Pre-enrollment Form Before you begin, please take a minute to learn about the Pre-Enrollment process and noteworthy information about the Accountability Wizard. The pre-enrollment is designed to help you determine whether your organization is ready to go through the Wizard.
Am I starting the Wizard if I fill in the pre-enrollment form? No. The pre-enrollment is designed to collect basic information about your organization to determine whether the Accountability Wizard is appropriate for your organization.
Can I start the pre-enrollment and then come back? Your answers are not saved in the pre-enrollment form until you have completed ALL of the questions. If you leave the form before completing, you will need to start the form over again.
How many questions do I have to answer for the pre-enrollment form? The pre-enrollment form asks 12 questions designed to gather basic information about your organization, and determine whether your organization is suited to the Accountabiltiy Wizard.
What happens if I back out of the pre-enrollment form? Nothing. The pre-enrollment is not complete until you've answered the last question. If you back out, you will need to start the enrollment form from the beginning.
What if my organization hasn't been in business for more than three years? If not, please contact us at the council to discuss whether you should enroll. Generally, we require three years of IRS Form 990's for verification of your organization's financial integrity.
What if my organization is a grantmaker or a supporting organization? If your mission is to raise money for another organization or organizations, please contact the council. Our financial standards may not be relevant to your organization. Contact the Council to see if enrollment might hinder your organization rather than help at wizard@smartgivers.org.
Please consider each question in the pre-enrollment carefully. And, remember, if you are unable to complete the pre-enrollment and leave the system, you will need to start the form again. If you are unsure as to whether your organization should go through a review, please contact us.
Begin the Pre-Enrollment Form >>
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