simplify presentation

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?

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Simplify History

2011 2012 2013

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Nov. 2011: Project

streamline report

Idea for common database

2012TAG

committee formed

2012TAG member

survey of common data

2012Identify

TAG partners

Nov. 2012TAG board approves project

Nov. 2012TAG and

GuideStar agree to partner

Nov. 2013Simplify launched

Develop APIFundraisingBranding

Beta Testing API

What is Simplify?

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

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 online application

GuideStar Exchange

Grantee’s profile data populates

application

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

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

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

Information from GuideStar Exchangeautomatically 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

Standards Setting

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Consistency,

consistency,

consistency

Open Transparent

Key Players

TAG’s Role

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GuideStar’s Role

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Funders

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Why Funders Should Participate

Benefits to FundersWith 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$750per year

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

Future

2014 2015 & Beyond

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Vendors Modify SoftwareFoundations

Sign up for Simplify

Foundations Use Simplify Data

Nonprofits Enter Data into GuideStar Exchange

2014–2016 2017 & Beyond

GrantsGuideStar Self-sustainingFunding

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 or 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?