Charity Check summary report
Our general counsel has a question regarding the eligibility of one of our applicants. I need to provide the Charity Check (CC) report that I ran on the applicant a couple of months ago. When I access the CC log and click the "eye" icon to view the CC, a pop-up of the CC is provided, with its three tabs. I'd like a button in that pop-up (and all other places in GLM where a CC is displayed with the tabs) that will generate a summary .pdf report of that CC, that includes the date and time the CC was generated, as well as all other data provided in the three tabs. As it stands now, I will have to do screen shots of each of the three tabs.
Debbie Mueller
shared this idea
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Chuck
commented
I agree that it would be helpful to have an easily exported summary of the Charity Check, but I think what is captured in GLM does constitute a report.
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Lori
commented
Yes, please. I have to resort to the screen shot method each time we add a new organization.
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Debbie Mueller
commented
It appears that GLM doesn't actually fulfill IRS requirements for compliance, as it states in question 8 that "The third-party source must present BMF information *in a report*..." (emphasis mine): https://www.guidestar.org/rxg/help/faqs/guidestar-charity-check/overview.aspx