Answers before you spend a credit.

No Halo is an independent charity-intelligence and nonprofit due-diligence service. It organizes public records, examines how an organization raises and uses money, tests impact claims against available evidence, looks for material developments, and explains what the record means for a donor.

No Halo is built for individual donors, families, advisors, foundations, journalists, companies, and institutions that want more than a charity profile or a single score. The free report is useful for an initial review. Deep Research is designed for a current, evidence-based donor decision.

No. No Halo may display financial and governance diagnostics when the evidence supports them, but a numerical score does not decide the final recommendation. The service separates the public record, evidence quality, No Halo's assessment, unresolved questions, and the practical donor action.

Search by the charity's name or nine-digit EIN. Open the free report to review the available public record. If you want a fresh investigation and donor recommendation, choose Deep Research from that charity's page. You only need an account when you want to buy or use a research credit.

Try the legal name or EIN shown on the organization's donation page, tax receipt, or IRS determination letter. Similar names can belong to different legal entities, chapters, foundations, or fiscal sponsors. No Halo anchors research to the correct entity before attaching filings or adverse information.

Yes. Searching the directory, opening a free report, and reviewing its public-record analysis do not require a research credit.

Coverage depends on the records available for that legal entity. A report may include federal tax status, Form 990 history, revenue and expenses, program-spending classifications, assets and liabilities, compensation, governance disclosures, related organizations, grants, gifts in kind, audit evidence, and verified intelligence events. The report identifies important gaps instead of filling them with assumptions.

See how No Halo researches charities.

No. A free report organizes durable public records and highlights questions those records raise. Tax filings can describe financial activity, but they rarely establish whether programs work, whether conditions have changed, or what another unrestricted dollar is likely to accomplish now. Deep Research is the product that provides a current donor recommendation.

Not every organization files the same records. Small organizations may use Form 990-N, which contains very little financial detail. Newer filings may not yet be available, and some audits, court records, or program evaluations may never have been published. Missing evidence lowers coverage or confidence; it is not automatically evidence of wrongdoing.

The report shows the reporting period and source dates it uses. IRS filings are historical and often become public well after the covered year ends. No Halo may add newer verified intelligence events as coverage becomes available, but the free report is not presented as a fresh, same-day investigation.

Deep Research starts a fresh investigation for the selected charity. It rechecks the entity and current evidence, searches for material developments, examines financial condition and fundraising economics, tests impact claims, reconciles conflicting figures where possible, evaluates governance context, and ends with a dated donor action supported by sources and stated limitations.

Every investigation begins with six required donor questions: where the money goes; how strong the financial position is; whether the principal work appears to work; whether the records reconcile; what material concerns a donor should know; and what another unrestricted dollar is likely to accomplish. If the evidence raises another material question, the investigation is designed to pursue it rather than ignore it.

The donor action may be Recommended, Proceed with reservations, Resolve these questions first, Hold pending diligence, or Do not recommend. A report can also explain that the available evidence is insufficient for a stronger conclusion. No Halo does not force uncertainty into a false yes-or-no answer.

No. Standard Deep Research uses No Halo's automated research, reconciliation, and verification process. It is not represented as a personal analyst engagement. Analyst Review and other professional diligence services add human investigation, donor-specific judgment, document follow-up, and charity contact or right of reply when appropriate.

One Deep Research credit is currently $19.99. Discounted packages are currently 5 credits for $89.99, 10 for $169.99, and 25 for $374.99. The checkout page always shows the current price before purchase. One credit starts one new Deep Research investigation.

View current credit packages.

A credit is not used when you search, open a free report, visit the Deep Research page, or read a completed report. It becomes used only after you expressly confirm that No Halo should begin fresh research and the request is accepted.

The report page provides a current estimate after research begins. Many investigations finish quickly, but complex organizations, difficult source retrieval, provider interruptions, or additional verification can take longer. The estimate is not a guarantee. Your request is saved, so you may leave the page and return through your account.

If a technical failure prevents No Halo from producing a usable report, the normal remedy is to restore the credit automatically. If the same investigation cannot be completed after a reasonable retry, contact No Halo about a refund. A report is not considered a technical failure merely because a desired fact was unavailable or could not be verified.

You may request a refund for unused research credits within 14 days of purchase. Completed research is generally non-refundable because the investigation has been performed and the dated report remains available. The complete rules appear in the refund and cancellation policy.

Read the refund and cancellation policy.

Completed reports remain in the Paid Research Archive inside your account. Each report is preserved as the dated version you received. Running fresh research later creates a new report; it does not silently rewrite the earlier one.

Yes. The complete sample report shows the structure, donor conclusion, financial explanation, investigative scope, unresolved questions, and source trail without hiding the second half behind a paywall.

Open the complete sample report.

The workspace is built for registered investment advisors, wealth managers, philanthropic advisors, family offices, foundations, trust teams, estate attorneys, CPAs, and other professionals who repeatedly evaluate charities for clients or institutions.

The plan includes account-owned client portfolios, charities, private notes, tasks and due dates, owner, editor and viewer roles, exact-email team invitations, saved comparison sets, weekly monitoring for individually saved charities, immutable activity history, and unlimited portfolio CSV exports. Public charity profiles also include Source Center and What Changed evidence where records are available.

The Advisor Workspace is $149 per month after a 14-day trial. The plan includes five seats, up to 50 portfolios, and unlimited portfolio CSV exports. There is no annual commitment required for the current monthly plan.

See the complete Advisor Workspace plan.

The $149 monthly subscription begins unless you cancel before the trial ends. Stripe handles checkout and billing securely. The account owner can open the Stripe Customer Portal to update billing information, review invoices, or cancel. A cancellation is reflected in workspace access through the subscription lifecycle.

No. The subscription pays for workflow, collaboration, monitoring, saved comparisons, and exports. Deep Research credits create new automated investigations and are purchased separately. Analyst Review, Enhanced Diligence, and Major Gift Diligence are also separate professional engagements.

A signed-in user can enable consented weekly email monitoring for individual saved charities. The system keeps delivery history, prevents duplicate sends, retries bounded failures, supports one-click unsubscribe, and suppresses addresses after provider-reported bounces or complaints. Portfolio-wide controls, daily or immediate delivery, and API or webhook delivery are not yet available.

No. The Advisor Workspace is a live self-service subscription. Institutional API access remains a reviewed pilot and is not automatically issued with a workspace subscription. Organizations can submit an institutional inquiry describing their expected users, coverage, and integration needs.

Request an institutional conversation.

Yes, by default. A purchased report stays in the purchasing account's private archive unless the customer deliberately creates an unlisted share link.

Yes. From a completed report, you can create an unlisted No Halo link and share it by copying the link, email, text, or your device's sharing menu. The recipient reads the exact dated report on No Halo without needing an account.

No. The shared page does not display the customer's identity or account information. It identifies the charity, research date, No Halo conclusion, evidence, sources, and report limitations.

Yes. You can revoke the link from the report. Revocation prevents future access through that address, but it cannot retrieve screenshots, downloads, or copies that a recipient already saved. Anyone with an active link may also pass it to someone else, so treat it accordingly.

No. Customer sharing and No Halo editorial publication are separate. An unlisted link does not add the report to the public News feed, make it discoverable through site navigation, or imply that No Halo endorses the customer's commentary. No Halo controls what it publishes publicly and the headline used for that publication.

Yes. Reports provide print and PDF options where available. The website version remains the best place to use source links and sharing controls, while the PDF provides a portable dated copy.

Depending on the organization and scope, No Halo may use IRS filings, audited financial statements, Single Audits, regulator and government records, court records, charity disclosures, academic and independent evaluations, grant records, credible reporting, and other relevant public sources. Informal reviews and social-media posts may identify leads or experience patterns, but they are not promoted to established fact without stronger support.

An allegation is not a finding. No Halo keeps complaints, investigations, filed cases, findings, settlements, dismissals, judgments, corrective actions, and final outcomes distinct. Material adverse information is included with its procedural status, source, relevance, and known limitations.

No. Missing evidence may reduce confidence, leave a question unresolved, or support a cautious donor action. It does not become misconduct simply because the record is thin. No Halo also does not treat a charity's decision not to respond as proof that an allegation is true.

No. A charity cannot buy a favorable assessment, recommendation, placement, or removal of a supported finding. Organizations may provide documents, correct facts, answer questions, or commission research, but they cannot control the method, evidence standard, conclusion, or publication decision.

Yes. The same independence rules apply. Payment buys the research service, not praise. If No Halo chooses to publish a charity-commissioned report, the commissioning relationship should be disclosed while No Halo retains control of the research and conclusion.

Readers and organizations can submit the exact statement at issue, supporting documentation, and the requested correction through No Halo's corrections and right-of-reply process. No Halo reviews the evidence, corrects material factual errors, and may add a documented response. A disagreement with a supported interpretation does not automatically require removal or softer language.

Submit a correction or response.

A report describes the evidence available through its stated research date. Finances, leadership, programs, litigation, regulation, and public claims can change later. For a consequential or time-sensitive decision, use the date prominently displayed in the report and consider running fresh research.

No. Reports support donor judgment but do not replace professional advice. They cannot guarantee that an organization is effective, lawful, financially sound, or appropriate for a particular gift. The donor remains responsible for the final decision.

Read the complete terms of use.

Consider human review when the gift is consequential, the ownership or entity structure is complicated, important documents are not public, direct charity contact is needed, or the donor wants analysis tailored to a specific restriction, transaction, or risk. Professional services are separately scoped and priced.

Compare professional research options.

Email hello@nohaloresearch.com. For account or refund help, write from the email address associated with the account. Do not send card numbers, passwords, Social Security numbers, or other sensitive payment information.