When the board rotates, the institutional memory doesn’t.

Board-ready minutes — in the structure your auditor expects

MinuteSmith produces minutes with quorum, motions, vote counts, attendance, action items, executive-session handling, and structural compliance flags. The same format every meeting; the same format every successor inherits.

Built for

• 501(c)(3) charitable organizations
• 501(c)(6) trade associations and professional societies
• Private foundations and family foundations
• Educational institutions and school boards
• Religious and civic nonprofits

What you maintain with MinuteSmith

• Documented decisions. Motions, votes, resolutions, and consents — with who approved them and when.
• Action-item accountability.Action items survive board meetings — owners get reminded; overdue ones escalate. The board chair’s memory isn’t the system of record.
• Searchable history. Ask AI lets a new board member search every decision your board has ever made — with citations back to the meeting that decided it.
• Continuity briefs.Every meeting opens with what’s still unresolved — overdue actions, deferred decisions, recurring topics.
• Reviewer workflows. Reviewers without accounts — outside counsel, your auditor, or absent board members all sign off in the same place.
• Historical import. A year of past minutes becomes searchable in minutes.

The board-rotation scenario, in three steps

1. A new board chair (or ED, or treasurer) is elected.
2. They open MinuteSmith and inherit a searchable record of every meeting the board has ever held — minutes, action items, decisions, attendance, prior reviewer threads.
3. Before their first board meeting, the continuity brief walks them through what’s still open and what keeps coming back. The orientation that used to take a quarter happens in an afternoon.

Calm, operational — not legal software

MinuteSmith helps your board keep organized governance records and run consistent meeting workflows. It is not legal, tax, or compliance advice and does not replace your counsel, auditor, or board governance committee. What the records mean is their call — MinuteSmith makes the records easy to keep.

Questions about how meeting content is handled? See the Trust Center — a plain-language overview of what leaves MinuteSmith and what stays.