Road maintenance
- Planned
- $120,000
- Entered
- $84,500
- Variance
- $35,500 below plan
ALWAYS READY. NEVER MISSED.Good Stewardship. Organized Decisions. Stronger Communities.
CharterStewardALWAYS READY. NEVER MISSED.
Good Stewardship. Organized Decisions. Stronger Communities.
A shared workspace for small-town borough councils, township boards, and nonprofit boards.
Bring meeting agendas and packets, grant deadlines and reporting, budgets, and cash-flow context into one shared workspace for your board.
Compare Starter or Professional on the pricing page, then create an account and add a payment method in hosted Stripe Checkout. No payment is due today. After 30 days, Stripe attempts the selected monthly price: $49 for Starter or $149 for Professional. You can choose the Starter-to-Professional upgrade at original checkout; the Professional amount is $149/month after the trial. Manage or cancel in workspace billing settings through the Stripe portal.
A connected workspace for board operations
The details people need, ready when they need them.
Agendas, packets, and reminders
Grant deadlines and reporting dates
Budgets, cash flow, and forecasts
Designed around agendas, grant obligations, budgets, and cash flow.
Who we serve
Governance and finance work for public and community boards.
Governance and finance work
Organize meeting agendas and board packets, reminders, decisions, and follow-ups; keep grant deadlines and reporting visible; review budgets, actuals, cash flow, and forecasts; and follow up on outstanding bills and uncleared checks.
For small-town councils, township boards, and nonprofit boards
Meetings, grants, projects, and budgets—together.
CharterSteward keeps meeting records, grant dates, project details, and budget views in one shared workspace.
01
Meetings and board packets
Organize agendas and packet documents with each meeting. Explore meeting agendas and packets.
02
Grants and capital projects
Track saved application and reporting dates and grant status, link grants to projects, and review project budgets, milestones, progress, and status. See grant tracking and capital projects.
03
Budget review
Compare fiscal-year budget amounts with spending entered, review directional variances, and view a cash-flow planning projection based on recorded inputs. Explore budget management.
Product workflows
Find the workflow your board needs.
For borough councils, township boards, municipalities, and nonprofit boards: explore clear information on agendas and packets, budgets and cash flow, grants, and capital projects.
Talk through your workflowAgendas and board packets
Organize agenda items and meeting materials, then publish a board packet from the meeting record.
Grant tracking
Keep application and reporting dates, grant status, notes, and reminders in view.
Budget and cash-flow planning
Compare approved fiscal-year budgets with spending entered and review a 12-month projection based on recorded inputs. The projection is planning context, not a live cash balance or guaranteed forecast.
Capital-project tracking
Track project budgets, milestones, progress, and status, with related grants linked to projects.
Board planning resources
Start with the work your board needs to organize.
Board meeting agendas and packets
Explore the published page for organizing meeting agendas and board packets.
Grant deadline tracking
See how boards keep grant application and reporting dates in view.
Grant deadline planning guide
Read the guide for connecting grant deadlines with capital-project planning.
Inside CharterSteward
A closer look at the tools behind the board’s work.
Each screen keeps the practical details together, from a fiscal-year review to the next meeting packet.
Capital projects group named work with grants already saved by the organization. The project card shows linked grants and lets an owner or administrator update its status.
Budget tracker preview
FY 2027 budget overview
Review the plan, spending entered, and the difference across a few representative budget lines.
Fiscal year 2027
- Planned
- $313,500
- Spending entered
- $207,000
- Below plan
- $106,500
Budget line variances
Planned amounts compared with spending entered.
Emergency services
- Planned
- $98,500
- Entered
- $72,000
- Variance
- $26,500 below plan
Community facilities
- Planned
- $95,000
- Entered
- $50,500
- Variance
- $44,500 below plan
Fiscal-year cash-flow direction
FY 2027
$207,000 in spending entered against $313,500 planned is 66% of plan, with $106,500 below plan. Evenly allocated across 12 fiscal months, each month shows $26,125 planned, $17,250 entered, and $8,875 below plan.
Grant compliance preview
Grant deadlines and commitments
Keep application dates, reporting obligations, and award status in view for a small team.
Example portfolio · 2027
Upcoming deadlines and reporting obligations
Awarded
GrantCommunity Access Grant
Example Civic Funder
- Awarded
- $42,000
- Obligation
- Progress report due
Submitted
GrantNeighborhood Greening Grant
Example Community Funder
- Requested
- $18,500
- Obligation
- Application deadline
Reporting
GrantYouth Learning Initiative
Example Nonprofit Funder
- Awarded
- $12,000
- Obligation
- Final report due
Illustrative workflow examples
Agenda and packet reminders
Four example states for board meeting preparation.
Sample
Agenda-owner reminder
Planned · within 7 days
A manager can remind an assigned agenda-item owner when the owner’s reminder preference is enabled.
Packet publication approval
Approval required
Publication waits until the required approver records approval.
Member notification
Configured audience
When enabled, selected members or organization roles receive an email after publication.
Unpublished-packet follow-up
Planned · packet unpublished
When the reminder rule is enabled, the meeting owner receives an in-app reminder for an eligible planned meeting.
Synthetic sample workspace
Grant-compliance dashboard
Keep application and reporting dates, grant status, notes, and reminders visible as work moves forward.
Explore grant deadline tracking
Synthetic sample workspace
Meeting agendas
Bring the agenda and board packet into one meeting record that members can prepare from.
Synthetic sample workspace
Capital project list
See saved capital projects for the active organization, including each project’s current status and linked grant count.
Synthetic sample workspace
Project status and grant links
Review a project’s status, linked grants, and other existing organization grants available to link.
Capital-project management
Plan capital-project budgets, track milestone dates and progress, and connect related grants.
Availability by plan
- StarterNot specified
- ProfessionalNot specified
- GrowthNot specified
- PremiumNot specified
Screenshots use synthetic sample workspace data
Why it fits
Big responsibility. Small team. Right-sized tools.
For boroughs, townships, and nonprofit organizations.
Keep decisions and financial context close to the work, with a clearer record for board members and the people they serve.
Public accountability
Prepared people make stronger decisions.
Less hunting. More context. A steadier hand at the table.
Evaluation resources
Comparing your options?
Compare documented meeting, grant, budget, and pricing details for CharterSteward, OnBoard, and CivicPlus, then browse published board guides for practical governance and finance questions.
Data handling and continuity
Security and Data Handling
Scope
CharterSteward uses HTTPS, encryption at rest, MFA available, siloed customer data, role-based access, CSV export anytime, and a 90-day export window after cancellation.
CharterSteward is a management tool, not an official records system. You are responsible for keeping your official records, in paper or electronic form, as required by your state and federal retention rules. CharterSteward does not enforce or guarantee compliance with any state or federal records requirements.
Start with the next meeting
Bring the whole picture to the table.
Tell us what your board is juggling. We’ll show you how CharterSteward can make the rhythm more manageable.
The 30-day trial is available for Starter and Professional. Hosted Checkout requires a payment method, with no payment due today. Stripe attempts the selected monthly plan price after the trial. Manage or cancel in workspace billing settings through the Stripe portal.
Contact the CharterSteward team for a walkthrough.