
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 fieldnoteOrganize information around the decision you intend to make. Mission fit, historical context, organization identity, and current verification answer different questions. 5 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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Read expense totals, ratios, and fundraising efficiency without confusing financial composition with program outcomes.
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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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Understand the source’s expense-based size bands and use scale as context rather than a shortcut for mission fit.
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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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