Required Eligibility: For Good

One of the payment processing options for your Bonterra software is For Good.

In order for an organization to be eligible to use For Good as a payment processor, they must be listed under one of the "acceptable" tax statuses; these tax statuses are designated by the IRS, and can be identified through the IRS' Tax Exempt Organization Search Tool.

We may ask you to provide additional information about your organization's eligibility, based on certain official documentation.

NOTE: For organizations located in California, additional verification for eligibility is required. For more information on this process, please see our related guide.

Below, please find a list of "acceptable" documentation, as well as the various eligible statuses that are qualified by that documentation:

Acceptable Documentation for Proof of Eligibility

Verified/Good Standing on GuideStar

For Good takes GuideStar as a valid "source of truth," meaning that if a nonprofit organizaiton is listed on GuideStar as "good" or "verifiable," the information can be used as truth and no further documentation should be required.

Pub 78 listing on the IRS website with the following "deductibility" code:

• PC - A public charity

• POF - A private operating foundation

• GROUP - A parent nonprofit organization holding a "group exemption," whose child organization falls under their tax-exempt status

• SO - A Type I, Type II, or Type III functionally integrated supporting organization

Letter of Determination (LoD) with the following tax statuses:

• 4940(d)(2) - Private operating foundation exempt from paying excise taxes or investment income

• 4942(j)(3) - Private Operating Foundation (Other)

• 170(b)(1)(A)(i) - Church

• 170(b)(1)(A)(ii) - School

• 170(b)(1)(A)(iii) - Hospital or medical research organizations

• 170(b)(1)(A)(iv) - Organizations which operate for the benefit of a college or university and is owned or operated by a governmental unit or the general public

• 170(b)(1)(A)(v) - Governmental Unit

• 170(b)(1)(A)(vi)/509(a)(1) - Organizations which receives a substantial part of its support from a governmental unit or the general republic

• 509(a)(2) - Organizations that receive a substantial part of its support from contributions, membership fees, and gross receipts from activities that further its exempt purpose

• 509(a)(3) Type I - Type I supporting organizations

• 509(a)(3) Type II - Type II supporting organizations

• 509(a)(3) Type III - Type III functionally integrated supporting organizations

Listing on a Parent Church's website

• Official Catholic Directory (OCD)

Unfortunately, certain tax statuses are unable to use this for donation processing. Below, please find a list of tax statuses that cannot be accepted to verify eligibility:

Documentation That CANNOT Be Used for Proof of Eligibility

IRS Business Master File (IBMF)

Pub78 listing on the IRS website with the following "deductibility" code:

• SONFI - A Type III non-functionally integrated supporting organization

• PF - Private foundation

• UNKWN - An nonprofit organization whose status has not been determined

Letter of Determination (LoD) with the following tax statuses:

• 170(b)(1)(A)(ix) - Agricultural Research Organization

• 509(a)(4) - Organization organized and operated to test for public safety

• 509(a) - Private, non-operating foundation

• 509(a)(3) - Type III non-functionally integrated supporting organization

There are also additional statuses that require additional documentation, such as:

Additional Documentation for Proof of Eligibility Required

Pub 78 listing on the IRS website with the following "deductibility" code:

• SOUNK - A supporting organization, unspecified type

Letter of Determination (LoD) with the following tax statuses:

• 509(a)(3) - A supporting organization, unspecified type

What are the eligibility requirements to use For Good? | Why is my organization not eligible for For Good donations? | What tax status is required to use For Good? | Can private foundations use For Good as a payment processor? | What documentation is needed to verify For Good eligibility? | Does GuideStar verification qualify us for For Good? | Why does my IRS deductibility code affect donation processing?