Charity Check offers grantmakers an automated way to screen applicants by EIN and enables them to view associated data from Candid. The Charity Check form field is available in Initial, Additional, and Eligibility forms.

To use the Charity Check feature in Initial and Additional forms, drag the form field from the toolbox on the left into your form:

Note: The title in the Charity Check field will appear in column headers later in reporting, so keep it brief.

Applicants will be prompted to fill in their organization's EIN. Entry of any valid EIN pulls data from Candid and automatically populates it once a form is submitted.

Note: Validation or detection of an invalid EIN does not happen in real time as an application is being filled out; it only occurs after an application is completed and submitted.
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​If an EIN is valid, after submission, the application will look like this:

If an EIN is invalid, after submission, the application will look like this:

If the applicant enters an incorrect but valid EIN, they can complete the submission. Applications can be opened for editing to correct any errors in the originally submitted EIN.
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​Note: EIN data gathered from Candid on Initial and Additional forms is not visible to applicants or organizations until after applications are submitted. After applications are complete, all valid EIN data will be visible to both applicants and grantmakers.

When using Charity Check in Eligibility Forms, further options are made available in the field to request information for specific IRS subsections:

If the applicant enters an incorrect EIN, they will see the Ineligible Message you've set up in the Project's General Settings.

Note: Charity Check only returns data from Candid; only registered U.S. nonprofits listed in the Candid directory will be returned. If you are planning to receive applications from NPOs, individuals, or other types of businesses, we recommend creating separate Projects: one for U.S. nonprofits only, and the other for any applicant not registered with Candid, such as an individual, for-profit organization, or an organization with a pending nonprofit status.

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