individual.

In order for PTA funds to be donated, PTA financial procedures must be followed. The membership is the authorized body to approve, or ratify, the donation to another 501(c)(3) organization. The approval of the donation must appear in the minutes of a meeting of the association.

PTAs may participate in disaster relief efforts by

  • Encouraging members to make personal donations to a relief organization of individual choice
  • Encouraging members to volunteer to assist at a location providing services to disaster victims
  • Providing information on local blood drive locations
  • Providing information about other relief efforts in your community

PTAs may participate in personal tragedy relief efforts by

  • Working to locate another agency or organization that may handle donated funds to benefit the affected family or individual
  • Offering to meet with other community leaders to arrange with a local bank for the establishment of a special account to handle donated funds (Cannot use PTA EIN)

Brenda Davis, President

Charlene Pendergraft, Treasurer

Basic Policies
PTA as an Employer
Fundraising
Tax Filing Support Center
Handling Requests for Relief Assistance
Insurance
Forms
Frequently Asked Questions
Toolkit

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