How-To Guides
Most people evaluating board software arrive with one specific pain — the packet that eats an evening, the committee notice, the vote that can’t wait for the next meeting. Pick the task you’re here for. Each one walks the steps, shows you what comes out the other end, and points to where Nonprofit Liaison does it for you.
How do I build a board packet?
How to build a nonprofit board packet: what goes in it, the order to assemble it, how far ahead to send it, and how to stop rebuilding it by hand every month.
Show MeHow do I notify a committee?
How to notify a board committee properly: giving notice that meets your bylaws, sending the right materials to the right members, and recording that notice went out.
Show MeHow do I run an e-vote between meetings?
How to run a valid board vote online between meetings: what your bylaws must allow, written-consent rules, stating the motion, and recording the result as an official action.
Show MeWho's actually coming, and what do I order for lunch?
How to track who's coming to a board meeting: collecting RSVPs, knowing whether you'll have quorum before the day, getting an accurate head count for catering, and logging attendance.
Show MeWho hasn't filed their COI?
How to track board conflict-of-interest disclosures: collecting a signed statement from every director each year, seeing who hasn't filed, and keeping the records the IRS Form 990 asks about.
Show MeHow do I get minutes drafted?
How to get board meeting minutes drafted quickly and correctly: what to capture, what to leave out, drafting from the meeting itself, and turning a two-hour job into a short review.
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