The current board of every organization, on record
A board year, from the positions you define to the file you export
You define the positions, once
President, Treasurer, Secretary, Teacher Representative and the rest, in the order you want them shown. For each one: is it required, how many terms may one person hold it, and should Connect warn if the same person holds it alongside another.
April: the new term is created
Terms are fiscal years, July 1 to June 30, and Connect creates the next one each April. Every unit, council and district gets an empty roster for it, against the same positions.
June: the Board Members task goes out
A trigger you set creates a task for every unit on the date you choose, asking it to confirm or update its roster for the coming year. The person responsible at the unit gets an email.
The unit copies last year forward
Most of the board is the same people. The unit copies last term's roster into the new term and edits what changed: the new treasurer, the parent who moved away, the position that is still open.
Connect flags what is wrong
A required position with nobody in it. One person holding two positions. A president starting a third term where your limit is two. Each one is a warning on the roster, before anyone at your office looks.
September: you message every treasurer
The roster is what Messaging sends to. A recipient group is a filter over positions and levels, so an email to every unit treasurer in the state goes to whoever holds that position this term.
January: the council needs its contact list
The Contact report lists officers by position for every unit under a council or district, and the directory's Board Members tab sorts and exports the same. Nobody builds the list by hand.
Spring: the state exports the whole board
Every board member in the state, filtered by term and position, in one file. The Compliance report's Board Health column reads the same rosters, so the office knows which units still have a gap.
A thousand boards, each one new this year
Boards turn over every June. The spreadsheet your office keeps was right in September and has been quietly wrong since, and the treasurer you emailed left in the spring.
Somebody at the council knows. It is in an email, or on a form that was mailed in, or in the president's phone. It is not somewhere your office can look it up.
A unit has had no treasurer on record since July. Nobody noticed, because nothing was checking, and the financial report that unit owes is now past due.
How a roster stays right all year
Connect checks each roster against your rules and reports what it finds, so the office reads a warning instead of discovering a gap.
Know who is on every board, this term and last
Built for state PTAs and school districts. We set it up with you.
What every unit, council and district gets
This year's board and every board before it, kept by fiscal year against the positions the state defines.
Bring last term's board into the new term with one action, then edit the positions that changed hands.
A board already in a spreadsheet loads in one go, instead of being typed in one officer at a time.
A required position left open, a person in two positions, or a term limit exceeded, flagged on the roster itself.
The Board Members task lands on the date the office sets, so every roster is looked at once a year at least.
Recipient groups read the roster by position, so a message to treasurers finds this year's treasurer.
And so much more
Frequently Asked Questions
Keep looking around
Documents
You define the document types. Each unit, council and district uploads what it owes, term by term. Everything is reviewable from the level above and searchable from the top, with a report of what is still missing.
Messaging
Send to board members by position and level, using recipient groups you save once. Attach files, schedule the send, and see who received, opened and bounced. Every recipient also gets an in-app inbox.
Compliance Reports
A compliance report for every level: which documents are in, which tasks are past due, what the IRS and the state charity registry say about each organization. Filtered, sorted, exported to Excel.