Benefits for All Overview History What is Simplify? How - PowerPoint PPT Presentation

Benefits for All

Overview • History • What is Simplify? • How Data Sharing Works • RWJF Case Study • Standards Setting • Key Players • Why Funders Should Participate • Future • Questions? 2

Simplify History Nov. 2013 Simplify launched Develop API Nov. 2011: Project 2012 Nov. 2012 Fundraising streamline report TAG member TAG board Idea for Branding survey of approves common common data project Beta Testing API database 2011 2012 2013 2012 2012 Nov. 2012 TAG Identify TAG and committee TAG partners GuideStar formed agree to partner 3

What is Simplify?

What is Simplify? • Standards-setting Process • Data-sharing Process • Consistent Format for Core Organizational Information • Central Database via GuideStar Exchange • Streamlined Application Process – Nonprofits Enter Data Once – Funders Access Data via Application Program Interface (API) 5

How Data Sharing Works

Data Sharing • First a grantee creates a profile in the GuideStar Exchange 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 in multiple ways 7

Data Sharing SCENARIO 1 Funder has online application Funder’s application Grantee’s profile data Grantee enters EIN into funder’s automatically accesses the populates application GuideStar Exchange online application GuideStar Exchange 8

Data Sharing SCENARIO 2 Funder uses Grant Management System Funder’s GMS Grantee’s profile data Funder enters automatically accesses the grantee EIN into grant populates application GuideStar Exchange management system (GMS) GuideStar Exchange 9

Data Sharing SCENARIO 3 Funder accepts application via email or paper (no GMS) GuideStar Exchange Funder enters Funder gets PDF of provides grantee’s profile grantee’s profile EIN into Simplify Directory of Grantee Profiles GuideStar Exchange 10

Data Included in the Simplify API • Organization Information • Mission & Impact Statement • Some NTEE Codes • Financial Information • People/Contact Information • Uploaded Documents • IRS Information 11

RWJF Case Study

Application Home Page 13

The application section has an option to select information rather then enter it directly 14

Grantee provides EIN 15

Information from GuideStar Exchange automatically populates Grantee selects organization 16

Information from GuideStar Exchange automatically populates 17

Grantee opts to pull contacts from GuideStar 18

Grantee selects contacts 19

Grantee continues this process for each person named in the application 20

Standards Setting

Standards Setting Consistency, Open Transparent consistency, consistency 22

Key Players

TAG’s Role Fundraising Adopt Standards Project Oversight as TAG Members Contribute to Outreach to Data Standards Funders 24

GuideStar’s Role Technical development Marketing Contribute to expertise & data standards communications Outreach to Outreach to nonprofits GMS vendors 25

Funders 26

Why Funders Should Participate

Benefits to Funders With Simplify, funders can: • Offer grantees the latest technology with the Simplify API • 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 28

Costs Grantees GMS Vendors Funders $ 0 $ 750 Invest to modify their software per year 29

Timeline Simplify will be available beginning Spring 2014 30

Participating GMS Vendors Additional vendors to come 31

Simplify Future

Future Foundations Use Simplify Data Vendors Modify Software Foundations Nonprofits Enter Data into Sign up for Simplify GuideStar Exchange 2014 2015 & Beyond Grants Funding GuideStar Self-sustaining 2014 – 2016 2017 & Beyond 33

Long-Term Vision • Set data standards for the sector • Expand beyond the initial core data • Establish an independent organization for standards setting • Be a widely used, reliable source for data 34

Contact Us • To Implement Simplify, contact brighter@guidestar.org or trodriguez@guidestar.org • For technical questions - http://www.simplifynow.org • For general questions – Lisa Pool, Executive Director, Technology Affinity Group, lisa@tagtech.org , 610.688.6832 – Jim Dobrzeniecki, Vice President, Technology ,GuideStar, jdobrzeniecki@guidestar.org, 757-941-1431 35

Questions?