Lodge Shimon Peres – Detailed Meeting Minutes
Meeting Title: OPEN Lodge
Sections Covered: Lodge Business Discussions and Updates
• Presiding Officer: Worthy Brother President – Boris Gremont
• Vice President: Brother Vice President – Stuart Rosenfield
• Master of Ceremonies: Brother Wayne Feldman
• Treasurer: Brother Jeff Hacker
• Secretary: Brother Marty Stern
Attendance: 21 Brothers Present
1. Opening and Adoption of Previous Minutes
1.1 Opening Remarks [0:00:00]
• WB Boris opened the meeting, noting there is a large agenda and asking brothers to avoid reading/responding to texts during the meeting to maintain focus.
1.2 Adoption of May 20 Open Lodge Meeting Minutes [0:00:00–0:00:50]
• Item: Adoption of May 20 Open Lodge Meeting minutes (distributed via ET link).
• Motion to adopt: Brother Jeff Hacker
• Seconded by: Brother Robert Liener.
• Amendments: None raised.
• Outcome: Minutes adopted as circulated.
Page 2 of 21
1.3 Matters Arising – Health of Brothers [0:00:50–0:01:16]
• Update requested by Worthy Brother Boris from Brother Stuart Rosenfield regarding: • Brother Mike Herman
• Brother Richard Bowman
• Brother Howard Fleishman
• Report (B Stuart): • All three are doing better.
• Brother Richard is out of hospital, recovering well.
• Brother Howard finished treatment and is improving.
• Brother Mike had surgery the previous week and is walking and recovering.
No further motions on this item.
2. Name Tags / Badges
2.1 Background and Options [0:01:16–0:11:03]
• Several brothers have commented on name tags, and prior minutes noted the need to formalize/standardize.
• WB Boris displayed current options: 1. Existing lanyard badge (paper insert, plastic holder) – inexpensive, easy to make/change (Ivan currently manages).
2. Black professional badge (more formal, can be clipped, no long lanyard). • Cost estimate: lodge would initially need to supply badges to all who lack one (~$500 if lodge pays).
• If a brother forgets or loses his badge: discussion on whether to fine, charge $10 replacement, or have backups.
2.2 File System History [0:04:00–0:04:21]
• Worthy Brother Lowell recalled an earlier system: • A two-drawer file cabinet, each brother had a file containing his name tag and yarmulke.
• Brothers took them at arrival and returned them after the meeting.
• Many brothers present confirmed remembering this system and that it worked reasonably well but placed a burden on the person maintaining it (historically WB Ivan).
Page 3 of 21
2.3 WB Ivan’s Proposal [0:04:41–0:07:36]
• WB Ivan recommended adopting the black badge as standard: • Looks more professional, better for public representation (events, festivals).
• Suggests: • New brothers: lodge may purchase their first badge.
• Existing brothers: pay $10–$15 for badge if they don’t have one.
• Replacements for lost badges: brother pays full cost.
• Notes current use of temporary badges with taped-over names is “not fantastic.”
• WB Ivan also raised an alternative: • Purchase a Cricut-type printer, which can print onto blank badge stock ordered in bulk (e.g., packs of 100 from Canada).
• He offered to research this option further.
• When asked by WB Boris if he would maintain the file system (labels, files, badges), WB Ivan agreed, with the condition that brothers must return badges at the end of meetings [0:07:54–0:07:57].
2.4 Other Views [0:08:06–0:11:03]
• B Stuart: Prefers nicer black badges but believes brothers should be responsible for bringing/keeping their own, rather than one person acting as “quartermaster.”
• WB Matt: Shared experience of prior system where he always retrieved his badge from the drawer at each meeting; worked well for him.
• B Mike and others: Suggested having black badges for regular use and cheap lanyard badges on hand at the lodge when someone forgets his black badge (no fines unless badge is actually lost).
2.5 Motion and Vote [0:11:03–0:14:37]
• Original motion (WB Matt Kurtzman) [0:13:03–0:13:18]: • Motion to take a vote on two items: 1. Which badge to use as standard – black vs paper.
Page 4 of 21
2. Storage – badges kept here at lodge vs brothers taking them home.
• Amendment / Clarification from the floor: • Adopt professional black badges as primary standard.
• Keep them at the lodge (file/box system).
• Maintain paper badges in a box as back-ups if a brother arrives without his black badge [0:11:49–0:13:56].
• Financial clarification [0:11:17–0:13:56]: • WB Boris emphasized that black badges have a cost, whereas continuing with paper badges is nearly cost-free; the lodge must be aware that choosing black badges is also choosing to spend.
• Vote [0:14:21–0:14:37]: • The clarified motion (black badges standard; stored at lodge; paper badges as back-ups) was put to a vote.
• Result: Clear majority in favor; 2 opposed.
• Motion carried.
Decision:
• Lodge will: • Use black badges as the primary official badge,
• Store these badges at the lodge in a file/box system, managed by a volunteer,
• Maintain a supply of paper/lanyard badges on-site as back-ups for brothers who forget their black badge.
3. Website, Social Media, and Publicity (TJP / CRM)
3.1 Website Responsibility [0:15:22–0:18:33]
• Worthy Brother Boris noted Brother Jim Tolbert (not present) raised concerns about lodge lacking social media and website support; the issue has been deferred too often.
• Need identified:
Page 5 of 21
• A Brother to support the website, ensuring current events and future events are updated.
• B Stuart was asked if he knows anyone besides Brother Les who can manage the website; he did not.
• WB Boris stated he has spoken to B Les, who is willing but also has other responsibilities (e.g., invitation processing currently done by B Jeff, which should not be in Treasurer’s scope).
3.2 Use of NAGL Resources [0:16:47–0:17:58]
• Question: Could North American Governing Lodge (NAGL) or International Lodge provide website support?
• WB Boris answered: • NAGL does have a website that lists HOD value propositions, history, etc.
• They can provide a generic top-level site, with a link to a lodge-specific sub-page focusing on events and recruiting.
3.3 Existing Social Media Accounts [0:19:39–0:20:14]
• B Stuart: • Lodge already has Facebook, X (Twitter), and Instagram accounts created for the Food Festival, and he has the passwords.
• However, no one is pushing content or maintaining regular posts.
3.4 Strategy and Ownership [0:23:58–0:24:31]
• Stuart’s recommendation: • Develop a coherent social media strategy rather than ad-hoc “let’s do this, let’s do that.”
• Identify a responsible person (likely B Jim) to own social media and CRM, with B Wayne assisting on marketing.
• Boris agreed: he and Stuart will work with B Jim to set parameters and strategy, including website, social media, and CRM.
3.5 Texas Jewish Post (TJP) Advertising & Column [0:20:31–0:23:58; 0:21:52–0:22:30; 0:23:03–0:23:32]
Page 6 of 21
• Brother Wayne suggested HOD should advertise monthly in the Texas Jewish Post: • Focus on membership recruitment, highlighting what HOD does, what has been done, and inviting participation.
• Include QR code linking to lodge webpage or application form.
• Brother Robert offered to speak with Sharon at TJP, with whom he already works for lodge events, to get pricing for a monthly block ad.
• Brother Jeff suggested providing TJP a monthly column: • TJP often lacks local original content and might welcome a regular piece from HOD.
• Content could cover lodge activities as well as global HOD initiatives.
• General agreement to pursue both ad and column as part of a broader membership and publicity strategy.
4. Member Care, Emails to Ill Brothers & “Friends of HOD”
4.1 Follow-Up on Emails to all Brothers [0:24:31–0:25:39]
• At previous meeting, a Brother Mike was tasked to email B Mike Herman, B Richard Bowman, and B Howard Fleishman.
• This brother reported: • He obtained all three email addresses and sent emails.
• Received a reply from B Richard Bowman.
• Did not consider copying others as he viewed them as personal get-well messages.
• WB Boris requested that, going forward, such communications be copied to WB Boris, B Stuart, and Membership Chair (B Mike) to ensure visibility and follow-up.
• Brother agreed to forward the emails already sent.
4.2 “Friends of HOD” Concept [0:26:05–0:30:51]
• WB Boris raised a broader question: How do we treat past members and key supporters?
Page 7 of 21
• Background: • Executive Board had previously discussed a “Friends of HOD” concept, partly developed by WB Boris and WB Lowell.
• It was deferred because there were already many unresolved projects; concern about adding another initiative.
• WB Boris noted: • There are many former members experiencing serious life issues (death of spouse/child, health crises) with no current mechanism for contact or support.
• B Mark argued: • We should discuss Friends of HOD now.
• Program should also include widows and wives, ensuring the HOD women’s group is not forgotten.
• Numbers mentioned: • ~160 past members.
• ~50 donors who have contributed more than $720, who might be recognized as Friends.
• Discussion points: • Need clear classifications and benefits (what do Friends of HOD receive? what is expected from them?).
• Need to understand why members left; currently no structured feedback.
• New members may not have been properly followed up after being solicited (Mark’s personal experience).
• Leadership & Volunteers: • WB Boris asked if B Mark Gardner would undertake leadership of Friends of HOD.
• He agreed, provided someone will help him.
• Another Brother Mike Beren volunteered to work under/with him on this project [0:30:51–0:31:02].
Page 8 of 21
• Chair’s direction: • This group should develop a proposal, including classification framework and a questionnaire for ex-members, and bring it back to the Executive Board.
5. Graveside Project and Corsicana Initiative
5.1 Graveside Project Status [0:31:02–0:32:55]
• Graveside project has been a longstanding initiative but struggled to get traction.
• B Stuart previously suggested ending it (“killing” it) because of difficulties in launching.
• WB Boris opposes ending the project: • Other lodges (e.g., Toronto) have achieved great success, strong publicity, and significant fundraising through it.
• Plan: • Worthy Brother Boris will facilitate contact between Brother Richard and Worthy Brother Leonard Laser (President of Toronto HOD) to learn how the Toronto model works.
• WB Boris offered to be on that call if requested.
5.2 Corsicana Cemetery Visit [0:32:55–0:35:39]
• Brother Jeff Hacker recounted visiting Corsicana where there is: • A historic synagogue and a Jewish cemetery.
• Records suggest 475 Jewish burials, but only 431 graves are identified, indicating up to ~40 missing/unmarked burials.
• Shared story of the one-legged Jewish tight-rope walker known as “Rope Walker,” buried under that name.
• Plan: • B Jeff intends to visit the Corsicana cemetery on Sunday with Brothers Richard and Jon, inviting others to join.
Page 9 of 21
• This trip will help assess whether Corsicana can be integrated into the local graveside project.
6. Correspondence and Beneficiary Checks
6.1 Correspondence [0:35:39–0:36:12]
• Brother Secretary Marty reported: No new correspondence received.
• Reminder: brothers should copy the Secretary on appropriate external communications for lodge records.
6.2 Beneficiary Checks from Kosher Food & Wine Festival [0:36:12–0:37:52]
• Question from WB Lowell: Have the three beneficiaries received their donations, and have we heard back?
• B Jeff reported: • Three Checks of $6,000 each were issued to: • Mothers Against Campus Antisemitism
• Friendship Circle
• Hatzalah Yehuda
• Additionally, $1,000 was sent online to Shomer Texas.
• Total donations: $19,000.
• No formal letters of thanks had yet been reported at the time of the meeting.
7. Financial Report – Kosher Food & Wine Festival
7.1 Event Financials [0:37:22–0:38:25; 0:38:25–0:39:18]
• B Jeff distributed the financial results for the Kosher Food & Wine Festival: • Total revenue: ~$51,000.
• Total expenses: ~$29,000.
• Net profit: ~$22,000+.
• Chair and brothers agreed this is probably the best function the lodge has ever run.
Page 10 of 21
7.2 Allocation of Proceeds [0:38:25–0:39:18]
• From the ~$22,300 net: • $6,000 x 3 to the three main beneficiary organizations.
• $1,000 to Shomer Texas.
• Approximately $3,300 retained by HOD as: • A reserve for unknown or late expenses, and
• Seed money toward future fundraising events.
7.3 Appreciation
• WB Boris thanked all brothers who contributed to the success of the event and noted the post-mortem prepared by B Stuart, with key learning that fundraising must start earlier.
8. Shiva Evening for Brother Jim Tolbert’s Daughter
8.1 Background and Plan [0:39:18–0:42:48]
• WB Brother B Jim Tolbert lost his daughter unexpectedly about six weeks prior.
• WB Boris and Stuart have met with him; Jim requested time to mourn.
• WB Boris sent Jim a book on the Jewish mourning process.
• Lodge will hold a Shiva evening for Jim’s daughter: • Timing: Mid-July (date TBD).
• Location: Likely in Addison (Jim has identified a venue).
• Objective: Show HOD’s support and brotherhood by strong attendance.
• Costs (e.g., food): To be paid by HOD.
8.2 Memorial Donation
• A brother suggested HOD make a modest tzedakah donation in the daughter’s memory to a local Jewish organization.
• B Wayne suggested the Executive Board should decide amount and beneficiary and then inform membership.
Page 11 of 21
• B Mark suggested donating to a Jewish girls’ learning institution (e.g., Torah Day / similar) in her honor.
9. Relocation from Anshai Torah
9.1 Reason and Timing [0:43:01–0:44:15]
• Anshai Torah is renovating/gutting significant portions of the building, including the current lodge space and social area.
• The lodge must fully vacate by June 30.
• Expected return to a rebuilt facility is projected around October 2028.
9.2 Requirements
• New temporary home must provide: • Adequate meeting room,
• Storage for lodge items,
• Ability to serve meals (kitchen or serving area),
• Reasonable cost and security.
9.3 Options Considered [0:44:15–0:46:25]
1. Jewish Family Services (JFS) – New Building • WB Boris toured their new facility; described it as exceptional.
• They can provide: • Room comparable to current meeting space.
• Space for catered meals.
• Storage available at a separate monthly rent.
• Meetings past 8:30 pm require hired security (~$100 per night), leading to total cost similar to current venue.
2. Ohr HaTorah • Met with the Executive Director.
• Indicative cost: ~$100 per month, including meeting space and storage.
Page 12 of 21
• Storage could be on same or different floor, but building has elevator.
3. Nishmat Am • Raised as an option by Jeff.
• Concerns: limited storage and more remote location.
9.4 Current Storage Unit [0:49:00–0:50:32]
• Existing 5×10 storage unit at Alma & Parker Public Storage (~$70/month).
• Contains: coolers, barbecues, flags, and other picnic-related items.
• Need for shelves to optimize space.
• Concern: wood items from the Food Festival should be stored indoors, not outdoors.
9.5 Preferred Option and Move Coordination [0:47:50–0:48:47]
• WB Jeff Romick volunteered to act as “moving conductor”, overseeing the relocation logistics.
• Motion from WB Jeff R.: • If JFS is available for ~$100/month, lodge should move there and forgo further site research.
• Consensus: No objections; the room supported JFS as preferred option, subject to written confirmation.
• Action: WB Boris to secure confirmation from JFS; WB Jeff R. to coordinate the move.
10. Executive Board & Officer Elections
10.1 Election Cycle [0:53:20–0:57:15] Report by Worthy Brother Matt Kurtzman:
• Installations: November.
• Elections: October.
• Slate presentation: September.
10.2 Nominating (Elections) Committee
Page 13 of 21
• Committee will consist of WB Matt (Chair) plus three brothers.
• Seeking brothers: • With HOD and lodge experience,
• Active participation,
• Able to provide balanced input and debate.
10.3 Nominations Process
• July–August: Window for nominations for all elected positions (President through Trustees and Executive Board).
• Communication: • An email will be sent via lodge system containing: • Nomination form.
• Description of each role (responsibilities, expectations).
• Evaluation: • Committee will review all nominations and interview nominees to confirm understanding and commitment.
10.4 Clarifications [0:57:08–0:57:40]
• A member must agree to be nominated; no one placed on slate without consent.
• Self-nomination is allowed.
10.5 Volunteers for Committee [0:57:40–0:58:12]
• Volunteers from the floor: • Worthy Brother Lowell
• Brother Wayne
• Worthy Brother Jeff (Romick)
• Worthy Brother Matt plans to finalize committee by end of June.
11. JFS Cleanup Project & Mitzvah Day
11.1 JFS Cleanup Day Status [0:58:55–1:00:03]
Page 14 of 21
• Lead brother (Speaker 2 / Robert) has contacted Brother Nelson Wild, who has strong JFS ties, regarding: • Date for this year’s JFS cleanup, typically in August or September.
• JFS is in a new building, so level of needed work is uncertain.
11.2 Refining Project List [0:59:59–1:00:22]
• There is a list of 11 potential community service projects.
• Needs to be whittled down to 3 priority projects before presenting to lodge.
• Suggestion raised: if JFS does not require a large cleanup, consider alternative mitzvah activities.
12. Future Fundraising, Next Food & Wine Event, Federation, GoFundMe
12.1 Timing and Need for Early Planning [1:01:05–1:03:55]
• B Stuart’s post-mortem emphasized that fundraising must start earlier; planning a May event from February/March is too compressed.
• General support for continuing a major annual Kosher Food & Wine style event, but final decision rests with next Executive Board.
12.2 Date and Venue for Next Event [1:01:54–1:02:40; 1:04:40–1:05:30]
• Another organization (e.g., Chabad in Plano) has asked for our next event date to avoid conflicting events.
• B Marty suggested at least reserving a date and venue for an “HOD Event” now, even if details follow later, to secure calendar space.
• Goal: Have a date set and on the community calendar before year-end.
12.3 Possible Federation Partnership & Protection of Event [1:02:40–1:03:55; 1:03:55–1:04:05]
• Jewish Federation appears interested in partnering.
• Ivan cautioned against allowing a larger organization to take over or rebrand the event.
• WB Boris suggested, and brothers agreed, that any meeting with Federation’s Executive Director (Mr. French) should include:
Page 15 of 21
• An NDA to protect the lodge’s concept and relationships (e.g., wine supplier).
12.4 Calendar Coordination [1:05:02–1:05:30]
• B Stuart (calendar manager) and WB Ivan will coordinate to suggest candidate dates and venues for the next major event.
12.5 TJP Tie-In [1:06:27–1:06:41]
• B Jon Jacobs suggested that once a date is set, use the TJP monthly column/ad to run “save the date” teasers leading up to the event.
12.6 GoFundMe Exploration [1:06:43–1:07:29]
• WB Boris mentioned exploring GoFundMe as an additional fundraising platform.
• B Tom has been doing preliminary research.
• Plan: WB Boris and B Tom to define parameters (beneficiary, target amount, messaging) and report back.
12.7 Wine Integration [1:05:54–1:06:18]
• B Wayne stated he has ideas to integrate wine into the next program at no additional cost, leveraging existing relationships or sponsorships.
13. Social, Speakers & Membership
13.1 Social Committee [1:07:29–1:08:50]
• Brother Hank chairs Social; B Stuart reported: • RoughRiders outing scheduled for Sunday, July 19.
• Goal: run one social event per quarter.
• Brothers were asked to send speaker ideas to B Hank so they can be slotted into future meetings.
13.2 World Cup Viewing Event [1:07:54–1:08:50]
• WB Boris mentioned Atlanta lodge is hosting a World Cup watch party at a bar.
• Asked who would be interested in a similar outing; several hands raised, subject to game/date/time.
Page 16 of 21
13.3 Membership Outreach [1:08:50–1:09:56]
• WB Boris stressed that membership growth is lagging.
• Need to: • Build a robust list of prospects.
• Arrange coffee meetings for potential new members.
• Brothers were asked to send names of potential candidates to Membership Chair B Mike and/or B Stuart.
14. Attendance, Candle Lighting & Closure
14.1 Attendance [1:09:56–1:10:37]
• B Marty reported 21 brothers present.
14.2 Candle Lighting [1:10:37–1:12:43]
• Brother Wayne conducted the candle lighting ceremony, calling on brothers successively to light first through seventh candles. • Second Candle Lit: • Chain Rothman
• Chip Muchin
• Fifth Candle Lit: • Jon Cohen
14.3 Closing [1:12:43–1:13:07]
• Worthy Brother President Boris formally closed the meeting and requested assistance:
Summary of Decisions
1. May 20 minutes: Adopted as distributed.
2. Name badges: • Black professional badges adopted as primary.
Page 17 of 21
• Badges to be stored at lodge (file/box system).
• Paper badges retained as back-ups.
3. Shiva for B Jim Tolbert’s daughter: • Lodge will organize and fund a Shiva evening in mid-July (date/location TBD).
4. Relocation: • Lodge to relocate to JFS as preferred temporary venue, subject to written confirmation of cost (~$100/month) and terms.
• WB Jeff Romick to act as move coordinator.
5. Elections: • Elections Committee formed under WB Matt Kurtzman with volunteers WB Lowell, B Wayne, and B Jeff.
• Nominations to be collected July–August with role descriptions shared.
Action Items
A. Badges & Name Tags
1. Investigate Cricut / Badge Printing System • Assignee: Worthy Brother Ivan Kahn
• Task: Research Cricut-style printer and badge blanks: cost, suppliers, durability, per-badge cost; recommend whether to adopt.
2. Manage Central Badge File System • Assignee: Worthy Brother Ivan Kahn
• Task: Maintain badge file/box: organize badges, track new/replacement badges, ensure brothers return badges after meetings.
B. Website, Social Media & TJP
3. Confirm Website Support Role with Les • Assignee: Worthy Brother Boris Gremont
Page 18 of 21
• Task: Clarify and confirm Les’s responsibilities for ongoing website updates and technical support.
4. Create Social Media & Website Strategy • Assignee: Brother Stuart Rosenfield (with B Jim Tolbert, B Wayne, WB Boris)
• Task: Define platforms, posting frequency, content ownership, approval process, and integration with CRM.
5. Obtain TJP Ad Pricing • Assignee: Brother Robert (existing contact with Sharon at TJP)
• Task: Get budget for a monthly HOD display block and/or recurring placement.
6. Outline TJP Monthly Column Plan • Assignee: Brother Jeff Hacker
• Task: Propose structure for a monthly HOD column (topics, contributors, schedule) aligning with social media strategy.
C. Member Care & Friends of HOD
7. Forward Previous Emails to Ill Brothers • Assignee: Brother who sent get-well emails
• Task: Forward copies of emails to WB Boris, B Stuart, and Membership Chair B Mike.
8. Design Friends of HOD Program • Assignee: Brother Mark (Speaker 5), with Mark Gardner and volunteer (Speaker 4)
• Task: Draft categories (ex-members, donors, widows, supporters), benefits, communications plan, and present to Executive Board.
9. Develop Former Member Questionnaire • Assignee: Same Friends of HOD team
Page 19 of 21
• Task: Create question set to understand why members left and how to re-engage them; propose follow-up process.
D. Graveside Project & Corsicana
10. Consult Toronto HOD on Graveside Model • Assignee: Worthy Brother Boris Gremont
• Task: Arrange call with Leonard Lazer and Brother Richard, document model, and share findings with lodge.
11. Lead Corsicana Cemetery Visit & Report • Assignee: Brother Jeff Hacker
• Task: Conduct Sunday visit with Brothers Richard and John; assess conditions and potential graveside work; report to lodge.
E. Relocation & Storage
12. Obtain JFS Written Confirmation • Assignee: Worthy Brother Boris Gremont
• Task: Secure written confirmation from JFS on cost (~$100/month), meeting room availability, storage terms, and security requirements.
13. Organize JFS Site Tour • Assignee: Worthy Brother Boris Gremont
• Task: Arrange a tour for interested brothers of JFS meeting and storage spaces.
14. Coordinate Move from Anshai Torah • Assignee: Worthy Brother Jeff Romick
• Task: Plan and oversee move by June 30: logistics, transport, what goes to JFS vs public storage.
15. Improve Public Storage Utilization • Assignee: Brother Wayne Feldman
Page 20 of 21
• Task: Add shelving/organization in the 5×10 unit; decide which items remain there vs move; account for wood storage needs.
F. Elections & Governance
16. Finalize Elections Committee & Calendar • Assignee: Worthy Brother Matt Kurtzman
• Task: Confirm committee (with WB Lowell, B Wayne, B Jeff), finalize internal timeline (July nominations, Sept slate, Oct election, Nov installation).
17. Send Nominations Email & Role Descriptions • Assignee: Worthy Brother Matt Kurtzman (with Secretary/Comms support)
• Task: Send out nomination form and role descriptions to lodge; manage responses over July–August.
G. JFS Cleanup & Mitzvah Day
18. Secure Date for JFS Cleanup or Alternate Project • Assignee: Brother Robert (Speaker 2) with Brother Nelson Wild
• Task: Confirm whether and when JFS needs a cleanup day; if not, propose alternate mitzvah activity.
19. Narrow Community Project List from 11 to 3 • Assignee: Brother Robert and project team
• Task: Select three priority projects to propose to the lodge.
H. Fundraising & Future Events
20. Meet with Federation Executive Director (Mr. French) • Assignee: Worthy Brother Lowell Michelson
• Task: Arrange and attend meeting (ideally with NDA) to discuss partnership/support for next major event.
Page 21 of 21
21. Propose Date & Venue for Next Major Fundraiser • Assignee: Brother Stuart Rosenfield, with Worthy Brother Ivan Kahn
• Task: Check community calendars; recommend 1–2 dates and a venue; bring recommendation to lodge leadership.
22. Develop GoFundMe Proposal • Assignee: Worthy Brother Boris Gremont, with Brother Tom
• Task: Define beneficiary, target, content, and rollout plan for potential GoFundMe campaign; present recommendation.
23. Present Wine Integration Plan • Assignee: Brother Wayne Feldman
• Task: Detail how to include wine in next program at no additional cost.
I. Social & Membership
24. Produce 12-Month Social & Speaker Calendar • Assignee: Brother Stuart Rosenfield, with Brother Hank
• Task: Plan at least one social event per quarter and identify speakers for upcoming meetings.
25. Build Membership Prospect List & Outreach • Assignees: • All brothers – submit names of potential members.
• Brother Mike (Membership Chair) & Brother Stuart – maintain prospect list and coordinate coffees/outreach.