Data Security & Compliance at Change

There are only 38 states (including Washington, D.C.) that have fundraising registration requirements for nonprofits, so that is where we’ve focused our efforts.

Of those 38 states, Change supports e-forms for 29 states and physical filings for 9 states. Each state has their own method of filing renewals, so we’ve built a platform that accommodates these differences.

Change takes a tech-first approach to collecting information needed in order to complete charitable registrations and renewals.

Sometimes, needed information for state filings can be gleaned from existing documents – like Form 990s, audits, and commercial agreements.

Change provides a Digital Document Center to which charities can upload these documents. The Document Center acts as a centralized dashboard to manage this information and assists legal professional when filling out the state forms.

Change also provides a questionnaire that consolidates all questions across all necessary jurisdictions (38 states). This lets legal professionals send a single questionnaire to their charity client for more streamlined data retrieval.

And finally, Change parses data from previous Form 990s (that are uploaded to the Document Center) to accelerate the process. This jumpstarts your charitable renewals and lets legal professionals easily resolve questions whose answers stay consistent year over year, like EIN or mailing address.

Before finally submitting everything to the states, legal professionals are able to review the information in Change and share the final forms with their charity clients to double check that all submitted information is correct.

Change is a cloud-based solution and is SOC 2 Type II certified. All client data is securely stored by Change. That way, your firm doesn’t need to worry about it!