Getting Started

Setting Up Your First Board in NonprofitBOD

A five-minute walkthrough: create your organization, invite members, and run your first meeting with minutes and votes on the record.

Getting started takes about five minutes. Here's the whole path from empty account to your first recorded meeting.

1. Create your organization

Enter your legal name, state, and fiscal year end. NonprofitBOD uses your state to tailor the compliance calendar automatically.

2. Add your board

Add each member and send an invite. They'll get a secure sign-in link by email — no passwords to create or manage. As members accept, your roster and skills matrix fill in.

3. Schedule a meeting

Create a meeting, build the agenda, and send it out. Members RSVP with one click so you know your quorum before you walk in.

4. Run it and record it

During the meeting, capture motions and votes as they happen. Afterward, finalize the minutes — or upload a Word doc and let the AI import pull out the motions and action items for you to review.

5. Assign the follow-ups

Action items from the minutes flow into a shared task queue, so everyone can see what they own and what's still open.

That's it. Your first meeting is on the record, your compliance calendar is live, and your board has one place to work. Everything after this builds on the same foundation.

Rejoining the server...

Rejoin failed... trying again in seconds.

Failed to rejoin.
Please retry or reload the page.

The session has been paused by the server.

Failed to resume the session.
Please reload the page.