Highly recommended data fields

Enable us to more accurately process or update your data

1. Transaction ID: Unique ID used to identify a grant. This may be alpha, numeric, or alphanumeric data and should align with the ID in your grants management software. If you need to request revisions or additions to grants already submitted, you must provide the Transaction ID.

2. Recipient ID: Recipient organization's Employee Identification Number or international equivalent.

3. Recipient ID type: The type of or issuer of the recipient identifier provided. (e.g., EIN, Australian Business Number).

Enable us to more accurately code your grants

4. Grant title: Short descriptive title for the grant or other support.

5. Grant program area: Specific program area name used by the funder to categorize the support.

6. Grant subject(s): Describes WHAT is being supported. To ensure the highest level of accuracy for your data, please code your grants using Candid’s Philanthropy Classification System or send us your taxonomy so we can create a crosswalk. If assigning multiple codes, please list codes in order of priority, separated by a semicolon (;). Please use the most appropriate lowest level code rather than listing the hierarchy. If using the PCS, either the term or the code may be used.

7. Grant population(s) served: Describes WHO is being supported. To ensure the highest level of accuracy for your data, please code your grants using Candid’s Philanthropy Classification System or send us your taxonomy so we can create a crosswalk. If assigning multiple codes, please list codes in order of priority, separated by a semicolon (;). Please use the most appropriate lowest level code rather than listing the hierarchy. If using the PCS, either the term or the code may be used.

8. Grant support strategies: Describes HOW the organization/individual is being supported, such as Scholarships, Equipment, Regranting, Participatory grantmaking. To ensure the highest level of accuracy for your data, please code your grants using Candid’s Philanthropy Classification System or send us your taxonomy so we can create a crosswalk. If assigning multiple codes, please list codes in order of priority, separated by a semicolon (;). Please use the most appropriate lowest level code rather than listing the hierarchy. If using the PCS, either the term or the code may be used.

9. Transaction type: Describes HOW the award is being distributed. Cash grants will be assumed if no other information is provided. Please be sure fair market value or equivalent amount is supplied in Amount column. To ensure the highest level of accuracy for your data, please code your grants using Candid’s Philanthropy Classification System or send us your taxonomy so we can create a crosswalk. If assigning multiple codes, please list codes in order of priority, separated by a semicolon (;). Please use the most appropriate lowest level code rather than listing the hierarchy. If using the PCS, either the term or the code may be used.

10. Geographic area served: Describes where the grant is providing support. Please be as specific as possible and avoid negative or catch-all terms such as "Not California," "Statewide," or "Other." Please be sure to provide at least one parent/child relationship when listing places to ensure the correct place is being assigned - such as city, state (within the US); city, country (outside the US); or region, country. If a grant serves multiple areas, please separate these with a semi-colon or other delimiter. Be sure to use a different delimiter than what is used in your hierarchy. For example, use a comma to separate a city, state and a semi-colon to separate that city, state from an additional location: Newport, KY; Italy.

11. Fund type: Fund type from which grants were allocated. Commonly used by community foundations. One of the exact terms below must be used for this field:

• Agency endowment funds

• Charitable gift funds

• Commercial gift funds

• Deferred gift funds

• Designated funds

• Diaspora funds

• Discretionary funds

• Donor-advised funds

• Federated funds

• Field-of-interest funds

• Restricted funds

• Scholarship funds

• Tribal funds

• Unrestricted funds

• Venture philanthropy funds

• Women's funds

Enable us to to capture multi-year grants

12. Grant duration (in months): Duration of funding at the time the support was awarded, expressed in months.

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