Financial Planning and Actions

The purpose of this survey is to assess Advisory Board members’ understanding and use of funds held in their MASSB Foundation accounts, including awareness of balances, reconciliation practices, allowable uses, access procedures, and 2026 spending plans. The survey also seeks to identify any challenges in utilizing funds and determine where additional guidance or technical assistance may be helpful to support effective planning, transparency, and responsible stewardship.

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Do you know how much money is in your account?  

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Do you review and balance your records to the quarterly reports issued by MASSB Foundation’s Treasurer?

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Do you know how / where it's possible to use the funds?

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Do you know how to request the funds from your MASSBF account?

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Have you set a 2026 spending plan?

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If you have not set the 2026 spending plan, would you like assistance in developing one?

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Have you encountered any obstacles in spending your funds? If so, please describe.

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