Since the Chairperson’s role is to act as the bridge between the technical review and the final decision-makers, this summary needs to be high-level, data-driven, and easy to skim.
Here is a Chairperson’s Recommendation Summary template designed to be presented to the Board.
🏛️ Executive Summary: Philanthropic Funding Recommendations
To: Board of Directors
From: Chairperson, Advisory Board
Date: _________
Review Cycle: [e.g., Q1 2026]
1. Review Overview
The Advisory Board has completed its evaluation of [Number] applications for this funding cycle. Each application was vetted against our five core criteria: Mission Alignment, Community Impact, Operational Viability, Financial Transparency, and Sustainability.
- Total Grant Funds Requested: $[Amount]
- Applications Receiving “High Recommendation”: [Number]
- Average Advisory Score across all applicants: [Score/5.0]
2. Top-Tier Recommendations (The “Green Light” List)
The following applicants received the highest consensus scores and are recommended for immediate funding.
| Organization Name | Avg. Score | Requested Amount | Chairperson’s Strategic Note |
|---|---|---|---|
| Example Org A | 4.8 / 5 | $10,000 | Highest impact per dollar; perfectly mirrors Jackie’s mission. |
| Example Org B | 4.5 / 5 | $7,500 | Strong leadership team; project is ready to launch immediately. |
3. Secondary Recommendations (Conditional/Partial Funding)
These applicants scored well but may require a smaller grant or specific “check-ins” to ensure success.
- [Organization Name]: (Score: 3.9) – We recommend funding at [50%] of the requested amount to focus strictly on their [Specific Program].
- [Organization Name]: (Score: 3.7) – Recommend funding contingent upon them providing a more detailed Q3 budget.
4. Chairperson’s Final Synthesis
”After consolidating the Advisory Board’s feedback, the consensus is that the current pool of applicants is [strong/improving/diversified]. We have prioritized organizations that demonstrate not just a need for capital, but the grit and infrastructure to sustain their impact—values synonymous with the Jackie Kallen legacy.”
5. Action Required by the Board
The Board is requested to:
- Approve the total disbursement of $[Total Amount] for the Top-Tier recommendations.
- Review the conditional status of the Secondary recommendations.
- Authorize the Chairperson to send official award/denial letters by [Date].