Profile Enhancement
So, you have an up-to-date GivingMatters.com profile - now what? We're here to help you make the most of your GivingMatters presence! This section is designed to provide you with resources and tools to enhance your profile's impact and utility. Here, you'll find:
- Guidance on the Annual Update Process to keep your profile current and engaging.
- Tips on utilizing our platform for in-depth research and learning through the 'Find Organizations' feature.
- Opportunities to book personalized sessions or join open office hours for tailored support and insights.
- Access to additional training resources and information on how to start a Giving Campaign on our site.
Annual Update Process
The GivingMatters.com team encourages our partnering organizations to complete an annual update, or a yearly update of your profile's required information. Ensure your annual update is complete by your profile's expiration date, found on the Dashboard when logged in. Organizations have an additional 90 days post-expiration to update before the profile is marked "Declined to Update."
Each organization should have received the Annual Update Checklist which reviews all fields that must be updated once annually. These include board chair information, current fiscal year dates, current budget document including projected revenues and expenses, renewed Charitable Solicitations permit or exemption letter, last fiscal year's Form 990, and last fiscal year's audit.
Many funding opportunities require or recommend you to update your GivingMatters.com profile by a certain date. These deadlines don't necessarily align with your profile's annual update. For instance, a funder may require an updated profile before you are required to have uploaded your organization's last Form 990. However, ALL completed Form 990s and renewed permits, as well as other required updates, are needed before we renew your profile's annual update.
In an effort to support nonprofit best practices within our community, as well as to streamline the grantmaking process between nonprofits and our foundation partners, it is important to provide State and IRS regulatory documents once annually in order to show your organization still meets minimum funding requirements. Up-to-date profiles are also enabled to receive donations using our Donate Now button, an effective online giving tool.
You can make as many updates as frequently as you'd like. Most updates are now published right after you make and save them, except for the required items needed for the annual update. You can view your profile in entirety by logging into the Administrative Dashboard and choosing My CFMT Profile.
A profile falls under "Declined to Update" status when three months have passed since the profile's expiration date without the required information. To get off this status, update your profile with all the missing information.
Organizations are listed by their legal names on GivingMatters.com. The name can be changed when the organization's legal name has been changed officially with the IRS. An Affirmation Letter confirming this change must be provided to update the organization's name on the profile.
When logged in, go to the "My Users" tab to see a list of current Managers and add new ones as needed.
If you have questions about updating your profile, please email the GivingMatters.com team at givingmatters@cfmt.org.
Some fields are only editable by GivingMatters.com staff, such as EIN, year of incorporation, and the Letter of Determination. Contact your GivingMatters.com coach for assistance with these fields.
Check out the Build a Profile tab for details about this process.
Research and Learning with Find Organizations Feature
Discover the extensive database of Middle Tennessee nonprofits using the 'Find Organizations' feature. This tool allows you to explore the diverse nonprofit landscape by searching for organizations by name, keyword, or location. Additionally, you can refine your search using the 'Filter Results' feature to narrow down results by county or budget size.
Delve into each organization's profile to understand how they present their stories and the impact of their programs. A closer look at their Form 990s might reveal potential funding sources supporting similar areas of impact. Utilize these insights to foster collaborative partnerships and gain a deeper understanding of the nonprofit community.
Click here to get started and explore potential partnerships and learn from other organizations in the community.
Open Office Hours and Personalized Sessions
Join our GivingMatters Manager, Nicole Rose, for her open office hours on Tuesday, February 20th from 2pm to 3pm CT. Sign up here.
Not able to make our Open Office hours? Book a session with Nicole Rose, GivingMatters Manager, for personalized support: Book a Session
Additional Training Resources
Explore more training videos here.
Learn how to start a Giving Campaign at this link.
Tell me more about the Capital Campaign Report: Capital Campaign Report
NPO User Guide
For comprehensive guidance, refer to the NPO User Guide.