To access the Annual Review Questionnaire, click on View/Edit in the Documents tab.

To send the questionnaire to your client, select "Copy link" and send the link to them directly via email.

When your client receives and clicks on the link, they will be taken directly to the questionnaire. They will have to enter their first name, last name and email.

Previous information will be pre-filled, and your client will need to make sure all information is still accurate and update them as needed.

Once your client clicks on "Acknowledge," they will be prompted to review and/or include information to verify their nonprofit, including:

Additionally, your clients will be required to fill out specific information by state.

When your client is finished filling out all the sections of the questionnaire, they may click on Save and complete in the "Fundraising agreements" section.

Once your client clicks on "Submit," the completed questionnaire will be sent to your law firm, in which you can then view it via the dashboard.

Please note: The questionnaire cannot be edited by your client once it has been submitted.

Your client will be notified on the next page that the questionnaire has been completed. If they'd like to continue monitoring the status of their renewals, they can set up their account on Change by clicking on Confirm your email.

Once the questionnaire has been submitted, you will receive an email notification from Change. From there, you can review the completed questionnaire by going back to the Documents section in the Nonprofits tab, clicking on "..." under Action and selecting "View/Edit."

Any information completed by your client will be highlighted in green with the tag "Edited by nonprofit." You may edit these fields on your end at anytime.

If at any point your client would need to make changes to the questionnaire, you may re-issue access to the form by clicking on Unlock for nonprofit.