When you are adding a new school, there are different protocols, depending on whether this is a PTA, a PTO or a School. Please review the details below for each of these organization types. If you need help you can contact the FirstGiving HelpDesk team at 877-365-2949 (option 2, then 1) or firstname.lastname@example.org.
Adding a PTA
• PTAs themselves are NOT 501c3 nonprofit orgs, so we need to link them under the umbrella of their parent organization, called a PTA Congress. The Congress must have 501c3 status.
• Once we add the Congress to the database, we can add all of the underlying PTA accounts. When you search on Apex, please make sure to search by the NAME of the PTA, and not the EIN number.
Adding a PTO
Adding a SCHOOL
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