EXECUTIVE MEMORANDUMBOARD & TREASURER BRIEF
Platform Modernization Proposal: OrgSets
TO:Board of Directors, President & Treasurer
FROM:Technology & Operations Committee
DATE:October 23, 2026
RECOMMENDATION:Approve 30-Day No-Cost Pilot (Up to 50 Members)
01 // EXECUTIVE SUMMARY & CHALLENGE
Our organization currently relies on a disjointed assembly of consumer applications (e.g., Mailchimp for email blasts, Venmo/spreadsheets for dues, Google Drive for bylaws, and group text threads for announcements). This creates three major organizational vulnerabilities:
- Financial Friction: Manual payment tracking, spreadsheet errors, and delayed dues reconciliation for our Treasurer.
- Subscription Creep: Paying ~$140–$200/month across disjointed software accounts with separate renewal cycles.
- Governance & Liability: Shared passwords, disorganized liability waivers, and vulnerable member contact records.
02 // FINANCIAL ROI: $1,500+ ANNUAL SAVINGS
| Operational Need | Current Fragmented Stack | OrgSets Unified Command |
|---|---|---|
| Member Broadcasts & Email | Mailchimp (~$45/mo) | Included ($0/mo) |
| Dues & Ledger Tracking | QuickBooks / Venmo (~$50/mo) | $0/mo + $0.50/tx flat fee |
| Bylaws, Waivers & File Vault | Google Workspace (~$36/mo) | Included ($0/mo) |
| Urgent Alerts & Pulse SMS | Text Gateway (~$20/mo) | Included ($0/mo) |
| TOTAL ANNUAL COST | ~$1,812 / year | $0 Fixed / ~80% Savings |
✓ Treasurer Banking SafeguardsAll dues payments process directly through Stripe Connect into our organization's existing checking account. Funds are never held in an escrow intermediary. Downloadable real-time ledger simplifies our annual 990 / IRS filing.
03 // GOVERNANCE, LIABILITY & COMPLIANCE
Role-Based Security
Distinct access tiers for President, Treasurer, Board Admins, and Members. Eliminates risky shared passwords.
Digital Vault
Encrypted repository for bylaws, meeting minutes, and signed liability waivers with verifiable audit logging.
Strict Member Privacy
Zero commercial advertisements, zero algorithm trackers, and zero selling of member emails or phone numbers.
04 // PROPOSED ACTION & MEETING MINUTES MOTION
We recommend approving a 30-day trial pilot for up to 50 active members. Ready-to-read board motion text:
"I move that the board authorize a 30-day operational evaluation of the OrgSets platform for member communications and dues processing at zero software cost to the organization."
Platform Reference: https://orgsets.com