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CyberGrants  ·  41 Mins

Understanding Organization Vetting for Employee Engagement Programs

A comprehensive review of the process involved to vet a nominated organization to ensure program alignment and eligibility.

This webinar provides a comprehensive overview of the organization vetting process within the CyberGrants employee engagement program, a strategic philanthropy tool. It explains that this vetting feature is designed to verify the legitimacy and alignment of nonprofit organizations with the client's program requirements, easing the administrative burden, maintaining transparency, and building trust with employees. The presentation covers the various tools utilized by the CyberGrants team, including the IRS Business Master File, the NCES database, and watch list scans, to validate the tax status and eligibility of organizations nominated by employees.

This webinar delves into the step-by-step nomination process, outlining the different disposition statuses the request can undergo, from external review to pending approval and final determination. It also highlights the documentation that may be required from organizations, such as IRS determination letters, fiscal agent letters, and NCES verification, to complete the vetting process. The presentation emphasizes the importance of configuring the eligible tax statuses for each proposal type within CyberGrants to ensure the program's philanthropic goals are met. By incorporating this robust organization vetting process, clients can have confidence that their employee engagement initiatives are supporting qualified nonprofit partners.

Understanding Organization Vetting for Employee Engagement Programs Presentation Slides

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