Board Enablement Kit
Everything you need to get board approval for switching to Holdings. Presentation-ready slide deck, board packet, resolution templates, comparison worksheet, and due diligence checklist.
Ready to customize • Fill in the blanks and present
Who This Is For
Nonprofits & 501(c)(3)s
Board-governed orgs that need a formal resolution to change banking providers.
Churches & Ministries
Faith-based organizations with elder boards, deacon boards, or finance committees.
Any Board-Governed Org
HOAs, social clubs, PTAs, foundations, cooperatives — any entity with a board of directors.
Governance & Resolutions
Board-ready documents: present, vote, sign.
Board Slide Deck
Presentation-ready slides covering the Holdings value proposition, fee comparison, security infrastructure, and projected earnings.
Download PDFBoard Packet
Comprehensive materials packet with executive summary, platform overview, security details, fee comparison, and implementation timeline.
Download PDFBoard Resolution
Ready-to-sign resolution template authorizing your organization to open accounts with Holdings. Includes recitals and certification language.
Download PDFAuthorized Signers Resolution
Formal resolution designating account signers with permission levels, dual authorization requirements, and removal of prior authorization.
Download PDFBoard Minutes Snippet
Pre-written minutes language you can paste directly into your existing board meeting minutes. Covers the motion and vote record.
Download PDFAnalysis & Comparison
Data-driven worksheets for due diligence.
Banking Comparison Worksheet
Side-by-side comparison of your current bank vs Holdings across fees, APY, FDIC coverage, features, and total cost of banking.
Download PDFDue Diligence Checklist
Structured checklist covering regulatory compliance, FDIC insurance, security certifications, data protection, and business continuity.
Download PDFOperations & Policy
Post-approval templates for ongoing governance.
Investment Policy Template
Cash management and investment policy template covering objectives, approved instruments, FDIC allocation strategy, and monitoring.
Download PDFHow to Use This Kit
Start with the Slide Deck
Present the Holdings value proposition at your next board meeting. The deck covers fees, APY, security, and implementation timeline.
Distribute the Board Packet
Send the full packet to board members before the meeting so they can review the details, comparison data, and due diligence materials.
Complete Due Diligence
Walk through the Due Diligence Checklist and Banking Comparison Worksheet. Pre-filled with Holdings data — just add your current bank.
Vote and Sign
Use the Board Resolution and Authorized Signers form at the meeting. Record the vote with the Minutes Snippet. Done.
Ready to make the switch?
Open a Holdings account in minutes. Zero fees. 1.75% APY. FDIC insured to $3M.
Get Started →Frequently Asked Questions
What is a board enablement kit?
A collection of ready-to-use documents that help organizations get board approval for a new banking relationship. Includes presentation materials, resolution templates, comparison worksheets, and due diligence checklists.
Do I need board approval to switch banks?
Most nonprofits, churches, and incorporated organizations require a formal board resolution to change banking providers. Even if not legally required, a board vote creates a clear record of the decision and ensures fiduciary responsibility.
How long does it take to get board approval?
With prepared materials, most organizations get approval in a single board meeting. This kit provides everything you need so you can present and vote in the same session.
Can I customize these templates?
Yes. Every document includes fill-in-the-blank fields for your organization name, authorized signers, meeting date, and other details.
Is Holdings FDIC insured?
Yes. Holdings banking services are provided by i3 Bank, Member FDIC. Deposits are insured up to $3,000,000 through our deposit network.