What is a nonprofit board portal?

A secure, shared workspace where directors find governing documents, meeting materials, minutes, and decisions — instead of digging through email attachments. It gives the board one source of truth that survives officer turnover.

Does CommunityVault manage donations or fundraising?

No. CommunityVault does not process donations, payments, or accounting, and it is not a donor CRM. It focuses on governance: documents, board decisions, meetings, tasks, and communication with members.

Is it set up for nonprofit terminology?

Yes. When you choose the nonprofit organization type, the workspace uses labels like Board of Directors and Board Resolutions instead of HOA terms.

Can we run board elections in CommunityVault?

You can publish candidate profiles — bio, statement, experience, and priorities — so members can learn about nominees, and export a candidate packet. CommunityVault does not conduct official elections or ballot submission.

How much does it cost for a small nonprofit?

Plans start at $19 per month with a 14-day free trial and no credit card required. If budget is a concern for your nonprofit, contact us — we're a small team and happy to talk.

CommunityVault

Nonprofit board portal

A Board Portal Built for Volunteer Nonprofit Boards

Give your directors one secure place for bylaws, board packets, minutes, and resolutions — so governance doesn't depend on whoever happens to have the files in their inbox.

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Governance gets hard when the records are scattered

Board packets by email

Agendas and reports go out as attachments, and the version discussed at the meeting is never the one anyone can find later.

Resolutions without a record

Decisions get made between meetings by email and never make it into the minutes or a central log.

Minutes in one person's drive

The secretary keeps the minutes. When the secretary rotates off, so do the minutes.

Action items forgotten

Follow-ups agreed at a meeting are never assigned an owner or due date, and resurface three meetings later.

Onboarding new directors

Every new director asks for the bylaws, the conflict-of-interest policy, and last year's minutes — one email at a time.

Members out of the loop

Members and volunteers don't hear about decisions and updates unless someone remembers to send them.

How CommunityVault helps

Governance in one secure workspace

CommunityVault brings your board's documents, decisions, and meetings together — without trying to be your fundraising or accounting system.

Governing documents and records

✓Store bylaws, articles, policies, minutes, and financial reports in one vault
✓Set each document to member-visible, board only, or private
✓Ask the AI assistant questions answered only from your own documents, with sources
✓New directors get access as soon as they're invited

Board resolutions and votes

✓Create an approval for each resolution, policy update, or expense
✓Directors vote Approve, Reject, or Abstain with comments
✓Record the final decision with a note
✓Export a timestamped PDF record of each vote

Meetings and follow-through

✓Agendas, attendees, minutes, and action items for each meeting
✓Export meeting minutes as a PDF
✓Assign tasks with owners, priorities, and due dates
✓Link tasks and approvals back to the meeting they came from

Members and communication

✓Invite members to a member portal
✓Post announcements to the board or all members, and email them to members
✓Publish candidate profiles ahead of board elections
✓Members can submit requests to the board and track their status

CommunityVault is a records, communication, and governance platform. It does not process dues payments or handle accounting.

How it works

Get your board set up

01
Create your workspace
Choose the nonprofit organization type so labels match how your board works.
02
Bring in your records
Upload bylaws, policies, and past minutes — or ask us for free migration help.
03
Invite directors
Add board members and set who sees board-only material.
04
Run your next meeting
Build the agenda, record minutes and action items, and log any resolutions.

FAQ

Nonprofit board portal FAQ

What is a nonprofit board portal?: A secure, shared workspace where directors find governing documents, meeting materials, minutes, and decisions — instead of digging through email attachments. It gives the board one source of truth that survives officer turnover.
Does CommunityVault manage donations or fundraising?: No. CommunityVault does not process donations, payments, or accounting, and it is not a donor CRM. It focuses on governance: documents, board decisions, meetings, tasks, and communication with members.
Is it set up for nonprofit terminology?: Yes. When you choose the nonprofit organization type, the workspace uses labels like Board of Directors and Board Resolutions instead of HOA terms.
Can we run board elections in CommunityVault?: You can publish candidate profiles — bio, statement, experience, and priorities — so members can learn about nominees, and export a candidate packet. CommunityVault does not conduct official elections or ballot submission.
How much does it cost for a small nonprofit?: Plans start at $19 per month with a 14-day free trial and no credit card required. If budget is a concern for your nonprofit, contact us — we're a small team and happy to talk.

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Give your directors one place to govern

Explore the interactive demo with sample data, or start your 14-day free trial — no credit card required.