The Meridian Portal
The operating record of your foundation, kept current by Meridian. Your giving, your grants, your governance, your filings — one calm, permissioned place, updated by the people doing the work. It is the service-delivery moat behind our practice, never sold as software on its own.
What lives inside
Everything below is live the day your engagement begins. Nothing here is ever populated with placeholder data — a section stays quiet until there is something real to show.
Giving this year, your five-percent distribution tracker, and the grant pipeline — the whole foundation on one page.
Every grant from proposal through diligence, board approval, agreement, payment, and reporting — with a full stage history.
Governing documents, policies, minutes, and filings, organized and permissioned — never a shared drive.
Meeting calendar, agendas, and open action items your board can check off as they are done.
The 990-PF timeline, state filings, and live tracking of the minimum-distribution requirement.
Impact and financial reports prepared on your cadence, delivered where the record lives.
A timestamped record of everything done on your foundation's behalf — nothing off-ledger.
One record, every seat
The whole foundation, at a glance
Open the dashboard and see giving this year, where you stand against the minimum distribution, and every grant in flight. No spreadsheets to reconcile, no email threads to reconstruct — one current, accountable record.
Meridian Assist
We are building a document-grounded assistant that answers questions over your own vault — “What does our conflict-of-interest policy say?”, “When is the next 990 due?” — with every answer citing the source document, and every query logged to the audit trail.
This capability is in development and not yet live. It is described here so you know where the platform is headed; nothing in the portal depends on it today.
Built to keep a confidence
Row-level permissioning means every member sees only their own foundation. Access is scoped, every change is logged, and the architecture is documented in plain language.
Read the security & architecture note →