Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.
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
Execut...
The GuideStar Exchange
Erinn Andrews
Senior Director, NonprofitStrategy
Limitations:
•Data quickly out-of-date
•Shallow depth of data
Benefits:
•Comprehensive data
•Aligned with what donors
need...
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 ...
Data Distribution
GuideStar
Data about 1.5M 501c3
nonprofits
*IRS
*GuideStarExchange
*DonorEdgeCommunity Foundations
8 Top...
GuideStar
Exchange
Nonprofits
GuideStar.
org
GuideStar
Exchange Data
Partners,
Clients
Vision:
• Develop the standard for ...
How the GuideStar Exchange helps
with record keeping
• Allows you to streamline your processes for
updating your organizat...
The GuideStarExchange
“Record”
• The standardfor the
sector
• Collects data donors,
funders, and others
are looking for
• ...
AmazonSmile Fields
#NPOdata
New GuideStar Exchange
Program Growth
June 19, 2013 April 1, 2014
New Program Launch
Gold: 55 Gold: 2,939 (up 5244%)
Silve...
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)
Communit...
Benefits for All
#NPOdata
Overview
• What is Simplify?
• RWJFCase 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 Informati...
Data Sharing
• First a grantee creates a profile in the
GuideStar Exchange using its EIN as
the identifier
– Grantees that...
SCENARIO 1
Funder has online application
Funder’s application
automatically accesses the
GuideStar Exchange
Data Sharing
2...
SCENARIO 2
Funder uses Grant Management
System
Funder’s GMS
automatically accesses the
GuideStar Exchange
Funder enters
gr...
Data Included in the Simplify API
• Organization Information
• Mission & Impact Statement
• Some NTEE Codes
• Financial In...
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 pr...
Getting Started
• GuideStar Exchange – available for nonprofits now
• Simplify – available for funders in Spring 2014,
dep...
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
dedic...
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
Execut...
Upcoming Webinars:
http://learn.volunteermatch.org
From SXSW to Impact: What’s
Next for Social Good?
Fundraising with Busi...
Coming Up Next:
“Ask The Expert: Everything You Wanted to Know
about Nonprofit Tax Law”
April 17, 2014 @ 2PM Eastern
Regis...
Upcoming SlideShare
Loading in …5
×

GuideStar Webinar (04/08/14) - How Nonprofit Data and Volunteers Can Save the World

974 views

Published on

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

Published in: Business, Technology
  • Be the first to comment

GuideStar Webinar (04/08/14) - How Nonprofit Data and Volunteers Can Save the World

  1. 1. How Nonprofit Data and Volunteers Can Save the World April 8, 2014 #NPOdata
  2. 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. 3. The GuideStar Exchange Erinn Andrews Senior Director, NonprofitStrategy
  4. 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. 5. June 19, 2013 we launched the new GuideStar Exchange: #NPOdata
  6. 6. Benefits #NPOdata
  7. 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. 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. 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. 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. 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. 12. AmazonSmile Fields #NPOdata
  13. 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. 14. 34% 28% 38% Nonprofits in the GuideStar Exchange by Revenue Size Up to $200K revenue $200K-1M revenue $1M+ revenue #NPOdata
  15. 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. 16. Benefits for All #NPOdata
  17. 17. Overview • What is Simplify? • RWJFCase Study • Key Players • Benefits to Nonprofits • Getting Started 17#NPOdata
  18. 18. What is Simplify? #NPOdata
  19. 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. 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. 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. 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. 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. 24. Standards Setting 24 Consistency, consistency, consistency Open Transparent #NPOdata
  25. 25. RWJF Case Study
  26. 26. Application Home Page 26#NPOdata
  27. 27. The application section has an option to select information rather then enter it directly 27#NPOdata
  28. 28. Grantee provides EIN 28#NPOdata
  29. 29. Information from GuideStar Exchange automatically populates 29 Grantee selects organization #NPOdata
  30. 30. Information from GuideStar Exchange automatically populates 30#NPOdata
  31. 31. Key Players
  32. 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. 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. 34. So How Do Volunteers Fit In? 34 #NPOdata
  35. 35. Volunteers IN Your Records 35 #NPOdata • Highlight the breadth of your support to potential funders • Recognize your dedicated community members
  36. 36. Volunteers FOR Your Records 36 #NPOdata They have the skills, the time, and the passion!
  37. 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. 38. Upcoming Webinars: http://learn.volunteermatch.org From SXSW to Impact: What’s Next for Social Good? Fundraising with Businesses #NPOdata
  39. 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

×