1)     Send your incoming board's contact information to council or PTA district right away! That information is needed for the state PTA annual service mailing this summer.

2)     Send forward to council or district:

a.    Annual Report, to share your volunteer hours and successful events. Toolkit, Forms section, page 373-374.

b.    Annual Financial Report, a simple, year-end review of your financial activities. Toolkit, Forms section, page 310.

c.    Final membership submission

3)     Reports due for any California State PTA grants received. See Toolkit Programs section 7.17, page 259, for available grants and reporting requirements.

4)     Order membership envelopes now from your council or PTA district for next year for a minimal fee. Request 2010-2011 membership cards, free, based on this year's final membership, at the same time.

5)     At your final association meeting, make motions to pay upcoming summer bills.

6)     Be sure the incoming president has registered for the National PTA's annual box mailing, which has PTA Quick-Reference Guides, membership materials and many other resources. This year, units must register and select a preferred shipping address and date.

7)     Prepare procedure books (binders of handy information for each position) for the incoming board. Offer training or assistance if requested. Incoming officers take office on the date set in your bylaws, usually July 1.

8)     Have the treasurer start preparing the books for audit as soon as the PTA year is done. This year's auditor will audit the books. Tip: After the audit is a good time to fill out tax forms. IRS 990 filing is now required of every PTA.

9)     The incoming board should begin planning for next year, including working with the principal on a proposed calendar of activities and developing a budget.

10)   High-fives and thank-yous for those who helped this year. Celebrate all your PTA does for children!