Questionnaire for Renewal of Equivalency Determination (ED)


Welcome back to the NGOsource Equivalency Determination (ED) service!

In the past, NGOsource conducted an equivalency determination for your organization as requested by a grantmaker in the U.S.

At that time, you sent NGOsource detailed information about how your organization was organized and operated. NGOsource determined that your organization was equivalent to a U.S. public charity according to U.S. tax law.

NGOsource issued an equivalency determination certificate for your organization to the U.S. grantmaker that requested it. Organizations that NGOsource has certified do not need to go through the process again when other grantmakers request an ED for them, and only need to send updates to extend their certificate’s validity period. Both the organization and grantmaker save time and money by using information already contained in the NGOsource ED repository.

One of the grantmakers that use the NGOsource service has now asked us to renew your ED certificate. This renewal will extend the validity period of your certificate.

For the ED renewal, 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 the renewal of 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.