Due diligence and proper research is an imperative part of any decision. To make wise choices, you need real data with up-to-date information to chart your course. When a charity completes a grant application on the Personalized Giving Website™, all information is verified, researched and presented neatly for viewing on the personalized Donor Dashboard™.

The Donor Dashboard™ acts as the information hub. All financials, newsletters, contacts, and non-profit IRS documentation is organized and stored on this site. Each charity has its own folder, which contains all documentation in Adobe Acrobat format. If hard copies of any document are needed, they may be printed directly from the folders. Lastly, if one prefers only the main facts about a charity rather than the details of an annual report, we have created Giving Reports™ for each charity. These reports are one-page fact sheets, which contain all of the information that we believe is pertinent to making a solid giving decision.