Save 3 hours a week and and increase your grant applications 1.5x with these 9 best practices!
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Keywords have a major impact on the quality of your grant matches.
By selecting more specific keywords that hit “the nail on the head” for your program’s mission, you’ll remove broader matches that may not be as good of a fit.
Each of the gray, yellow, and green highlighted colors in your matches explain why a grant was matched to your project.
By spotting trends in the keyword coloring, you can further iterate on your own project’s keyword selection to find more specific matches for your program.
Now that you’ve refined your keywords, you can Sort and Filter your matches to prioritize which funder types and funding uses to review first.
Use the Matches search bar to filter your opportunities by keyword too.
A funder’s 990 report contains rich data on their historical giving trends, so you can easily tell if they’ve awarded similar grants to your location, the historical grant $ amounts, and if they've awarded similar giving purposes to the funding purpose you are looking for.
990 insights will also reveal how open a funder is to brand new grantees, or if they're focused on giving to their repeat grantees.
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Within any grants you're working on, create your next action items as Tasks so you can get these LOIs and proposals submitted on time.
With Tasks, you can set up automatic deadline reminders for yourself and your teammates to complete internal milestones, submit LOIs, and submit all reporting requirements for your awarded grants.
Want to add a funder you heard about outside of Instrumentl, or bring in opportunities you've been keeping track of in an Excel spreadsheet?
By importing all your historical opportunities to your Tracker, you’ll get automatically notified of any funder updates to a grant, link historical opportunities to the funder's 990 report, and centralize all your work into one source of truth.
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Want to find those under the radar, smaller family foundations with less of an online presence?
Dive into your Funder Matches to discover a whole new list of funders that have given to your field of work and your locations, and start building long term relationships to win those awards year after year.
Use Recipient Profiles to look up any grant recipient and see their list of funders, and build a whole new list of prospects in minutes!
Learn more best practices by joining Amélie for our next weekly Customer Kickoff!
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