Hi friends! I'd like to hear from anyone using software to help with board meetings. I'm starting to ponder the value of having software like OnBoard, Diligent, etc., that will help produce agendas, manage attachments, help automate the process of taking minutes, follow-up, etc. I'd love to hear your recommendations and…
I would like to ask if anyone reports fund balances to board members. A question has come up as to the fiduciary responsibility to protect the confidentiality of the donors' private financial information and how to take the appropriate steps to protect this information from public disclosure. All feedback will be greatly…
