1. Benefits for All

2. Overview History What is Simplify? How Data Sharing Works RWJF Case Study Standards Setting Key Players Why Funders Should Participate Future Questions? 2

3. Simplify History 201120122013 3 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. 2013 Simplify launched Develop API Fundraising Branding Beta Testing API

4. What is Simplify?

5. 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) 5

6. How Data Sharing Works

7. 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 7

8. SCENARIO 1 Funder has online application Funder’s application automatically accesses the GuideStar Exchange Data Sharing 8 Grantee enters EIN into funder’s online application GuideStar Exchange Grantee’s profile data populates application

9. 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 9 GuideStar Exchange

10. 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 10

11. Data Included in the Simplify API Organization Information Mission & Impact Statement Some NTEE Codes Financial Information People/Contact Information Uploaded Documents IRS Information 11

12. RWJF Case Study

13. Application Home Page 13

14. The application section has an option to select information rather then enter it directly 14

15. Grantee provides EIN 15

16. Information from GuideStar Exchange automatically populates 16 Grantee selects organization

17. Information from GuideStar Exchange automatically populates 17

18. Grantee opts to pull contacts from GuideStar 18

19. Grantee selects contacts 19

20. Grantee continues this process for each person named in the application 20

21. Standards Setting

22. 22 Consistency, consistency, consistency OpenTransparent

23. Key Players

24. TAG’s Role 24 FundraisingProject Oversight Outreach to Funders Contribute to Data Standards Adopt Standards as TAG Members

25. GuideStar’s Role 25 Technical development Marketing expertise & communications Outreach to GMS vendors Outreach to nonprofits Contribute to data standards

26. Funders 26

27. Why Funders Should Participate

28. Benefits to Funders With 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 28

29. Costs 29 GranteesGMS Vendors Funders $0$0 Invest to modify their software $ 750 per year

30. Timeline Simplify will be available beginning Spring 2014 30

31. Participating GMS Vendors Additional vendors to come 31

32. Simplify Future

33. Future 20142015 & Beyond 33 Vendors Modify Software Foundations Sign up for Simplify Foundations Use Simplify Data Nonprofits Enter Data into GuideStar Exchange 2014–20162017 & Beyond Grants GuideStar Self-sustaining Funding

34. 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 34

35. Contact Us To Implement Simplify, contact brighter@guidestar.org or trodriguez@guidestar.orgbrighter@guidestar.orgtrodriguez@guidestar.org For technical questions - http://www.simplifynow.orghttp://www.simplifynow.org For general questions –Lisa Pool, Executive Director, Technology Affinity Group, lisa@tagtech.org, 610.688.6832 lisa@tagtech.org –Jim Dobrzeniecki, Vice President, Technology,GuideStar, jdobrzeniecki@guidestar.org, 757-941-1431 jdobrzeniecki@guidestar.org 35

36. Questions?