Configure and Use Foundant Intelligence Charity Check

Foundant Intelligence Charity Check verifies an organization's tax status and standing using publicly available data, and requires only a one-time field configuration in Global Settings rather than a professional services engagement. Global Administrators configure the integration first, and authorized users can then review and acknowledge an organization's status.

Who: Global administrators and users responsible for reviewing organization due diligence, tax status, or compliance information.

When to Use Foundant Intelligence Charity Check

Use Foundant Intelligence Charity Check when:

• Reviewing publicly available tax-status information as part of an organization's due diligence. 
• An organization record already includes an Employer Identification Number (EIN) or Canadian Business Number (BN), and no dedicated verification service, such as Candid, is configured.
• Reporting the verification results is not required.

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Configure Foundant Intelligence Charity Check

To configure Foundant Intelligence Charity Check so the Financial and Compliance tab becomes available on organization profiles:

1. Click the System Administration gear in the upper navigation bar, select Global Settings from the drop-down menu, and then click the Integrations tab.
    
2. Locate the Services Settings section and click Foundant Intelligence Charity Check.
    
3. Click EIN Field and select the custom field that contains the EIN number.
4. Click Canadian Business Number Field and select the custom field that contains the Canadian Business Number.
5. Click the Available Roles field and select the applicable roles to determine who can see the Financial and Compliance tab.

6. Click the Available Status field and select the applicable statuses to determine when to see the Financial and Compliance tab.
7. Click the Available Categories field and select the applicable categories to determine which organizations will see the Financial and Compliance tab.
8. Click Save.
    

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How to Use Foundant Intelligence Charity Check

To verify an organization profile once Foundant Intelligence Charity Check is configured:

1. Click the Menu icon in the upper navigation bar, and then select Organizations from the drop-down menu.
2. Click the applicable organization record to open it.
    

3. Click Financial & Compliance in the left navigation. 

   
    

4. Review the terms, and then click Agree to Terms. 

   
    

5. Click the applicable form to review it. 

6. Click Acknowledge once you have reviewed the information.
    
7. Click View Log to see the date of each acknowledgement.
    
8. Click the View icon to see the organization's status at that point in time.
    

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