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The GuideStar Exchange

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Agenda

• What is the GuideStar Exchange? • Value Proposition • Bronze Level • Silver Level • Gold Level • How to Participate • Coming Soon • Questions? • Contact Information

#GuideStarExchange

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What is the GuideStar Exchange? The GuideStar Exchange is the only program of its kind that encourages nonprofit transparency and allows you to supplement the public information that is available from the IRS (and it’s free!). •Comprehensive database of nonprofit information •Designed to connect nonprofits with current and potential supporters

– Millions of people come to GuideStar to learn more about nonprofits each year

•Allows nonprofits to share a wealth of up-to-date information with grantmakers, potential donors and volunteers •Shows your organization's commitment to transparency

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Value Proposition: Data Donors Want

• Recent research conducted by Hope Consulting shows that transparency is important for supporters.

Basic information such as contact information, mission statement, etc.

Financial information

Impact and effectiveness information

www.guidestar.org/moneyforgood #GuideStarExchange

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Value Proposition: 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: *Facebook Causes *Search Engines

10M 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…

•Easily maintain your organization’s profile over 60 leading and reputable websites and private networks •Manage your brand on GuideStar’s extended exchange network

100s of other clients and partners

#GuideStarExchange

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Other Benefits

• Join the 90,000 other nonprofits committed to organizational transparency and building trust within the sector

• Improve your SEO on Google • Associate your organization with the GuideStar brand • Qualify for discounts and benefits by participating

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Bronze Level: Basic Info Requirements Benefits Organization address Widget to add Bronze Participation Logo to

organization’s website Nonprofit Contact First Name, Last Name, Email

Bronze Participation Logo available for print materials

Mission Statement Access to GuideStar promotional tool kit

Geographic Area Served First access to registration for GuideStar webinars

Organization Leader First Name, Last Name Board Chair First Name, Last Name

Program Name

Acceptance of Terms and Conditions

Authorization to update the form

Verification that information in the organization’s profile is up to date and accurate

#GuideStarExchange

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Silver Level: Financial Info

Requirements Benefits Audited financial report OR GuideStar Basic Financial Statement

Widget to add Silver Participation logo to organization’s website

Verification that financial information is up to date and accurate

Bronze benefits

Bronze level requirements 10% off Foundation Center’s Foundation Directory Online 20% off Foundation Center’s in-person grant seeker training Access to GoodSearch webinars Access to Grassroots.org’s exclusive 4 technology tools

#GuideStarExchange

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*NEW* Grassroots.org’s mission is to “help charitable organizations succeed by providing them with free technology tools, best practice programs and resources that will accelerate their efforts and expand their reach.”

1. Free Web hosting with 24/7 technical support, phone, e-mail, and live chat support

2. Free nonprofit Web site builder 3. Free nonprofit Search Engine Optimization so you can

optimize your Web site’s content in order to reach new donors, volunteers, and clients

4. Free Social Venture Project Consulting with MBA students to increase your organization’s capacity

http://www.grassroots.org/join

#GuideStarExchange

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Gold Level: Impact Info

Requirements Benefits Charting Impact report (goals, strategies, capabilities, indicators, progress)

Widget to add Gold Participation Logo to organization’s website

Verification that Charting Impact information is up to date and accurate

Silver benefits

Silver level requirements Bronze benefits Bronze level requirements 1 free seat (annual subscription) of

GuideStar Premium ($1500 value)

#GuideStarExchange

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1. What is your organization aiming to accomplish?

2. What are your strategies for making this happen?

3. What are your organization’s capabilities for doing this?

4. How will your organization know if you are making progress?

5. What have and haven’t you accomplished so far?

#GuideStarExchange

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• GuideStar Premium is a robust search, analysis, and aggregation tool. – Advanced search capabilities, including criteria for total income, assets,

expenses, parent/subordinate designation, location, and much more – Search for people by name in a database of more than 3.3 million individuals – All available documents including Forms 990, Forms 990T, Annual Reports,

Financial Statements, Letters of Determination and Forms 1023/1024 – All available digitized financial data (from Forms 990 and 990EZ) and people

data (from Forms 990, 990EZ and 990PF) – Download up to five years’ worth of revenue and expenses, balance sheets,

board, officer, and highest-paid employee information (useful when benchmarking your organization among peers)

– Build and download lists for up to 1,000 orgs at a time (useful when benchmarking your organization among peers)

– Compare up to four organizations side by side – Save searches and build saved organization lists for quick reference

#GuideStarExchange

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Congratulations Office Depot Foundation!

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GuideStar Exchange Participants Today • As of June 19 (new program launched):

– Gold: 94 – Silver: 8,954 – Bronze: 296

• As of August 26: – Gold: 1,049 – Silver: 25,778 – Bronze: 16,120

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How to Participate

http://www.guidestar.org/rxg/update-nonprofit-report/index.aspx

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How to Participate

#GuideStarExchange

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Coming Soon!

• Receive a notice when we post your latest 990 on GuideStar’s report page

• Have the ability to preview how your data will look on GuideStar’s report pages before you submit your report

• Receive a notice when your IRS status changes • Add a message to your audience through a

“Notes from the Nonprofit” data field • And much more!

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We invite you to join the 90,000+ nonprofits in the sector who have already participated

in the GuideStar Exchange!

#GuideStarExchange

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Questions?

#GuideStarExchange

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Contact Information

Erinn Andrews

Senior Director, Nonprofit Strategy

GuideStar

eandrews@guidestar.org

650-400-1562

#GuideStarExchange