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Giving & Partnership Review

Investigate an organization, intended use of support and unanswered questions before committing.

Make
An organization review, proposed contribution record and reporting questions.
Working time
30–50 minutes · estimate
Start with
An organization or public-benefit proposal to research.

Learn

Build on what you can show.

Start with the organization’s mission, program evidence and official contact route. Match your intended contribution to an actual need. Compare public records with the organization’s own explanations and leave conflicts visible.

Clarify who would receive the contribution, permitted use, any restrictions, fees and the reporting arrangement. Time, skills, goods and money require different practical arrangements. Do not infer that a proposed partner has accepted your terms.

IRS Tax Exempt Organization Search provides status and filing information, but some eligible recipients may be absent from Publication 78 data. Use the IRS explanation of other eligible donees when relevant. A listing is not a program-quality rating, and this worksheet does not determine the tax treatment of a gift.

Worked example and review

Use the fictional example to inspect the fields and export formats.

The fictional review supports further questions only. It establishes no gift, partnership, tax status or deduction.

Apply

Make your working record.

Review one organization or a fictional proposal. Record the sources behind its claims, the proposed use of support and the unresolved questions that matter to your decision.

Work privately in this tab. Download a copy before leaving; refreshing clears unsaved entries. This tool sends no form entries to the District or a third-party AI service. Use service labels and non-sensitive examples where possible.

Organization and program review · start here

Use public sources. Keep private financial, trust and beneficiary records elsewhere.

Organization and program review
Proposed contribution or partnership · start here

This tool records a proposal and does not send funds, make a pledge or establish a partnership.

Proposed contribution or partnership
Reflection and next action

Which unanswered question would change your decision to contribute or partner?

Reflection and next action

Keep an editable copy.

Text is useful for reading and editing; CSV opens as a field log; JSON can reopen this workspace later.

Show evidence / Reflect

Review the work, then choose a next step.

  • The organization and official source are identifiable.
  • Claims, independent records and unresolved questions remain distinct.
  • Recipient, use and reporting expectations are recorded.
  • No commitment or tax conclusion is inferred from an incomplete review.

Reflect: Which unanswered question would change your decision to contribute or partner?

Record your observation and next action in the reflection fields above. Estimated activity time and examples have not been independently validated with learners.

Next step

Continue the learning.

KN101 · Signal to Skill ↗BIZ101 · The Useful Business Lab ↗

Sources and further reading

These original activities use the source pages below. Source review: October 31, 2026. External programs may have their own fees and prerequisites.