HOW TO: Add Tax Status Fields to Form

Kecia Haggins
Kecia Haggins
Tenth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Grantmaking™ General Discussions

Team,

Can we add tax status to new portal form? I don't see those fields as options to add to the form. In legacy portal, we give grantee option to select different levels of status eg 501(c)(3), 509(a)(1), 170 (b)(1)(A)(1) We provide drop down list at each level. Is this deemed no longer necessary due to the YourCause profile? Can we pull that information from YourCause profile into our database?

Comments

  • Jason Kelliher
    Jason Kelliher Blackbaud Employee
    Ninth Anniversary Kudos 2 Name Dropper Participant

    @Kecia Haggins
    Do you still run “Tax Status Verification” on Organizations after application are submitted? Regardless of what an applicant self selelcts, it is recommended to use the Due Diligence > Tax Status Varify" on Organization records to confirm, this can be done in batch on the workspace for a group of Organizations as well.

  • Kecia Haggins
    Kecia Haggins
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Jason Kelliher I just gave it a try and it didn't update in batch. I'll troubleshoot. Thx for quick response

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