What are Charity Check alerts?
Charity Check alerts are e-mails that inform you of various status changes (or "events") for organizations in your watch list (see question 5 to learn how to set up a watch list).
Which events will trigger e-mail alerts?
You select which events will trigger alerts for the organizations in your watch list. An alert can be triggered when an organization in your watch list is:
Note: All alert events you select will automatically apply to all organizations in your watch list.
How do I set up alerts?
Click the Configure Alerts link within the Charity Check preview or full report on any organization's report page, or use the Manage Alerts interface located within the Charity Check area of your My Account page. To access your My Account page, click the My Account link at the top of most pages on our site.
What is a watch list?
Your watch list comprises up to 20,000 organizations for which you would like to receive alerts. You can add organizations at the time you set up your watch list or at any time thereafter.
How do I add organizations to my watch list?
You can add organizations to your watch list in any of the following ways:
How do I import a file of organizations to create or manage my watch list?
Use an Excel (.xls, .xlsx, .csv) file containing only the organizations' EINs. Note: The import will overwrite organizations already in your watch list.
View sample Excel fileView sample CSV file
Can I edit alerts after they’re initially set up?
Yes. Visit the Manage Alerts section of your My Account page area to edit your alerts. Access your My Account page by clicking the My Account link that appears at the top of most pages on the site.
Where are the alerts sent?
Alerts will be sent to the e-mail address associated with your GuideStar account. If you prefer alerts be sent to a different e-mail address, you will need to change the e-mail associated with your GuideStar account. Click the My Account link at the top of most pages on our site, then the Edit Account Settings link under Manage My Account. If you need assistance, contact us at email@example.com, and we'll be happy to help. Note: If you change the e-mail address associated with your GuideStar account, you will need to use the new address to sign in to GuideStar.
Are individual alert e-mails sent for each organization in my watch list?
No. Alert e-mails are sent as a digest per alert event. For example, if alerts are configured for Business Master File exclusion and 10 organizations in your watch list are excluded from the latest BMF, you will receive a single e-mail containing information about those 10 excluded organizations.
My organization has a multi-seat license for Charity Check. Will alerts be set up at the account holder level or at the individual seat holder level?
To allow for maximum flexibility, Charity Check alerts are configured at the individual seat level. Each seat holder can maintain his or her own watch list.
When are the alerts sent?
When information on the following events affecting an organization on a watch list is imported into the GuideStar database; imports occur automatically upon publication of the data by the IRS or OFAC:
When are the revocation list, BMF, Publication 78, Internal Revenue Bulletin, and OFAC updates published?
*Note: The release date of all IRS publications is solely at the IRS's discretion. In the past, there have been exceptions to the publishing schedules noted above.
I haven’t received an alert since setting up my watch list. Is there a problem?
There are several reasons why you may have not received an alert:
Will I receive an alert when an organization is removed from the Nonfiler Automatic Revocation List, or reinserted into Publication 78 or the Business Master File?
No. Alerts are only sent for "red flag" events, and they are sent each time such an event occurs.
For example, you receive an alert advising you that an organization on your watch list does not appear in the in the latest release of Publication 78. A month later, after an update to Publication 78 has uploaded automatically to the GuideStar database, you receive another alert advising you that the organization is not in the latest Publication 78. You will continue to receive an alert upon each successive release of the Publication 78 until the organization in question once again is included in Publication 78.
Is there a maximum number of organizations I can place on my watch list?
Yes, 20,000 organizations.
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