For Nonprofits


Welcome to The Giving Partner!

Thank you to all of the nonprofits that are making an impact in our wonderful community! 

The Giving Partner, is your local resource connecting community with philanthropy. This powerful online platform is a searchable database with hundreds of profiles of the charitable organizations serving Sarasota, Manatee, Charlotte, and DeSoto counties. It allows nonprofits with local impact to tell their story at all levels (mission, needs, programmatic impact, leadership, planning, financial health). It helps our community learn how each nonprofit makes a difference, and how we can engage in a variety of causes and inspire philanthropy. Having a profile is a great way to increase awareness of your organization and demonstrates a commitment to transparency. You can learn more about The Giving Partner through our helpful FAQ.  

Also, a bit of clarification on the relationship/differences between two of our highly-regarded platforms with similar names:

  • The Giving Partner is a year-round/everyday online platform reflecting nonprofits in our local area 
  • Giving Challenge is a 24-hour online giving event, typically held every other year

To be eligible for opportunities available through the Community Foundation of Sarasota County (i.e., grant applications, workshops/trainings, Giving Challenge, etc.), nonprofit organizations are required to have an Approved/CURRENT profile in The Giving Partner.  

The information below contains everything that nonprofit organizations need to know to ensure that creating and maintaining a profile is a success!  

Questions & Assistance 

If you encounter any technology issues, need clarification, or help uploading documents, click the Blue Chat Bubble (bottom right of this website) to connect with the Customer Success Team!  

If you have any further questions, please contact Nonprofits@CFsarasota.org or 941-556-7170. 

 

The Giving Partner - Toolkit


1. Qualify

Qualify for a profile in The Giving Partner.

HOW TO QUALIFY 

In order to meet eligibility requirements to have a profile, a nonprofit organization must have both of the following:

  1. IRS 501(c)(3) Letter of Determination (below is an example of what this looks like), and
  2. At least one current program (in existence for at least six months) with local impact in at least one of the following counties: Sarasota, Manatee, Charlotte or DeSoto.





2. Apply

Apply for a profile in The Giving Partner.

HOW TO APPLY FOR A PROFILE

For Organizations That Don’t Yet Have a Profile (if your organization already has a profile, skip to #5 below).

If your organization meets the above Qualifications and does not already have a profile, here are your next steps: 

  • First, click here to view the Orientation for an overview of The Giving Partner (learn best practices and expectations).   
  • Next, after you’ve viewed the Orientation, click here  to Apply for a profile.  

Note: There is no cost to have a profile. If you aren’t comfortable with technology, please reach out to someone who can assist with this, as this process is something that you will complete online. At this time, we are unable to offer in-person Orientations.

After you’ve submitted your Application, your profile will be in a Pre-Pending status while we verify the information. So long as your organization meets the above Qualifications, you’ll receive an email notification indicating that you can proceed with developing your organization’s profile.   


3. Prepare

Thoughtful preparation will make this an efficient process and enable you to complete your organization’s profile most effectively.

HOW TO PREPARE

Prepare to create your organization’s profile:

  • Assign Administrator(s) from your organization that will be working on your profile. They should have, or have access to, adequate knowledge about your organization, along with very basic technical knowledge, in order to answer all questions (some of which require detailed descriptions), and to accurately complete the profile. Be mindful around who is chosen for this responsibility
  • Gather required documents in digital format (IRS Letter of Determination, 990s, Profit & Loss Statements, Balance Sheets, State Charitable Solicitations Permit, Conflict of Interest Policy), as you will need to upload these

4. Create

Create a profile in The Giving Partner.

HOW TO CREATE A PROFILE

After our review of your Application, you will receive an email from us indicating if your organization can get started with creating a profile. It is important to follow the steps below to ensure you’ve not missed anything necessary for us to Approve your profile: 

  • View the Orientation for an overview of The Giving Partner,  if you’ve not yet done so, by clicking here.
  • Download/explore the Checklist and follow all instructions within. 
  • Create your organization’s profile online. Click here to login.
  • Ask someone outside of your organization for their perspective. Do things make sense? Check grammar.
  • Deadline for Profile Submission: Submit your new profile for review/approval AS SOON AS POSSIBLE within 30 days of application acceptance.  

FOUNDATION REVIEW PROCESS

Foundation reviews occur in the order that profiles are submitted. Please do not click Submit Profile for Review until you’ve completed ALL required fields. After our review, you will receive an email indicating the profile status.

  • So long as you’ve not missed any required fields and have provided the correct documents/data, your profile will be published with the status of Approved/CURRENT.
  • If you’ve missed any required fields or have not provided the correct documents/data, your profile status will indicate Pending (Re-Verification) until you have provided correct documents/data.

If you are concerned or aren’t sure if you have completed all necessary fields, the best way to determine this is to easily cross-check your profile with the Checklist.

As there are multiple data points in each profile that we must review, we appreciate your patience (especially during peak periods with many profiles awaiting review).

PROFILE STATUS

One of the profile statuses below is indicated on your Admin Dashboard (top right). Anytime the status changes, you will receive an email informing you of this – PLEASE pay attention to your Inbox!

  • Pending - Your new profile is pending your completion and submission of required fields
  • Submitted - Your profile is in line for review
  • Re-verification Pending - Your profile has one or more key fields expired or missing (the Public interface reflects the status as EXPIRED)
  • In Review - Your profile is being reviewed
  • Approved - Your profile is up-to-date (the Public interface reflects the status as CURRENT). An Approved/CURRENT status signifies that the organization has provided required content and key information was reviewed by our team (this is not a grade, rating, or certification).

After initial approval, key documents and data will expire at different intervals throughout the year. So you’ll need to routinely login and review your profile to determine what is expired and needs updating.    

  


5. Update/Maintain

Update and maintain your organization’s profile in The Giving Partner. 

HOW TO UPDATE/MAINTAIN YOUR ORGANIZATION’S PROFILE 

After initial approval, key documents and data will expire at different intervals throughout the year. So you’ll need to routinely login and review your profile to determine what is expired and needs updating. It is important to follow the steps below to ensure you’ve not missed anything necessary for us to Approve your profile: 

  • Download/explore the Checklist and follow all instructions within. 
  • Update your organization’s profile online. Click here to login.
  • Check grammar for any changes you make.
  • Deadline for Profile Submission: Submit your updated profile for review/approval AS SOON AS POSSIBLE within 30 days of items expiring.  

FOUNDATION REVIEW PROCESS

Foundation reviews occur in the order that profiles are submitted. Do not click Submit Profile for Review until you’ve completed ALL required fields/key updates. After our review, you will receive an email indicating the profile status.

  • So long as you’ve not missed any required fields or key updates and have provided the correct documents/data, your profile will be published with the status of Approved/CURRENT.
  • If you’ve missed any required fields or key updates or have not provided the correct documents/data, your profile status will indicate Pending (Re-Verification) until you have provided correct documents/data.

If you are concerned or aren’t sure if you have completed all necessary fields, the best way to determine this is to easily cross-check your profile with the Checklist.

As there are multiple data points in each profile that we must review, we appreciate your patience (especially during peak periods with many profiles awaiting review).

PROFILE STATUS

One of the profile statuses below is indicated on your Admin Dashboard (top right). Anytime the status changes, you will receive an email informing you of this – PLEASE pay attention to your Inbox!

  • Re-verification Pending - Your profile has one or more key fields expired or missing (the Public interface reflects the status as EXPIRED)
  • Submitted for Re-verification - Your profile is in line for review
  • Re-verification (In Review) - Your profile is being reviewed
  • Approved - Your profile is up-to-date (the Public interface reflects the status as CURRENT). An Approved/CURRENT status signifies that the organization has provided required content and key information was reviewed by our team (this is not a grade, rating, or certification).   

6. Promote

Promote your organization through The Giving Partner

HOW TO PROMOTE YOUR ORGANIZATION 

If your nonprofit is looking for a way to bridge the fundraising-technology gap, these great features – the Donate Button and Boost Fundraising Suite – will go far in enhancing your organization's donation and fundraising opportunities. You can easily utilize these features that are integrated within your profile to help streamline this for your organization! 

Once your profile has an Approved/CURRENT status, we encourage you to promote your organization with these great fundraising features!   

Explore the August 10, 2020 Webinar | Slides to learn more about the Donate Button and Boost Fundraising Suite. 

NEXT STEPS: 

  • Get Verified to Collect Donations

            Login to your profile in The Giving Partner and click on the left menu:

                Manage Organization > Verification > Get Verified to Collect Donations

  • Opt-In to Utilize the Boost Fundraising Suite

            Use the following login information to opt-in, if you would like to participate in a special promotion to get started with Boost Fundraising Suite through November 15, 2020:  

            URL: https://info.givegab.com/the-giving-partner

            Password: (enter password)

Note: Please know that both the Donate Button and Boost Fundraising Suite are not required: these features are “opt-in” only. As described in the webinar, subscription fees are tied to the Boost Fundraising Suite if your organization elects to continue after the special promotion expires.  



Additional Resources