Submittable offers grantmakers an automatic way to screen applicants based on their EIN and enables them to view associated data, as provided by Candid.

The Charity Check form field is available to use in Initial Forms, Additional Forms, and Eligibility Forms.

To use the Charity Check feature, drag the Charity Check form field from the toolbox on the left into your form. Submitters will be prompted to enter their organization's EIN when filling out the form. 

Entry of any correct EIN number pulls data from Candid that will automatically populate once a form is submitted. Note that validation, or detection of an invalid EIN number, does not happen in real time as a submission is being filled out; it only occurs after a submission is completed and submitted.

If an EIN is valid, it will look like this:

If an invalid EIN is entered, the completed submission will indicate this. Submissions may be opened for editing in order to correct any errors with the originally submitted EIN.

When using Charity Check in Eligibility Forms, there are further options to mark a specific IRS subsection as either eligible or ineligible.

Note: EIN data from Candid is not visible to submitters or organizations until after applications are submitted. After submissions are complete, all valid EIN data will be visible to both submitters and organizations.

To add the Charity Check feature to your account, please contact account management.

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