How to use MemberHub to increase the success of your PTA! - PDF document

NCPTA State Convention May 18, 2019 How to use MemberHub to increase the success of your PTA! Introduction Good afternoon My name is Gary Lewis, and I’m here at the NC PTA State Convention in two roles First and foremost, I’m a local PTA Treasurer (my 14 th year on a PTA Board) – currently at Panther Creek HS PTSA in Wake County And I am a past President of the Wake County PTA Council I am also here wearing my MemberHub hat. Since October, I’ve been working part-time as a MemberHub Customer Engagement Rep. The CER team is a handful of local PTA leaders and MemberHub “power users” who have are available to help local PTAs get more out of MemberHub. Quick Show of Hands How many of you are already using MemberHub? How many of you don’t even know what MemberHub is? Let’s see if I can help get more of you excited about what MemberHub can do to increase the success of your PTA! 1

NCPTA State Convention May 18, 2019 Today’s agenda  Who is MemberHub and why do we do what we do?  What is MemberHub and what problems do we solve?  Growing your PTA with MemberHub!  A quick tour of MemberHub  Q&A 2 CONFIDENTIAL Today’s Agenda I’ll start with WHO and WHY. A little background of MemberHub, the company Then we’ll talk about exactly what problems MemberHub hopes to solve I’ll share some ways you can use MemberHub to grow your membership and revenue Finally, I’ll talk about some things to think about as you transition to a new school year And if I talk fast enough, I can take some questions! 2

NCPTA State Convention May 18, 2019 Why we exist: We’ve got a big vision – mission-aligned with yours We believe that engaged parents & well-funded schools improve children’s lives. We want to empower the strongest brand in education through technology to help close funding gaps & improve parent engagement that our schools need so badly. 3 This is why we exist – almost everyone in our company is a member of the PTA – I certainly am, and I know first hand what the PTA does for my local schools. In fact, 14 of our 19 employees & contractors are former or active PTA Members or Officers including the founders who are from NC and father’s of students in Wake County public schools. PTA is the strongest national brand in education. All of us in this room are looking to improve parent and family engagement and we are well aware of the funding challenges most of our schools have. MemberHub’s goal is to offer a free technology solution to support this. 3

NCPTA State Convention May 18, 2019 Lets build something together! We accomplish great things together! We’ve created a set of tools designed to:  Increase parent involvement (make it easy, less time consuming, more parent-friendly)  Help reduce admin work – let PTA volunteers engage, not spend time with admin tasks.  Increase the ability to raise funds to support schools. The goal of MemberHub is to partner with PTAs, and provide a toolset for you to engage your members more effectively AND to create a relationship between local PTAs and MemberHub in order to improve these tools over time. When used effectively, the tools provided by MemberHub can help you increase your parent involvement, make communication easier, reduce admin work and provide you new ways to raise funds so you can provide the programs your families expect. We have a big vision - MemberHub is available for FREE to every PTA in NC (and 19 other states), regardless of population, budget size, etc. Almost 10,000 PTAs now have free access to Memberhub! If we are all using the same system, it should create some efficiencies around administration and communication statewide, which would free up our time to do more advocacy and mission-focused work! 4

NCPTA State Convention May 18, 2019 The Problem: The Administrative Challenge for PTAs North Carolina PTA 11 North Carolina PTA Councils ~950 Local PTA Units ~5,000 Leaders Compliance Volunteer Activities Workload ~110K PTA Members PLUS Many non-member parents, etc. Management Problem The proliferation of too many single point apps is most problematic in schools and PTAs Problem: PTA leaders and teachers use up to 7 different disconnected systems to manage communication and membership causing confusion and low engagement Problem: Each PTA in the state is using different tools/processes – difficult for Leaders and Parents Problem: Many smaller PTA units can’t afford to purchase solutions that other units may be using • Schools often use different systems for: Directories, emails, newsletters, calendars, text messages, voice calls, reminders, signup sheets, photo sharing, file sharing, and more • Parent Groups use a cobbled together set of free tools for communication and membership management • Year to year, the tools change and everyone has to learn something new • As unit leaders come and go, institutional knowledge of how to run the systems is lost/forgotten or just can’t be replaced 5

NCPTA State Convention May 18, 2019 The Solution: MemberHub and North Carolina PTA partner to provide a FREE fundraising, communication, and membership management system with built-in compliance reporting North Carolina North Carolina PTA Councils Local PTA units Payments / Sales Volunteering (fundraising) Communications Compliance Reporting Membership Dues Remittance North Carolina PTA What is MemberHub? It takes all the tools you’re already using and puts them into one platform There’s a lot stuff that’s in MemberHub and a lot of features and integrations in the works. • Parents: Simplifies parent life with consolidated approach to managing organizations • Provides parents with a single interface for communications, payments, registrations, calendaring and volunteerism • Organization : Cuts costs and simplifies member management and reporting for organizations • Provides orgs. with reporting, dues routing, and membership mgmt. tools If all units are using the same tools and processes, life is easier for parents and PTA leaders as they move from organization to organization. 6

NCPTA State Convention May 18, 2019 Compliance, Membership & Dues Routing Membership Management Key Features Benefits Electronic Membership • Memberships purchased in the store include Membership Cards that are Cards autoformatted for your unit and included in the receipt! • Now you can send the EXACT amount owed to NCPTA with the push of a button Automated Dues electronically. Remittance • No more stamps and envelopes and check issues! Member Reporting and • Easy access to the on-line system for all your state reporting responsibilities. All Compliance Reporting on-line and in one system – Saving you time! 7 Compliance Reporting: • Enter all of your Elected Officers (President, VP, Secretary, Treasurer) and Membership, Advocacy, Reflections, and Health & Wellness Chairs (this allows direct communication from NC PTA) If you use generic emails, update the NAME in the People DB and have the person purchase their membership with their personal email • Enter Members • Enter Financial Review Confirmation (annually) • Enter IRS 990 Confirmation (annually) • Pay your State dues (mail a check – postage/time OR eCheck - $1 fee) Use the Online Store to eliminate the need to manually enter Members! 7

NCPTA State Convention May 18, 2019 Fundraising and Payments Fundraising and Payments Key Features Benefits • Accessible by everyone! Take money on-line from anywhere for anything from Online Customized Store memberships, spirit wear, event tickets and direct donations • Helps reduce burdens for reporting and order fulfillment Allow Multiple Admins Access • Easily Transition it year over year for more parent engagement and less Fast Store Set up for Year over confusions (hide items when no longer available) Year Continuity 8 Speaking of the Store: - This was a brand new feature released last August. - Memberships, spirit wear and donations are the most common store items - But, there are also PTAs using the store for: - Event registration/tickets - Food tickets for events - Sponsorships - Don’t do raffles in the store though, that will get you in trouble - Every PTA can set a store up for FREE Let’s talk about transaction fees - Let’s be Honest – no one gives away software and survives as a company - Some of our larger PTAs can afford to buy a storefront, but MemberHub levels the playing field/allows all units to have an online store - The store is important to MemberHub as a company - Each credit card transaction comes with a 3.5% + $0.50 fee - Of this, 2.2% and 30 cents goes to WePay (same as PayPal for non-profits) - MemberHub receives 1.3% plus 20 cents - Store transactions are important – in most cases, it is the only income that MemberHub receives from your PTA, and it’s not much. On a $10 payment, MemberHub receives 33 cents - This is how all PTAs receive a free MemberHub site! - YOU choose whether to cover this fee or pass it along to customers (You don’t have this option with PayPal) 8