I agree with Pine’s comments.
Some other comment about bank accounts: In the UK, my college is a registered charitable
organisation and operates many accounts across the organisation. We had used Unity Trust
Bank for years, although we recently changed. For several years there were various ethical
reasons to bank with them and they supported online authorisation which was handy. We
found that when someone unexpectedly went off sick we needed more that two board members
to be able to authorise transactions. Paperwork that needs multiple physical signatures
can be a bit of a headache. Recently we were advised to change supplier- over time fees
had been introduced for things such as BACS which our financial people wanted to avoid.
There are enough banks or credit unions with an ethical banking policy to be able to pick
one that has suitable facilities (although it is possible to have an ethical policy and a
bad track record).
Chris
—
Dr Chris Williams
GP, Scotland
On 6 Mar 2017, at 21:29, Pine W
<wiki.pine(a)gmail.com> wrote:
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
<mailto:jamesmhare@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
<mailto:shani.even@gmail.com>> wrote:
So you'll be coming to Berlin after all??
:-)
On 6 Mar 2017 22:02, "James Heilman" <jmh649(a)gmail.com
<mailto:jmh649@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
<mailto:shani.even@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
<mailto:jmh649@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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