360Giving Data Standard » About this site

About this site

This site provides information to support anyone who wants to publish open grants data using the 360Giving Data Standard.

The guidance is divided into five main sections.

Guidance for publishers

Main guide

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.

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Grants to individuals

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.

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Technical information

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.

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About the Standard

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.

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Extensions

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.

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Contents

• Guidance for publishers
  • Useful information before you start
    • What to expect
    • The three stages of the publishing process
    • Who publishes 360Giving data
    • About grants management systems
    • Key concepts
  • Plan your process and data
    • How long the process takes
    • Decide what information to share
    • Decide what grants to include
    • Taking inspiration from others
  • Data protection
    • Overview
    • Checking privacy policies and grant agreements
    • If you do not intend to publish personal data
    • Responsible data
    • Notifying grantees about your 360Giving data
    • If you do intend to publish personal data
    • Example open data policy
  • Prepare and format your data
    • Overview
    • Register with 360Giving Helpdesk
    • Choosing your file format
    • Publishing using spreadsheets
    • Options for publishing using a spreadsheet
    • Setting up Salesforce for 360Giving data publishing
    • Metadata: making your data more usable
    • Converting Postcodes into Geocodes to anonymise address information
  • Check data quality
    • Overview
    • How to use the 360Giving Data Quality Tool
    • Understanding the Data Quality Tool feedback
    • Once the data passes the checks
  • Publish your data openly
    • Overview
    • How to make your 360Giving data open
    • How to host your 360Giving data
    • Submit your file to the Data Registry
    • Taking down published data
    • Alternative hosting options
    • Good practice in file management
  • Submit your data to the Registry
    • Authorised domains
    • How to use the 360Giving data submission process
    • Getting further help
  • Updating your 360Giving data
    • Overview
    • Document your publishing process
    • How often should you update your data?
    • How to make updates to your data
    • Making changes to your published data
    • Taking down published data
  • Using 360Giving data
    • 360Giving online tools
    • Support for complex data needs
  • Guide for Community Foundations
    • Overview
    • The information included in the D2 extract
    • Contact 360Giving to get access to D2 extract
    • The source report
    • Check data quality and receive feedback
    • Publishing your 360Giving data
  • Guide to location data
    • Why is location data important?
    • The basics
    • Recipient organisation location
    • Beneficiary location
    • Location scope
    • Funding organisation location
  • Guide to regranting
    • Introduction
    • About the codelist
    • Sharing further information about your grants for redistribution
    • Who should use the Regrant Type codelist?
    • Guidance on using the codelist
• Guide for grants to individuals
  • Introduction
    • Getting further help
    • Background
  • Publisher Guidance
    • Introduction
    • Plan your process and data
    • Field guidance
    • Grants to individuals codelists
    • Data protection
    • Prepare and format your data
  • Data Preparation templates
    • Introduction
    • How the template is set up
    • Setting up your template
    • How to use the template
    • Manual coding template
    • Next steps
• Technical information
  • Reference
    • Data formats
    • Spreadsheet format
    • JSON format
  • Identifiers
    • Identifier basics
    • Get your prefix
    • Grant Identifier
    • Organisation Identifier
    • Individual Identifier
  • Metadata
    • What is Metadata?
    • Why include metadata in 360Giving files?
    • Extensions to 360Giving Data Standard
    • Including metadata
    • Field guidance
  • Codelists
    • Introduction
    • What are codelists?
    • Open and closed codelists
    • The codelists used in the Standard
    • How to use codelists in 360Giving data
• About the 360Giving Data Standard
  • Governance and Revision Control
    • Introduction
    • Governance of the Standard
    • Versioning and Upgrade Process
    • Deprecation and Support policies
  • Terms of Reference of the 360Giving Data Standard Stewardship Committee
• Extensions
  • Diversity, Equity, and Inclusion Extension
    • DEI Extension guidance for publishers
    • Preparing DEI Extension data
    • Technical Reference
    • Governance and Versioning

Getting further help

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 360Giving Helpdesk. You can help us improve this guidance by filling out our feedback form.

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