This document discusses how board management software can help nonprofits improve and engage with their Charity Navigator rating. It outlines the top 7 ways software can help, including facilitating board collaboration, securely storing documents, enhancing recruitment and succession planning, enforcing transparency and compliance, and streamlining decision making. The document also provides an overview of Charity Navigator's scoring methodology and encourages nonprofits to regularly discuss their rating with key staff and board members.

1. © All rights reserved.
®
Navigating Your
Charity Navigator
Score w/ Board
Management Software

2. A Quick Poll
What best describes your role on your organization’s board?
• Administrator
• Board Member
• Nonprofit Leader

3. Today’s Experts
Laura Andes
Chief Program Officer
Charity Navigator
Nicole Crites
Sr. Board Liaison & Asst.
Corporate Secretary
Mercy Corps
Jeremy Ladyga
Nonprofit Board Consultant
OnBoard

4. Helping nonprofits simplify governance
so they can focus on their mission and
accelerate their impact
• Making board meetings simple, secure,
and effective
• Transforming nonprofit board
communication and collaboration
• Innovating every day to empower
modern boards
• Helping today’s leaders create a better
world
About OnBoard

5. Helping people turn their values,
passions, and beliefs into meaningful
change and impact
• Providing the data, ratings, and advice
that cut through the noise
• Supporting donors to make informed
choices that turn intent into action
• Partnering with nonprofits to define
strategic objectives that matter
About
Charity Navigator

6. Today’s Goals
Discuss how nonprofits think about, and engage with, their
Charity Navigator rating
Explore how governance, the board, and Charity
Navigator’s methodology intersect
Examine the Top 7 Ways board management software can
help nonprofits engage with their Charity Navigator rating

7. Charity Navigator’s Scoring Beacons
• Impact & Results: Determines if a nonprofit is making good use of
resources to address the issues it aims to solve
• Accountability & Finance: Evaluates a nonprofit’s accountability and
transparency as well as its general financial health, including measures of
stability, efficiency, and governance.
• Leadership & Adaptability: Evaluates a nonprofit’s leadership practices
and ability to respond to change
• Culture & Community: Evaluates a nonprofit’s overall culture and its
connectedness to the constituents and community it serves.

8. A Quick Poll
Does your board currently involve itself in ongoing improvement
of your organization's Charity Navigator Score?
• Rarely/Never
• Occasionally
• Regularly
• Not sure

9. Top 7 Ways
Board Management Software
Helps Nonprofits Engage with
their Charity Navigator Rating

10. Board Management Software’s Impact
1) Board Collaboration & Engagement
Encourage and facilitate dialogue
across a range of important
governance & strategic matters,
during AND in between meetings.
Collaborate at the committee level
and with staff on key action items.

11. Board Management Software’s Impact
1) Board Collaboration & Engagement
Share, review and gather feedback
on how your organization's annual
reports, strategic plans, or important
news affects your organization.
It’s the ideal communication channel
for directors who aren’t plugged into
every company email or group chat.

12. Board Management Software’s Impact
2) Secure Document Storage & Retention
Granular access controls allow you to
set who has access to board
materials and communications.
Every item in your board book can be
quarantined for pesky conflicts of
interest.

13. Board Management Software’s Impact
2) Secure Document Storage & Retention
Review & Annotate policies and historical
documents relevant to your Charity Navigator
score to inform decision-making.
Streamline auditor access to key documents
during audit time.

14. Board Management Software’s Impact
3) Enhance Recruitment & Succession Planning
Engage board members with simple
annual assessments that can shape
professional development efforts to
strengthen skill sets.
Simplify the management of roles and
terms, and give nominating committees
immediate insights into upcoming term
limit deadlines and needed
nominations.

15. Board Management Software’s Impact
3) Enhance Recruitment & Succession Planning
Evaluate director skills and
experience to identify any gaps
in collective ability to attend to
key Charity Navigator metrics.
True board intelligence enables
you to develop a well-rounded
board that achieves objectives
more effectively.

16. Board Management Software’s Impact
4) Board Diversity & Inclusion
Leverage data to identify gaps in both
diversity and strategy and inform your
board governance & recruitment
committee efforts.
Diversity reporting to simplify the
process of recording, visualizing, and
planning your board diversity goals.

17. Board Management Software’s Impact
5) Enforce Transparency & Compliance
Robust and integrated D&O
Questionnaires solution that supports
ongoing compliance with conflicts of
interest and financial disclosures.
Approval workflows for board members
to review organizational IRS-990 forms
prior to submitting to IRS and Charity
Navigator.

18. Board Management Software’s Impact
6) Streamline Decision-Making
Collaborate and build meeting agendas
with speed, versatility and efficiency,
allowing for more high-value meeting
planning.
Organize, track, review, comment, and
approve decisions between meetings,
from anywhere, on any device.

19. Board Management Software’s Impact
7) Make Charity Navigator Discussions "SOP"
ü Create a Charity Navigator "task force" or sub-
committee to encourage oversight of your organization's
score and collaboration with key staff.
ü Create assessments/reports to monitor Charity
Navigator performance, or benchmarks/KPIs
for engaging with scoring criteria checklist.
ü Plan Quarterly/Annual Charity Navigator Review
meetings to address Charity Navigator score and how to
continue building trust with donors.

20. One Last Poll
Would you like to learn more about OnBoard?
• Yes, I would like to speak to a nonprofit consultant
• Yes, I would like a personalized demo
• Yes, I would like to start a free trial
• No, not at this time

21. Q&A
Ask us about Board Management Software!

22. Get in Touch!
www.onboardmeetings.com
more@onboardmeetings.com
765-535-1882
OnBoard for Nonprofits