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Nonprofit Liaison

Nonprofit Liaison is a board management platform for nonprofits, foundations, and faith-based groups with active boards.

Place
#29 of 32
Score
5.9
Nonprofit Liaison's website

What Nonprofit Liaison is

Nonprofit Liaison is a board management platform for nonprofits, foundations, and faith-based groups with active boards. It brings board packets, meeting coordination, follow-up, governance compliance, and dashboards into a web portal, with iOS and Android access also listed. Meeting features include a versioned packet library, RSVP reminders, attendance and quorum tracking, motions, and private notes for each director. Listed AI tools can draft minutes and action items, help build agendas, search, and work with uploaded documents; a CEO executive assistant is marked as coming. Governance tools track conflict-of-interest disclosures, director report cards, terms, succession, and compliance. Dashboards cover board, financial, membership, campaigns, programs, and risk; a staff Operations Portal adds association, branch, camp, and program views, goals, and org-chart roll-up. Roles range from directors and admins to guests and read-only reviewers, with committee restrictions for sensitive documents. The listed starting price is From $99/mo (annual), and each additional separate board costs $49/mo. The maker says customer data is encrypted, role restricted, and backed up, and that AI does not train on customer data. Formal SOC 2 certification is on the roadmap.

Good

  • Tracks attendance, quorum, motions, and follow-up
  • Includes board, financial, membership, campaign, program, and risk dashboards
  • Supports committee-level document restrictions
  • Guided onboarding and ongoing team support are included

Watch out

  • No free plan
  • From $99/mo (annual)
  • Each additional separate board costs $49/mo
  • Formal SOC 2 certification is on the roadmap

Who it suits

It suits nonprofits, foundations, and faith-based groups that hold regular board meetings and need meeting, governance, and operations tools. The maker says it may not fit organizations without regular board meetings.

Verdict

Nonprofit Liaison combines board meeting management with governance tracking and staff-facing dashboards. Consider its one-board subscription limit and the stated starting price when assessing fit.

Plans and prices

From Nonprofit Liaison's own pricing page, checked 30 Sep 2026.

All about pricing
PlanPriceWhat it gives you
Essential—Complete board management portal and Board Pulse · unlimited board members, committees & admins · Billed annually via ACH

The facts

Each one read from Nonprofit Liaison's own pages, with the date it was checked.

What it does

Access controls
Roles include directors, committee volunteers, ex officio, read-only reviewers, guests, and admins, and sensitive documents can be restricted to a committee.checked 30 Sep 2026
Additional board limit
A subscription covers one board, and each additional separate board costs $49/mo each.checked 30 Sep 2026
AI data use
The site says AI operates inside the private workspace and customer data is never used to train public models.checked 30 Sep 2026
AI features
AI-drafted minutes and action items, agenda building, AI search, and document upload are listed as live; a CEO executive assistant is marked coming.checked 30 Sep 2026
Audience and fit
It is aimed at nonprofits, foundations, and faith-based groups with active boards; the maker says it may not fit organizations that do not hold regular board meetings.checked 30 Sep 2026
Board meeting tools
Features include a versioned board packet library, RSVP reminders, attendance and quorum tracking, motions, and private per-director meeting notes.checked 30 Sep 2026
Dashboards
Board, Financial, Membership, Campaign, Program, and Risk Pulses are described; Team Pulse and Strategic Pulse are marked coming.checked 30 Sep 2026
Governance
The platform tracks conflict-of-interest disclosures, director report cards, terms, succession, and governance compliance.checked 30 Sep 2026
Integrations
The site describes live dashboards connected to organizational data but does not name specific third-party integrations on the pages opened.checked 30 Sep 2026
Mobile access
The portal can be added to a phone home screen and behaves like a native app without an app-store download.checked 30 Sep 2026
Operations Portal
The staff-facing Operations Portal includes association, branch, camp, and program dashboards, plus goals and org-chart roll-up.checked 30 Sep 2026
Purpose
The board management platform handles board packets, RSVPs, meetings, follow-up, compliance, and live dashboards for nonprofits.checked 30 Sep 2026
Security
The maker says customer data is isolated by organization, encrypted in transit and at rest, role restricted, and automatically backed up; formal SOC 2 certification is on the roadmap.checked 30 Sep 2026
Support and onboarding
Plans include guided onboarding and ongoing team support, and the maker says setup typically takes days with help loading board information.checked 30 Sep 2026

The company

Company
The maker identifies Kurtis Dawson and Stephen Backholm as co-founders; the About page gives their locations as Tucson, Arizona, and Austin, Texas, respectively.checked 30 Sep 2026
Headquarters
Austin, Texas, United Stateschecked 28 Sep 2026

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