Meridian Assist
An enterprise-grade, permissioned AI assistant built for philanthropic governance. Document-grounded, citation-backed, and fully auditable.
Two Modes of Operation
Board & Admin Assist
Instant, permissioned access to governance documents, compliance calendars, policy frameworks, and historical records for board members and administration.
How It Works
Governing docs, policies, filings, minutes
Role-based access control and clearance
Document-grounded search and matching
Traceable responses with source references
Full audit trail of queries and outputs
Governing docs, policies, filings, minutes
Role-based access control and clearance
Document-grounded search and matching
Traceable responses with source references
Full audit trail of queries and outputs
See It In Action
A demonstration of how Meridian Assist responds to governance queries.
What is our current conflict of interest policy?
Your conflict of interest policy (adopted March 2024) requires annual disclosure by all board members and key employees. Directors must recuse themselves from any vote in which they have a financial interest. Full policy: Governance Manual, Section 4.2.
When is our next 990 filing deadline?
Based on your fiscal year ending December 31, your Form 990 is due approximately 4.5 months after your fiscal year close. Your compliance calendar shows the preparation kickoff scheduled 60 days prior to the filing deadline. Source: Compliance Calendar, Item FC-001.
Demonstration only. Actual responses are generated from your organization’s documents.
Enterprise Features
Role-based access control (RBAC) — board, administration, staff, donors
Document-grounded answers — no document, no answer
Citations to source documents and sections
Full audit logging of all queries and outputs
Deployment flexibility — Meridian-hosted or client-hosted