claudeai
Use Board Manager with Claude
Connect Claude to your Board Manager account to ask about your board, prepare meetings, turn notes into minutes, and keep the roster current, with the same limits you have in the app.
5 min read
Board Manager is free nonprofit board management software for executive directors, board chairs, and governance committees — built to recruit for what the org actually needs, make expectations clear, and keep ownership visible between meetings.
Free plan included. Paid plans start at $19/month. Built for nonprofit budgets, not corporate ones.
Find the job that sounds like yours.
Board administration eats hours you don't have.
One place for records, automatic reminders, and participation that doesn't need chasing.
Onboarding checklists →Nobody's certain who rolls off, or who's stepping up.
Terms, committees, attendance, and onboarding visible on one screen — with alerts months ahead.
Term tracking →Recruitment starts when the seat is already empty.
A candidate pipeline that holds names between meetings, and a skills matrix showing the real gap.
Recruitment pipeline →Records scattered, disclosures half-returned.
Member records in one system and annual documents signed online, tracked by year.
Document signing →Ask an ED what's really wrong with their board, and it's rarely a scheduling problem. It's usually one of these.
What changes
Board Manager gives you the structure to recruit for the gap you have, set expectations from day one, and keep ownership visible between meetings — without enterprise complexity.
Track every board member's role, contact info, and term dates. Get alerts before terms expire — so renewals never sneak up on you.
Organize members into committees, schedule meetings, and track RSVPs and attendance — all without switching apps.
Move candidates from lead to board member with a simple Kanban pipeline — built around the skills and connections the board is actually missing, not just who's willing.
Send conflict of interest forms, bylaws, and other documents. Board members sign with one tap — no login required.
Every new board member learns what the org does and what's expected of them from day one — tracked item by item, not left to a welcome email.
See your board's skills, expertise, and diversity at a glance. Make informed recruitment decisions based on what you actually need.
Three screens that cover most of the work.
The dashboard opens on what needs a decision now: terms running out, the next meeting, documents still unsigned. Nothing else competes for attention.
Candidates move through your own nominating stages, and the skills matrix shows what the board is still missing — so the committee recruits toward a gap instead of a vacancy.
No account, no password. Members see their meetings, RSVP, work through onboarding, and sign what they need to sign — from the phone in their hand.
Interface renderings with sample data. No real organization or board member is shown.
How it works
No implementation calls. No IT department. Just a few simple steps and your board picture is finally clear.
Add your board members, their terms, and your committee structure. Takes about five minutes for most organizations.
Board members get a magic link — no account needed. They can RSVP to meetings, sign compliance docs, and update their profile.
Your dashboard shows expiring terms, unsigned documents, and upcoming meetings. You always know what needs attention today.
From the learn hub
Connect Claude to your Board Manager account to ask about your board, prepare meetings, turn notes into minutes, and keep the roster current, with the same limits you have in the app.
When nonprofit board members can be held personally liable, which protections actually apply (state law, bylaws, federal volunteer protection, insurance), and the habits that keep your risk low.
Whether your nonprofit needs directors and officers insurance, what it covers and leaves out, how much to carry, and the questions every board should ask before the next renewal.
Free, no signup
We built these for the directors, chairs, and secretaries doing this work, whether or not they ever become customers.
Agendas, minutes, conflict of interest policy, job descriptions, and a skills matrix. Editable in Word, no email required.
Browse templates →How many board members your state requires, plus term, quorum, and filing rules. Every fact cited to the statute.
Find your state →Plain-language writing on the questions that come up when you're running a board without a staff of ten.
Read the guides →We know what nonprofit budgets look like. Our pricing reflects that.
Everything you need to get started. Genuinely useful — not a trial.
For organizations ready to go further — with compliance signing, onboarding checklists, and unlimited growth.
Compare us to the alternatives. Enterprise board portals often run $200–$800/month or more — priced for large organizations with dedicated governance budgets. We built something honest for the small organizations doing the real work. See how we compare, or read our roundup of board software for small nonprofits.
Set up your board in minutes. No contract. No credit card. Just a clearer way to recruit, onboard, and hold your board to the work your mission actually needs.