If we do a membership drive for the 2013-2014 school year and collect dues for that now, how does that affect our account for this year? I was told that we have to “close out” the account with regards to money and dues this month.
That is a very good question! Please deposit the checks into your PTA’s bank account but earmark the money as being for the next membership year. It is best practices to have a carry forward line item in your budget which is designated for memberships you collect for the next year. At the end of your fiscal year, the money collected would be moved out of that carry forward line item into your Membership Income line item.
As far as entering the names of the members into our online membership portal, you will want to wait until after July 15th (after we have set up the database for the new year) to enter their names. You would then remit your total new year membership in your October 25th payment to State/Council.