An automated review of available public records. It does not include a current donor recommendation.
Professional research
The research team your practice does not have.
A client says: we want to give $100,000 to organizations fighting childhood cancer, help us decide where. You know tax strategy, estate planning and donor-advised funds. You should not have to become a charity investigator to answer the next question.
Professional inquiries: research@nohaloresearch.com
Start with national coverage
Connecting to current No Halo coverage…
Coverage updates as public IRS source files are processed.
Then go deeper where the decision warrants it. No Halo is built as a fact-based adversary: search aggressively for material problems and contradictory evidence, but never create an issue that the evidence does not support.
Pricing
Choose the depth your decision needs.
A fresh Deep Research baseline plus human interpretation, targeted verification, and a written donor recommendation.
Broader manual document review, material transaction and related-entity analysis, and targeted outreach when warranted and authorized.
Scope-first diligence for large or unusual gifts. Qualification comes before a fixed project quote and payment.
Each professional engagement covers one charity and one giving decision. Compare services and choose a charity. Paid automated Deep Research is a separate credit-based product, not a personal analyst engagement; see current credit pricing. Ask us about comparative research before assuming it is included. The Advisor Workspace is a separate $149 monthly subscription for repeat workflow, team access, monitoring, saved comparisons, and exports.
For ongoing client work
Research once. Keep the file working.
Professional research answers a particular giving question. The Advisor Workspace keeps recurring client work organized with portfolios, private notes, tasks, team roles, saved comparisons, weekly saved-charity monitoring, evidence trails, audit history, and CSV exports.
$149/month14-day trial · five seats · 50 portfolios · unlimited CSV exports
Explore the Advisor WorkspaceFree reports and Deep Research
The free report organizes available public records and highlights questions they raise. Paid Deep Research starts a fresh automated investigation into six donor questions: where the money goes, financial strength, whether the work works, whether records reconcile, material concerns, and what another unrestricted dollar is likely to accomplish. It adds a dated donor recommendation, not personal human review.
What commissioned research adds
Human review, a decision-specific scope, deeper source work, expanded entity and legal research, more intensive reconciliation, direct written questions when warranted, and a deliverable built for the giving decision in front of you.
Available capabilities
Research built around the decision, not a badge.
Public-source research
Start with the charity’s legal identity, IRS record, detailed filings, schedules, status history, original source documents, current disclosures, and independent evidence the automated system can establish.
Research reports
Open or build a sourced No Halo report that tests six donor questions, separates reported claims from evidence, reconciles material differences, and shows what genuinely remains unresolved.
Forensic reviews
Commission deeper human-reviewed work on one organization, scoped around the size and purpose of the contemplated gift and the material issues the evidence raises.
Comparative research
Compare organizations addressing the same donor objective using the evidence that matters for that intervention, not a generic popularity ranking.
Source-backed deliverables
Receive research that can be traced back to the underlying record, with uncertainty, contradictions, and important limitations stated rather than hidden.
Right of reply
Material questions can be put to an organization in writing and its response incorporated into the record when the scope calls for it.
The forensic review
Go beyond the standard report.
You name the organization, the contemplated decision, and what matters to the donor. Depending on the organization, scope, and records available, the review can examine multiple years of Form 990 filings and schedules, audited financial statements and Single Audits, compensation, related organizations, interested-person transactions, major contractors and professional fundraisers, government funding, regulatory and court records, public claims, and independent impact evidence.
We are looking for issues. That does not mean assuming one exists. The research is designed to challenge the easy story, identify material problems when the record supports them, reconcile apparent discrepancies before calling them concerns, and report strong evidence just as plainly when it survives scrutiny.
Analyst Review and Enhanced Diligence have the defined service levels and prices shown above. Major Gift Diligence begins with qualification and a fixed project quote because a $25,000 local gift and a seven-figure institutional decision do not require the same research depth.
Independence
The client can choose the question. Not the answer.
Professional customers pay for research. They do not influence its conclusions. A client who commissions a review of an organization they favor receives the same treatment as a client who is skeptical of it. Fees never depend on the outcome.