Request Vetting

Request Vetting allows users to easily search and find domestic and international organizations, request their vetting directly in CSRconnect, and track vetting progress.

Users will benefit from:

  • Helping to grow the list of nonprofits that can benefit from your programs

  • Transparency into the vetting status of charities

  • The ability to share details about organizations to facilitate their vetting

  • Tracking the progress & vetting statuses of their vetting requests in My Account

  • Receiving email communications with updates during the vetting process

Your Customer Success Manager will work with you to:

  • Activate the Request Vetting feature

  • Determine if you would like to include domestic charities, international charities, or both

  • Choose the best Charity Feeds for your Community

Unvetted charities will have a Needs Vetting flag on their charity page and when they appear in search results. Users can select the flag to access the vetting request form, which includes the following fields:

  • Organization Contact Name (required)

  • Organization Contact Email (required)

  • Organization Website

  • Additional Notes

Users will see the following messaging to provide insight into the vetting process for a charity:

  • Vetting Statuses: Visible on the charity page in CSRconnect

    • Needs Vetting

    • Vetting in Progress

    • Vetting Complete

    • Vetting Declined

  • Email Notifications: Sent to the user who submitted the vetting request form

    • Vetting Request Confirmation

    • Vetting Request Approved

    • Vetting Request Canceled

    • Vetting Request Denied

Two reports provide information about charity vetting:

  • Vetting Requests Report: Pull a report showing vetting requests that have been initiated in your community. From the CSRconnect Admin portal, navigate to Report, Standard Reports, Other, Vetting Requests Report.

  • Vetting Status Report: Pull a report showing information about charities whose vetting has expired or will expire in the future. From CSRconnect Admin Portal, select Report, Standard Reports, Charities, Vetting Status Report.

FAQs

There is no additional fee for the Request Vetting experience.

  • International: The Request Vetting feature does not change existing vetting protocols, but instead allows end users to launch the process. At this time, we are experiencing an average of thirty to sixty days for Equivalency Determination (ED) vetting. This timing can vary depending on the responsiveness of the nonprofit to submit their application.

  • Domestic: Because much of the vetting criteria for domestic nonprofits is already fulfilled by their inclusion in the IRS Business Master File and Publication 78 File, the remaining portions can be completed and validated more quickly than with international vetting. This timing can vary depending on the responsiveness of the nonprofit to submit their application.

It is not recommended to use the Request Vetting feature if your Giving Campaign lasts less than one month.  You can work with your Customer Success Manager to better understand which organizations are subject to vetting and determine the best decision is for your Giving Campaign.

ED vetting is a process by which a US grantmaker evaluates whether an intended foreign grantee is the equivalent of a US public charity. The grantmaker must collect a set of detailed information about the grantee's operations and finances and make a reasonable determination of its equivalency.

For more information about ED vetting requirements, timing expectations, and new organization suggestions, please review our BBGF Equivalency Determination (ED) Vetting FAQ.