<p class="wp-block-paragraph" data-block-type="core">Welcome to the Philanthropy Data Commons (PDC)! </p> <p class="wp-block-paragraph" data-block-type="core">This guide outlines the initial onboarding steps for changemaker organizations participating in the PDC and Exchange. Please review the sections below and share the requested information prior to your scheduled onboarding call. </p> <div class='gf_browser_gecko gform_wrapper gform-theme gform-theme--foundation gform-theme--framework gform-theme--orbital' data-form-theme='orbital' data-form-index='0' id='gform_wrapper_4' style='display:none'><style>#gform_wrapper_4[data-form-index="0"].gform-theme,[data-parent-form="4_0"]{--gf-color-primary: #204ce5;--gf-color-primary-rgb: 32, 76, 229;--gf-color-primary-contrast: #fff;--gf-color-primary-contrast-rgb: 255, 255, 255;--gf-color-primary-darker: #001AB3;--gf-color-primary-lighter: #527EFF;--gf-color-secondary: #fff;--gf-color-secondary-rgb: 255, 255, 255;--gf-color-secondary-contrast: 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url("data:image/svg+xml,%3Csvg width='640' height='640' xmlns='http://www.w3.org/2000/svg'%3E%3Cpath d='M256 128c-70.692 0-128 57.308-128 128 0 70.691 57.308 128 128 128 70.691 0 128-57.309 128-128 0-70.692-57.309-128-128-128zM64 256c0-106.039 85.961-192 192-192s192 85.961 192 192c0 41.466-13.146 79.863-35.498 111.248l154.125 154.125c12.496 12.496 12.496 32.758 0 45.254s-32.758 12.496-45.254 0L367.248 412.502C335.862 434.854 297.467 448 256 448c-106.039 0-192-85.962-192-192z' fill='rgba(17, 35, 55, 0.65)'/%3E%3C/svg%3E");--gf-label-space-y-secondary: var(--gf-label-space-y-md-secondary);--gf-ctrl-border-color: #686e77;--gf-ctrl-size: var(--gf-ctrl-size-md);--gf-ctrl-label-color-primary: #112337;--gf-ctrl-label-color-secondary: #112337;--gf-ctrl-choice-size: var(--gf-ctrl-choice-size-md);--gf-ctrl-checkbox-check-size: var(--gf-ctrl-checkbox-check-size-md);--gf-ctrl-radio-check-size: var(--gf-ctrl-radio-check-size-md);--gf-ctrl-btn-font-size: var(--gf-ctrl-btn-font-size-md);--gf-ctrl-btn-padding-x: var(--gf-ctrl-btn-padding-x-md);--gf-ctrl-btn-size: var(--gf-ctrl-btn-size-md);--gf-ctrl-btn-border-color-secondary: #686e77;--gf-ctrl-file-btn-bg-color-hover: #EBEBEB;--gf-field-img-choice-size: var(--gf-field-img-choice-size-md);--gf-field-img-choice-card-space: var(--gf-field-img-choice-card-space-md);--gf-field-img-choice-check-ind-size: var(--gf-field-img-choice-check-ind-size-md);--gf-field-img-choice-check-ind-icon-size: var(--gf-field-img-choice-check-ind-icon-size-md);--gf-field-pg-steps-number-color: rgba(17, 35, 55, 0.8);}</style> <div class='gform_heading'> <h2 class="gform_title">PDC Onboarding Guide: Changemakers</h2> <p class='gform_description'></p> </div><form method='post' enctype='multipart/form-data' id='gform_4' action='/changemaker-onboarding-guide/' data-formid='4' novalidate> <div class='gform-body gform_body'><div id='gform_fields_4' class='gform_fields top_label form_sublabel_below description_below validation_below'><div id="field_4_1" class="gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><h3 class="gsection_title">STEP 1: Primary Contact Identification</h3></div><div id="field_4_3" class="gfield gfield--type-text gfield--input-type-text gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><label class='gfield_label gform-field-label' for='input_4_3'>Organization Name:<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label><div class='ginput_container ginput_container_text'><input name='input_3' id='input_4_3' type='text' value='' class='large' aria-required="true" aria-invalid="false" /></div></div><div id="field_4_4" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><label class='gfield_label gform-field-label' for='input_4_4'>EIN/Tax ID:</label><div class='ginput_container ginput_container_text'><input name='input_4' id='input_4_4' type='text' value='' class='medium' aria-invalid="false" /></div></div><fieldset id="field_4_5" class="gfield gfield--type-name gfield--input-type-name gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Primary Point of Contact (Name + Title):<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></legend><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row' id='input_4_5'> <span id='input_4_5_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' > <input type='text' name='input_5.3' id='input_4_5_3' value='' aria-required='true' /> <label for='input_4_5_3' class='gform-field-label gform-field-label--type-sub '>First</label> </span> <span id='input_4_5_6_container' class='name_last gform-grid-col gform-grid-col--size-auto' > <input type='text' name='input_5.6' id='input_4_5_6' value='' aria-required='true' /> <label for='input_4_5_6' class='gform-field-label gform-field-label--type-sub '>Last</label> </span> </div></fieldset><div id="field_4_7" class="gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><label class='gfield_label gform-field-label' for='input_4_7'>Primary Contact Title:<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label><div class='ginput_container ginput_container_text'><input name='input_7' id='input_4_7' type='text' value='' class='large' aria-required="true" aria-invalid="false" /></div></div><div id="field_4_8" class="gfield gfield--type-email gfield--input-type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><label class='gfield_label gform-field-label' for='input_4_8'>Primary Contact Email:<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></label><div class='ginput_container ginput_container_email'> <input name='input_8' id='input_4_8' type='email' value='' class='medium' aria-required="true" aria-invalid="false" /> </div></div><fieldset id="field_4_9" class="gfield gfield--type-name gfield--input-type-name gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Secondary Contact (if applicable):</legend><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row' id='input_4_9'> <span id='input_4_9_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' > <input type='text' name='input_9.3' id='input_4_9_3' value='' aria-required='false' /> <label for='input_4_9_3' class='gform-field-label gform-field-label--type-sub '>First</label> </span> <span id='input_4_9_6_container' class='name_last gform-grid-col gform-grid-col--size-auto' > <input type='text' name='input_9.6' id='input_4_9_6' value='' aria-required='false' /> <label for='input_4_9_6' class='gform-field-label gform-field-label--type-sub '>Last</label> </span> </div></fieldset><div id="field_4_10" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><label class='gfield_label gform-field-label' for='input_4_10'>Secondary Contact Title:</label><div class='ginput_container ginput_container_text'><input name='input_10' id='input_4_10' type='text' value='' class='medium' aria-invalid="false" /></div></div><div id="field_4_12" class="gfield gfield--type-text gfield--input-type-text field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><label class='gfield_label gform-field-label' for='input_4_12'>Who else should be involved in onboarding conversations?</label><div class='ginput_container ginput_container_text'><input name='input_12' id='input_4_12' type='text' value='' class='large' aria-invalid="false" /></div></div><div id="field_4_13" class="gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible" ><h3 class="gsection_title">STEP 2: User Access Setup</h3><div class='gsection_description' id='gfield_description_4_13'>Exchange uses secure authentication to provide your staff with access. PDC prefers to connect to your existing identity management systems to use existing multi-factor authentication instead of creating a new setup for each user. To provision your account, we first need to confirm: </div></div><fieldset id="field_4_14" class="gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >1. Your Organization’s Identity Provider (IdP):<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></legend><div class='gfield_description' id='gfield_description_4_14'>Which system does your organization use for staff logins? </div><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_4_14'><div class='gchoice gchoice_4_14_1'> <input class='gfield-choice-input' name='input_14.1' type='checkbox' value='Okta' id='choice_4_14_1' aria-describedby="gfield_description_4_14"/> <label for='choice_4_14_1' id='label_4_14_1' class='gform-field-label gform-field-label--type-inline'>Okta</label> </div><div class='gchoice gchoice_4_14_2'> <input class='gfield-choice-input' name='input_14.2' type='checkbox' value='Google Workspace' id='choice_4_14_2' /> <label for='choice_4_14_2' id='label_4_14_2' class='gform-field-label gform-field-label--type-inline'>Google Workspace</label> </div><div class='gchoice gchoice_4_14_3'> <input class='gfield-choice-input' name='input_14.3' type='checkbox' value='Microsoft Entra (Azure AD)' id='choice_4_14_3' /> <label for='choice_4_14_3' id='label_4_14_3' class='gform-field-label gform-field-label--type-inline'>Microsoft Entra (Azure AD)</label> </div><div class='gchoice gchoice_4_14_4'> <input class='gfield-choice-input' name='input_14.4' type='checkbox' value='Not sure / need guidance' id='choice_4_14_4' /> <label for='choice_4_14_4' id='label_4_14_4' class='gform-field-label gform-field-label--type-inline'>Not sure / need guidance</label> </div><div class='gchoice gchoice_4_14_5'> <input class='gfield-choice-input' name='input_14.5' type='checkbox' value='No connection needed - setup direct users for now' id='choice_4_14_5' /> <label for='choice_4_14_5' id='label_4_14_5' class='gform-field-label gform-field-label--type-inline'>No connection needed – setup direct users for now</label> </div><div class='gchoice gchoice_4_14_6'> <input class='gfield-choice-input' name='input_14.6' type='checkbox' value='Other' id='choice_4_14_6' /> <label for='choice_4_14_6' id='label_4_14_6' class='gform-field-label gform-field-label--type-inline'>Other</label> </div></div></div></fieldset><fieldset id="field_4_15" class="gfield gfield--type-list gfield--input-type-list gfield_contains_required field_sublabel_below gfield--has-description field_description_above field_validation_below gfield_visibility_visible" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >2. User Accounts to Provision<span class="gfield_required"><span class="gfield_required gfield_required_text">(Required)</span></span></legend><div class='gfield_description' id='gfield_description_4_15'>Please list the individuals who should receive PDC Exchange access: </div><div class='ginput_container ginput_container_list ginput_list ginput_container_list--columns'><div class='gfield_list gfield_list_container'><div class="gfield_list_header gform-grid-row"><div class="gform-field-label gfield_header_item gform-grid-col">Name</div><div class="gform-field-label gfield_header_item gform-grid-col">Role</div><div class="gform-field-label gfield_header_item gform-grid-col">Email</div><div class="gform-field-label gfield_header_item gform-grid-col">Remarks</div><div class="gfield_header_item gfield_header_item--icons gform-grid-col"> </div></div><div class="gfield_list_groups"><div class='gfield_list_row_odd gfield_list_group gform-grid-row'><div class='gfield_list_group_item gfield_list_cell gfield_list_15_cell1 gform-grid-col' data-label='Name'><input aria-invalid='false' aria-required="true" aria-describedby="gfield_description_4_15" aria-label='Name, Row 1' data-aria-label-template='Name, Row {0}' type='text' name='input_15[]' value='' /></div><div class='gfield_list_group_item gfield_list_cell gfield_list_15_cell2 gform-grid-col' data-label='Role'><input aria-invalid='false' aria-required="true" aria-describedby="gfield_description_4_15" aria-label='Role, Row 1' data-aria-label-template='Role, Row {0}' type='text' name='input_15[]' value='' /></div><div class='gfield_list_group_item gfield_list_cell gfield_list_15_cell3 gform-grid-col' data-label='Email'><input aria-invalid='false' aria-required="true" aria-describedby="gfield_description_4_15" aria-label='Email, Row 1' data-aria-label-template='Email, Row {0}' type='text' name='input_15[]' value='' /></div><div class='gfield_list_group_item gfield_list_cell gfield_list_15_cell4 gform-grid-col' data-label='Remarks'><input aria-invalid='false' aria-required="true" aria-describedby="gfield_description_4_15" aria-label='Remarks, Row 1' data-aria-label-template='Remarks, Row {0}' type='text' name='input_15[]' value='' /></div><div class='gfield_list_icons gform-grid-col'> <button type='button' class='add_list_item ' aria-label='Add another row' onclick='gformAddListItem(this, 0)'>Add</button> <button type='button' class='delete_list_item' aria-label='Remove row 1' data-aria-label-template='Remove row {0}' onclick='gformDeleteListItem(this, 0)' style="visibility:hidden;">Remove</button></div></div></div></div></div></fieldset><div id="field_4_16" class="gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><h3 class="gsection_title">STEP 3: Initial Data Upload</h3></div><div id="field_4_18" class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><b>What is Changemaker Direct?</b> <p> Changemaker Direct is PDC’s standardized template that allows changemakers to share core organizational profile and program data. <p> This is the fastest way to: <p> <ul> <li>establish your organization’s record in Exchange</li> <li>reduce duplicative data requests over time</li> <li>ensure your information is accurate and up to date</li></div><div id="field_4_19" class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" >Please download the csv file and use it to help us load your data into PDC. <p> Template Instructions:<p> <ul> <li>Fill out as many fields as you are able </li> <li>Leave blank anything you don’t have available or do not want to share </li> <li>Return the completed template to the PDC team</ii> </ul></div><div id="field_4_20" class="gfield gfield--type-section gfield--input-type-section gsection field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><h3 class="gsection_title">STEP 4: Additional Data Upload</h3></div><div id="field_4_22" class="gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" >Changemaker Direct includes the core baseline fields needed to get started. However, some organizations choose to contribute additional information beyond the template. <p> To support that, we are also sharing: <br> <ul> <li>PDC Base Fields List link</li> <li>PDC Data Categories Reference </li> </ul> <p> These resources outline the broader set of data types that Exchange can support, such as: <p> <ul> <li>Expanded organizational details</li> <li>Project or initiative information</li> <li>Partnerships and collaborations </li> <li>Outcomes and impact framing </li> </ul> <p></div><fieldset id="field_4_25" class="gfield gfield--type-radio gfield--type-choice gfield--input-type-radio gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><legend class='gfield_label gform-field-label' >Would you like to share anything beyond Changemaker Direct at this stage?</legend><div class='ginput_container ginput_container_radio'><div class='gfield_radio' id='input_4_25'> <div class='gchoice gchoice_4_25_0'> <input class='gfield-choice-input' name='input_25' type='radio' value='No — template only for now' id='choice_4_25_0' onchange='gformToggleRadioOther( this )' /> <label for='choice_4_25_0' id='label_4_25_0' class='gform-field-label gform-field-label--type-inline'>No — template only for now</label> </div> <div class='gchoice gchoice_4_25_1'> <input class='gfield-choice-input' name='input_25' type='radio' value='Yes — we’d like to explore additional fields' id='choice_4_25_1' onchange='gformToggleRadioOther( this )' /> <label for='choice_4_25_1' id='label_4_25_1' class='gform-field-label gform-field-label--type-inline'>Yes — we’d like to explore additional fields</label> </div> <div class='gchoice gchoice_4_25_2'> <input class='gfield-choice-input' name='input_25' type='radio' value='Not sure — would like to discuss during kickoff' id='choice_4_25_2' onchange='gformToggleRadioOther( this )' /> <label for='choice_4_25_2' id='label_4_25_2' class='gform-field-label gform-field-label--type-inline'>Not sure — would like to discuss during kickoff</label> </div></div></div></fieldset><div id="field_4_26" class="gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" ><label class='gfield_label gform-field-label' for='input_4_26'>If yes, please note any categories of interest</label><div class='ginput_container ginput_container_text'><input name='input_26' id='input_4_26' type='text' value='' class='medium' aria-invalid="false" /></div></div></div></div> <div class='gform-footer gform_footer top_label'> <input type='submit' id='gform_submit_button_4' class='gform_button button' onclick='gform.submission.handleButtonClick(this);' data-submission-type='submit' value='Submit' /> <input type='hidden' class='gform_hidden' name='gform_submission_method' data-js='gform_submission_method_4' value='postback' /> <input type='hidden' 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