Questionnaire for Equivalency Determination (ED)


Welcome to the NGOsource Equivalency Determination (ED) service!

Sometime within the past five years, a U.S.-based foundation collected historical information from your organization about how it is structured, how it operates, and how it receives support to do its work. The foundation reviewed this information to determine if the organization could be considered the equivalent of a U.S. public charity. This process is called “equivalency determination” or “ED.”

Your organization authorized the foundation to transfer that information to NGOsource to make it easier for you to apply for funding from U.S. grantmakers in the future. NGOsource, a project of the Council on Foundations and TechSoup, streamlines the ED process for NGOs and foundations by providing a central repository of this information. NGOsource’s member grantmakers will be able to request EDs much more quickly and easily. What this means for you is less paperwork and faster review of grant applications from U.S. foundations.

There is absolutely no cost to you. NGOsource only makes this information available to the NGOsource team to conduct EDs and make ED certificates available to those who use our service. We take privacy seriously, as you can see in our privacy policy.

One of the grantmakers that use the NGOsource service has now asked us to conduct an ED for your organization. NGOsource has used the information we received about your organization to prepopulate an online ED questionnaire. NGOsource will need some minor updates, but the time required will be a small fraction of what it would normally take.

We request that you complete the following:

  • Accept Terms of Use
  • Review the ED questionnaire that you previously submitted to us.
  • Inform us of any changes to material facts that may have happened to your organization since you were previously evaluated.
    (You will find a more detailed explanation of material facts on the next screen.)
  • Provide updated financial information, if applicable.
    (A more detailed explanation will be provided on a later screen, along with a place to enter the needed information. Educational institutions, government institutions, hospitals, and churches are not required to submit financials.)

We thank you for working with NGOsource to complete your equivalency determination. Please do not hesitate to let us know if you have any questions or need help.

Need help?

If you have any questions as you fill out the questionnaire, please click on the gray +Help box near the top right of the screen. The +Help box will display the email address for your NGOsource customer service representative as well as links to the FAQs and glossary. Your customer service representative will be able to help you through the equivalency determination process.

If you have trouble connecting to the internet, you will have the option to print out your application after the first section of the questionnaire. Please contact your customer service representative for assistance with mailing or faxing your application back to NGOsource.