Connect Support
Getting Started
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, and how the Updates badge and New badge work.
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.
Configure your preferred language and timezone in FutureFund Connect for a localized experience.
Activities (tasks like Bylaws submissions, document uploads, and financial reports) use a watcher-based notification system. You receive email notifications for an activity when you are a watcher of that activity.
Find step-by-step guides and video tutorials to help you learn FutureFund Connect.
Units
How to link your unit to its FutureFund fundraising account so members sync into Connect automatically, plus syncing, managing, and disconnecting.
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
District Council
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 by choosing positions and message 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.
State
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's districts, councils, and units
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
Need Help
Have a question, need some help or advice, reach out to our support team. We're here to help!