Grantmakers have enough tax information to remember as is…let Tax Status Plus take some of that burden off of you and your staff. Learn how Tax Status Plus can save you time by creating organizations for you as it verifies them against the IRS database. Additionally we will review how to verify existing organizations in your GIFTS database against the IRS tax database, ensuring your foundation's information is current and correct. Our latest addition, Watchlists Plus, is also a module that keeps your organization's best interest in mind. Learn how Watchlists Plus can help you be compliant with the Patriot Act. Verify organizations and contacts against international watch-lists and learn how to set security to suggested levels. Also learn about the audit trail created during the check, an important step in the process. When it comes to IRS and OFAC compliance, your organization can't afford to miss this class!

Class Size
Each class will hold, maximum, 16 students from multiple organizations. We ask that each organization allow no more than 4 people to sign into each class. Each group can allow as many students to fit around a computer as possible for each course, but we ask for larger groups to delegate one person to sign into the WebEx and do the question asking and that the phone remains on mute in the interim to keep the class moving along.

4 Participants per Organization, per Class
Larger foundations and corporations with many GIFTS users or with more than one office location are advised to allow only 4 people to sign in from your organization, per class. As stated above, the maximum class size is 16 students, so this 4 per organization restriction keeps the class moving along and allows multiple organizations to join, thereby allowing a variety of interaction/Q&A.

To sign up for any of our classes or for more information, please call our Educational Services Department at 1.800.899.0890 (select option 3), or email us at training@microedge.com.

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