Track funders, contacts and conversations

Funders holds one record for each funder you work with: its contacts, a log of your conversations, and the grants in My grants that are linked to it. Nothing here contacts a funder or applies for anything.

Add a funder

1. Open Funders and choose Add funder.
2. Enter the Name. Website, EIN, Agency code, Description and Notes are optional.
3. Choose Save funder. If you close the form before saving, GrantCue keeps what you typed and offers it back the next time you open it.

The EIN takes exactly 9 digits, such as 12-3456789. It connects the funder to its IRS filings: Form 990-PF for a private foundation, or Form 990 for a community foundation or other charity that gives grants. For a government agency, use Agency code instead, for example HHS-ACF.

Find a funder in your list

Type in Search funders and choose Apply. The search looks at the name, description, agency code and notes. Sort by offers Name, Last contact and Linked grants. Each card shows how many grants, contacts and interactions the funder has and the date of the last contact.

Work on one funder

Choose a funder's name to open its page.

• Interaction log records your conversations. In its form, choose a type (Email, Phone call, Meeting, Conference, Site visit or Other), the date, optionally a contact, write a note and choose Log. Each entry shows who logged it. Entries can be edited or deleted.
• Contacts keeps each person with a title, email and phone. Use Add contact, then Edit or Delete on a row.
• Edit funder changes the details you entered when you added it. A funder with no EIN or agency code shows the button as Add EIN and edit funder.
• Linked grants lists the grants from My grants that are linked to this funder, with their stages.
• Funder research (990 data) opens a panel with up to three of the most recent years found for the funder: assets, revenue, expenses and grants paid, from ProPublica Nonprofit Explorer. It looks up the EIN you saved, or the funder name if there is no EIN. You can search by a different EIN or foundation name in the same panel.
• All reported grants appears when GrantCue has a giving profile for the funder's EIN. It lists the grants the funder reported paying on its 990-PF filings. Export grants downloads them, and See other funders of this recipient on a row shows who else paid that organization.
• Grants it reported appears instead for a community foundation, United Way or other charity that files Form 990: the organizations on its Schedule I, each with that year's total. Only recipients that received more than $5,000 are listed, and Form 990 doesn't say whether the funder accepts applications. A community foundation's list also includes grants donors chose from donor-advised funds.
• People on the latest filing lists the officers, directors and trustees the foundation named on its most recent 990-PF that GrantCue has read, with their titles and the tax year. It is what the filing says, not a current staff list.
• Red flags show as chips under the funder's details: Invitation only, Outside its giving area, Grant size or Few new grantees, each with the reason from the filings. A flag is a reason to look closer, not a ruling that you cannot apply.

See who funds an organization

1. Open Foundation directory and choose the link to Funders by recipient, or go to Funders by recipient directly.
2. With One organization selected, type the Organization name and choose its state (the city is optional).
3. If the name was found in more than one place, choose the right one. GrantCue then lists every foundation and grantmaking charity that reported paying it, with the total, the number of grants and the years.

990-PF filings name grant recipients but give no EIN for them, so those results are matched by name and place: check that the matched names are the organization you mean. Form 990 Schedule I lists each recipient's EIN, so a charity's grants match exactly when the EIN is known. Its amounts are yearly totals per recipient.

Find the funders of your peers

Choose Your peers to keep a list of organizations like yours (up to 30). Add a peer by name, or choose Suggest peers for organizations in your state that the foundations matching your profile have funded. GrantCue then ranks the foundations that paid your peers by how many of them they funded, and lists separately the ones that have already funded you. Choose Track on a foundation to add it to your funders.

If your organization profile has enough detail, the research panel can show a badge such as Strong fit or Giving may be below your ask. It compares the latest filing with your locations, service areas, minimum grant and focus areas. A 990 shows what a funder can give, not whether it will fund you.

Find new foundations

The Foundation directory lists private foundations from IRS 990-PF filings. Search foundations by name, and sort by Typical grant size, Total giving or Grants made. If your Grant matching profile has your location and focus areas, the page also lists foundations that fund work like yours. Choose Track on a foundation to add it to your funders. Tracking does not apply for funding or contact the foundation.

Delete a funder

Delete funder, at the bottom of a funder's page, also deletes its contacts and interaction log. Linked grants stay in My grants without a funder. The confirmation counts what will go, and the deletion cannot be undone.

990 data is past giving, not current guidelines. Check the foundation's own website before you apply.