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Steps for Completing the Accountability Wizard

  1. Create Account: Login and begin filling out the basic organizational profile.  You can also pay the enrollment fee of 1% of 1% of annual expenses and upload documents.
  2. Answer Accountability Wizard: After the enrollment fee is received, you can walk through the Accountability Wizard.  The Accountability Wizard is designed to help you if you have any questions. We encourage you to submit the Accountability Wizard as soon as possible, but you have up to 1 year to submit your answers for review*. 
  3. Get Initial Review Report: After submitting your answers, Charities Review Council staff independently verifies your answers and sends you an initial review report.  If there are any unmet standards, our staff is available to help.  You have up to one year to submit your answers.
  4. Finish and Make Review Public: Once you have met all standards your review will be ready to go public, but before your review is finished, you have an opportunity to finalize your organizational profile to help donors better find you on our website.  A finished review is public for three years from the date the Council completes its review.

 

*If an organization does not submit the Accountability Wizard within 1 year of creating an account, the account will be deleted. Once the organization is ready to begin the review again, it can simply create a new account.