I wanted to share a Flow (NO CODE) that can do a Nonprofit Charity Check and retrieve tax record Data for US-based nonprofits and foundations. I recorded a Demo and overview of the build if you're interested. I think this could be really helpful for nonprofits and foundations that need to review 990s, tax exempt status, and lookup EINs. It still has room to grow as I hope to dig into NTEE codes and Funding Codes that are part of the 990 data and could help identify orgs funding or working on a particular issue.
View: Demo/Overview On Youtube
So Part 2, what are your ideas? What other things do you wish you could have a flow reach get, to display about an organization, or update your records in Salesforce with updated data and save your staff time and help your organization? Do you know of a free API where this data exists but you don't know how to access it? If so, please share it in the comments. I'd like to continue to expand this flow to make it easy for
nonprofits to keep data up to date and have easy access to data that can help inform their work all without having to leave Salesforce.
I'm excited to check this out, thanks! While the nonprofit I work at doesn't really do this kind of data tracking or work, as with most things, I'm sure there's elements I can incorporate into what we do.
My biggest back burner idea/hope is around helping my coworkers who constantly have to go to our state's assessment/taxation website to look up their client's property records and copy the data to our system. We use grant funding to help make energy efficiency upgrades to homes like efficient lightbulbs, weatherizing homes with insulation, and solar panel installation accessible to low/moderate income residents. And use all that information for reporting purposes. I know there is some kind of "Open Data Portal" for our state, but I haven't had time, or the knowledge/experience, to properly investigate.
