Manage and support the impact of Union Capital by
-- Managing, overseeing, and approving the financial and governance duties of the organization outlined in the UCB Bylaws and required by our IRS 501c3 designation status.
-- Providing counsel and resources to advance the organization’s mission.
-- Connecting UC leadership to opportunities, key stakeholders, and strategies that the organization could not otherwise access.

Serve on the Finance Committee of Union Capital Boston to oversee and manage UCB's fiscal controls, budget, and financial planning.

-- Meet as a Board of Directors five times a year, including a winter Retreat, as well as any Board Committee meetings and other UC-wide events. The current meeting calendar is: February Saturday Retreat, April Fiscal Year Budget Draft meeting, June Budget Approval Meeting, September, December

Check-in one-on-one with Union Capital leadership in order to:
-- Serve as a connector to business, philanthropic, and government leaders (including UC’s use of advisor’s name on digital and promotional materials).
-- Serve as an ongoing trusted advisor to UC leadership and other members of the Board of Directors.
-- Commit to making and/or obtaining a $3,000 minimum annual contribution (Give or Get).

Observe Board meetings
Interview with Board Executive Committee
One-on-one preparation with Executive Director
6-month and 1-year check-ins

Our mission is to transform social capital into opportunity by rewarding community engagement.