Features
Meridian — Constituent Profiles
Every donor, vendor, board member, and volunteer gets the structured fields their relationship needs — not a flat form with everything crammed into notes.
How it actually works
A donor isn't a vendor, and a vendor isn't a board member — so Meridian doesn't force every contact through the same flat form. You assign a contact one or more relationship types (Donor, Vendor Contact, Board Member, Volunteer, Grant Officer), and each type activates its own structured panel: donor fields for a donor, W-9 and payment terms for a vendor, term dates and committee assignments for a board member. Organizations work the same way — a funder gets a Grantmaking Foundation profile, a supplier gets a Vendor Organization profile, each with the fields that relationship actually needs.
That structure pays off at the moment you need it most. Run the 1099 readiness report in December and every vendor missing an EIN or a W-9 is flagged by name, not discovered in January. Pull the board roster before a governance meeting and terms expiring within 60 days are flagged automatically, alongside conflict-of-interest disclosure status. EIN and ACH banking details are encrypted at rest and only ever shown, unmasked, to an Accountant or Org Admin.
How it works, step by step
- 1
Assign the relationship
Tag a contact or organization with one or more types — Donor, Vendor, Board Member, Volunteer, Grant Officer, Foundation, Government Agency — instead of one flat profile for everyone.
- 2
The right fields show up
Each type activates its own structured panel — W-9 and ACH details for a vendor, term dates and committee assignments for a board member, skills and hours for a volunteer.
- 3
Reporting reads straight from the profile
1099 readiness and board roster reports pull directly from the structured fields — no year-end reconciliation against a spreadsheet.
What's included
Donor, vendor, board, or volunteer — tagged, not guessed
A contact can carry more than one relationship type at once, and each one shows its own panel of fields instead of a single generic form.
1099 readiness, run as a report
Every vendor flagged for a 1099 is checked for EIN, legal name, and W-9 status, with year-to-date payments tracked automatically from AP activity.
Board terms and conflict-of-interest, tracked
Term start and end dates, officer role, committee assignments, and conflict-of-interest status live on the board member profile — terms expiring within 60 days are flagged automatically.
Volunteers, without a separate tool
Skills, availability, background-check status, and hours logged for the fiscal year all live on the volunteer profile.
Sensitive fields, encrypted and masked
EIN and ACH routing and account numbers are encrypted at rest and only ever shown, unmasked, to an Accountant or Org Admin — even the 1099 report shows only the last four digits.
Grant officers linked to their foundation
Tag a contact as a Grant Officer and link them to their foundation's organization record, so Meridian and Compass share the same funder relationship instead of keeping two lists.
See it on your own books
Book a walkthrough and we'll show you exactly how this fits your chart of accounts.
Schedule a demo