UBI Works & Commonwealth Fundraising Meeting - 2026-05-27

Meeting Summary: UBI Works & Commonwealth Fundraising

Date: 2026-05-27 Source: Zoom Meeting Transcript [Source: zoom@ubiworks.ca, 2026-05-27]

Overview

This meeting focused on reviewing fundraising materials and discussing donor communication strategies for UBI Works and Commonwealth. Key discussions included feedback on a pitch deck and donor letter, the transition from Nation Builder to a new platform, and the development of a scorecard for political engagement efforts. Floyd also shared insights from a philanthropy event where he represented both organizations.

Key Discussions & Decisions

• Fundraising Materials: Ken provided feedback on a pitch deck and donor letter. Improvements were suggested for slides 10 and 11, focusing on objection handling and political engagement graphics [Source: Meeting Transcript, 2026-05-27].
• Platform Transition (Nation Builder): The team discussed transitioning from Nation Builder to a new platform. Floyd requested more time for this, and UBI Works proposed framing it as a planned migration [Source: Meeting Transcript, 2026-05-27].
• Operating Budget Allocation: Floyd noted the current operating budget allocation for UBI Works at approximately $75,000versus[[Commonwealth]]at$300,000 [Source: Meeting Transcript, 2026-05-27].
• Political Engagement Scorecard: Discussion around developing a scorecard for measuring political engagement efforts, with a suggestion that hours spent with politicians be the primary metric [Source: Meeting Transcript, 2026-05-27].

Action Items

• Floyd:
  • Message Andrew to focus on developing a scorecard for the new political engagement role and gather team input on defining this capability [Source: Meeting Transcript, 2026-05-27].
  • Follow up with Avi and Emma regarding their desired allocation for donations [Source: Meeting Transcript, 2026-05-27].
• Ken:
  • Review and provide feedback on the updated donor letter and the fundraising deck.
  • Prepare and share concepts for Ottawa meetups during the evening’s Ops Update [Source: Meeting Transcript, 2026-05-27].
• UBI Works (represented by participants with “UBI” in their names):
  • Rewrite the donor transition letter with a more personal touch [Source: Meeting Transcript, 2026-05-27].
  • Prioritize sending the new basic income petition launch email to the BC segment, then coordinate with Ken for review before broader launch [Source: Meeting Transcript, 2026-05-27].
  • Complete and send the new email template for the petition launch to Ken for approval [Source: Meeting Transcript, 2026-05-27].
  • Work on final iterations of “restart your learning journey” and “welcome series” emails after the petition launch email is live [Source: Meeting Transcript, 2026-05-27].
  • Send personalized emails to donors ($50 and over) regarding the donation platform transition, including request to re-donate, and follow up with non-responders [Source: Meeting Transcript, 2026-05-27].
  • Refresh the donor deck, ensuring hidden slides 10 and 11 are updated with appropriate graphics and redesign, coordinating with Ken on feedback [Source: Meeting Transcript, 2026-05-27].
  • Provide a “napkin math” estimate of UBI Works vs Commonwealth budget allocation for donor transparency [Source: Meeting Transcript, 2026-05-27].
  • Hold off on the donor re-up email until the new letter is finalized [Source: Meeting Transcript, 2026-05-27].
  • Remove or deprioritize the “study the software build” card for Andrew, focusing him on political outreach and scorecard development instead [Source: Meeting Transcript, 2026-05-27].

Collaboration

• Floyd & UBI Works: Collaborate on defining metrics and scorecard for the Perspective Initiative/political outreach role, focusing on quality and depth of political engagement [Source: Meeting Transcript, 2026-05-27].