GuideStar Webinar (04/08/14) - How Nonprofit Data and Volunteers Can Save the World
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Transcript of GuideStar Webinar (04/08/14) - How Nonprofit Data and Volunteers Can Save the World
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How Nonprofit Data and Volunteers Can Save the World April 8, 2014
#NPOdata
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Who are we?
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Erinn Andrews Senior Director, Nonprofit Strategy GuideStar USA @GuidestarUSA GuideStar.org
Lisa Pool Executive Director, Technology Affinity Group (TAG) @tagtechorg tagtech.org
Shari Ilsen Director, Engagement VolunteerMatch @silsen @VolunteerMatch VolunteerMatch.org
#NPOdata
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The GuideStar Exchange
Erinn Andrews Senior Director, Nonprofit Strategy
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Limitations: •Data quickly out-of-date •Shallow depth of data
Benefits: •Comprehensive data •Aligned with what donors need/want •Updatable at any time •Free •Empowers NPO to own their brand and information
What is the GuideStar Exchange?
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June 19, 2013 we launched the new GuideStar Exchange:
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Benefits
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Why does record keeping matter?
• It is your legal obligation to uphold the requirements associated with maintaining your nonprofit status with the IRS
• Allows you to manage your organization more efficiently
• Gives you a head start on updating other reports, 990s, etc.
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Data Distribution
GuideStar
Data about 1.5M 501c3 nonprofits
*IRS *GuideStar Exchange
*DonorEdge Community Foundations 8 Top Donor Advised Funds: *Fidelity Charitable Gift Fund *Schwab Charitable Gift Fund
20 Donation Processing Sites Processing $150M+ annually:
*Network for Good *Just Give
5 Major Online Destinations: *AmazonSmile
*Facebook Causes *Search Engines
7M annual visitors to GuideStar.org
49K social media followers
140,000+ nonprofit reviews from beneficiaries, volunteers:
*GreatNonprofits
Impact assessments about 600+ nonprofits from 5 Expert
Partners (via TakeAction at GuideStar):
*Philanthropedia, GuideStar *GiveWell
*RootCause
Data Coming into GuideStar: Data Reaching…
100s of other clients and partners
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GuideStar Exchange
Nonprofits
GuideStar.org
GuideStar Exchange Data
Partners, Clients
Vision:
• Develop the standard for nonprofit data collection in the sector.
• Develop the ONE place where nonprofits update their information to be transmitted to clients and partners to be used
for their applications, evaluations, forms, and profiles.
• Minimize the time it will take nonprofits to keep their information updated across the sector.
i.e. AmazonSmile, Simplify, NFG, DAFs, Facebook Causes, Change.org
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How the GuideStar Exchange helps with record keeping
• Allows you to streamline your processes for updating your organization’s information
• Allows you to control your brand, ensuring accurate information is out there
• Promotes transparency • Promotes trust between your nonprofit and
the public • Allows others to analyze your organization
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The GuideStar Exchange “Record”
• The standard for the
sector • Collects data donors,
funders, and others are looking for
• Overlap with the 990 • More comprehensive
than the 990
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AmazonSmile Fields
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New GuideStar Exchange Program Growth
June 19, 2013 April 1, 2014 New Program Launch Gold: 55 Gold: 2,939 (up 5244%) Silver: 6,290 Silver: 22,875 (up 264%) Bronze: 296 Bronze: 11,887 (up 3916%) Total: 6,641 Total: 37,701 (up 468%)
~50,000 more in our database not currently at one of the three levels
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34%
28%
38%
Nonprofits in the GuideStar Exchange by Revenue Size
Up to $200K revenue$200K-1M revenue$1M+ revenue
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16%
14%
13%
11%
11%
9%
8%
7%
6% 5%
Nonprofits in the GuideStar Exchange by NTEE Codes (top 10)
Human Services (P)
Community Improvement,Capacity Building (S)Religion, Spiritual Development(X)Arts, Culture, and Humanities (A)
Environmental QualityProtection, Beautification (C)Educational Institutions (B)
Youth Development (O)
Health-General & Rehabilitative(E)Public, Society Benefit (W)
Animal Related (D)
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Benefits for All
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Overview • What is Simplify?
• RWJF Case Study
• Key Players
• Benefits to Nonprofits
• Getting Started
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What is Simplify?
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What is Simplify? • Standards-setting Process • Data-sharing Process • Consistent Format for Core Organizational Information • Central Database via GuideStar Exchange • Streamlined Application Process
– Nonprofits Enter Data Once – Funders Access Data via Application Program Interface (API)
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Data Sharing • First a grantee creates a profile in the
GuideStar Exchange using its EIN as the identifier – Grantees that already have their
information in the GuideStar Exchange do not need to enter it again
• Once the grantee has a profile, Simplify can access the data in multiple ways
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SCENARIO 1
Funder has online application
Funder’s application automatically accesses the
GuideStar Exchange
Data Sharing
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Grantee enters EIN into funder’s online application
GuideStar Exchange
Grantee’s profile data populates application
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SCENARIO 2
Funder uses Grant Management System
Funder’s GMS automatically accesses the
GuideStar Exchange
Funder enters grantee EIN into grant management system
(GMS)
Grantee’s profile data populates application
Data Sharing
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GuideStar Exchange
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Data Included in the Simplify API • Organization Information • Mission & Impact Statement • Some NTEE Codes • Financial Information • People/Contact Information • Uploaded Documents • IRS Information
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Standards Setting
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Consistency, consistency, consistency
Open Transparent
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RWJF Case Study
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Application Home Page
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The application section has an option to select information rather then enter it directly
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Grantee provides EIN
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Information from GuideStar Exchange automatically populates
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Grantee selects organization
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Information from GuideStar Exchange automatically populates
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Key Players
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Benefits to Nonprofits • save time and resources • Increase accuracy of grantee applications • Simplify the application process for themselves • Provide ability to share data sector-wide • Improve sector reporting
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Getting Started • GuideStar Exchange – available for nonprofits now
• Simplify – available for funders in Spring 2014,
depending on which online application they use
• FREE for non-profits!
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So How Do Volunteers Fit In?
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Volunteers IN Your Records
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#NPOdata
• Highlight the breadth of your support to potential funders
• Recognize your dedicated community members
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Volunteers FOR Your Records
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#NPOdata
They have the skills, the time, and the passion!
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Questions?
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Erinn Andrews Senior Director, Nonprofit Strategy GuideStar USA @GuidestarUSA GuideStar.org
Lisa Pool Executive Director Technology Affinity Group (TAG) @tagtechorg tagtech.org
Shari Ilsen Director, Engagement VolunteerMatch @silsen @VolunteerMatch VolunteerMatch.org
#NPOdata
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Upcoming Webinars:
http://learn.volunteermatch.org
From SXSW to Impact: What’s Next for Social Good?
Fundraising with Businesses
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Coming Up Next: “Ask The Expert: Everything You Wanted to Know
about Nonprofit Tax Law”
April 17, 2014 @ 2PM Eastern
Register at www.guidestar.org/webinars