1. Initiate your account
Complete our web form to initiate a new review.
2. Pay enrollment fee
The enrollment fee is 0.02% of your organization’s annual expenses and can be paid by check or credit card over the phone.
3. Receive account login information from the Council
Once payment is received, Council staff will create your account within the Wizard and send you the login information to get started.
4. Answer Accountability Wizard® questions and upload required documents
We encourage you to submit the Accountability Wizard® review as soon as possible, but you have up to one 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.
5. Receive Initial Review Report
After submitting your answers, Charities Review Council staff independently verifies your answers, then sends you an initial review report within a few weeks with any resulting action items. Your organization will be listed as a “Review in Progress” for up to one year or until all Standards are met.
6. Partner with Us to Meet Standards®
If there are any unmet Standards, our staff is available to help you come into compliance. There are many resources available within the Accountability Wizard®, but do not hesitate to contact us if you have questions or need more resources to address your action items.
7. Make Review Public
Once you have met all of the Standards, your review report will be made public on the Council’s website and you will gain access to the Meets Standards® Seal, to use on your website, social media, and/or printed materials. A finished review is public for three years from the date the Council completes its initial review.