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GuideStar Charity Check

331 bytes added, 16:58, 2 July 2019
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It validates against IRS Publication 78 data, IRS Business Master File data, Internal Revenue Bulletin data, and OFAC status (i.e. meets all IRS requirements). Includes 60+ fields of data including deductibility codes and limitations, as well as the “GuideStar Charity Check” PDF. This provides easily auditable evidence of due diligence compliance.
To access Guidestar settings you must first have the '''Enable GuideStar Integrations''' toggle switched on.
==Configuration==
* Go to [[Global Settings]] - Integrations.
* In the Services Settings section click ensure that the '''Enable GuideStar Integrations''' toggle is on. If not then toggle on and resave. '''NOTE:''' Using this feature is billable. * Click on the "GuideStar Charity Check" option.
* The Settings page has the following configurable options:
:*'''EIN Field''': The organization custom field used for searching on GuideStar.
A User will be able to access the GuideStar Charity Check feature under the Options menu if all of the below apply ...
* instance has the '''Enable GuideStar Integrations''' toggle switched on
* the user has roles that match any of those configured against the Available Roles section
* the organization has status that match any of those configured against the Available Status section
Smartstaff, administrator
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