Candid is an online database where nonprofits can store core data regarding their organization in one place. This may include the following:
- The nonprofit’s Board of Directors roster.
- The organization’s current and past IRS 990s.
- An Audited Financial Statement.
Each participating nonprofit has a profile, which is a web page that allows funders and the general public to access the organization’s information. There is no cost for nonprofit organizations, and any nonprofit can update their profile for free. Maintaining an up-to-date Candid profile provides nonprofits the opportunity to connect with current and potential supporters.
Your Grant Lifecycle Manager (GLM) Live site integrates with Candid. A 501c3 due diligence via the Candid charity check can be completed within the site as part of the LOI or application review process, saving time and resources for nonprofits and funders alike.
Run a Candid Charity Check - Save to Organization History
To create an audit trail of historical charity checks completed for an organization, you must run the charity check from one of the following pages:
- Within a submitted form.
- The Request Summary page.
- The Organization Summary page.
- Navigate to the Organization Summary page, the Request Summary page, or to a submitted form, and then click the Charity Check by Candid tab.
- Click Run Charity Check.
- If you have previously run a charity check for this organization, you will see the organization's profile and the date the most recent charity check was generated.
- If you receive an error, verify that the organization has an EIN/ Tax ID number entered in the correct format (##-#######), then try running the charity check again.
Additional Options
- Utilize the IRS Publication 78 and IRS Business Master File tabs to find more information about the organization.
- You have the option to download the organization's Candid profile as a PDF.
- To view historical charity checks that have been run for the organization, click View Charity Check Log.
- Click the eye icon next to each charity check to find the details of that specific charity check.
- Click the eye icon next to each charity check to find the details of that specific charity check.
Run a Candid Charity Check - Do Not Save to Organization History
The following method of running a Candid charity check will not save the charity check information to the organization's history. This method can also be used to run a charity check for an organization that is not registered in your site.
- Click Search on the upper navigation bar, and then click Candid.
- Enter the organization's EIN/ Tax ID, and then click Search.
- If you do not know the organization's EIN/ Tax ID number, enter the Organization Name, City, and State instead.
- If you do not know the organization's EIN/ Tax ID number, enter the Organization Name, City, and State instead.
- Click the Organization name in the list that populates.
- Click Run Charity Check.
Additional Options
- The IRS Publication 78 and IRS Business Master File tabs can be used to find more information about the organization.
- You have the option to download the organization's profile as a PDF.
Import Organization from Candid
If you wish to add the organization you searched for from the Candid search page to your site, complete the steps below.
- After searching on the Candid Search page, click Add Organization from the Organization Details pop up.
- You can also click the plus (+) icon for the organization you want to add.
- You can also click the plus (+) icon for the organization you want to add.
- Add the applicable information, and then click Save.
- Most fields will be pre-populated with the information from the organization's Candid profile.
- If you attempt to add an organization that has an EIN/ Tax ID that already exists in your site, you will receive a duplicate organizations warning message.