$5M Board Perspective by Melba Fidalgo https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb en-us 2022-11-30 05:38:14 UTC 2023-01-05 05:21:28 UTC hello@padlet.com Create financial safety net - 3 months? 6 months? amory8 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405886826 2022-12-02 00:07:49 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405886826 I agree we could use a portion of the funds to de-risk the financial position of the organization. ingerdg1 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405888005 2022-12-02 00:08:58 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405888005 Set Aside a portion for yearly sponsorship for chapters that have financial needs amory8 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405888628 2022-12-02 00:09:40 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405888628 carol467 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405888854 Use strategically, over 4-5 years, be thoughtful (Jim's comment)

]]> 2022-12-02 00:09:55 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405888854 Addressing the younger student/parent to reduce some of the heart ache associated with learning of a child's neurodiversity amory8 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405889512 2022-12-02 00:10:36 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405889512 It can give a safety net $$ tandlinger7 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405889589 If something goes wrong there will be funds to help. ]]> 2022-12-02 00:10:41 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405889589 Invest percentage of the gift (e.g. 15-20%) https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405889638 2022-12-02 00:10:45 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405889638 Utilize funding to support one time (or time limited) strategic investments that have the potential to be more sustainable in the future, as opposed to funding ongoing / current operations. https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405889822 2022-12-02 00:10:57 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405889822 Innovation Fund aharlam https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405890411 Opportunities to build infrastructure or technology to make us better at what we do. Set aside a portion of funds as internal grant source with Board approval]]> 2022-12-02 00:11:33 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405890411 create challenge grants? (Jim) carol467 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405891342 2022-12-02 00:12:34 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405891342 Trust / Dont Overburden Staff aharlam https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405891792 Approve the framework in May - then turn over the budgeting and planning to the team leadership within the framework ... minimize need to come back to Board over and over again]]> 2022-12-02 00:13:07 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405891792 increase operating reserve or other financial strategy carol467 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405891886 2022-12-02 00:13:14 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405891886 Prioritize investments in activities that are generally tougher to fundraise restricted money for (e.g., evaluation) https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405892013 2022-12-02 00:13:22 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405892013 Tactical and strategically tandlinger7 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405892626 I would like to see the funds go to work sooner rather than later 

How I think about it is three buckets 
1. High risk tolerant 
2. Rainy day 
3.Conservative(hold)  ]]> 2022-12-02 00:14:05 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405892626 seed fund for innovation carol467 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405895239 establish a fund, to be used over time to explore, begin to develop new program ideas]]> 2022-12-02 00:17:17 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405895239 Invest in capacity aharlam https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405896080 How can we get better / effective (increase impact) and/or efficient in program delivery]]> 2022-12-02 00:18:16 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405896080 Big one time unrestricted gift carol467 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405896792 is rare in the social sector. This is important. use strategically, not plug operational holes (jim)]]> 2022-12-02 00:19:07 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405896792 What is most important tandlinger7 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405896813 Ask ourselves what is most important 
What part of the business is most successful then fuel that. (not all the funds) v.s if we focus on the weakest link.(Although very important there will always be fires to put out) 

Have no idea if this is helpful but its how i would do it/think about it ]]> 2022-12-02 00:19:09 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405896813 What do well that no one else is doing? How can be stand out and dig deeper in that space. https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405897192 2022-12-02 00:19:33 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405897192 Can we go back to those chapters who were unable to continue for lack of funds and use some of the gift to bring them back into the fold? https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405898177 2022-12-02 00:20:40 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405898177 Growth capital aharlam https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405898916 Invest in growth ... sales and program delivery capacity in advance of contracts ... so we're standing ready to deliver programs at highest level of quality and impact

]]> 2022-12-02 00:21:31 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405898916 Build capacity and infrastructure carol467 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405899723 Add knowledge, do things that support more impact in the future. Do things that don't have a high associated ongoing cost. be self-sustaining. Build a program that generates revenue in a few years.]]> 2022-12-02 00:22:28 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405899723 Question tandlinger7 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405900613 If you had 5 months to spend the 5 million what would you want to spend it on? ]]> 2022-12-02 00:23:21 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405900613 Build internal impact capacity aharlam https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405901650 crystallize our understanding of the research that links SEL --> specific capacities --> outcomes for young people ... so that we are better able articulate Why/What we are doing ... why it matters ... as a strategy to build demand AND to be in stronger position to ask schools / districts to invest in our programs]]> 2022-12-02 00:24:23 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405901650 Not really anything special. The section speaks for itself :) bchesler2916 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405903164 2022-12-02 00:25:52 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405903164 Other donors carol467 https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405917094 communicate to them that the MS process validates the organization in a big way (Jim)]]> 2022-12-02 00:40:10 UTC https://padlet.com/mfidalgo2/7d44r9pmrbuxtbyb/wish/2405917094