Global Vetting Guide For Special Cases: Apply Through Global Intermediary Partners

Due to regulatory complexities or limited partner availability, Blackbaud Verified Network uses Global Intermediary Partners for vetting special cases. These special cases include:

  • Organizations located in China, Egypt, India, Mexico, or Venezuela

  • Organizations located outside of the United States operating for less than five years (do not have five years of financial history)

If this applies to your organization, follow this guide to understand vetting through a Global Intermediary Partner.

Note: Vetting through a Global Intermediary Partner occurs only when a corporation using YourCause CSRconnect or GrantsConnect requests your organization be vetted to receive donations. Vetting cannot be initiated on your own.

Understand Special Cases And When Intermediary Vetting Applies

Vetting confirms that your organization meets eligibility requirements to receive donations through corporate giving programs that use YourCause.

For special cases, YourCause works with Global Intermediary Partners in regions where a local Global Partner is not available or when organizations require specialized evaluation. Your organization’s location and financial history determine whether this vetting path applies.

Applicable Regions

Organizations registered in the following countries use Global Intermediary Partners for vetting:

  • China

  • Egypt

  • India

  • Lebanon

  • Mexico

  • Venezuela

If your organization is registered in one of these countries, vetting is available only through a Global Intermediary Partner and only after a corporation using YourCause CSRconnect or GrantsConnect requests a review.

Financial History Requirements

For organizations located outside of the United States, vetting is completed through a Global Intermediary Partner if the organization has been operating for less than five years (fewer than five years of financial history). This requirement applies even if the country has an assigned Global Partner, such as CanadaHelps or Charities Trust.

As with region-based vetting, intermediary vetting for financial history requirements occurs only after a corporation using YourCause CSRconnect or GrantsConnect requests a review.

Note: If your assigned vetting partner is Blackbaud Giving Fund International and you do not have the required financial history, contact YourCause Support for guidance.

What You Need To Do

No immediate action is required. Your organization enters intermediary vetting only when a corporation requests a review through CSRconnect or GrantsConnect. If this occurs, you receive instructions by email.

Register And Prepare Before Vetting Begins

While you wait:

  • Register your organization in the Blackbaud Verified Network before you receive a request. This step enables you to administer your organization and manage profile information in YourCause after vetting completes. To register, review the registration guide for your location.

  • Ensure your organization meets registration requirements in its home country before vetting begins. This preparation helps prevent delays if the vetting team contacts you. For example, organizations in India must have a valid Foreign Contribution Regulation Act (FCRA) registration to legally receive charitable funds from donors outside India.