Export ALL GuideStar Charity Check Information
This would include:
The Summary, EIN, Group Exemption, OFAC Organization, IRS Pub 78 Verified, IRS BMF, and Run Date.
IRS Publication 78
Organization Name, EIN, Deductibility Status Description, Most Recent IRS Publication 78, Verified with Most Recent Internal Revenue Bulletin.
IRS Business Master File
Organization name, Most Recent IRS BMF, IRS Subsection: 501(c)(3) Public Charity, Reason for Non-Private Foundation Status, Ruling Date.
GuideStar Exchange level (i.e. Silver, etc)
Name, DBA, AKA, address, ED, etc.
Fiscal Year Start:
Fiscal Year End
Goverment Issued Ruling Year:
All fields under Financial Details, Organization Details, Program Information.
Pat Davis commented
It would be very helpful if the information on the Charity Check Log could be used as a merge field or fields, also the information listed under the IRS Business Master File. As an example, I create a Grant Summary for each approved proposal for executive review, and it has been requested that GuideStar information be included on that summary.
I would like to have the Charity Check Legal Name from IRS Publication 78 (Charity check has multiple name fields) to be available in Merge Templates so that I could be certain to create contracts with the right legal name. It would also be very useful in the Report feature so that when we make Grants Lists for the IRS they are correct.
It is already possible for us to check the date of the last charity check via the Reporting tool.
Lacey Sortman commented
We also need to be able to pull in the Charity Check legal organization name into reports (to have the report list any fiscal sponsors).
Donald W Roeseke Jr commented
This is great but is there any way the Charity Check legal organization name can be quickly added as an additional field??? About to merge 400+ grant agreements for the first time and panicking... Applicants often enter incorrect legal names when they create org records. Or enter the name of a program area or department. When merging into grant agreements there needs to be a way to verify and use the LEGAL organization name!!! HELP!?!?
Debbie Mueller commented
I appreciate that there are already several Charity Check fields available for reporting purposes; it'd be super helpful if that list of fields also included the Organization Name from the Charity Check file. The EIN number from the Charity Check file isn't as useful, since the number that we have in our GLM Organization record is what is used to run the Charity Check anyway - the two will always match; but the Organization names will often differ. It'd be helpful, too, to have the AKA ("Also Known As") name(s) from the CC record.
I would LOVE to be able to export and to use in mail merge the Charity Check Organization Name. This is how I check the organization's legal name - via the Charity Check. Organizations get very creative about what they think their legal name is. And this is a very important due diligence for Foundations as we all have to submit our Grants Lists to the IRS when we file our taxes. So just as the Deductibility Code is something we have to get right, we also have to get the Organization's Legal Name exactly right.
Currently when I do contracts, I have to look up each organization and click in to the Charity Check 2nd or 3rd tab to see if I have the correct legal name.
MV Banks commented
I appreciate the steps that have been taken to making some charity check information available via export. It would be extremely helpful if we could export their public charity classification as well, and not just their deductibility code.
Mary Giraulo commented
Where: in "Search Requests & Decisions," as a link at the bottom (like Quick Export)? Or in Export Data, as a column that could be selected? I would suggest in the GuideStar link on the left sidebar, but that doesn't seem to have a way to search by process, and brings up organizations that aren't in our system.
What: I know I would want the organization name (from our Foundant record, not Guidestar). I think in addition to that I would just want the date the check was generated and whether the verdict came back with the two logos. I am not sure how others use the extra data (dates of each IRS publication) - I just look for the checkmark.
Chris Dahl commented
In the Idea Lab item " https://community.foundant.com/foundant/topics/batch_charity_check ", there were some suggestions for making an export of Charity Check information.
Since these are 2 distinct features, I am creating this Idea Lab item for future comments about exporting Charity Check information.
The comments for exporting functionality are below:
would it be possible to retrieve the charity check info (last date the check was run, and result) in a report or export data? I would like to verify that I did the Charity Check on all the applications, without having to open each record again.retrieving the CC info in a report or in export data would also be usefulI do have a couple questions:
Where do people think this functionality should exist?What information exactly would be in this export / report?Thanks in advance for your feedback.