Review and consider recommending the approval of Resolution Nr. 3 of Beach Cities Health Foundation to allow opening a Fidelity Brokerage Service Account at the September 16, 2025, board meeting.

Meeting: Finance Committee

Meeting Time: September 09, 2025 at 6:30pm PDT

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Agenda Item

Review and consider recommending the approval of Resolution Nr. 3 of Beach Cities Health Foundation to allow opening a Fidelity Brokerage Service Account at the September 16, 2025, board meeting.

BCHD Fin Comm Staff Memo - Resoluation to Approve Brokerage Account.pdf RES3 - POC_Beach Cities Health Foundation - Resolutions re Brokerage Account.pdf BCHD_new-fidelity-account-business-application template.pdf

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Meeting: Finance Committee

Agenda Item

Review and consider recommending the approval of Resolution Nr. 3 of Beach Cities Health Foundation to allow opening a Fidelity Brokerage Service Account at the September 16, 2025, board meeting.