“Paragon Philanthropy was a wonderful partner in assisting Omaha Community Foundation with an Equivalency Determination on a nonprofit in India. They were thorough in facilitating the ED, timely, and always kept us up-to-date on our progress. We had complete confidence in the final product we received and were able to provide for a donor.”

— Hillary Nather-Detisch, Director of Donor Accounts, Omaha Community Foundation

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In addition to the Equivalency Determination letter issued to the grantmaker by a collaborating outside Qualified Tax Practitioner, Equivalency Determination PLUS includes watch list screening (SDN search, etc.) at the Silver Vetting level while the ED is current, review of foreign country requirements, and review of the grant agreement (should you choose to have one). We handle all communications with the foreign grantee, secure grantee signatures, obtain wire transfer information, and confirm receipt of funds. 

Our service includes pre-screening for any red flags, reducing the chance that you will pay for an ED that is unsuccessful. There is no membership fee. Furthermore, an organization appearing in the Paragon vetting database may be eligible for expedited or discounted vetting.

Our team manages the following steps for your family foundation, corporate foundation, or donor advised fund:

2. Review of Foreign Country Requirements

• Review regulations in the foreign country affecting the grantee and the grantmaker, and verify compliance. Alert client to any foreign country restrictions on the operations of civil society organizations that might be of particular concern.

5. Grant Agreement

• When applicable, transmit the grant agreement and related documents to the grantee and secure signatures.