Presenters: Erinn Andrews, Senior Director of Nonprofit Strategy, and Jenny Taylor (moderator), Marketing Specialist, GuideStar USA

1. 1
The GuideStar Exchange

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Agenda
• What is the GuideStar Exchange?
• Value Proposition
• Bronze Level
• Silver Level
• Gold Level
• How to Participate
• Coming Soon
• Questions?
• Contact Information
#GuideStarExchange

3. 3
What is the GuideStar Exchange?
The GuideStar Exchange is the only program of its kind
that encourages nonprofit transparency and allows you to
supplement the public information that is available from the
IRS (and it’s free!).
•Comprehensive database of nonprofit information
•Designed to connect nonprofits with current and potential
supporters
– Millions of people come to GuideStar to learn more
about nonprofits each year
•Allows nonprofits to share a wealth of up-to-date
information with grantmakers, potential donors and
volunteers
•Shows your organization's commitment to transparency

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Value Proposition: Data Donors Want
• Recent research conducted by Hope
Consulting shows that transparency is important
for supporters.
Basic information such as contact
information, mission statement, etc.
Financial information
Impact and effectiveness information
www.guidestar.org/moneyforgood
#GuideStarExchange

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Value Proposition: 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:
*Facebook Causes
*Search Engines
10M 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…
•Easily maintain your organization’s profile over 60 leading and reputable
websites and private networks
•Manage your brand on GuideStar’s extended exchange network
100s of other clients and
partners
#GuideStarExchange

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Other Benefits
• Join the 90,000 other nonprofits committed to
organizational transparency and building trust within the
sector
• Improve your SEO on Google
• Associate your organization with the GuideStar brand
• Qualify for discounts and benefits by participating
6#GuideStarExchange

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Bronze Level: Basic Info
Requirements Benefits
Organization address Widget to add Bronze Participation Logo to
organization’s website
Nonprofit Contact First Name, Last Name,
Email
Bronze Participation Logo available for print
materials
Mission Statement Access to GuideStar promotional tool kit
Geographic Area Served First access to registration for GuideStar
webinars
Organization Leader First Name, Last
Name
Board Chair First Name, Last Name
Program Name
Acceptance of Terms and Conditions
Authorization to update the form
Verification that information in the
organization’s profile is up to date and
accurate
#GuideStarExchange

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Silver Level: Financial Info
Requirements Benefits
Audited financial report OR GuideStar
Basic Financial Statement
Widget to add Silver Participation logo
to organization’s website
Verification that financial information is
up to date and accurate
Bronze benefits
Bronze level requirements 10% off Foundation Center’s
Foundation Directory Online
20% off Foundation Center’s in-person
grant seeker training
Access to GoodSearch webinars
Access to Grassroots.org’s exclusive 4
technology tools
#GuideStarExchange

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*NEW* Grassroots.org’s mission is to “help charitable
organizations succeed by providing them with free
technology tools, best practice programs and
resources that will accelerate their efforts and expand
their reach.”
1. Free Web hosting with 24/7 technical support, phone, e-mail,
and live chat support
2. Free nonprofit Web site builder
3. Free nonprofit Search Engine Optimization so you can
optimize your Web site’s content in order to reach new donors,
volunteers, and clients
4. Free Social Venture Project Consulting with MBA students to
increase your organization’s capacity
http://www.grassroots.org/join
#GuideStarExchange

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Gold Level: Impact Info
Requirements Benefits
Charting Impact report (goals,
strategies, capabilities, indicators,
progress)
Widget to add Gold Participation Logo
to organization’s website
Verification that Charting Impact
information is up to date and accurate
Silver benefits
Silver level requirements Bronze benefits
Bronze level requirements 1 free seat (annual subscription) of
GuideStar Premium ($1500 value)
#GuideStarExchange

11. 11
1. What is your organization aiming to
accomplish?
2. What are your strategies for making this
happen?
3. What are your organization’s capabilities for
doing this?
4. How will your organization know if you are
making progress?
5. What have and haven’t you accomplished so
far?
#GuideStarExchange

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• GuideStar Premium is a robust search, analysis, and
aggregation tool.
– Advanced search capabilities, including criteria for total income, assets,
expenses, parent/subordinate designation, location, and much more
– Search for people by name in a database of more than 3.3 million individuals
– All available documents including Forms 990, Forms 990T, Annual Reports,
Financial Statements, Letters of Determination and Forms 1023/1024
– All available digitized financial data (from Forms 990 and 990EZ) and people
data (from Forms 990, 990EZ and 990PF)
– Download up to five years’ worth of revenue and expenses, balance sheets,
board, officer, and highest-paid employee information (useful when
benchmarking your organization among peers)
– Build and download lists for up to 1,000 orgs at a time (useful when
benchmarking your organization among peers)
– Compare up to four organizations side by side
– Save searches and build saved organization lists for quick reference
#GuideStarExchange

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Congratulations Office Depot Foundation!
13

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GuideStar Exchange Participants
Today
• As of June 19 (new program launched):
– Gold: 94
– Silver: 8,954
– Bronze: 296
• As of August 26:
– Gold: 1,049
– Silver: 25,778
– Bronze: 16,120
14#GuideStarExchange

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How to Participate
http://www.guidestar.org/rxg/u
pdate-nonprofit-
report/index.aspx

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How to Participate
#GuideStarExchange

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18. 18#GuideStarExchange

19. 19#GuideStarExchange

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Coming Soon!
• Receive a notice when we post your latest 990
on GuideStar’s report page
• Have the ability to preview how your data will
look on GuideStar’s report pages before you
submit your report
• Receive a notice when your IRS status changes
• Add a message to your audience through a
“Notes from the Nonprofit” data field
• And much more!
20#GuideStarExchange

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We invite you to join the 90,000+ nonprofits
in the sector who have already participated
in the GuideStar Exchange!
#GuideStarExchange

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Questions?
#GuideStarExchange

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Contact Information
Erinn Andrews
Senior Director, Nonprofit Strategy
GuideStar
eandrews@guidestar.org
650-400-1562
#GuideStarExchange