GuideStar for Grant Applications

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Written by Hanna Smith

Last published at: September 10th, 2019

GuideStar for Grant Applications allows applicants to populate responses to specific questions on a GLM form using data from their GuideStar profile.


Building "GuideStar for Grant Applications" Questions


  1. When editing a form, click Add GuideStar Question. 
  2. In the pop-up that appears, select the GuideStar question you'd like to add to your form. Then click Add Selected Question.
      
  3. The question now appears on your form with a GuideStar icon next to the label. 
  4. You may edit the instructions, required type, character limit, etc. just like a non-GuideStar question.
    • GuideStar questions cannot be made read-only.


Using "GuideStar for Grant Applications" Questions


When filling out a form, an applicant can follow these steps to use this feature: 

  1. Click Copy GuideStar Profile. 
  2. In the pop-up that appears, the applicant can select any data from their GuideStar profile to copy into corresponding GuideStar questions on the GLM form.
     
  3. Click Copy Answers. The data will then automatically be added to the corresponding form question.
  • GuideStar questions on a GLM form can be filled out manually as well, just like any other question types. 
  • Applicants do have the ability to edit their responses after pulling in the data from GuideStar.
  • Pulling in a response from GuideStar will not overwrite an existing response on a GLM form.

If an applying nonprofit organization has not yet claimed their GuideStar profile or filled out the profile information, they will not be able to use this feature until they do so.


This resource from GuideStar provides more detail about what each question refers to within a GuideStar profile. https://learn.guidestar.org/hubfs/Docs/2019-GuideStar-Profile-Standard.pdf