Resource Development Conference Call: Difference between revisions
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3. FS with unincorporated org → incorporation → tax exempt status | 3. FS with unincorporated org → incorporation → tax exempt status | ||
#Revisit incorporation | #Revisit incorporation after promotional materials are done | ||
4. Fundraising Timeline Goals and Priotized | 4. Fundraising Timeline Goals and Priotized | ||
#Friday - bank account set up, and initial fundraising started - friends, awards | #Friday - bank account set up, and initial fundraising started - friends, awards | ||
#Set up FS, bank account, donor relations materials, CiviCRM, | #Set up FS, bank account, donor relations materials, CiviCRM, | ||
#CiviCRM deadline by March | #CiviCRM deadline by March 26 | ||
# | #Full swing - May 1 | ||
#First quarter after full swing - June 10 vacation to August 17 - get into full circle of big donors | |||
#Second quarter - August | |||
Revision as of 22:10, 16 March 2011
Meeting agenda: Marcin Jakubowski and Julia Valentine, March 16, 2011
1. Julia's Role Commitments for 2011
- Project manager for nonprofit team
- Develop Organizational Structure for Fundraising.
- Organizational structure for for-profit
- Establish organizational structures to support growth of the project.
- Crowdsourcing - kickstarter
- Grants and awards - and individual donors
- Judith Katz -March 27
- Carolyne Stayton - March 17
- Fundraiser Professional Uncle - next
2. Fiscal Sponsorship (FS) Contract – status, parties identified, and review
- 2/3
- Parties: Terra Foundation and OSE as an unincorporated organization
- FS cut 1 by Thursday, 17th march
3. FS with unincorporated org → incorporation → tax exempt status
- Revisit incorporation after promotional materials are done
4. Fundraising Timeline Goals and Priotized
- Friday - bank account set up, and initial fundraising started - friends, awards
- Set up FS, bank account, donor relations materials, CiviCRM,
- CiviCRM deadline by March 26
- Full swing - May 1
- First quarter after full swing - June 10 vacation to August 17 - get into full circle of big donors
- Second quarter - August
5. Julia's Pay Structure
6. Julia's introductory video?
7. Accountability procedures – towards defining these
8. Transparency Procedures for Resource Development continuity and expansion – Civi?
1. Technical forum moderated and by invitation only, wiki notes as locked pages, and access-restricted CiviCRM database
2. Resource Database for OSE
9. Office: software + equipment requirements and procurement
10. Marketing materials – graphics people and Isaiah's assistance
- Process- portfolio to Isaiah, team meeting with designer, design done, checked by Isaiah
11. Terra Foundation website assistance; domain name and hosting; design; implementation
12. Marketing materials + deployment priority plan – materials identified and written
13. Angel's Role - definition
14. Luis Role and open source franchising of resource development operations?
15. Adrian's strategic advisory role – definition and goals that we'd like to have him assist on; leveraging TED network
16. Goals for after 50/2/2 period
17. Other issues?