Nonprofit Toolkit


Welcome to the new Giving Partner! Our updated platform has brought about many upgrades and a few changes. Use this checklist to review your profile and see what’s new. Click Here to print this page to use as a checklist.


Profile Setup

What's New

  • Add a tagline
  • Add a cover photo
  • Tell your story
  • Link a video

For Review

  • Check your website address
  • Review and format your logo
  • Check your cause categories
  • Review your site administrators

Overview

What's New

  • Top 5 Needs
  • Top 5 Accomplishments 
  • Top 5 Goals

For Review

  • Mission Statement
  • Areas served

Legal, Planning & Policies

What's New

  • Start and end years on plans and policies

For Review

  • Are your plans and policies up to date?
  • Review awards, affiliations, and accreditations

Financials

For Review

  • Fiscal year current?
  • Upload current financials, including 990
  • Historical financial information

Governance
What's New
  • Are you currently seeking board members?

For Review

  • Board chair contact information and term dates
  • Board list and demographic information


Management & Volunteers

For Review

  • CEO/Executive Director contact information (if applicable)
  • Staff statistics (if applicable)
  • Staff evaluation policies (if applicable)


Programs
What's New
  • Program start year
  • Program areas served
  • Population served description 
  • Projected and actual number served by the program
  • Outcome questions (3)