Guidestar Charity Check Plugin - Old Version
Plugins allow you to extend your Zengine experience by adding new screens (full-screen plugins) or functionality to existing screens (inline and record overlay plugins) within Zengine. You can browse our public marketplace to find plugins relevant to your Zengine use case. Learn more about plugins here.
In this article
Guidestar Lookup Plugin
The Guidestar Lookup will use an EIN entered into a field to reach out to Guidestar and pull all the associated information about that non-profit into a panel within the Zengine system.
In order to set up Guidestar, go to settings and find the Guidestar icon.
You will be brought to this page:
Select the form from which you'd like to perform a Guidestar lookup. The form must contain a Tax ID/EIN. Select that as the field from the second dropdown. Then click Save.
In order to run a Guidestar lookup for a submitted record, go to the overlay panel for the record in question and click the star/Guidestar Lookup icon.
If there is no organization, you will see the following:
However, if there is an organization associated with that EIN, you will be brought to its 990.