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When you're looking to grow your nonprofit client base, it's crucial that you have access to accurate and up-to-date personnel information so you can introduce your products or services. That's why Cause IQ has multiple data sources dedicated to identifying the staff and board members at organizations. Combined with this personnel data, our purpose-built tools can help you identify the most relevant personnel by title levels and functions, view all identified staff and board members at a given organization, and export contact information in bulk.

The video and article below walk you through all of the ways to find personnel and contact information in Cause IQ:

To help you find relevant contacts, Cause IQ classifies personnel by their job levels (e.g., Chief, Director, Vice President) and functions (e.g., Executive, Finance). You'll see title levels and functions used multiple places, including choosing which people to include in a bulk report, finding specific individuals with the people search, and on a person's dedicated profile page.

Job levels represent how high up in a given organization's hierarchy a position is. Since there's great variation in the nonprofit sector with the title structures organizations use -- charities typically use directors whereas associations use vice presidents and chiefs -- we recommend selecting multiple levels when searching and exporting personnel. This will help you isolate the right personnel across all types of organizations.

Job functions represent the general responsibilities and activities for a position. To help our customers find the right personnel we have grouped similar job functions, such as Marketing / Communications. The selected job functions are combined with the levels, so any combination of level and function will result in a match. For example, if you select Chief, Director, and Vice president as your levels and Executive, Development / Fundraising / Giving / Advancement / Philanthropy, and Finance as your functions, you can expect to return personnel with the following job titles: 

• Chief Executive Officer
• Director of Development
• Director of Finance
• Director of Individual Giving

Here's a screenshot of the title level and function selector when choosing the types of contacts you want included in a bulk export report:

When researching specific organizations, You can view all the personnel that Cause IQ has identified working at organization in the personnel section of their organization profile page. The information available in the personnel section includes an individual's:

• Name
• Job position(s)
• Email address (if available)
• Direct phone number (if available)
• Form 990 compensation (if available)
• LinkedIn profile (if available)

All personnel in Cause IQ are stamped with a Date of data. This date represents the last time one of our data sources confirmed the individual working at the organization. Check out the personnel section of an organization's profile below:

You can use Caus IQ's export tool to generate CSV files of relevant organization and personnel records. Once the information is out of Cause IQ, feel free to share the information with their colleagues and/or load the details back into your CRM or marketing automation software. Here are the general steps:

Here's an overview video that takes you through the process of generating a bulk export report with personnel and organization details:

All personnel in Cause IQ have a unique profile that you can access to view all their information in one place. Cause IQ's personnel profiles contain descriptive, contact, and compensation information. The specific fields available for a given person vary based on the data sources we have for that person. You can access an individual's personnel profile by clicking on their name from the personnel section of the corresponding organization's profile. If you're looking for information on a specific person, you can use Cause IQ's people search to access the individual's profile. Here's a look at an individual's profile page in Cause IQ: