Change of Position Holders

Revision as of 17:41, 27 November 2017 by Brett Wuth (Talk | contribs)

Whenever there's a change in who's in key positions in the organization, there's several places this information needs to be recorded or reported.

For any board member, record the date they assumed or left office here. You'll need that for the Charitable Status filing. (done for changes to 2017-11-07)
Update the membership records of the people that have stepped down from positions and the people that have taken up positions (done for changes to 2017-11-07)
Update our list of board members on the wiki. (done for changes to 2017-11-07)
Update the SAR Alberta website listing. (done for changes to 2017-11-07)
File changes of Board Members with the Provincial Registrar as part of our society status. Save copy of letter on same page.
File changes of Board Members with Insurer. (done for changes to 2017-11-07)
File changes of President, VP, Treasurer, Secretary, Casino Chair, or Administrator with the AGLC. Upload correspondence to wiki so can verify continuing our practice of using only our permanent address.
File changes of Board Members or the Administrator with the Canada Revenue Agency. Save copy of letter on same page.
Update phone.com to forward calls to the new people
Let the membership know.
Change signing authorities at the bank.
For changes in the Administrator, change the name on the credit card.