A Treasurer at a K–12 school holds a vital position of trust as they ensure financial transparency, and play a key role in the fiscal health of the school community. From managing school budgets to preparing financial reports and ensuring funds are used responsibly, the treasurer helps support the smooth operation of the school and the success of students and staff. Recommending someone for this role is more than a formality, it’s an endorsement of their character, diligence, integrity, accuracy, strong sense of accountability and financial integrity.
In this post, you’ll find a sample letter of recommendation for someone applying to serve as a school treasurer, either in a professional school staff role or as part of a school board or parent-teacher organization (PTO/PTA).
Sample Letter of Recommendation for a School Treasurer
[Date]
Dear [Hiring Committee / School Board / PTA President],
I am writing to strongly recommend [Candidate Name] for the position of Treasurer at [School Name or Organization]. I have had the pleasure of working with [Candidate Name] for [number] years in [capacity—e.g., PTA leadership, school administration, community fundraising efforts], and I can speak with confidence about their financial acumen, professionalism, and unwavering integrity.
In every interaction, [Candidate Name] has demonstrated a deep understanding of fiscal responsibility and a strong commitment to transparency. Whether preparing detailed monthly reports, managing incoming and outgoing funds, or helping to develop and monitor budgets, [he/she/they] has been organized, meticulous, and dependable. [Candidate Name] consistently ensures that every dollar is accounted for and every expenditure aligns with school policies and goals.
What sets [Candidate Name] apart is not just technical skill, but also trustworthiness and dedication to the school community. [He/She/They] is quick to respond to questions, clear in communication, and always focused on helping others understand the financial process—whether they’re a parent asking about fundraising or a staff member requesting reimbursement. [His/Her/Their] thoughtful and collaborative approach has helped create a culture of transparency and shared responsibility.
In addition to managing numbers, [Candidate Name] brings heart to their work. [He/She/They] understand that behind every financial decision are students, teachers, and families counting on the best possible support. Whether coordinating with school leadership, vendors, or committee members, [Candidate Name] brings professionalism, respect, and a solutions-focused mindset to every interaction.
I am confident that [Candidate Name] will be an outstanding treasurer and a true asset to your school community. Their integrity, attention to detail, and commitment to service make them exceptionally well-suited for this important role.
Sincerely,
[Your Name]
[Your Title or Relationship to Candidate]
[Your School/Organization Name]
[Email Address – optional]
[Phone Number – optional]
How to Personalize This Sample Letter of Recommendation for a School Treasurer
This sample is here to give you a strong starting point — but the most effective recommendation letters are the ones that feel real, specific, and personal. Here’s how to make it your own:
1. Replace the placeholders.
Anywhere you see brackets, like [Candidate Name], [School Name], or [Position Title], simply swap in the real details. Taking a few extra minutes to personalize these areas helps ensure your letter reads as thoughtful and sincere.
2. Add real-life examples.
Think of a time when the person you’re recommending made a genuine impact, maybe they guided a student through a tough moment, led a successful school project, or stepped up when it really counted. Specific, meaningful examples are what make a recommendation stand out.
3. Match the tone to your relationship.
Whether you were their supervisor, a colleague, or a mentor, feel free to adjust the wording to reflect how you worked together. A letter that reflects your authentic relationship carries more weight and credibility.
4. Save time by using AI to personalize the letter.
If you’re short on time, you can copy this letter into an AI writing tool to help you quickly replace the placeholders or enter specific details that would be helpful for your draft. Just make sure to review and ensure that it echoes your own voice; your real experiences and insight are what truly bring the letter to life, and that’s something AI can’t replace.
In Closing
A School Treasurer helps keep the financial foundation of a school stable and transparent. In your recommendation, focus on the candidate’s dependability, honesty, and ability to communicate financial information clearly and confidently. If you’ve seen them manage budgets, run audits, or help resolve financial concerns, include specific examples where possible.
Looking for a recommendation for a different school leadership or support role? Browse our collection of sample letters for K–12 educators, staff, and school volunteers.
