1 Streamlining International Grantmaking Sheila Warren

2 Using ReadyTalk Chat and raise hand All lines are muted If you lose your internet connection, reconnect using the link ed to you. ReadyTalk support: Your audio will play through your computer’s speakers.

3 This seminar will be available on the TechSoup website along with past webinar presentations: webinars You will receive a link to this presentation, material and links. Twitter hashtag: #techsoup You are being recorded…

4 Presenters Becky Wiegand TechSoup Facilitator Sheila Warren NGOsource/TechSoup Presenter Assisting with chat: Michael DeLong

5 Overview of the service Online tour Costs and how to get started Agenda

66 A project of the Council on Foundations and TechSoup Global NEW equivalency determination service that helps U.S. grantmakers streamline their international grantmaking process.

7 What is equivalency determination (ED)? Evaluation under US tax law of whether a non-U.S. organization is equivalent to a U.S. public charity in compliance with IRS/Treasury regulations.

8 EDs without NGOsource Inefficient Duplicative Inconsistent Complex Expensive LAW FIRM GRANTMAKER C NGO GRANTMAKER B EXTERNAL COUNSEL GRANTMAKER A

9 EDs with NGOsource NGO GRANTMAKER A GRANTMAKER B GRANTMAKER C NGOsource Global Partner NGOsource

10 5+ years in the making Pre-2009 IRS meetings & sector surveys 2009 Submitted PLR and Revenue Procedure 2010 – 2011 Meetings with Treasury Department and IRS, ongoing review 2012 Meetings with State and Treasury Departments Secretary Clinton announces rule changes for international grantmaking

11 NGOsource difference Endorsed by prominent leaders in philanthropy and international grantmaking Unmatched global support via our global Partner Network Custom-designed technology to provide an automated on-line service for both the grantmaker and the grantee Standardized methodology developed by leading legal experts in compliance with IRS and Treasury regulations Legal opinion authored by Marc Owens, Caplin & Drysdale (former director of the IRS tax exempt organization division) The FIRST organization to build a central repository to benefit international philanthropy

12 NGOsource advances philanthropy NGOsource expedites global philanthropy to better enable international grantmakers to address many of the world’s greatest needs:

13 Envisioned by leaders in philanthropy Amgen Foundation The Annenberg Foundation Bill & Melinda Gates Foundation BP Foundation Carnegie Corporation of New York The Christensen Fund The F.B. Heron Foundation Firelight Foundation Foundation Center GE Foundation Gordon and Betty Moore Foundation John D. and Catherine T. MacArthur Foundation Independent Sector InterAction The Kresge Foundation Rockefeller Brothers Fund The Rockefeller Foundation W.K. Kellogg Foundation The William and Flora Hewlett Foundation

14 NGOsource – process overview Grantmaker Requests ED on portal NGO Submits information on NGO portal Global Partners (UK, Poland, India, Hong Kong, Mexico, Canada, South Africa, Australia) NGOsource ED review team Qualified tax practitioners

15 Supported by our global partner network PartnerCountry Centro Mexicano para la Filantropía (CEMEFI)Mexico Charity Technology Trust (CTT)United Kingdom Fundacja TechSoupPoland Hong Kong Council of Social Services (HKCSS)Hong Kong NASSCOM FoundationIndia SANGONeTSouth Africa TechSoup CanadaCanada Connecting UpAustralia

16 What they’re saying about NGOsource “The Rockefeller Foundation has been a proud supporter of NGOsource since its inception, and we’re excited to be the first grantmaker to join NGOsource.... Both practical and transformative, NGOsource addresses an acute need in philanthropy.” - Pam Foster, The Rockefeller Foundation

17 What they’re saying about NGOsource “NGOsource pulverizes the bureaucratic formalities of cross-border giving, easing the way for us to make truly global responses to our global challenges.... I’m betting that NGOsource is going to supercharge U.S. philanthropy’s response time to international crises....” - David Bonbright, board member of CIVICUS

18 NGOsource demonstration

19 Smith Foundation Grantmaker dashboard

20 Grantmaker ED requests

21 ED questionnaire Languages English French Mandarin Spanish

22 ED questionnaire - Spanish

23 Membership levels

24 Register now or sign up for our newsletter at Sheila Warren

25 About Council on Foundations The Council on Foundations, formed in 1949, is a nonprofit membership association of grantmaking foundations and corporations. Members of the Council include more than 1,700 independent, operating, community, public, and company-sponsored foundations and corporate giving programs in the United States and abroad. The Council's mission is to provide the opportunity, leadership, and tools needed by philanthropic organizations to expand, enhance, and sustain their ability to advance the common good. TechSoup Global TechSoup Global is a 501(c)(3) nonprofit social enterprise working towards the day when every nonprofit, library, and social benefit organization on the planet has the technology knowledge and resources it needs to operate at its full potential. Currently, TechSoup Global serves 58 countries through a network of independent capacity-building non-governmental organizations. Providing eligibility services specifically for the NGO sector is one of its core competencies, which is based on managing its technology donation program for over 20 years. Today, over 90 IT firms, foundation and government partners around the world use TechSoup Global's eligibility services.

26 TechSoup Global Technology resource for foundations and the organizations you support Delivers donated and discounted technology products to qualified grantmaking foundations and the nonprofits, charities and NGOs you support Provides free learning resources and community connections to support the philanthropic sector worldwide Offers over 450 donated and discounted products and services from more than 45 donor partners

27 Questions Please type your questions in the chat window. Image: Horia Varlan, FlickrHoria Varlan

28 Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: pages.readytalk.com/techsoup.html