An electronic or hard copy of the ED Certificate and accompanying paperwork is the only record that a grantmaker needs for legal purposes and regulatory compliance. The certificate is issued in the name of the NGOsource member and cannot be shared outside the member organization.
Certificates and accompanying documentation are available through the Grantmaker Portal as a PDF and may be printed or downloaded. We encourage you to print or download the ED Certificate during the validity period, as certificates are automatically generated as of the date of the information on file. For this reason, a certificate generated after the validity period may no longer contain the information available at the time of its initial validity. (For example, if an organization changes its name, a certificate generated after the name change will include only the new name.) You will not need to keep other diligence materials, though you may refer to them via the Grantmaker Portal.