NTEE info automatically updated through Guidestar

On the Grantee tab: When the tax info is updated through Guidestar, it would be great if teh Program area was updated using the NTEE code. Impact: It would make the program area coding more consistent and easier.
  • Guest
  • Aug 11 2015
  • Planned
  • Attach files
  • Guest commented
    March 16, 2022 18:53

    The NTEE would be great, primarily because it is the classification utilized by the IRS. However, I know that Candid was considering removing the NTEE classifications and replacing it with their own Philanthropy Classification System (PCS) on Guidestar profiles. They actually did remove NTEE values from org profiles last year. I put in a request to Guidestar to add the NTEE back which they did. I think that they should continue to use both. It would be great though if the download recommended in this idea could also include Candid's Philanthropy Classification as a secondary org description since the language is more up to date in that index.

  • Admin
    Benton Austin commented
    May 29, 2019 15:32

    We have created a User story to include this in our 14.71 release.

  • +40