As the school year winds down, most PTA leaders are ready to swap meetings for margaritas. But before you trade spreadsheets for sand and sun, a little planning can make next year a whole lot easier. The best part? You don’t need to organize another bake sale or host a last-minute auction to get ahead.

Here’s your end-of-year checklist to wrap up the year smoothly, set next year’s board up for success, and maybe even earn a few “thank you” emails from the incoming team.

Before you call it a year, take a quick look at your PTA’s budget. If it’s looking a little too close to zero, now’s the time to set up a safety net. Signing up for Trillage can help generate passive income through summer, ensuring the next board doesn’t start from scratch. A financial cushion isn’t just smart—it’s a game-changer for the new board.

Quick Tip: Sign up for Trillage now and keep funds rolling in all summer, so next year’s board starts with money in the bank.

Transitioning to a new PTA board can feel like handing over a manual written in code. Make it simple by organizing key documents like budgets, vendor contacts, and event plans into a single, easily accessible folder. Share a “Quick Start Guide” that covers the basics: who to contact, what’s been done, and what’s next.

Pro Tip: Include a simple one-pager on Trillage, highlighting how it generates ongoing funds without events or fees. It’ll make you look like a genius and save the new board hours of figuring out how to raise money.

Most PTAs hit pause on fundraising when school’s out, which means starting the new year from zero. Smart PTA leaders know that summer is actually prime time for passive fundraising. Trillage lets you keep earning even when school’s out, ensuring the new board starts with funds—not a blank budget.

How It Works:

• Parents subscribe to Trillage and get access to offers and discounts.
• Your PTA earns a part of the subscription fee—every month, all summer long.
• Zero effort: Set it up once, and let the funds roll in.

Quick Win: Share a subscription link in your end-of-year newsletter to capture early sign-ups.

Your PTA’s social media doesn’t have to go dark over summer. Schedule a few posts in advance highlighting next year’s goals, a thank you to volunteers, and a simple CTA to subscribe to Trillage. A little planning now can keep parents engaged and informed while you’re at the beach.

Content Ideas:

• Thank You Post: Shoutout to volunteers and teachers for their support.
• “Coming Soon” Teaser: Highlight what’s planned for next year (and how Trillage is helping fund it).
• Summer Sign-Up Push: Share a quick post with a link to subscribe to Trillage.

Volunteers are the backbone of your PTA—thank them properly with a quick email or a small gift. A personalized email goes a long way, especially if it includes a simple “look what we did together” message.

Email Template: Subject: Thanks for Making This Year a Success!

Body: We couldn’t have done it without you! Your support helped us [insert accomplishment]. We’re excited about what next year holds—especially now that we’ve set up Trillage to keep funds coming in all summer. Thanks for making it all possible!

End-of-year meetings can drag on forever—so keep it short and actionable. Schedule a quick “Quick Wins” meeting with the new board to cover just three things:

1. How much is left in the budget.
2. How Trillage can keep funds rolling in through summer.
3. A simple plan to invite parents and local businesses to join.

Pro Tip: Leave them with a printed flyer on how to get started with Trillage in under 10 minutes.

The last thing you want to do is pass the baton without a game plan. Signing up for Trillage now means the new board won’t have to waste time figuring out how to raise money. With a passive income stream in place, they can focus on projects that actually make a difference for your school. A financial head start means less stress, more impact, and a smoother transition for the new board.

Wrapping up the school year doesn’t have to mean starting from zero next year. With a few smart moves—like signing up for Trillage and leaving a simple, actionable plan—you can give the new board a financial cushion and a strategy that practically runs itself. Finish the year strong, set the next board up for success, and actually enjoy your summer.

Ready to Set Next Year’s Board Up for Success?

Sign Up for Trillage Today and keep the funds flowing all summer long!