After publishing your financial disclosure, collect donors' and members' questions and concerns — routed to the board's next meeting agenda.
Quick answer
Use it right after publishing financials: donors and members submit what they don't understand, what worries them or what they want next period, each item categorized and logged for the board's next meeting. It is an accountability channel — not an audit and no opinion on your finances.
Transparency doesn't end at publication — it starts there. When donors and members read your financials, questions form; without a channel, those questions become rumors. This feedback form opens after each disclosure: readers submit what they don't understand, what worries them, or what they'd like to see next period — categorized, logged, and handed to the board as a real agenda item. It is a feedback and accountability channel; it is not an audit and produces no opinion on your finances.
Sample form preview — live and ready to fill in.
Everything you need to run this template.
Clarifications, concerns and suggestions separated at submission.
Each feedback cites the report, section or line it addresses.
Entries are packaged for a named board meeting, not lost in email.
Public responses return to the same audience that asked.
From copy to deliverable in four steps.
Copy it in; link the current disclosure period.
Announce the channel with the report, while readers are in it.
Categorize and route to the next meeting's agenda.
Answer what donors asked, visibly, then archive with the disclosure.
Pick your role — see how it fits your workflow.
Get concerns as agenda items, not as attrition.
Close the disclosure loop with published answers.
Ask about the numbers without emailing a black hole.
What makes this template work as a professional deliverable.
A preview of the real questions in this form — exactly what respondents see.
