guidestar demo (10/15/13) - prospecting the nonprofit sector with guidestar premium pro
DESCRIPTION
Join us for a webinar on October 15 and get to know GuideStar Premium Pro, the most advanced nonprofit search tool anywhere! Whether you’re prospecting for nonprofit clients, evaluating new potential markets or analyzing nonprofit financial data, GuideStar Premium Pro provides the tools and data to get the job done. Presenters: Scott Menzel, Product & User Experience Manager, GuideStar, and Usma Ziard, Senior Marketing Director (moderator)TRANSCRIPT
1
Prospecting the Nonprofit Sector with GuideStar Premium Pro
© 2013, GuideStar USA, Inc. All Rights Reserved. This information is copyrighted subject matter owned by GuideStar USA and is protected by United States and international copyright law.
October 15, 2013
1. Introduction to Key Features of Premium Pro
2. Premium Pro Live Demo
3. Q & A
Today’s Objectives
Introduction
3
Premium Pro: What is it? Subscription service of the GuideStar Website
Developed primarily for ‘prospectors’ of nonprofits
Comprehensive advanced search capability
Comprehensive download capability
Comprehensive financial data display
Inclusion of independent contractor and paid
preparer data
Ability to save organizations and complex searches for future reference/use
4
Premium Pro: Who will benefit from it? Money Managers, Investment Brokers, Bankers
CPAs, Auditors
Nonprofit Consultants
Attorneys
I/T & Software Providers
5
7
GuideStar Premium Pro Pricing and purchase considerations $2000 annual subscription
New Subscribers- Purchase Online! Existing Premium subscribers, call us or email [email protected]
Questions
8
Appendix 1: Premium Pro Use Case CPA, Auditor Utilizes various advanced search criteria (e.g., income,
expenses, accounting fees, 990T filing requirement and Audit Required indicators) to construct a peer group to benchmark existing clients
The peer group is returned in the results and all organizations are downloaded
Users can further examine individual peer organizations by nonprofits by clicking into the individual report pages or most recent Forms 990 from the file downloaded
9
Appendix 2: Premium vs. Premium Pro Key Differences
Premium Pro Premium
Organization Search 38 Fields 16 Fields People Search 14 Fields 11 Fields
Report Page Data
Revenue & Expense Data (990) 23 fields 13 fields
Revenue & Expense Data (990EZ) 11 fields 9 fields
Revenue & Expense Data (990PF) 11 fields -
Balance Sheet Data (990) 21 fields 18 fields
Balance Sheet Data (990EZ) 6 fields 6 fields
Balance Sheet Data (990PF) 10 fields -
Principal Officer and Paid Preparer Data All available FYs -
Independent Contractors & Compensation Data All available FYs -
Features
Download (List) 55 Fields 17 Fields
Revenue & Expense Download Module (990) 23 fields 13 fields
Revenue & Expense Download Module (990EZ) 11 fields 9 fields
Revenue & Expense Download Module (990PF) 11 fields -
Balance Sheet Download Module (990) 21 fields 18 fields
Balance Sheet Download Module (990EZ) 6 fields 6 fields
Balance Sheet Download Module (990PF) 10 fields - 10