Profile Update Process

Frequency

For Organizations That Already Have a Profile

NEW AS OF AUGUST 2023

The Giving Partner is increasing its efficiency in preparation for the 2024 Giving Challenge! You’ll notice that there are several fields that are now temporarily hidden, and a reduced number of required fields to update for an existing profile. You can view the new requirements in the updated Checklist.

PROFILE EXPIRATION DATE

This field is an internal control utilized by the Community Foundation of Sarasota County. It is tied to the expiration date of the organization's State Charitable Solicitations Permit or their fiscal year end date if they are exempt from having a State Charitable Solicitations Permit.

FOUNDATION REVIEW PROCESS

The review process for your profile will now be conducted annually based on when your State Solicitations permit expires (or when your fiscal year ends if your organization is exempt from providing a State Charitable Solicitations Permit). However, since your profile is your way to show the impact your organization is having on the community, please feel free to make edits as needed.

Update

It is important to follow the steps below to ensure you’ve not missed anything necessary for us to review and re-approve your profile: 

  • Update Profile Administrator(s) to your organization's profile account that can assist in updating your profile fields. 
    • Have all Profile Administrators mark notifications@givegab.com as a safe sender to ensure important emails make it to your inbox.
    • Please do NOT “Unsubscribe” to any emails from GiveGab, otherwise you will no longer receive IMPORTANT notifications about your profile.
  • Update your organization’s profile online using this CHECKLIST.
  • After your updates are completed, click the SUBMIT PROFILE FOR RE-VERIFICATION button.
    • Our foundation's profile review team will look at your profile and notify you if it is completed or if certain fields need to be edited.
    • If you've missed any required fields or have not provided the correct documents/data, your profile status will indicate Re-verification Pending until you have provided correct documents/data.

After our review:

  • You will receive an email indicating one of the following profile status.
    • Re-verification Pending - Key updates are due (refer to the profile update checklist)    
    • Submitted for Re-verification - Profile is in line for review  
    • Re-verification (In Review) - Profile is being reviewed
    • Approved - Profile is up-to-date. This status signifies that the organization has provided required content and key information was reviewed by our team (this is not a grade, rating, or certification).