How to accept your FutureFund Connect invitation email, set your password, and sign in for the first time.

Where to find announcements about new FutureFund Connect features using the What's New bell, and how the unread badge works.

What the Bylaws, Federal Tax, State Registry, and Tasks cards on your dashboard mean, and what happens when you click one.

Learn what FutureFund Connect is and how it helps state, district, council, and unit PTAs manage compliance, governance, memberships, and communications.

Understand how FutureFund Connect organizes data into terms (also shown as fiscal year or school year), how each entity's fiscal start month sets term boundaries, and how to filter pages by term.

How access, roles, and task routing work in FutureFund Connect — including the invitation lifecycle, statuses, blocked invitations, and the Organization switcher.

How FutureFund Connect decides whether to show English or Spanish, how to change it, and how dates and times are displayed.

Activities (tasks like Bylaws submissions, document uploads, and financial reports) use a watcher-based notification system, plus a weekly reminder email for past-due tasks. You receive email notifications for an activity when you are a watcher of that activity, and a Monday digest if you have overdue assigned tasks.

Where to find step-by-step guides and video tutorials for FutureFund Connect.

How to reset your own FutureFund password, why no one can set a password on your behalf, and what to do when a team member can't get in.

How FutureFund Connect automatically links your unit to its FutureFund fundraising account so members sync in without any setup, plus how syncing works.

Add, assign, submit, and approve tasks for your PTA unit

Send emails to your unit's members and board, then track delivery from your sent history

Manage your PTA unit's board of directors by term, including importing, copying, and adding members to your team

Upload, generate, and manage documents for your PTA unit

Track and manage your unit's PTA membership records by school year

Invite, update, and remove people on your unit's Team page, and understand invitation statuses

A start-to-finish walkthrough of the guided bylaws process: creating the task, answering the questions, reviewing the draft, and submitting for review.

How councils and districts set up direct deposit to receive their share of membership dues, and how to view and reconcile payouts.

Browse units, councils, documents, and board members across your district or council using the tabbed Directory Browser

Create tasks from triggers and manage approvals across your district or council units

Send emails to board members across your district or council using saved Recipient Groups

Manage board members for your district or council, including CSV import and copying rosters between terms

Manage district and council documents and review unit submissions from your tasks

Run reports across your district or council units

Invite, update, and remove people on your district or council Team page, understand invitation statuses, and how access cascades to child entities.

How state PTAs import prior-year membership totals for their units using a CSV file.

Browse every district, council, unit, document, and board member in your state from one tabbed Directory screen

View, filter, and approve Tasks at the state level, with routing set per trigger

Send emails to board members across your state PTA using saved Recipient Groups

Run comprehensive reports across the entire state PTA organization, including export, date-range, and incremental report types

Manage state-level team members and their access to FutureFund Connect

How state PTAs use triggers to automatically generate compliance and governance activities across units, councils, and districts.

Configure positions, triggers, document types, document generators, and addendums for your state PTA

How entity metadata, unit-level overrides, and Liquid drops drive document generators across the PTA hierarchy