Professional diligence
Start with the charity's public record, then add the level of human review your decision requires. Every paid engagement is tied to one charity and one giving decision.
Step 1
Search by name or EIN. You will confirm the legal entity before checkout or qualification.
Step 2
Analyst Review is selected when you arrive from a Deep Research report. You can choose any service below before continuing.
Most donor decisions
A fresh Deep Research baseline plus human interpretation, targeted verification, reconciliation of material issues, and a decision-focused written recommendation.
More complex gifts
Broader manual diligence when the file requires deeper document review, transaction or related-entity analysis, targeted verification, or charity outreach.
Major gifts and unusual risk
Scope-first diligence for large, restricted, reputationally sensitive, multi-entity, or otherwise unusual gifts. We qualify the decision before asking you to pay.
Your selection
No research credits are used for professional diligence. Stripe will show the complete order before payment.
Major Gift qualification
Required fields are marked. The goal is to understand the gift well enough to scope the work without wasting your time on an unnecessary call.
You will sign in if necessary, complete secure Stripe Checkout, then answer a charity-specific intake. No Halo starts a fresh Deep Research baseline only after payment is confirmed and the intake is complete. Your account then shows the engagement, research status, and delivery progress.
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