Advance Reporting may include Charity Check data - if the Charity Check feature is included in your organization's account.
To add the Charity Check information, expand any form within the Fields Selector that contains a Charity Check field. Once the form selections are expanded, the Charity Check field options will also be available to add to the report. They will appear in column headers like this:
โ
โ{charity check label}: {GuideStar info} :
GuideStar data that is available to add to a report is as follows:
EIN
Organization Name
Address
Address Line 2
City
State
Zip Code
Description
Deductibility Status
Reason for Non-Private Foundation Status
Pub 78 Verified
Most Recent IRS Pub78
Most Recent IRS BMF
Most Recent IRB
OFAC Status
Ruling Date
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