Nonprofit Directory

1. Navigate to the profile to be designated as a nonprofit.
2. Click [Make] next to NonProfit.
   
   
   
3. Enter the applicable Edit Non-Profit fields, and then click Save.  
   • Status
     • final - Enables the nonprofit to be included in the nonprofit directory.
     • delete - Indicates the nonprofit should be deleted from the system.
     • do not publish -  Allows the profile to be categorized as a nonprofit but excludes it from the nonprofit directory.
   • Contact Person - The contact name for the nonprofit.
     • If contact name is left empty, the nonprofit directory does not display any contact name, including the contact name from the original profile. 
   • Public Email - The nonprofit's email.
     • If public email is left empty, the Nonprofit Directory will display the primary email address. If it is populated, it will override the primary address and be displayed in the Nonprofit Directory. 
   • Public Phone - The nonprofit's phone number.
     • If public phone is left empty, the Nonprofit Directory will display the primary phone number. If it is populated, it will override the primary phone and be displayed in the Nonprofit Directory. 
   • Website - The nonprofit's website address.
     • If website is left empty, no website will be displayed for the nonprofit in the Nonprofit Directory. 
   • Statement Contains HTML - If checked, HTML code can be used in the Statement box.
   • Statement - Field where any text about the organization can be included.
   • Description Contains HTML  - If checked, HTML code can be used in the description box. 
   • Description - A description of the nonprofit and its activities. 
   • Show Profile Image on Directory - If checked, this will allow the image on the main profile to display on the nonprofit directory.
   • Enable Donate - If checked, donations for the nonprofit can be made through the nonprofit directory. 
     • A pass through fund must be added in Nonprofit Settings.
   • Name and Email in Emails - Information included in this area is for internal purposes only.
     • These do not display on the non-profit directory.
   • Categories - If nonprofit directory categories have already been set up, check the box next to each category where the nonprofit should be included.
     
     
     

The image below shows an example nonprofit that is displayed on the Portal. The organization name, address, and email are pulled from the main profile. All other information is pulled from the profile's nonprofit designation.

The nonprofit import can be used to initially add nonprofits to the nonprofit directory or as a means of updating existing information. The import includes information such as name, contact, public email, public phone number, website, EIN, address, statement, description, status, and categories. It allows for multiple categories providing each category is separated by a semicolon in the import template. Categories included in the import template that do not exist in the system will be created during the import.

1. Navigate to the Nonprofit page and click Import Nonprofits in the left-side menu.
2. Click [Download Template].
   
   • The template will download as a .csv file.
     
     
     
3. Open the template, enter the nonprofit information for each nonprofit to be imported, and then save the template to your computer.
   • Instructions for how to fill out the template are available on the import page.
   • The file must be saved as .csv format.
4. Click Choose File.
   
   
   
5. Select the .csv file from your computer.
6. Click Process.
   
   
   

Processing a file will create a background job. 

1. Navigate to the Nonprofit page and click Categories in the left-side menu.
2. Click Create in the left-side menu.
3. Type the Name of a category, and then click Create.
   
   
   
4. Check the box next to each applicable Nonprofit, and then click Save.
   • If all listed Nonprofits apply, click [Check All], and then click Save.
     
     
     

Repeat the steps listed above for each category as needed.

The image below shows an example nonprofit category that is displayed on the portal.

Custom text and messages to specific fields in this area can be configured. Portal Options Content provides additional information for this customization.

Once nonprofits are added to the directory, the option to donate to them becomes available providing a pass through fund has been designated in Nonprofit Settings. Nonprofits can be enabled for donations either individually on the nonprofit record or in bulk using the steps below. Ensure the nonprofit is designated as a grantee.

Donations submitted from the nonprofit directory will display in the Donations Posted bucket, and the donation will auto create a grant to the nonprofit which will display in the Grants New bucket.

1. Navigate to the Nonprofit page and click Enable Donate in the left-side menu.
2. Check the box next to each nonprofit to be enabled, and then click Submit.
   
   
   

If the option to donate needs to be disabled, follow the same steps above but click Disable Donate in the left-side menu.