One: Complete web form to initiate a new review.
Two: Pay enrollment fee
The fee is 0.02% of your organization’s annual expenses and can be paid by check or over the phone with a credit card.
Three: Receive account login information from the Council
Once payment is received, Council staff will create your account and send you the login information to get started.
Four: Answer Accountability Wizard® questions and upload requiredred documents
We encourage you to submit the Accountability Wizard ® as soon as possible, but you have up to 1 year to submit your answers for review. Make sure to submit your Accountability Wizard® within a year of creating your account, so hard work is not lost. We’re not able to hold applications over a year.
Five: Receive Initial Review Report
After submitting your answers, Charities Review Council staff independently verifies your answers and sends you an initial review report within a few weeks of any resulting action items. Your organization will be listed as a “Review in Progress” until all Standards are met (for up to 1 year).
Six: Partner with Us to Meet Standards®
If there are any unmet standards, our staff is available to help you come into compliance. Do not hesitate to contact us if you need more/different resources to address your action items.
Seven: Make Review Public
Once you have met all Standards, the review report will be go live on the Council’s website. A finished review is public for three years from the date the Council completes its initial review.