Key Takeaways
Inside This Video: This session introduces the Zero-Trust verification framework, a practical explainer for grant administrators and CSR leads to ensure 100% compliance with 2026 IRS regulations. Key Takeaways:
– Real-time API lookups are the only way to catch “Auto-Revocation” risks that manual TEOS searches miss.
– New 2026 group exemption rules shift the burden of proof to grant makers to verify subordinate rosters.
– Moving verification to the discovery phase via FundRobin infrastructure saves hundreds of administrative hours.
FundRobin AI Pro-Tip: Implement a Zero-Trust workflow by re-verifying EIN status immediately before every disbursement, rather than just at the application stage, to catch mid-cycle IRS revocations. You can use FundRobin’s Smart Matching infrastructure to integrate these compliance checks directly into your discovery phase.
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