Benefits for All

1. Benefits for All Lisa Pool Technology Affinity Group

2. Agenda • Simplify History • What is Simplify? • What is the GuideStar Exchange? • Current Status • Demo • Call to Action – Sign up for Simplify Now!

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 Nov. 2012 TAG and GuideStar agree to partner 2012 TAG committee formed 2012 Identify TAG partners

4. What is Simplify?

5. What is Simplify? • Common Database (via GuideStar Exchange) • NOT a Common Application • Streamlined Application Process • Nonprofits Enter Data Once • Funders Access Data via Application Program Interface (API) • Standards-setting • Data-sharing

6. Benefits to Funders With Simplify, funders can: • 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

7. How Data Sharing Works • Grantee creates a profile in the GuideStar Exchange database 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 3 ways

8. Data Sharing SCENARIO 1 Funder has online application form 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 grants management system Funder’s GMS automatically accesses the GuideStar Exchange Funderenters 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. Data Standards • GuideStar Exchange API • Simplify API • Open Philanthropic Data eXchange (OPDX)

13. Standards Vision • OPDX = worldwide standards for the sector • Establish an independent global governance body for standards-setting • Expand beyond the initial core data • Be a widely used, reliable source for data

14. What is GuideStar Exchange?

15. What is the GuideStar Exchange? • Central repository of nonprofit data • Connects nonprofits to potential supporters • New in 2013 — what’s different • More timely information • Nonprofits login and update their own ‘nonprofit report’ • Three levels of participation, based on how much information is shared

16. Exchange Bronze

17. Exchange Silver

18. Exchange Gold

19. Demonstration

20. 2014 – 2016 Foundations Use Simplify Data Nonprofits Enter Data into GuideStar Exchange • Vendors Modify Software • Foundations Sign up for Simplify • Grants • GuideStar Funding Self-sustaining

21. TAG’s Role

22. GuideStar’sRole

23. Simplify Project Funders

24. Costs $0 $750/yr Invest to modify their softwareOR Negotiate wholesale pricing with GuideStar assets > $50M $350/yr assets < $50M

25. Participating Vendors — Simplify Launched in Product! Additional vendors to come

26. Participating Vendors – Simplify in Development Additional vendors to come

27. Why you should Simplify Save nonprofits time and resources Increase the accuracy of applications Eliminate the duplication of efforts Provide the ability to share data, report sector-wide Help make the grantmaking process more efficient

28. Find out more at www.simplifynow.org