Tax status lookup

Use tax-status tools to verify an organization's exemption status with supported sources such as GuideStar, the Internal Revenue Service, and the Canada Revenue Agency.

For related due-diligence setup, review Watchlists. If you need to configure GuideStar behavior first, start with General settings.

Use Tax status lookup to search external tax-status data for organizations that are not yet records in Grantmaking.

  1. From Control panel, select Settings.

  2. Under Organization, open the menu and select Tax status lookup.

  3. Enter search criteria, choose a data source, and select Submit.

  4. From results, select View details to review record-level tax information.

  5. To add an organization to your database, select the checkbox and then select Add.

Note: Because these records are imported from source systems, fields remain read-only until the organization is added in Grantmaking.

Tax status verify

Use Tax status verify to validate tax details for organizations that already exist in your database.

  1. From Workspace, search for one or more organizations.

  2. Select the target records, then select Due diligence, Tax status verify.

  3. Review returned fields such as name, tax ID, tax status, and public-charity eligibility.

  4. Select Update to write verified information to the organization record.

GuideStar Charity Check

Enable GuideStar Charity Check when you want it to be the default source for tax-status verification.

  1. From Control panel, select Settings.

  2. Under General, open the menu and select Edit GuideStar Charity Check.

  3. Select Use GuideStar Charity Check to check organization tax status, then save your change.