guidestar webinar (04/08/14) - how nonprofit data and volunteers can save the world
DESCRIPTION
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, VolunteerMatchTRANSCRIPT
How Nonprofit Data and Volunteers Can Save the World April 8, 2014
#NPOdata
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
The GuideStar Exchange
Erinn Andrews Senior Director, Nonprofit Strategy
Limitations: •Data quickly out-of-date •Shallow depth of data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?
June 19, 2013 we launched the new GuideStar Exchange:
#NPOdata
Benefits
#NPOdata
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
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
#NPOdata
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
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
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
#NPOdata
AmazonSmile Fields
#NPOdata
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
#NPOdata
34%
28%
38%
Nonprofits in the GuideStar Exchange by Revenue Size
Up to $200K revenue$200K-1M revenue$1M+ revenue
#NPOdata
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)
#NPOdata
Benefits for All
#NPOdata
Overview • What is Simplify?
• RWJF Case Study
• Key Players
• Benefits to Nonprofits
• Getting Started
17 #NPOdata
What is Simplify?
#NPOdata
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
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
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
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
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
Standards Setting
24
Consistency, consistency, consistency
Open Transparent
#NPOdata
RWJF Case Study
Application Home Page
26 #NPOdata
The application section has an option to select information rather then enter it directly
27 #NPOdata
Grantee provides EIN
28 #NPOdata
Information from GuideStar Exchange automatically populates
29
Grantee selects organization
#NPOdata
Information from GuideStar Exchange automatically populates
30 #NPOdata
Key Players
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
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
So How Do Volunteers Fit In?
34
#NPOdata
Volunteers IN Your Records
35
#NPOdata
• Highlight the breadth of your support to potential funders
• Recognize your dedicated community members
Volunteers FOR Your Records
36
#NPOdata
They have the skills, the time, and the passion!
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
Upcoming Webinars:
http://learn.volunteermatch.org
From SXSW to Impact: What’s Next for Social Good?
Fundraising with Businesses
#NPOdata
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