
A Timely Warning About a Projected Rise in Charity Fraud
06.19.2025 | Linda J. Rosenthal, JD
Board minutes aren’t glamorous—but they are essential. If your nonprofit isn’t documenting its decisions clearly and consistently, you’re leaving your mission and your board exposed.
Let’s be honest—board minutes aren’t glamorous. No one’s starting their nonprofit because they love Robert’s Rules of Order or live for writing down who seconded the motion to approve the treasurer’s report. But when it comes to protecting your nonprofit and showing that your board is actually doing its job? As we’ve written previously, corporate minutes are everything.
Minutes are your proof that your board has shown up, paid attention, and made sound, documented decisions in good faith. They’re your legal safety net if something goes sideways. They’re your compliance paper trail. And they’re often the first thing the IRS, your state regulators, or a grantor will ask to see if questions arise.
So let’s talk about the top mistakes I see over and over again—whether I’m cleaning up a mess after the fact or building out best practices for a high-performing org—and how you can do better without burning out your board secretary.
If your minutes read like a dramatic script—complete with dialogue, opinions, or emotional color commentary—you’re doing too much. I get it, someone on your team is probably trying to be thorough. But this isn’t The West Wing. You’re not aiming to capture every word said. You’re aiming to document what was done.
A good set of corporate minutes should reflect actions, not anecdotes. Focus on motions, approvals, vote outcomes, and any notable discussion points that are relevant to the decision-making process. That’s it. You don’t need to record every idea brainstormed, every concern voiced, or every moment of silence. And for the love of all things nonprofit, do not start transcribing.
Instead, use minutes to show your board’s compliance with its legal and fiduciary duties—oversight, care, loyalty, and obedience. Highlight what decisions were made, what information was reviewed, and what next steps were approved. Minutes are a legal tool, not a memory book.
You’d be surprised (or maybe not?) how many organizations either forget to take minutes or never finalize them. Sometimes it’s because the team is small and overextended. Sometimes it’s because nobody wants to be the designated note-taker. Sometimes folks just don’t know how important they are. But here’s the truth: if it’s not in writing, it didn’t happen.
No minutes? No proof that the board approved your annual budget, entered into a major contract, or properly reviewed financial statements. And when you need that proof—like during an IRS audit, an Attorney General investigation, or even a disgruntled donor situation—you’ll wish you had it.
Even if your board is doing all the right things, you have to show it. That’s what board minutes do. They’re your institutional memory, your governance receipts, and your liability shield all rolled into one. Don’t let this slide.
Set up a system for consistently recording and storing minutes for every official meeting: regular board meetings, special meetings, committee meetings, and executive sessions. Lock it in. Make it sacred. Protect your house.
We’ve all seen this one:
“The board discussed the annual report. No action was taken.”
Okay… but what does that actually tell us? Was the report accepted? Did anyone raise concerns? Was the board asked to approve anything? Were there abstentions or disclosures?
Vague minutes create ambiguity. Ambiguity creates risk. Clarity is your best friend in a legal review, a grant renewal process, or a transition between board leadership.
Don’t fall into the trap of writing minutes that sound like a casual summary or a filler paragraph. Be clear, direct, and neutral in your tone—but make sure your documentation reflects the actual work and accountability of the board. Did the board approve a new policy? Appoint a new officer? Adopt a budget amendment? Record the motion, who made it, who seconded it, and the vote result.
And yes, include abstentions and any conflicts of interest disclosed. You don’t need dramatic language, but you do need precision.
This one feels small—until it isn’t. When minutes go unapproved, they’re not official. That means they don’t count as part of your legal record. And if you’re called to produce board records and can’t show that your minutes were reviewed and adopted? It undermines the credibility of your governance.
Every nonprofit should include “Review and Approval of Prior Meeting Minutes” as a standing item on the agenda. Make it a habit. Even if corrections are needed, those should be noted and approved along with the final version.
This isn’t about bureaucracy—it’s about protecting your organization’s decisions and showing that your board takes its role seriously. Bonus: it also gives your board a chance to quickly review what they committed to last time, so you don’t lose momentum or drop the ball on key follow-ups.
Passing around the responsibility of taking minutes like it’s a punishment? That’s a recipe for inconsistency—and confusion. When no one owns the process, you end up with spotty records, missing files, and a lot of “who was supposed to write those up?” energy.
Your board secretary is typically the go-to person for minute-taking, but you can absolutely assign a trained staff member to support or even lead this process—especially if your board is all-volunteer or lacks administrative bandwidth.
Whoever’s handling your minutes needs training. Not in stenography, but in governance. They should understand what matters legally, what needs to be documented, and how to format and file minutes in a way that aligns with your bylaws and compliance expectations.
Invest a little time in a standardized template, a process for distributing draft minutes, and a simple workflow for getting them reviewed and finalized. It will save you so much time and heartache later.
Good news: once you’ve got a solid system in place, this doesn’t have to be hard. Here’s what works:
If you’re thinking, “We’ve got some cleaning up to do,”—you’re not alone. Governance hygiene isn’t glamorous, but it’s crucial. And I promise, it’s a lot easier to get back on track than you think.
Okay, that may be a slightly dramatic metaphor, but hear me out: properly recorded board minutes are a quiet, consistent way of showing that your organization takes its mission seriously. They say: “We are accountable. We are transparent. We know what the hell we’re doing.”
And in a nonprofit sector where credibility, compliance, and trust matter more than ever—that’s a powerful thing to put on record.