Receiving your questionnaire
Your compliance specialist will email you a link to your annual questionnaire. Click the link to open the questionnaire.
Initially, you will have to enter your first name, last name and email.
Next, acknowledge your Compliance Specialist’s message.
Filling out your questionnaire
Once you have clicked on "Acknowledge," you will see three tabs to the questionnaire:
Nonprofit information
Individual state information
Fundraising agreements
Additionally, you will be prompted to review and/or include information about your organization, including:
General information
Organization information
Addresses
Organization contacts
Extra details
Compliance and legal history
Officers and Board Members
5 Highest paid employees
List of banks
List of accountants
Government grants
Saving your questionnaire
The form autosaves every 60 seconds, but you may also press the Save button on the top-right corner of the questionnaire.
Submitting your questionnaire
When you are ready to submit your questionnaire, you may click on Save and complete at the bottom of the "Fundraising agreements" tab.
Once you submit your form, it will be locked for further review. To make further edits, you’ll need to contact your Compliance Specialist.
Note: All form fields are required to submit the questionnaire.
If a question does not apply to your organization, please enter “N/A.” If you try to submit the form before completing all required fields, you will be prompted to finish the missing information. When this occurs, the tabs at the top of the form will indicate how many fields still need to be completed on each tab. Please review each tab, fill in any remaining fields, and then attempt to submit the form again.
You will then be notified on the next page that the questionnaire has been completed.
To continue monitoring the progress of your renewals, sign up for an account on Change by clicking on Confirm your email.
Check your email inbox for a confirmation email from Change. Click Set password to finish setting up your account.
Click here for more details on how to track your renewals via the Change dashboard. For additional support, you may contact support@getchange.io.