How To Use GuideStar Charity Check, Create a Watch List and Set Up Alerts

Document created by robin.burdick Employee on Mar 13, 2017Last modified by robin.burdick Employee on May 24, 2017
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Using Charity Check

  • Click on the magnifying glass to go to the search page or enter the organization's name or EIN (Employee Identification Number) in the search box (found on our home page and at the top of many pages on our site) and hit "Enter".

 

  • Click on the organization's name in the search results

 

 

You are now at the organization's Nonprofit Profile.  You can view the organization's GuideStar Charity Check report in two ways:

 

1.  Find the GuideStar Charity Check section immediately above the blue "Summary" box near the top of the profile.  Click the drop-down arrow next

     to "GuideStar Charity Check".

 

 

You will see the list shown below.  Click the "View Charity Check Summary Report" or "View Full Charity Check Report (PDF)" link.

 

 

2.  Click the "View Summary Report" or "View PDF Report" link above the yellow "Operations" box near the top of the profile.

 

Below is a sample Charity Check Summary Report:

 

 

Creating and Managing a Watch List

There are three way to create a watch list:

 

1.  From a nonprofit's profile

  •  Find the GuideStar Charity Check section immediately above the blue "Summary" box near the top of the profile.  Click the drop-down arrow next to "GuideStar Charity Check".
  • Click the "Add to Watch List" link.

 

2.  By uploading Employer Identification Numbers (EIN) from a spreadsheet

  • Click the drop-down next to your name in the top right-hand corner of your screen, then click on "My Account".  You should see a section labeled "Charity Check".
  • Click the "Manage Watched Organizations" link.

 

 

  • Use the browser button under "Upload New Watched Organizations List" to find your .csv, .xlx or .xlsx file with the EIN numbers.

  • Click the "Replace List" button to upload the file.

 

3.  By the EIN Number

  • Click the drop-down arrow next to your name in the top right-hand corner of your screen, then click on "My Account".  You should see a tab listed "Charity Check".
  • Click the "Manage Watched Organizations" link.
  • Type the EIN numbers into the text box under "Add Multiple Organizations to Watched Organizations List".  Use commas between the EIN numbers.
  • Click the "Add Watched Organizations" button.

 

Editing Your Watch List

To remove organizations from your watch list, scroll to the bottom of the "Manage Watched Organizations" page and follow the instructions under "Your Watched Organizations".

 

 

Creating Alerts

  • If you are on the "Manage Watched Organizations" page, click the "Manage Alert Events" link on the upper left side of the page.
  • If you are elsewhere on our site, click the drop-down arrow next to your name in the top right hand corner of your screen then click on "My Account".  You should see a section labeled "Charity Check".
  • Click the "Manage Alerts" link.
  • You will see a list events that will trigger email notification of key status changes in organizations on your watch list.  Select the alerts you are interested in, then click the "Request These Alerts" button.
  • You can update your alerts at any time by returning to this page.

 

 

 

 

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