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Steps to Submitting Dues for 2025-26

Log into npo.givebacks.com. Request to join Givebacks to set up a new account. Review LouisianaPTA.org/givebacks for details on Givebacks (GB). ***Only the President and Treasurer are given access to submit dues in GB.*** If your email is associated with more than one PTA, select the correct Local PTA.

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If you use GB to collect dues from your members, on the GB dashboard on the left side menu, select Memberships>Remit State Dues.

  1. There is a yellow highlighted bar near the top that will say how much dues is owed to LAPTA. Click the Send ACH Payment button, enter the bank account information, and click Save. The dues will be transferred plus $2 fee to LAPTA.

  2. The yellow bar will now be blue designating that no money is owed to LAPTA, and the itemized payment will be listed on the page. Membership cards will be automatically emailed to each member.​

 

If you do not use GB to directly collect dues from members, there are 2 ways to import membership info.

  1. On the GB dashboard on the left side menu, select Memberships>Members. In the upper right corner, select the ••• 3-dot menu and select Import Members.

    1. Download the GB Template spreadsheet. DO NOT CHANGE the header labels. The Member Type must exactly match those types listed under your Membership Products. Every email must be unique. Student memberships do not require an email.

    2. Under Step 2, check the 2 boxes, add your initials, and click Add CSV to upload your updated and saved template spreadsheet. To view all memberships, Select Memberships>Members.

  2. On the GB dashboard on the left side menu, select Memberships>Members. In the upper right corner, select the ••• 3-dot menu and select Add Cash/Check Member.

    1. Select the type, complete the other information, and click Save. The membership will now be visible under Memberships>Members.

    2. If you cannot select the Membership Type, then you need to make the products visible in your store first. Go to Memberships>Membership Products. Click the ••• 3-dot menu to the right of each product type and select Edit Product Visibility for each item. Check the 2 boxes and click Save. You can add custom memberships by clicking the blue New Membership Products button in the top right corner.

  3. On the GB dashboard on the left side menu, select Memberships>Remit State Dues. There is a yellow highlighted bar near the top that will say how much dues is owed to LAPTA. Click the Send ACH Payment button, enter the bank account information, and click Save. The dues will be transferred plus $2 fee to LAPTA. The yellow bar will now be blue designating that no money is owed to LAPTA, and the itemized payment will be listed on the page. Repeat when new dues are collected. Membership cards will be automatically emailed to each member.​

Givebacks Tips

We are learning with you as we make this transition, so bear with us. Here are a few pointers to get you started. Thank you for your patience and compliance!

  1. The 2024-25 list of those registered with LAPTA was used to connect emails with PTA Units. If you need an email added, request to join GB here. Use your personal email to create your account. Remember to complete the final step of validating your email. If your account was linked to a PTA with a wrong (not personal) email, this can be updated. More than one PTA can be associated with an email.

  2. ​PTAs are *encouraged* (not required) to use Givebacks for their online store and website instead of CheddarUp and PTBoard. It will be easier for you if your members purchase memberships directly on Givebacks. If not, then you'll just need to enter that info for each person.

  3. Fees for Givebacks are ONLY the 3.95% + 95¢ per transaction and the PTA decides if the buyer or the PTA pays these fees. To determine how transaction fees are paid when a person makes a purchase from your PTA, go to Store>Settings. Choose "Pass on processing fees to your payers" (recommended) or "Cover processing fees for your payers." The $499/year fee for the Stripe account is waived for all PTAs because you are under the LAPTA umbrella account. When you submit dues to LAPTA, there is a $2/transaction fee. There are no other monthly fees. 

  4. Current membership dues for 2024-25 are still submitted through the CheddarUp at LouisianaPTA.org/membership. 

  5. Go through each menu item down the left side of the page to review everything. Get a better review of Givebacks by scheduling a one-on-one training with Valerie Licata at Givebacks at valerie.licata@givebacks.com.

  6. PTAs are required to use Givebacks for the following:

    1. Officer Registration: Under the COMPLIANCE menu item, select "Update Officers" to register all officers and Board Members with LAPTA for 2025-26. There are several required Board positions: President, Treasurer, Secretary, Membership, and Principal. All Principals are on the Board by default. Caddo Parish lists them as a VP. Please enter their information under Principal so that we can better identify them. 

    2. Affiliation: Under the COMPLIANCE menu item, select "Submit Forms" to submit the 2025-26 Affiliation Report.​

    3. Submitting Dues to LAPTA: Under the MEMBERSHIPS menu item is the link to submit dues to LAPTA for 2025-26. **PTAs can collect membership dues however you want on any platform or through paper forms. If dues are collected outside of GB, then the PTA needs to import that information. Only the President and Treasurer have access to submit dues.

  7. Reset your Givebacks web address. Each PTA's Givebacks site was named "lapta-[LUR #].givebacks.com. Change the beginning of the address to something such as ABCPTA.givebacks.com. Select My Organization>Info & Settings. On the upper right of the page, look for "Subdomain." It will allow you to create a new name for your PTA's Givebacks site. Click SAVE CHANGES. This is your new website address, such as LAPTA.Givebacks.com. See a screenshot here.

  8. Set up your Stripe Account if you plan to receive payments on your givebacks site. The President and Treasurer are the only authorized positions to initiate financial transactions. Use a personal email to do this as it requires personal information to be in compliance with federal banking regulations. This needs to be updated when that officer's term ends. Disable any pop-up blockers when setting up the account. If a new tab does not automatically open to continue the account creation, then it was blocked by the pop-up blocker feature on your browser. Email Philip at Affiliation@LouisianaPTA.org to have it reset for you.​

  9. Memberships for 2025-26 can be purchased by the Local PTAs now on Givebacks. However, payment to LAPTA for 2025-26 dues will not open until July 1. All payments for LAPTA dues must use a check as payment.  

  10. If you use Givebacks as the PTA store, you can set up custom notifications to automatically receive email notifications. Select Store>Products. Create a new notification to specify which emails will be notified of a purchase.

  11. Once a parent or caregiver creates a Givebacks account and purchases memberships, their GB dashboard will list each PTA and link to that PTA's GB page. Membership cards are automatically emailed to them.​

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Left Side Menu Highlights 

  1. CONTACTS - There are 5 ways for people to be added to your contacts list: 1) They purchased memberships. 2) They purchased any item from your GB store. 3) They made a donation to a fundraiser. 4) You manually imported their contact info. 5) They sent a "Join Request" through your GB website. 

  2. MEMBERSHIPS - "Members" shows all current members by year. Click the "..." (3-dot menu on the right side) to manually enter memberships not purchased directly through GB. "Membership Products" is where you itemize the types of memberships you offer. "Remit State Dues" is how you pay dues to LAPTA. The number of dues owed to LAPTA is automatically generated by direct membership purchases through GB -AND- by manually entering purchases done not on GB (through paper forms, cash, checks or on other electronic platforms).

  3. COMMUNICATIONS - You can send emails to your contacts as either a 1) Messages (simple, plain emails) or 2) Newsletters (fully customized email with graphics and more).

  4. STORE - View orders under either STORE -- "Ordered Items" or FINANCIAL MANAGEMENT -- "Orders" to sort and view different formats. "Mobile POS" sets up the ability to receive payments through a mobile app.

  5. FUNDRAISING - There are several different types of fundraisers that you can offer. "Crowdfunding" is a donation drive; "A-Thons" for a fun run, etc; "Ticketed Events" creates unique QR codes for tickets and allows you to scan those codes for access; and "Auctions" and "Multi-Type" cover other types. LOTS to explore here!

  6. SHOP TO GIVE - This is passive fundraising where people create an account and have donations automatically generated to the PTA when they purchase things from MANY National businesses.

  7. COMPLIANCE - This is important! This is where you will submit your affiliation report through "Forms." 1) Select "Submit Forms" to see the 7 required forms that need to be completed by October 31 of every year. 2) Select "Update Officers" to view and update Officers and Board Members. This is also required to be current and updated each year.

  8. FINANCIAL MANAGEMENT - "Payouts" shows the weekly transfer of any funds brought into GB on Fridays along with the line item source for the money, ie Membership Dues, Uniform Store, or Dance Tickets.

  9. WEBSITE - This customizes the public-facing website for the PTA including adding pages.

  10. MY ORGANIZATION - Use "Manage Access" to add admins. "Unit Data" was imported by LAPTA. Use "Notifications" to have automated emails anytime there is a submission to your site. "Promotions Center" has publicity and marketing images to promote "Shop to Give" and more. "Info & Settings" is where you would change the domain name for your website (**Everyone should customize this!**) and enter other details, logos, and header images.

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