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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
2012
TAG committee
formed
2012
TAG member survey of
common data
2012
Identify TAG partners
Nov. 2012
TAG board approves project
Nov. 2012
TAG 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
$750
per 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
Grants
GuideStar 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
[email protected] or [email protected]
• For technical questions - http://www.simplifynow.org
• For general questions– Lisa Pool, Executive Director, Technology Affinity Group,
[email protected] , 610.688.6832– Jim Dobrzeniecki, Vice President, Technology ,GuideStar,
[email protected], 757-941-1431
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Questions?
