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, the charity check must be run 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 a charity check has previously been run for this organization, the organization's profile and the date the most recent charity check was generated will be displayed.
- If an error is displayed, verify that the organization has an EIN/ Tax ID number entered in the correct format (##-#######), and 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.
- The organization's Candid profile can be downloaded 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 the organization's EIN/ Tax ID number is not known, enter the Organization Name, City, and State instead.
- If the organization's EIN/ Tax ID number is not known, 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.
- The organization's profile can be downloaded as a .pdf.
Import Organization from Candid
The organization that was searched for from the Candid search page can be added to your site.
- After searching on the Candid Search page, click Add Organization from the Organization Details pop up.
- The plus (+) icon for the organization to be added can also be clicked.
- The plus (+) icon for the organization to be added can also be clicked.
- Add the applicable information, and then click Save.
- Most fields will be pre-populated with the information from the organization's Candid profile.
- A duplicate organizations warning message will display if an organization that has an EIN/Tax ID is added to your site that already exists.