For nonprofit boards
Keep nonprofit board work connected between meetings.
CharterSteward brings meeting preparation, grant tracking, budgets, cash-flow projections, and financial follow-up into one shared workspace.
Explore the workflowsBoard work between meetings
Five recurring workflows.
The everyday workflows
Prepare the meeting, then keep the follow-up in view.
Organize board materials, track grant dates and reporting, and review financial plans and open items in one place.
01
Meeting preparation
Organize agendas, meeting materials, and board packets around each meeting record.
02
Grant tracking
View application and reporting dates, statuses, notes, and reminders alongside each grant.
03
Budgets and actuals
Plan fiscal-year budgets and review actuals as the year progresses.
04
Cash-flow projections
View scheduled income and planned expenses alongside a projected fiscal-year-end balance.
05
Financial follow-up
Review outstanding bills and uncleared checks that need follow-up.
CharterSteward for nonprofit boards
Explore a shared workspace for your board.
See the available plans and the current enrollment option.