Commenting regarding bank accounts: Cascadia Wikimedians User Group has our
account with the BECU credit union which serves our needs well, has low
fees, and has good online access tools that provide a variety of
authorization levels to people who can access accounts. I suggest that you
look into credit unions for banking services.
Pine
On Mon, Mar 6, 2017 at 12:17 PM, James Hare <jamesmhare(a)gmail.com> wrote:
I can work on opening a bank account.
I think I can find the tax ID number online; will let you know if I can't.
In terms of policy, account signers should be president and treasurer,
with their actions further detailed by policy. In essence some things can
*only* be authorized by the board while smaller transactions can be
delegated.
Separation of responsibilities is important here. One effective model has
one person ordering the transaction and another person carrying it out.
We will probably want at least one US-based board member as an account
signer when neither the president nor the treasurer are based in the US.
Since I'm opening the account I can be that person. I agree to operate at
the direction of the board, and at the direction of the president and/or
treasurer per policy.
On Mar 6, 2017, at 12:04 PM, Shani Evenstein <shani.even(a)gmail.com> wrote:
So you'll be coming to Berlin after all?? :-)
On 6 Mar 2017 22:02, "James Heilman" <jmh649(a)gmail.com> wrote:
1) Yes will need a US account.
2) This is movement strategy (we should of course take into account
movement strategy as we determine our own strategy and hopefully our
strategy will be partly reflected by the movement one).
J
On Mon, Mar 6, 2017 at 9:17 AM, Shani Evenstein <shani.even(a)gmail.com>
wrote:
Thanks for the update, James.
1 - Does this mean we need to consider a US account? James Hare, any
updates on your end?
2 - Which strategy discussion are you referring to - of our foundation
or the general movement ones?
Cheers,
Shani.
On Mon, Mar 6, 2017 at 7:13 PM, James Heilman <jmh649(a)gmail.com> wrote:
Hey All
Few updates from my side:
1) The bank I inquired at in Canada cannot open accounts for a US based
charity.
2) I have volunteered to help facilitate the ongoing strategy
discussion.
Best
--
James Heilman
MD, CCFP-EM, Wikipedian
The Wikipedia Open Textbook of Medicine
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James Heilman
MD, CCFP-EM, Wikipedian
The Wikipedia Open Textbook of Medicine
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