Record-keeping is not an exciting word, and inspires equally drab reactions from nonprofits who work to fulfill record-keeping and reporting requirements. But there’s a secret many organizations are just beginning to discover: your data is the key to helping you fulfill your mission—and save the world. Join VolunteerMatch on April 8, 2014, for a free Nonprofit Insights webinar in honor of National Volunteer Week. Erinn Andrews of GuideStar and Lisa Pool of the Technology Affinity Group, who have partnered on the Simplify initiative, www.simplifynow.org, will share how data and record-keeping in the nonprofit sector are becoming so much more than just the IRS Form 990—and why paying attention to this trend, and engaging volunteers to help you contribute, will help your organization get more funding and support. Presenters: Erinn Andrews, Senior Director of Nonprofit Strategy, GuideStar USA; Lisa Pool, Consultant/Executive Director, Technology Affinity Group; Shari Ilsen, Director, Engagement, VolunteerMatch

1. How Nonprofit Data and
Volunteers Can Save the
World
April 8, 2014
#NPOdata

2. Who are we?
2
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

3. The GuideStar Exchange
Erinn Andrews
Senior Director, NonprofitStrategy

4. Limitations:
•Data quickly out-of-date
•Shallow depth of data
Benefits:
•Comprehensive data
•Aligned with what donors
need/want
•Updatableat any time
•Free
•Empowers NPO to own their
brand and information
What is the GuideStar Exchange?

5. June 19, 2013
we launched the
new GuideStar
Exchange:
#NPOdata

6. Benefits
#NPOdata

7. 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.
#NPOdata

8. Data Distribution
GuideStar
Data about 1.5M 501c3
nonprofits
*IRS
*GuideStarExchange
*DonorEdgeCommunity Foundations
8 Top DonorAdvised Funds:
*Fidelity Charitable Gift Fund
*Schwab CharitableGift Fund
20 Donation ProcessingSites
Processing $150M+ annually:
*Networkfor Good
*Just Give
5 MajorOnline Destinations:
*AmazonSmile
*Facebook Causes
*SearchEngines
7M annualvisitors to
GuideStar.org
49K socialmedia followers
140,000+ nonprofit reviews
from beneficiaries, volunteers:
*GreatNonprofits
Impact assessments about
600+ nonprofits from5 Expert
Partners (via TakeActionat
GuideStar):
*Philanthropedia, GuideStar
*GiveWell
*RootCause
Data Cominginto GuideStar:
Data Reaching…
100s of otherclients and
partners
#NPOdata

9. 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
#NPOdata

10. 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
#NPOdata

11. The GuideStarExchange
“Record”
• The standardfor the
sector
• Collects data donors,
funders, and others
are looking for
• Overlap with the 990
• More comprehensive
than the 990
#NPOdata

12. AmazonSmile Fields
#NPOdata

13. 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%)
~50,000morein our database notcurrentlyat one of the three levels
#NPOdata

14. 34%
28%
38%
Nonprofits in the GuideStar Exchange by
Revenue Size
Up to $200K revenue
$200K-1M revenue
$1M+ revenue
#NPOdata

15. 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 Quality
Protection, Beautification (C)
Educational Institutions (B)
Youth Development (O)
Health-General & Rehabilitative
(E)
Public, Society Benefit (W)
Animal Related (D)
#NPOdata

16. Benefits for All
#NPOdata

17. Overview
• What is Simplify?
• RWJFCase Study
• Key Players
• Benefits to Nonprofits
• Getting Started
17#NPOdata

18. What is Simplify?
#NPOdata

19. 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)
19#NPOdata

20. 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
20#NPOdata

21. SCENARIO 1
Funder has online application
Funder’s application
automatically accesses the
GuideStar Exchange
Data Sharing
21
Grantee enters
EIN into funder’s
online application
GuideStar
Exchange
Grantee’s profile data
populates application
#NPOdata

22. 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
22
GuideStar
Exchange
#NPOdata

23. Data Included in the Simplify API
• Organization Information
• Mission & Impact Statement
• Some NTEE Codes
• Financial Information
• People/Contact Information
• Uploaded Documents
• IRS Information
23#NPOdata

24. Standards Setting
24
Consistency,
consistency,
consistency
Open Transparent
#NPOdata

25. RWJF Case Study

26. Application Home Page
26#NPOdata

27. The application section has an option to select
information rather then enter it directly
27#NPOdata

28. Grantee provides EIN
28#NPOdata

29. Information from GuideStar Exchange
automatically populates
29
Grantee selects organization
#NPOdata

30. Information from GuideStar Exchange
automatically populates
30#NPOdata

31. Key Players

32. 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
32#NPOdata

33. 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!
33#NPOdata

34. So How Do Volunteers Fit In?
34
#NPOdata

35. Volunteers IN Your Records
35
#NPOdata
• Highlight the breadth
of your support to
potential funders
• Recognize your
dedicated community
members

36. Volunteers FOR Your Records
36
#NPOdata
They have the skills, the
time, and the passion!

37. Questions?
37
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

38. Upcoming Webinars:
http://learn.volunteermatch.org
From SXSW to Impact: What’s
Next for Social Good?
Fundraising with Businesses
#NPOdata

39. 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