Strengthening the organization
Board & Governance
Trustees, terms, committees, meetings with drafted minutes, and the conflict of interest disclosures that are always overdue somewhere.
What it holds
- Board members, with contact details, terms, officer roles, training, and conflict of interest status.
- Committees, and who sits on them.
- Meetings, with minutes that can be drafted from your raw notes and then edited into what actually gets adopted.
- A governance advisor that answers questions against your own board composition rather than in general.
Terms are the thing nobody tracks
Term start and end dates, recorded properly, answer questions that are otherwise guessed at: how many trustees roll off in the same year, whether anybody has served past their limit, and whether your board is about to lose its entire institutional memory at once.
Conflict of interest
Disclosures are collected annually, tracked per trustee, and are the single most commonly overdue item in nonprofit governance. Generate them from Document Studio, send them through Signatures, and record the result here.
Read next
- Risk & Compliance CenterA register of what could go wrong, a calendar of what must be filed, a library of your policies, and a record of incidents when something does happen.
- SignaturesSending a document for electronic signature, and what makes the resulting record hold up when somebody disputes it.
- Document StudioGenerating the documents a nonprofit needs, from a library of hundreds, with questions that draw the answer out of you rather than a blank page.
Something here wrong, missing, or out of date? Email support@fundwisr.ai and tell us which chapter. Documentation defects are treated as defects.