GrantSmith Grants Portal

Equivalency Determination (ED) Pre-Screen

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  1. The Primary Contact may login to the Portal and navigate to their profile page and select the Organization Profile tab to access the ED Prescreen tab.

There are 3 steps to the ED pre-screen form, that the Grantee must complete:

  1. Organization Information
  2. Equivalency Questions
  3. Financial Information
  1. Grantee completes ED form on the portal - Verify the Organization Information (should be pre-populated), such as Organization Name, Legal Address, and Primary Contact.
  1. Populate the Secondary Contact details (Secondary Contact, Secondary Contact Email, Secondary Contact Title, Secondary Contact Language).
  2. Click the Save and Next button.
  1. Complete the Equivalency Questions as required (Grantee completes ED form on the portal).
    • Is the organization registered as an entity under local law? click dropdown to select
    • Does the organization have a non-profit status? click dropdown to select
    • Year of Founding click to enter
    • Does the organization have its own bank account in its name where it receives funds? Select Yes/No
    • Does the organization have a non-profit status;a purpose or objective statement in its governing documents that describes a charitable mission/objective? Select Yes/No
    • Do the organizations governing documents allow for non-charitable/commercial activities? Select Yes/No
    • Does the organization engages in lobbying,e.g. direct communication with legislators in attempt to influence legislation? Select Yes/No
    • What percentage of the organizations overall work constitutes advocacy? Click to Enter
    • How are the profits dissolved? Select Yes/No
    • How are the profits & revenues from these non-charitable/commercial activities beind used to further charitable activities of the organization? Click to Enter.
  2. Click the Save and Next button.
  1. Complete the Financial Information as required (Grantee completes ED form on the portal).
    • Organization Currency, click dropdown to select
    • Previous Year Gifts Amount, click to enter
    • Previous Year Grants Amount, click to enter
    • Previous Year COntributions Amount, click to enter
    • Previous Year Membership Fees Amount, click to enter
    • Previous Year Government Support Amount, click to enter
    • Previous Year Foundation Support Amount, click to enter
    • Previous Year Individual Support Amount, click to enter
    • Previous Year Corporate Support Amount, click to enter
    • Previous Year In-Kind Support Amount, click to enter
    • Previous Year Investment Income Amount, click to enter
    • Annual Organization Budget, click to enter
  2. Click the "Submit" button to submit the form.
  1. Submission Confirmation.
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