Start a new fundraising project today
Organize your work and tailor your experience on your Candid dashboard
How to personalize your fundraising experience
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Tip 1: Save searches for future prospecting
Oftentimes, a single search can yield many grantmakers that you would like to investigate further as a prospect—which is great! However, you might not have the time to go through each and every grantmaker profile. This would be a good time to save this search for further research when you do have the time.
You can also save searches with more complicated filters that deliver grantmaker results for a specific need. This way, you won’t need to worry about remembering every detail.
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Tip 2: Increase efficiency with organized prospect lists
Organizing your prospects into lists on your dashboard at the beginning will save you time. Save your prospect lists in a way that helps you and lets you refer back to them later. For example, you can save prospects in a list that align with specific criteria or prospects you’d like to include in a fundraising project like an upcoming gala event.
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Tip 3: Leverage grant recipients for further prospecting
To give you a head start, Candid has auto-generated a My funding cohort collection. You can leverage this list of peer organizations by researching what other funders have supported them in the past. If you find a funder who has supported one of your peers, it’s likely they would make a good prospect for your organization as well.
Next: How to leverage Candid’s AI tools →