SOMA Foundation Board of Directors Application 2017
Current College/School of Osteopathic Medicine
Current Class Year
Please provide an email so that we can contact you directly, if needed
Please check each convention you have attended
Spring 2016 - DC
Summer 2016 - Chicago
Fall 2016 - Anaheim
Spring 2017 - DC
Foundation Director of Membership
Please indicate your choice. Shall: Help the Chairperson develop, implement, and execute marketing plans; Help develop and produce SOMA Foundation brochures and promotional material; Help the Chairperson review proposals for educational and philanthropic programs; Help the Chairperson contact corporations and foundations for donations while acting as Foundation representative in recruiting potential benefactors; Write motivational Foundation updates for social media accounts; Attend all SOMA Foundation meetings and receive all SOMA Foundation information; Maintain logs of grant and scholarship contributors and recipients; Send thank you letters to all donors; Carry out all additional projects assigned by the Chairperson; Work closely with the Chairperson and Financial Affairs Director on reviewing and preparing proposals for funding educational philanthropic programs; Add list of donor names each year into the appropriate categories as follows: Corporate Members; Institutional Members (Diamond Club, Ruby Club, Emerald Club); Individual Members ( Platinum Club, Silver Club, Bronze Club, Well Wisher Club), Update
site with these names; Send Foundation membership recruitment packets to SOMA alumni, osteopathic state associations, osteopathic schools and practice and non-practice affiliates; Devise innovative and creative tactics for Foundation membership recruitment; Maintain extensive correspondence with Foundation members by letter, phone and email.
Foundation Director of Financial Affairs
Please indicate your choice. Shall: Act as a procurer of new funding sources for the Foundation and as a representative to recruit potential benefactors; Provide a funding request template for all National SOMA and SOMA Foundation personnel per policy; Work closely with the SOMA Administrator on account management; Work closely with the Chairperson on development and execution of marketing plans; Work closely with the Chairperson on reviewing and preparing proposals for funding educational and philanthropic programs; Attend all SOMA Foundation meetings and receive all SOMA Foundation information; Keep a log of all Chapter Grant Program applicants and recipients with approval/rejection status per policy; Send thank you letters to grant donors when applicable; Help carry out additional projects assigned by the Chairperson or other Directors; Work with SOMA Administrator and a Certified Public Accountant for yearly tax statements or audits; Transfer balance from Paypal account into Chase checking on a quarterly basis; Maintain money market funds unless decided otherwise according to Foundation Board vote and governing policy criteria; Work with Chairperson to create annual balanced budget; Keep and maintain accurate records of all funds deposited in, and disbursed from SOMA Foundation accounts, both hard and computerized records; Access Foundation checking account for disbursement of appropriate Foundation monies (i.e. scholarship awards, overhead fees, supplies, banquets).
Foundation Director of Scholarships and Grants
Please indicate your choice. Shall: Act as Foundation representative to recruit potential benefactors; Write motivational updates and scholarship deadlines for social media; Attend all SOMA Foundation meetings and receive all Foundation information; Distribute scholarship information and applications to SOMA Chapter Presidents (via Region Trustees) and publish scholarship information on
; Conduct the presentation of scholarship awards at the Foundation Reception (Fall)/SOMA Awards Banquet (Spring) and distribute award letters notifying the recipients where to send thank you letters per policy; Send each scholarship contributor thank you letters at the end of the fiscal year (June 30) to maintain relationship; Maintain record of all scholarship applicants in folder under personal Google Drive tab; Assist the Foundation in the development of new scholarship programs and the improvement and execution of existing scholarship programs; Provide a listing of all scholarship recipients, including name, school, and address to the Financial Affairs Director for disbursement of awards and updating the
page with recent winners; Submit list of all scholarship winners to SOMA Convention Coordinator before each convention (Fall and Spring cycle); Carry out additional projects assigned by the Chairperson.
If appointed to your top choice, what goals would you like to achieve during the year?
Please list any meaningful contributions you have made to your local SOMA Chapter and/or National SOMA.
Please list any relevant skills or experience that you feel qualifies you as a strong candidate.
Why the SOMA Foundation?
Please explain your choice in serving in a leadership position with the SOMA Foundation.
If you have held a National SOMA or SOMA Foundation Board of Directors position previously, please list the goals you accomplished during that term.
Are you being considered for a position with SOMA National Board?
Your answer to this question will not negatively impact your application.
If yes to the above, what is your preference for consideration?
This answer will, again, not negatively impact your application, but rather allow both entities to know your interests.
I prefer to sit on the SOMA Foundation Board of Directors
I prefer to sit on the SOMA National Board of Directors
I have no preference
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