1. NGOsource Online Demonstration

2. Using ReadyTalk Chat and raise hand All lines are muted If you lose your internet connection, reconnect using the link emailed to you. ReadyTalk support: 800-843-9166 Your audio will play through your computer’s speakers.

3. You will receive a link to a tour of the GrantStation website, materials and links. Twitter hashtag: #techsoup Follow-up information Your audio will play through your computer’s speakers.

4. NGOsource Online Demonstration

5. Presenters Michael DeLong TechSoup Facilitator Sheila Warren NGOsource/TechSoup Presenter Assisting with chat: Alexandra Bezdikian, Kyla Hunt

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

7. , a project of the Council on Foundations and TechSoup Global, is an equivalency determination service that helps U.S. grantmakers streamline their international grantmaking process.

8. Most want centralized EDs “The availability of...up-to-date vetted nonprofit information would be a significant benefit.” Source: Potential of Creating a Centralized Repository of Information on Non-U.S. Based NGOs, Information Age Associates, 2006 90% of NGO leaders 86% of grantmakers 75% of service providers agree:

9. Drawbacks of current ED process Inefficient: Grantmakers can’t use the same NGO information Duplicative: Redundant efforts burden grantmakers and grantees Inconsistent: Lack of agreed upon standards can lead to inaccuracies Complex: NGOs with different languages and time zones Expensive: $5,000-10,000 if issued by external legal counsel

10. EDs today LAW FIRM GRANTMAKER B GRANTMAKER A GRANTMAKER C NGO EXTERNAL COUNSEL

11. EDs with NGOsource NGO GRANTMAKER A GRANTMAKER B GRANTMAKER C Partner

12. Benefits of NGOsource Reduction of risk Streamlined process No need for highly specialized staff Reduced grantee burden Lowered costs Full service Improved grantee experience Available anytime Consistent turnaround time Growth in cross-border philanthropy Promotes tax compliance

13. Funding Consortium 1. Amgen Foundation 2. The Annenberg Foundation 3. Bill & Melinda Gates Foundation 4. BP Foundation 5. Carnegie Corporation of New York 6. The Christensen Fund 7. The F.B. Herron Foundation 8. Firelight Foundation 9. GE Foundation 10. The Kresge Foundation 11. John D. and Catherine T. MacArthur Foundation 12. Gordon and Betty Moore Foundation 13. Rockefeller Brothers Fund 14. The Rockefeller Foundation 15. W.K. Kellogg Foundation 16. The William and Flora Hewlett Foundation

14. Page 14 NGOsource – Process Overview Grantmaker Requests ED on Portal Global Partners (UK, Poland, India, Hong Kong, Mexico, Canada, South Africa) NGO Submits Information on NGO Portal ED Review Team Invitation email directly from NGOsource Communications ED Certified or Not Certified Communications Invitation email directly from GM

15. Global partner network PartnerCountry Centro Mexicano para la Filantropía (CEMEFI) Mexico Charity Technology Trust (CTT)United Kingdom Fundacja TechSoupPoland Hong Kong Council of Social ServiceHong Kong NASSCOM FoundationIndia SANGONetSouth Africa TechSoup CanadaCanada Connecting UpAustralia

16. Regulatory approval obtained Pre-2009 and 2009 – IRS meetings and Advisory Committee recommendation – Filings with IRS and Treasury 2010 and 2011 – Meetings with Treasury and IRS – Inclusion on Treasury Guidance Plan 2012 – State Dept engagement – Secty Clinton announcement at CGI – Public comment period Now NGOsource’s lawyers can issues EDs that grantmakers can rely upon – Legal opinion forthcoming from Caplin & Drysdale

17. Grantmaker Portal

18. NGO Questionnaire

20. Sheila Warren sheila@ngosource.org www.techsoupglobal.org www.ngosource.org

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

22. Who is TechSoup? TechSoup is a 501(c)(3) nonprofit organization. As of June 2010, TechSoup served more than 127,000 organizations, distributed more than 6.3 million technology donations, and enabled nonprofit recipients to save more than $1.8 billion in IT expenses in 33 countries around the world.

23. TechSoup is part of TechSoup Global, is working towards the day when every nonprofit, library, and social benefit organization on the planet has the technology, knowledge, and resources they need to operate at their full potential. Who is TechSoup?

24. 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