Board portals for every sector 

A portal to meet your board’s unique needs

Board portals help foundations, educational boards and nonprofits better manage board processes, materials and members. Our cloud-based solutions centralize documents, streamline meeting management, automate tasks and align board activity with strategic plans. Board members have easy access to resources anywhere and on any device.

No matter your board’s needs, BoardMax can help your organization get more value from board and staff members’ time.

Foundations foundations


BoardMax provides foundation boards with streamlined meeting management, centralized document storage and strategic plan management. Keep members informed and engaged with interactive agendas, automated meeting reminders, conferencing and online voting polls.

Manage board members’ performance with automatic reporting of time, attendance, tasks and financial contributions, and overall performance by tracking board activities against the goals outlined in your organization’s strategic plan.

Board packets and meeting invites can be created in a few clicks, and members can quickly view or download materials online with secured access. With fewer administrative tasks, staff time can be allocated to more productive activities.

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Education education


BoardMax products streamline board management for public and private educational institutions and alumni organizations, with scalable solutions for boards of all sizes. Save time and money by compiling and distributing digital board packets.

Keep members on track and on mission with automated email reminders detailing upcoming meetings, responsibilities and tasks. Link these activities to your multi-year strategic plan to further drive your board to action and measure performance.

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Nonprofit nonprofit


A board portal can help your organization maximize every minute and every dollar. Comprehensive member profiles give you quick access to valuable data, such as contact information, biographic details, skills and affiliations. This allows you to easily manage individual members and better utilize talent. Tracking and reporting of tasks, financial contributions and strategic goals gives board leadership a quick gauge of member performance and helps drive boards toward fundraising goals.

With enhanced visibility, organizations can ensure compliance with IRS regulations by managing 990s, conflict of interest policies and procedures, and independent director requirements.

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