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TAG Releases A Consumers Guide to Board Portals

Friday, May 1, 2015   (0 Comments)
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TAG Releases A Consumers Guide to Board Portals

TAG released A Consumers Guide to Board Portals along with our partner Idealware. This in-depth report is a companion piece to the recently published article A Few Good Tools: Board Portals and Other Ways to Collaborate. Together, these documents provide an overview on what types of tools you should consider for organizing your foundation’s board processes and a detailed comparison of one of the tools—board portal software.

A Consumers Guide to Board Portals documents the features and functions of board portal software and compares the strengths and weaknesses of the six most relevant board portal software systems for foundations. The report looks at how each package measures up against 12 high-level categories and details the functionality of each against more than 89 specific criteria. The report also provides specific software recommendations for you to consider based on six different scenarios.

“Based on the results of last year’s Grantmaker’s Information Technology Survey, we know that many foundations are trying to better organize their board processes. TAG wanted to respond to that need by providing some valuable resources to help foundations figure out the best way to streamline their board operations,” said Lisa Pool, executive director of TAG. “We have funded three resources: a short article about general collaboration tools, a report that takes a deep dive into six board portal software systems and a webinar to share the information in a classroom format.”

A Consumers Guide to Board Portals is available for TAG members only until May 2016, at which time it will become a public document. For information about becoming a TAG member, please visit the web site at

A Consumers Guide to Board Portals (full report)

A Few Good Tools: Board Portals and Other Ways to Collaborate

The Technology Affinity Group (TAG) is a 501(c)(3) non-profit membership organization that promotes the power of technology to advance the goals of the philanthropic sector.