Back to Eye on FDO

Category: "Noteworthy Updates" (46 posts)

September 18, 2019

NEW FEATURE: View Open RFPs Directly in FDO

FDO now makes it easier to keep up to date with open RFPs. You can customize what RFPs you see on your FDO homepage based on your Field of Interest.

New RFPs Feature
To change your field of interest, click on “Change Field of Interest” on your homepage or under the “Update Profile” section of your Account area.

 

You can also subscribe for weekly RFP update notifications. Simply check the box in the Current RFPs header to begin receiving these updates.

💡 Expert Tip: Open RFPs only make up a small portion of funding opportunities. Get access to all of the funding available to you by clicking on funders in the view Similar Funders section or conducting a full search using the main search bar in FDO. Unlock all the grantmakers who want to support your cause!

August 15, 2019

NEW FEATURE: Search for Grantmakers in a Specific Location

Good news! Searching for Grantmakers or Recipients in a specific location just got easier. Simply use the Organization Name filter AND Location filter together.

image from image.send.foundationcenter.org

This new upgrade will help streamline your prospect research.

💡Expert Tip: To ensure you don’t miss out on a potential funder, begin your prospect research by searching for all grantmakers supporting your mission. Simply use the global search bar.

April 13, 2018

Introducing FDO’s Newest Feature: Recipient Profile Charts

 

BlogPostRecipientCharts

We’re excited to announce a new powerful feature in FDO is here: Interactive charts on recipient profiles.  

New Recipient Charts provide insights you can leverage in your research and when you’re searching for new funding opportunities.

But how do Recipient Profiles help your funding search?

Utilize Recipient Profiles to:

  1. Discover new funding opportunities
  2. Shape your prospecting strategy
  3. Quickly gain fundraising insights

What you can do with New Recipient Charts

With Recipient Charts you can quickly see grantseeking trends and organizational insights to help guide your prospecting, find new prospects and better understand how to approach potential funders. The first Recipient Chart gives you insights on the types of funders giving to an organization and the percentage of total funding each type of funder makes up of the organization’s grant portfolio.

The second chart shows the proximity of funders to the recipient they are giving to, giving you insight on how you can expand your prospect list. Proximity is indicated by the following geographic areas:

  • Local: Funders who are located within the same city or town as the recipient
  • State: Funders who are located within the same state as the recipient
  • Region: Funders who are located in states with a shared border as the recipient
  • Country: Funders who are located in the same country as the recipient
  • International: Funders who are not located within the same country as the recipient

With this funder proximity chart, you see how much money is being awarded from each of these geographic areas and the percentage of total funding each geographic area makes up.

These first two Recipient Charts can be viewed by Grant Amounts or Number of Grants.

The third graph will help guide you on the optimal amount to request from a funder. With this grant size graph, you can understand how much funders are giving to peers and the size of those grants to see how much those funders most commonly give.

New Recipient Charts are available in the new FDO, Professional.

Start uncovering new opportunities with Recipient Charts»

 

Join us for a live webinar on May 1st (2:00PM EST), where we’ll introduce new Recipient Charts, discuss Recipient Profiles, and provide a tour of the new FDO. 

November 21, 2017

The New FDO is here!

We are thrilled to bring you the new Foundation Directory Online! We have introduced powerful enhancements and features designed to make the process of finding the right funders and conducting research seamless. The new FDO provides…

  NewFDOAnnouncementGIF-SFM

New and Improved Grantmaker Searching

FDO now features a global search bar and integrated results page to address all your prospecting needs.  One search bar allows you to simply enter a phrase describing your work.  When you enter a phrase that describes what you’re looking for, or search by Advanced Search & Filters fields, you’ll now receive the full range of data on grantmakers, grants, recipients, and 990s in one results page.  One results page allows you to efficiently compare grantmakers, grants and recipients before you dive deeper in evaluating funders, so you can hit the ground running in building strong prospect lists.

Funding insights relevant to your mission

With a growing source of grantmakers, grant and recipient data, you can now get results, trend insights and funding summaries tailored to your field of work based on your search criteria.

ResultsDashboard-NewFDO

Understand the funding landscape

For the first time, see how much funders are giving to your cause based on your search criteria with Amount Funded in your grantmaker search results.

AmountFunded-GMResults-NewFDO
 

More data and insights with interactive charts and maps to quickly understand funders’ priorities

Enhanced visualizations provide context to your funding search and allow you to see prospective funders’ giving trends and their suitability to your funding needs. Here you’ll be able to gather key insights on how to approach funders, like how much to ask for from specific funders.

DataVisualizations-NewFDO

 

Built-in LinkedIn integration to help you unlock prospect networks

FDO provides lists of key decision makers and their affiliations.  Turn insights into action: see who can make an introduction to prospects with FDO’s LinkedIn integration. 

WhosWho-NewFDO

Stay on top of opportunities: Past funders and Other funders to consider

Never miss a funding opportunity, past or present.  FDO further personalizes your prospect research by identifying when a grantmaker has previously funded your organization, so you can rekindle support from organizations who believe in your work. 

Explore other potential funders available within each grantmaker profile— these are grantmakers with similar giving patterns to your search that you might not have otherwise evaluated.

OthersToConsider-NewFDO

Peer recipient profiles to discover new prospects

Peer recipient profiles can give you ideas on new grantmakers to explore and insights on the funding mix of organizations like yours that can help you shape your funding strategy.

Mobile-friendly for when you’re on-the-go

FDO is also mobile-friendly, so you can keep track of your prospects anytime, anywhere. 

 

These are just some of the powerful features you’ll experience and that we will continue to improve upon.  The new FDO delivers increased speed and ease to build your prospect funder pipeline, grow your connections to funders, and gather the grantmaker and grant insights you need to successfully identify and approach funders that are a good match with efficiency and agility.  

As the FDO team continues to bring you the highest quality prospect research experience, we look forward to you getting the most out of these new features and enhancements! 

 

Experience the New FDO→

August 11, 2017

New FDO Coming Soon!  

Here’s a sneak peek into what the new FDO can do… 

 

GIF-NewFDO-SFM-700

 

We are excited to soon unveil a new version of FDO.  Our goal is to make the process of prospect research easier and more productive for you.  The new experience is designed to increase the speed and agility of every search and provide essential insights that help you win grants.  Here’s a look at what the new FDO will do for you…

 

Find funding faster: Simply describe your work

Getting a list of prospective funders has never been easier.  FDO’s integrated search option will increase the speed and ease with which you search.  The new FDO also provides you with what you’re looking for in one fell swoop, delivering grantmakers, recipients, grants, and 990s in one integrated results page.  With one search you can be well on your way to growing your prospect list.

The new FDO is so much more than a new interface.  For the first time ever, you’ll be able to see how much funders are giving to your cause based on your search criteria.  The amount funded will indicate how much the grantmaker distributes to your area of interest, allowing you to see who are suitable funders and where they focus their priorities.

 

Visualizing giving trends

Easy-to-read, interactive charts and maps highlight key funding information that provide context to your funding search, so you can quickly understand grantmakers’ giving trends to efficiently find funders that align with your mission.  Drill deeper to gather additional insights to help you effectively determine the grantmaker’s suitability to your funding needs, and solicit grants.   

 

Make connections that grow your prospect network

Realize the full potential of FDO with FDO’s LinkedIn tool.  Within each grantmaker profile, you can see who works at the grantmaking organization and who you’re connected to – a LinkedIn icon will appear next to those you are connected to.  Introductions are one of the most effective ways to get on a funder’s radar.  Find out who in your network might be able to connect you to the funder. 

 

Discover other funders you might have missed

Each profile provides you with additional funders that share similar priorities and patterns of giving.  These other funders to consider are based on subject, geographic area (where the funding is going), and the dollar amount of grants awarded.

When was the last time a past funder issued your organization a grant?  Are you new to the organization and don’t have a list of all previous funders?  The new FDO not only allows you to discover new prospects, but will identify past funders of your organization for you, so that you are prepared when you connect with funders and can ensure the ongoing support from organizations that believe in the work that you do.

 

Stay tuned for the exciting unveiling…

 

Visit FDO→

January 29, 2016

FDO Release Notes - 1-29-2016

New Account Profile Fields

You may notice next time you log into FDO a message prompting you to update your profile information if you haven’t done so recently. We’re asking for two reasons: For one, it’s always a good idea to make sure we have up to date contact information so we can better serve your account for billing and other issues; for another, we recently added a few new fields to signups. These fields, including information on organization type, size, and subject area, help us understand our users better so we can continue to build a service that best meets the needs of its users.

Please take a moment to go into the Account area, click Update my Profile, and make sure your profile is up to date.

Upgrading to Annual Contract Plans Enabled

Last summer we began offering new subscribers the option of subscribing to an annual plan paid in monthly installments, while still maintaining the existing monthly, annual, and biannual plans as well. If you choose this new option, you are agreeing to maintain your subscription for 12 months – just like an annual subscription – making monthly payments at a lower rate than the regular monthly plan. While you are subject to a penalty fee if you cancel early, that fee will never be more than three months’ payments in total.

We have now added that plan as an option available as an upgrade option for existing subscribers. If you are interested in moving your monthly subscription to this new annual contract plan, simply go to your Account area and select Upgrade. You will get information on the contract plan, pricing, and the early-termination penalty. You will have access to all the same features and data in your current plan; only your payment terms will change.

As always, please keep an eye on this blog for information on new FDO releases as well as search techniques and other valuable fundraising tips.

January 13, 2016

Update Central Announcement

Update Central is currently undergoing significant system maintenance and bug fixing. 

Owing to this, Update Central emails and state reports are unavailable and the data in the monthly table is not being updated. Please check back next month (February 2016) when this work should be complete. We apologize for any inconvenience in the meantime.

Update Central is an FDO feature available to Professional subscribers that allows you to see new grantmakers, grantmakers with recent changes to their profiles, and high-growth grantmakers. Users can see monthly totals for those funders, create an alert to receive the monthly totals by email, and run reports to see funders for the above categories by state.

October 26, 2015

FDO Release Notes - 10-26-15

We will post occasional - usually biweekly - release notes in this space collecting new features, recent fixes, and other changes. 

What's New/Changed

The default sort order for grantmaker searches is now Total Giving, from highest to lowest (was previously alphabetical). Company search (Pro only) remains alphabetical; grant searches are now Year Authorized, most recent first; and 990 searches are year, most recent first.

The site will "remember" any change to the sort options on any search screen, so if you prefer another sort option, simply set it once and the site will use it for future searches. 

Fixes

Fixed an issue where irregular site traffic caused error messages on searches and slow site performance.

Password security improvements.

Notices

Database update transfers remain paused while new databases undergoes testing.

 

September 23, 2015

Upcoming Database Maintenance

This week our data team is moving all of our grantmaker and grant data from one database to a new one. This change will help our editorial and other back-end processes work more smoothly and efficiently and will have no direct effect on your use of Foundation Directory Online or our other data products. 

To give the team time to do all the necessary work and to fix any behind-the-scenes bugs, we will delay the next data transfer to FDO. Typically, we push an update to FDO once a week. To accommodate this change, we will delay our next transfer for two to four weeks, depending on how quickly the system is ready to go.

What does this mean for you?

It means the content and functionality will not change at all during that period. It also means that any newly added grants, 990s, or funders will not appear in FDO until after the next transfer, so if you are subscribed to any FDO email alerts, you will not receive them in the meantime. I will update this message once the transfer occurs, after which regular weekly transfers will resume.

January 28, 2015

Introducing Workspace

Today we're proud to launch a brand new suite of features for FDO: Workspace.

With Workspace, you finally have a place within the FDO site to work with the funding prospects you identify. Assess how strong the match is between funders and your organization and programs; manage tasks, contacts, and notes; and keep track of progress toward your fundraising goals. 

To get started, just log in to your FDO account and find the Workspace link at the very top of the screen. If you have questions, visit the Workspace FAQ section in Help.

Today is the release of the Beta version of the site, with more features coming soon. We know people will want to import and export certain content, and we're looking at even more features in the coming weeks and months, along with continued improvemnt of core FDO features as well. For now, give Workspace a try and let us know what you think! 

Join us for a live webinar on February 17, 3-4PM EST.We'll introduce Workspace, guide you through its features, and explain all its benefits.