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Matching Gifts

If my PTO or booster club receives donations through Benevity, Cybergrants, YourCause or other matching gift companies, how do the funds get credited to my PTO or booster account? Upon receipt and deposit of checks from Benevity or other corporate matching gift companies, Administrative Assistant Erin Northroup reviews accompanying documentation to determine the allocations for the donations.   

  • For groups which do not currently participate in centralized accounting, checks are issued at least monthly to the respective PTO or booster groups.  Checks are generally sent through district inter-office mail to the elementary and junior high sites and directed to the PTO or booster groups.  Some sites opt to place interoffice mail in a designated location for PTOs and boosters.  We attempt to notify groups in advance of checks being sent so that officers know to watch for the checks.  For high school booster clubs, we have begun to notify officers that checks are ready and offer the option to pick up the checks at the district office or have the checks mailed to the treasurer. 
  • For centralized accounting groups, matching gift donation revenue for the respective groups is credited in the QuickBooks general ledger at least monthly.

Sometimes matching gifts intended for a PTO or booster club is received and deposited by my school.  Is there anything special I need to do to make sure my PTO or booster club receives the funds instead? Whenever you are soliciting matching gifts, please make sure your donors/parents/volunteers are aware that Benevity and other matching gift companies may have BOTH a Chandler School Booster, Inc. account set up as well as accounts for the Chandler School District.  These companies generally allow “projects” to be set up under the CSB or the district to help donors specify which school site or club/team should receive the money.  It is very important to encourage your donors/parents/volunteers to choose the Chandler School Booster option and then further specify the project, site or club so that the funds can be properly directed when received by the CSB.

If a donor gives me a confirmation email which requires that someone log in to Benevity, Cybergrants, YourCause or other matching gift company to further confirm, verify or accept the donation, should I do that or is that the responsibility of Erin Northroup? Confirming, verifying and accepting donations is the sole responsibility of Erin Northroup.  She is the designated manager and administrator for all matching gifts.  If you receive a donor confirmation email, please forward it to Erin so that she can perform the necessary steps required in the confirmation email.

Why is it important that Erin Northroup confirms, verifies and accepts all matching gifts, rather than someone from the PTO or booster club? Erin has been designated by the CSB Board to manage the CSB’s matching gift program as the sole administrator for Benevity, Cybergrants, YourCause and other matching gift companies.  These companies only allow a single administrator, but unfortunately, they lack sufficient controls to limit changes to administrator logins, and they do not require any proof or documentation to make such changes.  Therefore, individual PTO or booster officers have been able to remove Erin and add themselves as the administrator, with their own password.  Under no circumstances should a PTO or booster officer list themselves as the administrator for Benevity, Cybergrants, YourCause or any other matching gift companies, as this precludes Erin from accepting gifts on behalf of the other 140-plus member groups.   

 

MidFirst Banking & RunPTO

Important Documents

MidFirst Banking Account Log In

MidFirst Banking
Set up/Transitioning accounts/Debit Cards/Fees

Log In to your RunPTO Account

RunPTO Knowledge Base

Still Need Help? Contact us using the MidFirst/RunPTO Help Ticket.
This form will help you submit a ticket to a CSB team member who can help you with questions or problems related to MidFirst Banking and getting access to and setting up RunPTO. Please try to contact the bank for most daily banking activities first or try to access the RunPTO Knowledge Base before asking for help here. You should expect a response from one of us within 24 to 48 hours. 

Stage one document
Implementing the Board Chair/Committee Directories and Accounting Functions

CSB Questions

What kind of training can we expect on RunPTO in the future?

Just to name a few:  Banking, Run PTO, Fundraising…


MidFirst Questions

How do I get online access to my account?

You MUST be a signer on the account.  Typically access is given to the club treasurer, although an additional online user may be requested.  Online access may be requested by contacting banking@chandlerschoolboosters.org.  Please specify your name, officer position and club name in your request.   

How do we get the Business Company ID information in order to use the MidFirst online banking?  

Business Company ID #2710845

How do we handle coin deposits paid for by the kids?

At this time, the branches are only accepting rolled coins.

Minimal loose coin is acceptable…. less than $5.
Coin must be rolled before stepping into the branch for the deposit.
Tellers are not responsible for assisting in rolling your coin for/with you

Are there multiple MidFirst locations that we can use?

N Val Vista & E Baseline
3631 E Baseline Rd., Gilbert, AZ 85234
P: 480-926-2265

N Cooper & W Ray
760 W Ray Rd, Gilbert, AZ 85233
P: 480-755-0974

S Gilbert & E Chandler Heights
4900 S. Gilbert Rd., Chandler, AZ 85233
P: 480-755-0962

SanTan Village & S Market
2849 S Market St., Gilbert, AZ 85295
P:  480-755-0952

S Power & E Rittenhouse
7305 S Power Rd, Queen Creek, AZ 85142
P:  480-755-0949

Can we deposit checks from the mobile app? 

Yes!  Need to make sure you are in the Business app.  MidFirst Business Mobile app

Which board members are allowed to be signers? 

President, Vice President, Treasurer, and or Secretary.  2 required, 3 preferred

Can we activate the cards over the phone?

Yes. To activate a card over the phone they will need to call from their phone number on file, and type in the last 4 of CSB’s EIN (1830). They will then be prompted to set up a 4 digit pin.

What are the fees that MidFirst charges?

Account Maintenance (monthly) ...................................  No charge   
200 Transactions included per month ............................. No charge 
Excess Transactions if more than 200 Transactions ........ 0.35 each   
Cash Deposited if more than 12,500/cycle................... 2.00/1,000.00   
eStatement/Paper Statement  ........................................ No charge   
          Includes Checks/Debits, Deposits/Credits, & Deposited Item
Stop Payment – Online ................................................... 17.00 each 


RunPTO Questions

Why haven't I received my RunPTO login information?

The president receives the initial email to set up the RunPTO account.

If you are the president and still have not received your sign up email, it is possible that you will need to update your CSB registration information. CSB Registration. Introduction emails will only be sent to the presidents of the club.

Who receives the initial email to set up the RunPTO account?

The president receives the initial email to set up the RunPTO account. If you are the president and still have not received your sign up email, it is possible that you will need to update your CSB registration information. CSB Registration. Introduction emails will only be sent to the presidents of the club.

I've started implementing RunPTO and I might want to reset my system. Is it possible to do a hard reset?

Yes. There might be other alternatives, in either case contact: runptohelp@chandlerschoolboosters.org

What is the first thing I do after receiving my initial email on RunPTO?

Set up your board members and send emails to each member. Add Board members. Add users, which will send emails to each user that you wish to have access to using RunPTO. The President and Treasurer have the primary responsibility of setting up RunPTO.  Please see the Stage 1 document to aid in your setup process. 

Why can’t we start at the beginning of the new school year?

RunPTO will save hundreds of hours in collecting, auditing and correcting the spreadsheet information system previously used.

Will you still accept the previous spreadsheets that have been used in the past years?

No.

How is stripe set up for credit card transactions through RunPTO?

There is a knowledge base tutorial that walks you through the stripe set up. Here is the link. RunPTO Stripe set up.

When do we need to have these items completed for implementing RunPTO?

March 31st – Stage One President Tasks
Enter the board and chair directory information
Create the Committee Directory


April 30th- Stage One Treasurer Tasks

Enter the opening balance of MidFirst Bank account
Enter outstanding checks payable
Enter net assets opening balance
Enter budget amounts
Enter withdrawals (2 options for doing this.)
Enter any transfers and
Reconcile the bank account.

Please see this RunPTO Phase 1 document for the details involved in these tasks.

What do we do if we have a different accounting year?

All members have the same accounting year. July 1st – June 30th


Payment Systems

Are there fees for using Stripe?

Yes, 2.9% + 30¢ per successful card charge. You are not limited in the method that you choose to collect payments.

What do you recommend for members that operate concessions for payment systems?

Currently we are not making a recommendation for fee collection systems for concessions. Continue to use what works for you until more information is gathered from concessions running members.