Back to Eye on FDO

Category: "Get Started with FDO" (4 posts)

September 17, 2018

Explore New Funding Prospects with Recipient Profiles

 

Leverage Grant Recipient profiles:

  • Discover new funding opportunities
  • Help shape your prospecting strategy
  • Quickly gain fundraising insights

 

 

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Recipient Profiles help you discover new prospects you may have missed in your grant search and help you understand how to approach funders. Now you can easily gather key fundraising insights using FDO’s interactive Recipient Charts. You can access Recipient Profiles and all insights on grant recipients in FDO Professional.

View the data in Recipient Charts by Grant Amounts or Number of Grants using the toggle bar.

 

[Tip 1] Who's funding your mission?

Recipient Charts give you quick insights on the types of funders giving to your mission.

 

[Tip 2] Where are relevant funders located?

View the proximity of funders giving to peers from as close as the same city, town, or region (neighboring states) to as far as another country.

 

[Tip 3] How large are grants awarded to your cause?

Understand how much funders are giving to peers and the size of those grants to see how much those funders most commonly give. Use this chart to help inform you on how much to request.

 

Get Started-blog

 

Video-icon-blogSee more on FDO’s recipient profiles>

 

Turn Insights Into Action, Connect with Funders

 

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Ready to take the next step in your grant search? Now that you’ve had some time to search for prospects and started building your prospect list, use these three steps to convert prospects to funders.

 

[Tip 1] Start with Who’s Who

Review the list of staff and affiliations within your chosen grantmaker profiles by navigating to the Who’s Who section of the grantmaker profile.

 

[Tip 2] Leverage FDO to connect with funders

See who you’re connected to at the foundation with FDO’s LinkedIn integration. The LinkedIn icon will appear next to staff you are connected to—click on the LinkedIn icon to open their profile from FDO (functionality accessible in Professional only). To see your connections to grantmakers make sure you’re also signed in to LinkedIn. 

 

[Tip 3] Reach out to prospects

Look beyond searching for open RFPs and connect with funders who fit your work and mission. Understand funders’ priorities and start cultivating partnerships. Introductions are one of the most effective ways to open the door with a new funder.

Have you tried these FDO top tips on how to approach funders? Take the next step and reach out to funders that match your organization’s mission and program. You can also apply these best practices and view this FDO sample outreach letter from our development expert.

 

Get Started-blog

 

Video-icon-blogSee FDO’s LinkedIn Integration in action>

 

Make the Most of Your Grantmaker Results & FDO’s Latest Insights

 

We add nearly 100,000 new grants and RFPs weekly, so you can always have access to the latest grantmaker data and insights. Equipped with these insights, strengthen your proposals to make them most appealing to funders.

 

Leverage Grantmaker profiles:

  • Discover how closely they align to your mission
  • See how much funders are giving to your subject area
  • Keep abreast of grantmaker updates
  • See who they are funding
  • Learn how to apply
  • Access key decision makers with our LinkedIn integration

 

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[Tip 1] Save Your Searches

FDOsave-icon-blogWhen you’ve completed a search that you might like to review again later, make sure you use the Save icon at the top of your search results. You can then find your saved search in Workspace or on your homepage.

With your FDO search results, sort by any column to view prospects using the different data points (amount funded, grant count, total giving, city, state, or by name) depending on what you’re looking for.

 

[Tip 2] Utilize the Grants Data Specific to Your Mission

With each of your searches, see how much funders are giving to your cause based on your search criteria in the Amount Funded column.  Amount Funded is adjusted based on your search criteria. (Details on Grants available in Professional).

 

[Tip 3] Get Insights from the Interactive Charts & Map

From the grantmaker profiles, use the interactive charts and map presented at the top to see if it is a funder you would like to keep on exploring and if the funder might be a fit.

Drill down into the charts and map to view more detail on the funders’ mission priorities (Grantmaker Charts & Map are interactive in FDO Professional only). Once assessing the grantmaker, you can then pull key data points on the grantmakers’ giving aligned to your mission from these charts and map. Explore the grantmakers’ grants and recipients to further understand the funder’s mission and giving alignment. What you learn about funders from the grantmaker profiles will also help you approach your best matched funders.

 

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Ensure you don’t miss a qualified funder:

Within each grantmaker profile, use Other Funders to Consider to guide you in your search for additional funders that have similar giving patterns based on subject area, geographic area served and grant amounts.

 

Receive Grantmaker Updates in Your State with FDO’s Update Central

Keep up-to-date on grantmakers’ leadership changes, new priority areas and support changes, plus find out about new grantmakers in your state with Update Central. You can sign up to receive monthly email updates about grantmakers, or run customized reports by state directly in FDO’s Update Generator. Access Update Central by navigating to the Workspace menu and selecting Update Central.

 

Get Started-blog

 

Video-icon-blog Tour FDO’s grantmaker profile features>

 

Welcome to your handy FDO Guide

 

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[Tip 1] Optimize Your Searches Using the Global Search Bar

 

Search FDO as you would any search engine and get results specific to your grantseeking needs. Begin your search directly from your homepage when you log into your account.

One search for all your needs yields: grantmakers, grants, and recipients – it’s that easy!

Simply enter a short phrase that describes your work into the global search bar— such as your field of work and where you are looking to be funded. You can now search more intuitively than ever to find what you’re looking for.

Remember, it’s best to start your search broadly as grantmakers classify their funding support in many different ways. For example, start your search with “performing arts in New York City” instead of “ballet in New York City.” Drill deeper and see if these grantmakers and grants fit your needs. What you learn from a grantmaker profile will also help you refine your funder search. Include the city your nonprofit is in in your search – and search broader by searching using state – to get a sense of what organizations are sending dollars to your region.



[Tip 2] Searching for Organizations by Name

 

Interested in a particular foundation? If you want to search for a specific organization by name, click Search by Organization below the global search bar or use the Organization Name field in Advanced Search & Filters, instead of using the global search bar.

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[Tip 3] Leverage Advanced Search & Filters to Drill Further

Use Advanced Search & Filters to refine your broader search results. With insights from the grantmaker, grant and recipient profiles, consider how you might want to filter further— for example, you may want to see specific transaction types or grants in a certain dollar range. With Advanced Search you can also search for specific geolocations, funders, recipients, or even staff. 

Only use as many additional filters as required so you don’t miss a funder that may be interested in your work!

 

Select from the drop-down menu options or use the type-ahead feature in the Advanced Search & Filters fields to help frame your search—this will give you other ways to define what you’re looking for and help you identify the results you need.  

 

Now You’re Ready:

  • Find your best matched funders
  • Get the most up-to-date insights on funders
  • Dive into the giving landscape relevant to your mission
  • Discover the decision makers and connect to funders
  • Leverage grantmaker and recipient profiles to win grants with targeted proposals

 

Get Started-blog

 

Video-icon-blogSee FDO's search in action>