360Giving Data Standard documentation

<!DOCTYPE html> <html lang="en" > <head> <meta charset="utf-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta http-equiv="X-UA-Compatible" content="ie=edge" /> <title>360Giving Data Standard documentation</title> <link rel="apple-touch-icon" sizes="57x57" href="_static/images/favicon/apple-icon-57x57.png"> <link rel="apple-touch-icon" sizes="60x60" href="_static/images/favicon/apple-icon-60x60.png"> <link rel="apple-touch-icon" sizes="72x72" href="_static/images/favicon/apple-icon-72x72.png"> <link rel="apple-touch-icon" sizes="76x76" href="_static/images/favicon/apple-icon-76x76.png"> <link rel="apple-touch-icon" sizes="114x114" href="_static/images/favicon/apple-icon-114x114.png"> <link rel="apple-touch-icon" sizes="120x120" href="_static/images/favicon/apple-icon-120x120.png"> <link rel="apple-touch-icon" sizes="144x144" href="_static/images/favicon/apple-icon-144x144.png"> <link rel="apple-touch-icon" sizes="152x152" 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name="readthedocs-version-slug" content="latest" /><meta name="readthedocs-resolver-filename" content="/" /><meta name="readthedocs-http-status" content="200" /></head> <body> <div class="layout layout--docs"> <header class="layout__header"> <div class="nav-bar"> <a class="nav-bar__home-button" href="#"> <img src="_static/images/360-logos/360giving-standard.svg" style="height: 84px;" alt="360Giving Data Standard" /> <span class="screen-reader-only">Home</span> </a> <nav class="nav-bar__nav-menu"> <ul> <li class="nav-menu__item"> <a href="http://data.threesixtygiving.org/" class="contextual-menu__button" title="About">360Giving Registry</a> </li> <li class="nav-menu__item"> <a href="https://dataquality.threesixtygiving.org/" class="contextual-menu__button" title="Test">Data Quality Tool</a> </li> </ul> </nav> </div> </header> <div class="layout__body"> <aside class="layout__sidebar"> <nav class="sidebar-blog"> <ul class="sidebar-blog__content categories-list level-1"> <li class="categories-list__item category level-1 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/">Guidance for publishers</a> <ul class="level-2"> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/before-starting/">Useful information before you start</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/before-starting/#what-to-expect">What to expect</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/before-starting/#the-three-stages-of-the-publishing-process">The three stages of the publishing process</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/before-starting/#who-publishes-360giving-data">Who publishes 360Giving data</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/before-starting/#about-grants-management-systems">About grants management systems</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/before-starting/#key-concepts">Key concepts</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/plan-the-process/">Plan your process and data</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/plan-the-process/#how-long-the-process-takes">How long the process takes</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/plan-the-process/#decide-what-information-to-share">Decide what information to share</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/plan-the-process/#decide-what-grants-to-include">Decide what grants to include</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/plan-the-process/#taking-inspiration-from-others">Taking inspiration from others</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/data-protection/">Data protection</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/data-protection/#overview">Overview</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/data-protection/#checking-privacy-policies-and-grant-agreements">Checking privacy policies and grant agreements</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/data-protection/#if-you-do-not-intend-to-publish-personal-data">If you do not intend to publish personal data</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/data-protection/#responsible-data">Responsible data</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/data-protection/#notifying-grantees-about-your-360giving-data">Notifying grantees about your 360Giving data</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/data-protection/#if-you-do-intend-to-publish-personal-data">If you do intend to publish personal data</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/data-protection/#example-open-data-policy">Example open data policy</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/prepare-data/">Prepare and format your data</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/prepare-data/#overview">Overview</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/prepare-data/#register-with-360giving-helpdesk">Register with 360Giving Helpdesk</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/prepare-data/#choosing-your-file-format">Choosing your file format</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/prepare-data/#publishing-using-spreadsheets">Publishing using spreadsheets</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/prepare-data/#options-for-publishing-using-a-spreadsheet">Options for publishing using a spreadsheet</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/prepare-data/#setting-up-salesforce-for-360giving-data-publishing">Setting up Salesforce for 360Giving data publishing</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/prepare-data/#metadata-making-your-data-more-usable">Metadata: making your data more usable</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/prepare-data/#converting-postcodes-into-geocodes-to-anonymise-address-information">Converting Postcodes into Geocodes to anonymise address information</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/data-quality/">Check data quality</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/data-quality/#overview">Overview</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/data-quality/#how-to-use-the-360giving-data-quality-tool">How to use the 360Giving Data Quality Tool</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/data-quality/#understanding-the-data-quality-tool-feedback">Understanding the Data Quality Tool feedback</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/data-quality/#once-the-data-passes-the-checks">Once the data passes the checks</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/publish-data-openly/">Publish your data openly</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/publish-data-openly/#overview">Overview</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/publish-data-openly/#how-to-make-your-360giving-data-open">How to make your 360Giving data open</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/publish-data-openly/#how-to-host-your-360giving-data">How to host your 360Giving data</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/publish-data-openly/#submit-your-file-to-the-data-registry">Submit your file to the Data Registry</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/publish-data-openly/#taking-down-published-data">Taking down published data</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/publish-data-openly/#alternative-hosting-options">Alternative hosting options</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/publish-data-openly/#good-practice-in-file-management">Good practice in file management</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/submit-data/">Submit your data to the Registry</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/submit-data/#authorised-domains">Authorised domains</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/submit-data/#how-to-use-the-360giving-data-file-submission-process">How to use the 360Giving data file submission process</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/submit-data/#getting-further-help">Getting further help</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/making-updates/">Updating your 360Giving data</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/making-updates/#overview">Overview</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/making-updates/#document-your-publishing-process">Document your publishing process</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/making-updates/#how-often-should-you-update-your-data">How often should you update your data?</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/making-updates/#how-to-make-updates-to-your-data">How to make updates to your data</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/making-updates/#making-changes-to-your-published-data">Making changes to your published data</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/making-updates/#taking-down-published-data">Taking down published data</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/using-data/">Using 360Giving data</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/using-data/#giving-online-tools">360Giving online tools</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/using-data/#support-for-complex-data-needs">Support for complex data needs</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/cf-guidance/">Guide for Community Foundations</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/cf-guidance/#overview">Overview</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/cf-guidance/#the-information-included-in-the-d2-extract">The information included in the D2 extract</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/cf-guidance/#contact-360giving-to-get-access-to-d2-extract">Contact 360Giving to get access to D2 extract</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/cf-guidance/#the-source-report">The source report</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/cf-guidance/#check-data-quality-and-receive-feedback">Check data quality and receive feedback</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/cf-guidance/#publishing-your-360giving-data">Publishing your 360Giving data</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/location-guide/">Guide to location data</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/location-guide/#why-is-location-data-important">Why is location data important?</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/location-guide/#the-basics">The basics</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/location-guide/#recipient-organisation-location">Recipient organisation location</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/location-guide/#beneficiary-location">Beneficiary location</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/location-guide/#location-scope">Location scope</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/location-guide/#funding-organisation-location">Funding organisation location</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="guidance/regranting/">Guide to regranting</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="guidance/regranting/#introduction">Introduction</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/regranting/#about-the-codelist">About the codelist</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/regranting/#sharing-further-information-about-your-grants-for-redistribution">Sharing further information about your grants for redistribution</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/regranting/#who-should-use-the-regrant-type-codelist">Who should use the Regrant Type codelist?</a> </li> <li class="categories-list__item level-3 "> <a href="guidance/regranting/#guidance-on-using-the-codelist">Guidance on using the codelist</a> </li> </ul> </li> </ul> </li> <li class="categories-list__item category level-1 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="individuals/">Guide for grants to individuals</a> <ul class="level-2"> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="individuals/introduction/">Introduction</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="individuals/introduction/#getting-further-help">Getting further help</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/introduction/#background">Background</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="individuals/publisher-guidance/">Publisher Guidance</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="individuals/publisher-guidance/#introduction">Introduction</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/publisher-guidance/#plan-your-process-and-data">Plan your process and data</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/publisher-guidance/#field-guidance">Field guidance</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/publisher-guidance/#grants-to-individuals-codelists">Grants to individuals codelists</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/publisher-guidance/#data-protection">Data protection</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/publisher-guidance/#prepare-and-format-your-data">Prepare and format your data</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="individuals/data-preparation-templates/">Data Preparation templates</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="individuals/data-preparation-templates/#introduction">Introduction</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/data-preparation-templates/#how-the-template-is-set-up">How the template is set up</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/data-preparation-templates/#setting-up-your-template">Setting up your template</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/data-preparation-templates/#how-to-use-the-template">How to use the template</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/data-preparation-templates/#manual-coding-template">Manual coding template</a> </li> <li class="categories-list__item level-3 "> <a href="individuals/data-preparation-templates/#next-steps">Next steps</a> </li> </ul> </li> </ul> </li> <li class="categories-list__item category level-1 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="technical/">Technical information</a> <ul class="level-2"> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="technical/reference/">Reference</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="technical/reference/#data-formats">Data formats</a> </li> <li class="categories-list__item level-3 "> <a href="technical/reference/#spreadsheet-format">Spreadsheet format</a> </li> <li class="categories-list__item level-3 "> <a href="technical/reference/#json-format">JSON format</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="technical/identifiers/">Identifiers</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="technical/identifiers/#creating-identifiers">Identifier basics</a> </li> <li class="categories-list__item level-3 "> <a href="technical/identifiers/#get-your-prefix">Get your prefix</a> </li> <li class="categories-list__item level-3 "> <a href="technical/identifiers/#grant-identifier">Grant Identifier</a> </li> <li class="categories-list__item level-3 "> <a href="technical/identifiers/#organisation-identifier">Organisation Identifier</a> </li> <li class="categories-list__item level-3 "> <a href="technical/identifiers/#individual-identifier">Individual Identifier</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="technical/metadata/">Metadata</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="technical/metadata/#what-is-metadata">What is Metadata?</a> </li> <li class="categories-list__item level-3 "> <a href="technical/metadata/#why-include-metadata-in-360giving-files">Why include metadata in 360Giving files?</a> </li> <li class="categories-list__item level-3 "> <a href="technical/metadata/#extensions-to-360giving-data-standard">Extensions to 360Giving Data Standard</a> </li> <li class="categories-list__item level-3 "> <a href="technical/metadata/#including-metadata">Including metadata</a> </li> <li class="categories-list__item level-3 "> <a href="technical/metadata/#field-guidance">Field guidance</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="technical/codelists/">Codelists</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="technical/codelists/#introduction">Introduction</a> </li> <li class="categories-list__item level-3 "> <a href="technical/codelists/#what-are-codelists">What are codelists?</a> </li> <li class="categories-list__item level-3 "> <a href="technical/codelists/#open-and-closed-codelists">Open and closed codelists</a> </li> <li class="categories-list__item level-3 "> <a href="technical/codelists/#the-codelists-used-in-the-standard">The codelists used in the Standard</a> </li> <li class="categories-list__item level-3 "> <a href="technical/codelists/#how-to-use-codelists-in-360giving-data">How to use codelists in 360Giving data</a> </li> </ul> </li> </ul> </li> <li class="categories-list__item category level-1 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="about/">About the 360Giving Data Standard</a> <ul class="level-2"> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="about/governance/">Governance and Revision Control</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="about/governance/#introduction">Introduction</a> </li> <li class="categories-list__item level-3 "> <a href="about/governance/#governance-of-the-standard">Governance of the Standard</a> </li> <li class="categories-list__item level-3 "> <a href="about/governance/#versioning-and-upgrade-process">Versioning and Upgrade Process</a> </li> <li class="categories-list__item level-3 "> <a href="about/governance/#deprecation-and-support-policies">Deprecation and Support policies</a> </li> </ul> </li> <li class="categories-list__item level-2 "> <a href="about/sc-tor/">Terms of Reference of the 360Giving Data Standard Stewardship Committee</a> </li> </ul> </li> <li class="categories-list__item category level-1 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="extensions/">Extensions</a> <ul class="level-2"> <li class="categories-list__item level-2 "> <a href="#" class="sidebar-list__trigger" aria-haspopup="true"> <svg width="15" height="9" viewBox="0 0 15 9" fill="none" xmlns="http://www.w3.org/2000/svg" alt="Expand menu"> <path d="M13.5715 2L7.73867 7.66956L2 2.0128" stroke="#153634" stroke-width="2" stroke-miterlimit="10" stroke-linecap="square" stroke-linejoin="round"/> </svg> </a> <a href="extensions/dei/">Diversity, Equity, and Inclusion Extension</a> <ul class="level-3"> <li class="categories-list__item level-3 "> <a href="extensions/dei/guidance/">DEI Extension guidance for publishers</a> </li> <li class="categories-list__item level-3 "> <a href="extensions/dei/prepare/">Preparing DEI Extension data</a> </li> <li class="categories-list__item level-3 "> <a href="extensions/dei/reference/">Technical Reference</a> </li> <li class="categories-list__item level-3 "> <a href="extensions/dei/governance/">Governance and Versioning</a> </li> </ul> </li> </ul> </li> </ul> <div role="search" class="sidebar-content "> <form id="rtd-search-form" class="wy-form" action="search/" method="get"> <label for="search-docs" class="screen-reader-only">Search documentation</label> <input type="text" name="q" placeholder="Search docs" class="search-field" id="search-docs" /> <input type="hidden" name="check_keywords" value="yes" /> <input type="hidden" name="area" value="default" /> </form> </div> </nav> </aside> <div class="layout__content"> <main class="layout__content-inner"> <div class="prose prose--left"> <a href="#" class="">360Giving Data Standard</a> » About this site <section class="prose__section"> <span id="top"></span> <div class="section" id="about-this-site"> <h1>About this site<a class="headerlink" href="#about-this-site" title="Permalink to this headline">露</a></h1> <p>This site provides information to support anyone who wants to publish open grants data using the 360Giving Data Standard.</p> <p>The guidance is divided into five main sections.</p> <div class="section" id="guidance-for-publishers"> <h2>Guidance for publishers<a class="headerlink" href="#guidance-for-publishers" title="Permalink to this headline">露</a></h2> <div class="section" id="main-guide"> <h3>Main guide<a class="headerlink" href="#main-guide" title="Permalink to this headline">露</a></h3> <p>This section features guidance about preparing and sharing 360Giving data. Here you will find examples and practical support to help you navigate the whole publishing process.</p> <p><a class="reference external" href="guidance">Read more</a></p> </div> <div class="section" id="grants-to-individuals"> <h3>Grants to individuals<a class="headerlink" href="#grants-to-individuals" title="Permalink to this headline">露</a></h3> <p>This section features templates, guidance and codelists designed to support funders of grants to individuals with responsible publishing of data about their grants using the 360Giving Data Standard which protects the privacy of individual recipients.</p> <p><a class="reference external" href="individuals">Read more</a></p> </div> </div> <div class="section" id="technical-information"> <h2>Technical information<a class="headerlink" href="#technical-information" title="Permalink to this headline">露</a></h2> <p>This section features the full technical reference for the 360Giving Data Standard, including templates and detailed field guidance. Here you will find the rules of the Standard, which all 360Giving data must follow in order to be compliant.</p> <p><a class="reference external" href="technical">Read more</a></p> </div> <div class="section" id="about-the-standard"> <h2>About the Standard<a class="headerlink" href="#about-the-standard" title="Permalink to this headline">露</a></h2> <p>This section features information about governance and change management of the 360Giving Data Standard itself. Here you will also find out how you can contribute to the maintenance and development of the Standard.</p> <p><a class="reference external" href="about">Read more</a></p> </div> <div class="section" id="extensions"> <h2>Extensions<a class="headerlink" href="#extensions" title="Permalink to this headline">露</a></h2> <p>This section features information about approved Extensions to the 360Giving Data Standard. Here you will find publisher guidance as well as detailed field guidance and rules for including optional fields and structures alongside 360Giving data. Currently, there is one approved extension used for the publication of DEI Data Standard data.</p> <p><a class="reference external" href="extensions">Read more</a></p> </div> <div class="section" id="contents"> <h2>Contents<a class="headerlink" href="#contents" title="Permalink to this headline">露</a></h2> <div class="toctree-wrapper compound"> <ul> <li class="toctree-l1"><a class="reference internal" href="guidance/">Guidance for publishers</a><ul> <li class="toctree-l2"><a class="reference internal" href="guidance/before-starting/">Useful information before you start</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/before-starting/#what-to-expect">What to expect</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/before-starting/#the-three-stages-of-the-publishing-process">The three stages of the publishing process</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/before-starting/#who-publishes-360giving-data">Who publishes 360Giving data</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/before-starting/#about-grants-management-systems">About grants management systems</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/before-starting/#key-concepts">Key concepts</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/plan-the-process/">Plan your process and data</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/plan-the-process/#how-long-the-process-takes">How long the process takes</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/plan-the-process/#decide-what-information-to-share">Decide what information to share</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/plan-the-process/#decide-what-grants-to-include">Decide what grants to include</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/plan-the-process/#taking-inspiration-from-others">Taking inspiration from others</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/data-protection/">Data protection</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/data-protection/#overview">Overview</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/data-protection/#checking-privacy-policies-and-grant-agreements">Checking privacy policies and grant agreements</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/data-protection/#if-you-do-not-intend-to-publish-personal-data">If you do not intend to publish personal data</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/data-protection/#responsible-data">Responsible data</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/data-protection/#notifying-grantees-about-your-360giving-data">Notifying grantees about your 360Giving data</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/data-protection/#if-you-do-intend-to-publish-personal-data">If you do intend to publish personal data</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/data-protection/#example-open-data-policy">Example open data policy</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/prepare-data/">Prepare and format your data</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/prepare-data/#overview">Overview</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/prepare-data/#register-with-360giving-helpdesk">Register with 360Giving Helpdesk</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/prepare-data/#choosing-your-file-format">Choosing your file format</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/prepare-data/#publishing-using-spreadsheets">Publishing using spreadsheets</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/prepare-data/#options-for-publishing-using-a-spreadsheet">Options for publishing using a spreadsheet</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/prepare-data/#setting-up-salesforce-for-360giving-data-publishing">Setting up Salesforce for 360Giving data publishing</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/prepare-data/#metadata-making-your-data-more-usable">Metadata: making your data more usable</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/prepare-data/#converting-postcodes-into-geocodes-to-anonymise-address-information">Converting Postcodes into Geocodes to anonymise address information</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/data-quality/">Check data quality</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/data-quality/#overview">Overview</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/data-quality/#how-to-use-the-360giving-data-quality-tool">How to use the 360Giving Data Quality Tool</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/data-quality/#understanding-the-data-quality-tool-feedback">Understanding the Data Quality Tool feedback</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/data-quality/#once-the-data-passes-the-checks">Once the data passes the checks</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/publish-data-openly/">Publish your data openly</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/publish-data-openly/#overview">Overview</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/publish-data-openly/#how-to-make-your-360giving-data-open">How to make your 360Giving data open</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/publish-data-openly/#how-to-host-your-360giving-data">How to host your 360Giving data</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/publish-data-openly/#submit-your-file-to-the-data-registry">Submit your file to the Data Registry</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/publish-data-openly/#taking-down-published-data">Taking down published data</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/publish-data-openly/#alternative-hosting-options">Alternative hosting options</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/publish-data-openly/#good-practice-in-file-management">Good practice in file management</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/submit-data/">Submit your data to the Registry</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/submit-data/#authorised-domains">Authorised domains</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/submit-data/#how-to-use-the-360giving-data-file-submission-process">How to use the 360Giving data file submission process</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/submit-data/#getting-further-help">Getting further help</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/making-updates/">Updating your 360Giving data</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/making-updates/#overview">Overview</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/making-updates/#document-your-publishing-process">Document your publishing process</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/making-updates/#how-often-should-you-update-your-data">How often should you update your data?</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/making-updates/#how-to-make-updates-to-your-data">How to make updates to your data</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/making-updates/#making-changes-to-your-published-data">Making changes to your published data</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/making-updates/#taking-down-published-data">Taking down published data</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/using-data/">Using 360Giving data</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/using-data/#giving-online-tools">360Giving online tools</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/using-data/#support-for-complex-data-needs">Support for complex data needs</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/cf-guidance/">Guide for Community Foundations</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/cf-guidance/#overview">Overview</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/cf-guidance/#the-information-included-in-the-d2-extract">The information included in the D2 extract</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/cf-guidance/#contact-360giving-to-get-access-to-d2-extract">Contact 360Giving to get access to D2 extract</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/cf-guidance/#the-source-report">The source report</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/cf-guidance/#check-data-quality-and-receive-feedback">Check data quality and receive feedback</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/cf-guidance/#publishing-your-360giving-data">Publishing your 360Giving data</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/location-guide/">Guide to location data</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/location-guide/#why-is-location-data-important">Why is location data important?</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/location-guide/#the-basics">The basics</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/location-guide/#recipient-organisation-location">Recipient organisation location</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/location-guide/#beneficiary-location">Beneficiary location</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/location-guide/#location-scope">Location scope</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/location-guide/#funding-organisation-location">Funding organisation location</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="guidance/regranting/">Guide to regranting</a><ul> <li class="toctree-l3"><a class="reference internal" href="guidance/regranting/#introduction">Introduction</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/regranting/#about-the-codelist">About the codelist</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/regranting/#sharing-further-information-about-your-grants-for-redistribution">Sharing further information about your grants for redistribution</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/regranting/#who-should-use-the-regrant-type-codelist">Who should use the Regrant Type codelist?</a></li> <li class="toctree-l3"><a class="reference internal" href="guidance/regranting/#guidance-on-using-the-codelist">Guidance on using the codelist</a></li> </ul> </li> </ul> </li> <li class="toctree-l1"><a class="reference internal" href="individuals/">Guide for grants to individuals</a><ul> <li class="toctree-l2"><a class="reference internal" href="individuals/introduction/">Introduction</a><ul> <li class="toctree-l3"><a class="reference internal" href="individuals/introduction/#getting-further-help">Getting further help</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/introduction/#background">Background</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="individuals/publisher-guidance/">Publisher Guidance</a><ul> <li class="toctree-l3"><a class="reference internal" href="individuals/publisher-guidance/#introduction">Introduction</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/publisher-guidance/#plan-your-process-and-data">Plan your process and data</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/publisher-guidance/#field-guidance">Field guidance</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/publisher-guidance/#grants-to-individuals-codelists">Grants to individuals codelists</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/publisher-guidance/#data-protection">Data protection</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/publisher-guidance/#prepare-and-format-your-data">Prepare and format your data</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="individuals/data-preparation-templates/">Data Preparation templates</a><ul> <li class="toctree-l3"><a class="reference internal" href="individuals/data-preparation-templates/#introduction">Introduction</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/data-preparation-templates/#how-the-template-is-set-up">How the template is set up</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/data-preparation-templates/#setting-up-your-template">Setting up your template</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/data-preparation-templates/#how-to-use-the-template">How to use the template</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/data-preparation-templates/#manual-coding-template">Manual coding template</a></li> <li class="toctree-l3"><a class="reference internal" href="individuals/data-preparation-templates/#next-steps">Next steps</a></li> </ul> </li> </ul> </li> <li class="toctree-l1"><a class="reference internal" href="technical/">Technical information</a><ul> <li class="toctree-l2"><a class="reference internal" href="technical/reference/">Reference</a><ul> <li class="toctree-l3"><a class="reference internal" href="technical/reference/#data-formats">Data formats</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/reference/#spreadsheet-format">Spreadsheet format</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/reference/#json-format">JSON format</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="technical/identifiers/">Identifiers</a><ul> <li class="toctree-l3"><a class="reference internal" href="technical/identifiers/#creating-identifiers">Identifier basics</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/identifiers/#get-your-prefix">Get your prefix</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/identifiers/#grant-identifier">Grant Identifier</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/identifiers/#organisation-identifier">Organisation Identifier</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/identifiers/#individual-identifier">Individual Identifier</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="technical/metadata/">Metadata</a><ul> <li class="toctree-l3"><a class="reference internal" href="technical/metadata/#what-is-metadata">What is Metadata?</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/metadata/#why-include-metadata-in-360giving-files">Why include metadata in 360Giving files?</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/metadata/#extensions-to-360giving-data-standard">Extensions to 360Giving Data Standard</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/metadata/#including-metadata">Including metadata</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/metadata/#field-guidance">Field guidance</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="technical/codelists/">Codelists</a><ul> <li class="toctree-l3"><a class="reference internal" href="technical/codelists/#introduction">Introduction</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/codelists/#what-are-codelists">What are codelists?</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/codelists/#open-and-closed-codelists">Open and closed codelists</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/codelists/#the-codelists-used-in-the-standard">The codelists used in the Standard</a></li> <li class="toctree-l3"><a class="reference internal" href="technical/codelists/#how-to-use-codelists-in-360giving-data">How to use codelists in 360Giving data</a></li> </ul> </li> </ul> </li> <li class="toctree-l1"><a class="reference internal" href="about/">About the 360Giving Data Standard</a><ul> <li class="toctree-l2"><a class="reference internal" href="about/governance/">Governance and Revision Control</a><ul> <li class="toctree-l3"><a class="reference internal" href="about/governance/#introduction">Introduction</a></li> <li class="toctree-l3"><a class="reference internal" href="about/governance/#governance-of-the-standard">Governance of the Standard</a></li> <li class="toctree-l3"><a class="reference internal" href="about/governance/#versioning-and-upgrade-process">Versioning and Upgrade Process</a></li> <li class="toctree-l3"><a class="reference internal" href="about/governance/#deprecation-and-support-policies">Deprecation and Support policies</a></li> </ul> </li> <li class="toctree-l2"><a class="reference internal" href="about/sc-tor/">Terms of Reference of the 360Giving Data Standard Stewardship Committee</a></li> </ul> </li> <li class="toctree-l1"><a class="reference internal" href="extensions/">Extensions</a><ul> <li class="toctree-l2"><a class="reference internal" href="extensions/dei/">Diversity, Equity, and Inclusion Extension</a><ul> <li class="toctree-l3"><a class="reference internal" href="extensions/dei/guidance/">DEI Extension guidance for publishers</a></li> <li class="toctree-l3"><a class="reference internal" href="extensions/dei/prepare/">Preparing DEI Extension data</a></li> <li class="toctree-l3"><a class="reference internal" href="extensions/dei/reference/">Technical Reference</a></li> <li class="toctree-l3"><a class="reference internal" href="extensions/dei/governance/">Governance and Versioning</a></li> </ul> </li> </ul> </li> </ul> </div> </div> </div> </section> <div class="box"> <h2 class="box__heading">Getting further help</h2> <p>This guidance aims to support funders through the 360Giving publishing process. If you can't find the information you need or you have further questions email <a href="mailto:support@threesixtygiving.org">360Giving Helpdesk.</a> You can help us improve this guidance by filling out our <a href="https://forms.gle/wW7ZuB4HpZHbHWMJA" target="_blank">feedback form.</a></p> </div> <div class="rst-footer-buttons" role="navigation" aria-label="footer navigation"> <a href="guidance/" class="button button--teal" title="Guidance for publishers" rel="next"> Next </a> </div> </div> </main> <footer class="layout__footer"> <div class="footer footer--compact"> <div class="footer__row wrapper__left footer__small-print"> <div class="footer__column-1"> <div class="footer__logo"> <a href="https://threesixtygiving.org/"><img src="https://cdn.threesixtygiving.org/components/preview/assets/images/360-giving-logo-white.svg" alt="360Giving"> </a> </div> </div> <div class="footer__column-2 footer__policy-links"> <p> <strong>360 Giving</strong> (Trading as <strong>360Giving</strong>) is a registered charity <a href="https://register-of-charities.charitycommission.gov.uk/charity-details/?regId=1164883&subId=0">1164883</a> and a registered company <a href="https://beta.companieshouse.gov.uk/company/09668396">09668396</a>. <br>Registered address: 360 Giving, c/o Sayer Vincent, 110 Golden Lane, London, EC1Y 0TG. </p> <a href="_sources/index.md.txt" rel="nofollow" class="edit-github button button--small button--yellow"> View page source</a> </div> </div> <div class="footer__row wrapper__left footer__small-print"> <div class="footer__column-2"> <p>漏 Copyright 2024 360Giving.<br>Licensed under a <a href="#" target="_blank">Creative Commons Attribution 4.0 International License</a>.</p> </div> <div class="footer__column-2 footer__policy-links hide-print"> <p> <a href="https://www.threesixtygiving.org/privacy/">Privacy Notice</a> | <a href="https://www.threesixtygiving.org/terms-conditions/">Terms & Conditions</a> | <a href="https://www.threesixtygiving.org/cookie-policy/">Cookie Policy</a> | <a href="https://www.threesixtygiving.org/take-down-policy/">Take Down Policy</a> | <a href="https://www.threesixtygiving.org/about/360giving-code-conduct/">Code of Conduct</a> </p> </div> </div> </div> </footer> </div> </div> </div> <script type="text/javascript"> window.location.hash = window.location.hash.replace('#toc-', '#') // look for old anchors starting #toc- and remove that bit </script> <script type="text/javascript" src="_static/js/index.js"></script>  <script type="text/javascript"> var _paq = _paq || []; /* tracker methods like "setCustomDimension" should be called before "trackPageView" */ _paq.push(['disableCookies']); _paq.push(['trackPageView']); _paq.push(['enableLinkTracking']); (function() { var u="//analytics.threesixtygiving.org/"; _paq.push(['setTrackerUrl', u+'matomo.php']); _paq.push(['setSiteId', '13']); var d=document, g=d.createElement('script'), s=d.getElementsByTagName('script')[0]; g.type='text/javascript'; g.async=true; g.defer=true; g.src=u+'matomo.js'; s.parentNode.insertBefore(g,s); })(); </script>  </body> </html>

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360Giving Data Standard documentation