QuickStart Guide to Projects & Research

Step 1: Start Here

To Create a Project:

>My Dashboard
>Projects & Saved Funders
>Add new Project

To Identify Search Terms:

>Create a Project
>Enter description and/or URL 
>Select Get Terms
>Save Project

Step 2: Refine

To Refine Projects:

>My Dashboard
>Projects & Saved Funders
>Select Your Project
>Search Criteria Tab
>Search

OR

>Find Grantmakers
>U.S. Charitable Database (or Canadian or International) 
>Select Search Criteria and refine by adding/removing criteria
>To save a funding opportunity, you will be prompted to save it to an existing Project or create a new one.

To Filter:

>Add and remove search criteria (Geographic Scope, Areas of Interest, Types of Support, App Deadline Date, Type of Grantmaker, Location of Grantmaker)

Save and Remove Funding Opportunities:

>Save funding opportunities with the “bookmark” icon
>Remove funding opportunities with the “eye” icon

NOTE: Funders are saved (bookmark icon) within their assigned projects, and any removed/marked “NA” (eye icon) must also be assigned to a project. “Saved” and “NA” tags may appear if applied in another project.

Save Search Criteria:

>Select Save Criteria
>Replace existing Saved Criteria or add a New one

Step 3: Research Your Prospects

To Research: 

>My Dashboard
>Projects & Saved Funders
>Select Your Project
>Search Criteria Tab
>Search
>Select View Profile

Review Funder Profiles:

• Description
• Opportunity Information
• Funder Information
• Requirements
• Contact information
• Grants History

Review Funder Websites:

Links to websites are included when available

Review Grants Awarded:

Review Key Leaders:

Review Grant Stats:

Step 4: Prioritize Your Funding Opportunities

To Decide:

>Select a Saved Funding Opportunity

> Use your Decision Matrix; Set Priorities, and Status; Add Dates, Amount Requested, and Notes right in the card.