
A giving checklist: research, verify, then decide
A practical sequence for mission research, organization identity, current information, and the checks appropriate to a proposed gift.
Read the fieldnoteFollow a repeatable research process: define the mission that matters, identify the organization, read the source record, and document the questions that require additional evidence. 4 complete guides are collected here.

A practical sequence for mission research, organization identity, current information, and the checks appropriate to a proposed gift.
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Build a practical research process around mission, identity, historical financial records, and the questions that still need verification.
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Keep similarly named organizations distinct, preserve identifiers correctly, and separate identity from current verification.
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Use location and mission-based browsing to create a focused shortlist without assuming a state code defines the service area.
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