Changes

'''Usage:''' GuideStar Charity Check is used by foundation staff during their due diligence process, to validate that the nonprofit is in goodfeature available from SmartSimple as an additional billable add-standing and eligible for fundingon.

'''Benefits:''' Validates against IRS Publication 78 dataIt is used by foundation staff during their due diligence process, 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 to validate that the nonprofit is in good-standing and limitations, as well as the “GuideStar Charity Check” PDF. This provides easily auditable evidence of due diligence complianceeligible for funding.

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.  ==Configuration== * Go to [[Global Settings]] - Integrations.* In the Services Settings section click on the "GuideStar Charity Check" option.* The Settings page has the following configurable options::*'''ConfigurationEIN Field''': The organization custom field used for searching on GuideStar.:*'''PDF Store To Field''': after charity check, the returned pdf file will be save to this field.:*'''Available Roles''' Global Settings: Lookup to select [[Roles]]. Define Users under these roles are allowed to see the roles that can execute GuideStar Charity Check option on organization record.:*'''Available Status''': Lookup to select [[Status]]. GuideStar Charity Check option will show up on organizations in these status:*'''Available Categories''': Lookup to select [[Categroies]]. Charity Check, the option will show up on organizations in these categories :*'''Field Mappings''': Mapping of GuideStar field and statuses of organizations that should have it available, fields in SmartSimple. Once mapped the value from GuideStar field will be saved to the according organization field mapping for in the fielded datasystem.::'''NOTE:' Each GuideStar field can only be mapped once. When adding a new row, and multi-file field for the PDFfields were added previously will not show up in the combo box. There’s also a validation on save to check if there’s any duplicate GuideStar fields* Click Save when complete.    Can also be executed programmatically using a system call: