Appendix D: Links and Resources

 This is from Appendix D. Hall, E. B. & Hinkelman, R. M. (2022). Perpetual Innovation™: Strategic planning for nonprofits and the art of impactful giving: the gift of giving, the art of caring. Retrieved from:
[Look for these links/hyperlinks and more on web site.]

Assessment Organizations Ratings & Reviews

  • An overview article of Charity Assessment organizations on Wikipedia (current article, no editorial issues).
  • ranks charities within categories. This is the most important site for someone considering which causes to select for charitable giving. Ranks larger Nonprofits. Encompass® rating to rate governance and transparency on impact. Great starting point.
  • rates many bigger nonprofit organizations. Great starting point.
  • does a deeper dive into the non-profit, reporting, officers and programs. Large organizations including many in US and UK. Good starting point. (Candid is the umbrella organization for the Foundation Center and GuideStar, offering more than 88 years of service related to nonprofits.)
  •, by the BBB Wise Giving Alliance, provides a Better Business Bureau type of list Nonprofit organizations. It also provides a BBB-type of environment for reviews and complaints. (As with BBB, use this customer complaint feature carefully. A very large national or international organization might have thousands of complaints but only a tiny fraction of all customers served.)
  • has a searchable database of charities that qualify for charitable tax deductions. Since most people like the added benefit of a tax deduction from their charitable giving, Non-Profits must remain vigilant in maintaining their tax-exempt status as well as their qualifications as a charitable organization. (But, remember, the IRS filings are always a year or more behind. This year’s tax forms are for last year, and organizations can defer filing for months. The IRS takes time, usually 3-years, before removing an organizations tax-exempt status for non-filing. Smaller orgs don’t have to provide as much information.)
  • An excellent article in  Forbes by Nancy Andersen discusses these important online resources for someone selecting a charity, and therefore, critical to the Nonprofit charity as well.
  • On December 28, 2021, New York Times offered advice on the Gift of Giving and how to make the most impact with your donations.
  • Social Media, especially Facebook and LinkedIn pages, for the charity will have followers, likes and even ratings that will offer clues as to the quality of the organization and the programs/services provided. Many charities have blogs and resource pages as well. 

Assessments For Other Countries

Credit Rating Agency does credit ratings for many types of organizations. They rate organizations and government entities for financial risk. Bonds are rated from highly rated blue chip to junk bonds. Credit rating is a highly concentrated industry, with the “Big Three” credit rating agencies controlling approximately 95% of the ratings business.[3]

Tax Exemption


Hall, E. B. (2023). Perpetual Innovation™: Club management workbook focusing on the most impactful giving. ISBN: 979-8859024810

Hall, E. B. & Hinkelman, R. M. (2022). Perpetual Innovation™: Strategic planning for nonprofits and the art of impactful giving: the gift of giving, the art of caring. ISBN: ‎ 979-8842614615   Retrieved from: