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Benefits for All

Benefits for All. Overview. History What is Simplify? How Data Sharing Works RWJF Case Study Standards Setting Key Players Why Funders Should Participate Future Questions?. Simplify History. Nov. 2013 Simplify launched Develop API Fundraising Branding Beta Testing API.

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Benefits for All

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  1. Benefits for All

  2. Overview • History • What is Simplify? • How Data Sharing Works • RWJF Case Study • Standards Setting • Key Players • Why Funders Should Participate • Future • Questions?

  3. Simplify History Nov. 2013 Simplify launched Develop API Fundraising Branding Beta Testing API Nov. 2011: Project streamline report Idea for common database 2012 TAG member survey of common data Nov. 2012 TAG board approves project 2012 TAG committee formed 2012 Identify TAG partners Nov. 2012 TAG and GuideStar agree to partner

  4. What is Simplify?

  5. What is Simplify? • Standards-setting Process • Data-sharing Process • Consistent Format for Core Organizational Information • Central Database via GuideStar Exchange • Streamlined Application Process • Nonprofits Enter Data Once • Funders Access Data via Application Program Interface (API)

  6. How Data Sharing Works

  7. Data Sharing • First a grantee creates a profile in the GuideStar Exchange using its EIN as the identifier • Grantees that already have their information in the GuideStar Exchange do not need to enter it again • Once the grantee has a profile, Simplify can access the data in multiple ways

  8. Data Sharing SCENARIO 1 Funder has online application Funder’s application automatically accesses the GuideStar Exchange Grantee enters EIN into funder’s online application Grantee’s profile data populates application GuideStar Exchange

  9. Data Sharing SCENARIO 2 Funder uses Grant Management System Funder’s GMS automatically accesses the GuideStar Exchange Funder enters grantee EIN into grant management system (GMS) Grantee’s profile data populates application GuideStar Exchange

  10. Data Sharing SCENARIO 3 Funder accepts application via email or paper (no GMS) GuideStar Exchange provides grantee’s profile Funder enters EIN into Simplify Directory of Grantee Profiles Funder gets PDF of grantee’s profile GuideStar Exchange

  11. Data Included in the Simplify API • Organization Information • Mission & Impact Statement • Some NTEE Codes • Financial Information • People/Contact Information • Uploaded Documents • IRS Information

  12. RWJF Case Study

  13. Application Home Page

  14. The application section has an option to select information rather then enter it directly

  15. Grantee provides EIN

  16. Information from GuideStar Exchange automatically populates Grantee selects organization

  17. Information from GuideStar Exchangeautomatically populates

  18. Grantee opts to pull contacts from GuideStar

  19. Grantee selects contacts

  20. Grantee continues this process for each person named in the application

  21. Standards Setting

  22. Standards Setting

  23. Key Players

  24. TAG’s Role

  25. GuideStar’s Role

  26. Funders

  27. Why Funders Should Participate

  28. Benefits to Funders With Simplify, funders can: • Offer grantees the latest technology with the Simplify API • Help grantees save time and resources • Increase accuracy of grantee applications • Simplify the application process for themselves • Provide ability to share data sector-wide • Improve sector reporting

  29. Costs $0 $750 Invest to modify their software per year

  30. Timeline Simplify will be available beginning Spring 2014

  31. Participating GMS Vendors Additional vendors to come

  32. Simplify Future

  33. Future Foundations Use Simplify Data Nonprofits Enter Data into GuideStar Exchange • Vendors Modify Software • Foundations Sign up for Simplify • Grants • GuideStar Funding Self-sustaining

  34. Long-Term Vision • Set data standards for the sector • Expand beyond the initial core data • Establish an independent organization for standards setting • Be a widely used, reliable source for data

  35. Contact Us • To Implement Simplify, contact brighter@guidestar.org or trodriguez@guidestar.org • For technical questions - http://www.simplifynow.org • For general questions • Lisa Pool, Executive Director, Technology Affinity Group, lisa@tagtech.org , 610.688.6832 • Jim Dobrzeniecki, Vice President, Technology ,GuideStar, jdobrzeniecki@guidestar.org, 757-941-1431

  36. Questions?

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