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.
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Tip 4: Keep your work organized with fundraising projects
Staying organized is key to successful fundraising. Create a new project from your dashboard and add details such as project goals, success criteria, and impact metrics. This information is crucial for funders and keeping it in one place makes grant applications faster and more efficient. Projects also connect with funder recommendations and LOI writer to streamline your entire workflow.