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

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

Jul 31, 2023 216 likes •597 views

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

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Benefits for All

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Overview

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

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Simplify History

2011 2012 2013

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  • Nov. 2011: Project

streamline report

Idea for common database

2012

TAG committee formed

2012

TAG member survey of common data

2012

Identify TAG partners

  • Nov. 2012

TAG board approves project

  • Nov. 2012

TAG and GuideStar agree to partner

  • Nov. 2013

Simplify launched Develop API Fundraising Branding Beta Testing API

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What is Simplify?

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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)

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How Data Sharing Works

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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

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SCENARIO 1

Funder has online application

Funder’s application automatically accesses the GuideStar Exchange

Data Sharing

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Grantee enters EIN into funder’s

  • nline application

GuideStar Exchange

Grantee’s profile data populates application

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SCENARIO 2

Funder uses Grant Management System

Funder’s GMS automatically accesses the GuideStar Exchange Funder enters grantee EIN into grant management system (GMS) Grantee’s profile data populates application

Data Sharing

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GuideStar Exchange

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SCENARIO 3

Funder accepts application via email or paper (no GMS)

GuideStar Exchange provides grantee’s profile Funder enters EIN into Simplify Directory of Grantee Profiles Funder gets PDF of grantee’s profile

GuideStar Exchange

Data Sharing

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Data Included in the Simplify API

  • Organization Information
  • Mission & Impact Statement
  • Some NTEE Codes
  • Financial Information
  • People/Contact Information
  • Uploaded Documents
  • IRS Information

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RWJF Case Study

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Application Home Page

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

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Grantee provides EIN

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Information from GuideStar Exchange automatically populates

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Grantee selects organization

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Information from GuideStar Exchange automatically populates

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Grantee opts to pull contacts from GuideStar

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Grantee selects contacts

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Grantee continues this process for each person named in the application

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Standards Setting

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Standards Setting

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Consistency, consistency, consistency Open Transparent

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Key Players

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TAG’s Role

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Fundraising Project Oversight Outreach to Funders Contribute to Data Standards Adopt Standards as TAG Members

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GuideStar’s Role

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Technical development Marketing expertise & communications Outreach to GMS vendors Outreach to nonprofits Contribute to data standards

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Funders

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Why Funders Should Participate

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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

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Costs

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Grantees GMS Vendors Funders

$0

Invest to modify their software

$750

per year

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Timeline

Simplify will be available beginning Spring 2014

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Participating GMS Vendors

Additional vendors to come

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Simplify Future

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Future

2014 2015 & Beyond

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

Funding

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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

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Contact Us

  • To Implement Simplify, contact brighter@guidestar.org
  • r 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

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Questions?