Run a Charity Check

Written by Nick Miles

Last published at: July 7th, 2021

To run a charity check on a grantee:

  1. Enable Guidestar (for American clients) or Enable Ajah (for Canadian clients) must be enabled in system data.
  2. The Grantee must have an EIN entered in their profile.
  3. No Charity Status Check must be unchecked in the grantee record.
  4. There are multiple ways to run a charity check, see the three options below:
    1. Option One - from the Grantee record.
      1. Click Grantees from the Home page.
      2. Search for a Grantee or click List and select from the list.

      1. If you use the List option, click Grantee in the profile record.

      1. Click guidestar charity check.

      1. The charity check will pull the grantee's information from Guidestar.
      2. Click show charity log to view a record of all completed charity checks.

      1. If the Charity Verified status is Yes, you'll be able to process grants for the grantee.

 
 

    1. Option Two - while processing a grant.
      1. You can also run a charity check while processing a grant by clicking guidestar charity check.

      1. If needed, utilize one of the following articles for additional steps on how to process a grant.
    1. Option Three - bulk run a charity check.
      1. Click Grants from the Home page.
      2. From the New Grant Bucket, click Charity Check All in the left menu.

      1. Check the box(es) next to the grants you want to run a charity check for, then click Run Charity Check.

      1. Click Yes on the confirmation page to finalize running the charity check.
      2. You will be redirected to the Grants page where you will see a notice of how many charity checks passed and which grantee/grant ID’s did not pass.

      1. You can also utilize the Charity column to verify if the charity check has been run and passed.

 

If your Guidestar Charity Check fails:

  • Double check that the organization's EIN is entered correctly.
  • The organization may be a chapter of a bigger organization/government body/school.
  • In the end, it may be best to reach out to the organization and have them send you the proof of their non-profit status.