For nonprofit and foundation boards · $200/month

Governance software that respects a nonprofit's budget — and its board

Boardwise gives a $5M–$50M nonprofit the governance posture a much larger budget would otherwise buy — at a fraction of the price of legacy enterprise portals. Annual COI declarations that actually get tracked. Written consents that produce the documentation a state attorney general would expect to see. A retention policy aligned with IRS Form 990 Part VI expectations. All for $200 per month flat, for your entire organization.

Unlimited directors, committees, and observers. No per-seat fees. No setup fees. No annual contract. Migration handled.

Built for the way nonprofit boards actually work

Term-limited directors. A part-time board administrator role. Quarterly meetings with grant approvals that cannot wait between them. Conflict-of-interest declarations that need to be more than an annual fire drill. Funders who ask for governance evidence before they write the next check. Boardwise was designed for those constraints — not bolted on to enterprise software intended for a different buyer.

Three governance challenges nonprofits actually live with

The issues that come up in IRS Form 990 Part VI, in state attorney-general reviews, and in foundation diligence — not the issues that come up in generic board software pitches.

1. Form 990 Part VI asks specific questions you have to answer

The IRS asks every nonprofit filer the same things every year: do you contemporaneously document meetings and written actions (Line 8)? Do you have a written conflict-of-interest policy, with annual disclosures, that you regularly and consistently monitor and enforce (Line 12)? Do you have a written whistleblower policy (Line 13)? A written document retention and destruction policy (Line 14)?

It is not enough to adopt the policies. The IRS asks whether you actually follow them. The Form 990 answers are public.

2. State attorneys general have plenary authority over charitable assets

The New York Charities Bureau, the California Registry of Charitable Trusts, the Minnesota AG, and similar regulators in every state can subpoena board minutes, COI disclosures, and meeting records. New York's Nonprofit Revitalization Act sets specific requirements on COI policy content and minute-keeping. California's 2024 update to the AG's Guide for Charities tightened oversight expectations across the board.

Recent enforcement — the NRA / Wayne LaPierre verdict, the Minnesota AG's Honor the Earth settlement, the DC AG's Raheem AI suit — keeps returning to the same patterns: inactive boards, missing minutes, conflicts that were not properly recused.

3. Funders are doing more diligence on your governance

Foundations and major individual donors routinely ask for the board roster, the COI policy and recent disclosure summary, minutes of audit or finance-committee meetings, the whistleblower policy, and the most recent Form 990 with Schedules L and O. Bridgespan, the Council on Foundations, and the Milken Institute publish diligence checklists that grantmakers actively use.

A nonprofit that can produce its governance evidence in one click looks like a different kind of grantee than one that cannot.

How Boardwise addresses each

Specific product behaviour, not abstract claims.

Annual COI declarations, tracked in real time

Issue your COI policy and annual declarations through Boardwise. Each director responds inside the platform; the response is timestamped and attributed to their verified identity. A real-time dashboard shows who has completed and who is outstanding — so you are not chasing paper before the audit, the board meeting, or the funder request.

When Form 990 Line 12c asks whether you "regularly and consistently" monitor and enforce the policy, the answer is on a screen the IRS would actually find credible.

Written consents for between-meeting decisions

Grant approvals, emergency expenditures, real-estate decisions, and personnel matters often happen between quarterly meetings and require unanimous written consent. Boardwise consents are signed with passkey authentication (Face ID, Touch ID, hardware key) and produce a downloadable audit package with a SHA-256 integrity digest.

The signing record meets the documentation expectations under state nonprofit acts that allow action without a meeting — without depending on the "everyone reply-all to confirm" pattern that does not hold up under scrutiny.

A retention policy you can actually follow

Set retention rules at the organization, folder, document, or meeting level. Boardwise enforces them with visible warnings and an auditable deletion log. The IRS expects permanent retention of board minutes; many other records have shorter useful lives. Both can be policy-driven, not human-discretion-driven.

Sarbanes-Oxley §1519 (which applies to nonprofits) makes not following a retention policy more dangerous than having no policy at all. Auditable enforcement matters.

Funder diligence handled in one click

When a foundation asks for the board roster, the COI policy, recent minutes, the whistleblower policy, and the audit-committee meeting record, the corporate secretary exports them from Boardwise in minutes — versioned, dated, attributed.

Funders increasingly score nonprofits on the quality of governance evidence. The cost of producing it should not be a half-day every time.

What nonprofit boards specifically use Boardwise for

Workflows that come up in nonprofit governance that generic board software does not anticipate.

Form 990 Part VI evidence file

Contemporaneous minutes (Line 8a), board approval of the filed 990 (Line 11a), COI process documentation (Line 12), whistleblower policy (Line 13), retention policy (Line 14), CEO comp-determination record (Line 15) — all version-controlled and exportable.

Annual COI declaration drive

Send the COI declaration to every director and key employee in one action. Real-time completion dashboard. Per-disclosure record for Schedule L review. No Word-doc Frankenstein chasing emails.

Quarterly board cycle with between-meeting consents

Agenda, board packet, minutes, action items — all in one platform. Written consents handled between meetings the same way regular votes are handled in them.

New-director onboarding without an IT ticket

Term-limited boards mean constant turnover. New directors enroll a passkey once and have access to current and historical board materials — no password to manage, no shared-drive cleanup, no help desk involved.

Audit-committee independence and substantiation

Independent committee composition, charter version control, meeting minutes, financial-statement review records — the file the auditor and the state AG expect to see.

Multi-board single login for cross-serving directors

Directors at one nonprofit frequently sit on others. Boardwise consolidates every board identity into a single passkey-secured account. When one nonprofit board adopts Boardwise, directors carry it to the next.

Comparing nonprofit board portals?

The two competitors nonprofits most commonly evaluate alongside Boardwise.

Pricing

Flat $200 per month for your entire organization. Unlimited directors, unlimited committees, unlimited observers, unlimited administrators. No per-seat fees. No setup fees. No annual contract. $2,400 per year, all-in — regardless of board size.

See full pricing Start free trial
Regulatory references & further reading

Last reviewed May 2026. Statutory and regulatory references are for general orientation and do not constitute legal advice; rely on your counsel for current applicability.

Book a demo

Prefer a walkthrough first? Tell us about your board and we'll set up a personalized demo within one business day.

Please enter your name.
Please enter a valid email.
Please enter your organization.
Tell us what you'd like to see.

Thanks — we'll be in touch.

We'll reach out within one business day to set up your demo. Questions in the meantime? [email protected] or 1 (888) 688-7107. Ready to dive in? Start your free trial.

Your information is never shared with third parties.

Questions before you start?

1 (888) 688-7107

[email protected]