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Product update: New foundation search tool

Published March 10, 2023

Cause IQ's new foundation search makes searching for foundations and grant details easier than ever


Cause IQ just rolled out a new foundation search tool that's designed with our nonprofit customers in mind. The new foundation search allows users to search for foundations, view grant details, and understand the relationship between grantmakers and grant recipients more easily.

You can access the foundation search by clicking the search magnifying glass from your Dashboard and clicking "New foundation search".

Access Cause IQ's foundation search

There are three separate tabs within the foundation search; Foundations, Grants, and Grant recipients. The organization and grant details displayed within the tabs are all related and dictated by the search filters you add within these tabs.

For example, you can put together a foundation search that segments private non-operating foundations in Seattle, WA that have made at least 10 grants in the most recent tax year. The Foundation tab displays all the foundations in your search, and the Grants tab shows all identified grants made by the grantmakers. The Grant recipients tab displays all the organizations that have received a grant from the Seattle-based foundations, and if you add a grant recipients filter (e.g., Grant recipient Types: K-12 schools), you'll see the K-12 schools that have received funding from the Seattle-based foundations. Now, if you reenter the Foundations tab, you'll only see the Seattle-based grantmakers that make grants to K-12 schools and the Grants tab now only shows the grants received by the K-12 schools from the private non-operating foundations.

Foundations

The Foundations tab shows all the grantmaking organizations that meet your grant recipient, grant, and foundation filters. By default, the foundations are sorted by relevance, but you have the option to change the sort order and can sort the grantmakers alphabetically, by number of grants made, and by total asset size. Clicking a foundation's name takes you to their organization profile, where you can view all the information we have on the grantmaker. You can even download up to 2,500 foundation records to an Excel file. The spreadsheet will contain the following columns:

  • EIN
  • Foundation name
  • Street address
  • City
  • State
  • Zip code
  • Total revenue
  • Total assets
  • Grant geographic focus
  • Number of grants made

Here's a look at the Foundations tab:

Foundation tab

Grants

The Grants tab displays the grants that Cause IQ has identified the foundations in your search making. Within this section, you'll see the grant amount, grantmaker, grant recipient, fiscal year the grant was made, and the grant description.

You can sort the grant list by the amount and fiscal year, and you can filter the grants displayed by clicking the "Filter grants" button in the top-right of the page. You can also download up to 2,500 grant records to an Excel file. The spreadsheet will contain the following columns:

  • Grantmaker EIN
  • Grantmaker Name
  • Recipient EIN
  • Recipient Name
  • Amount
  • Fiscal year
  • Description

Here's a look at the Grants tab:

Grants tab

Grant recipients

The Grant recipients tab shows all the nonprofits that Cause IQ has identified receiving a grant from the foundations meeting your organization and grant filters. By default, the organizations are sorted by relevance, but you have the option to change the sort order and can sort the nonprofits alphabetically, by revenues, and by total assets. You can filter the grant recipients displayed by clicking "Filter recipients," and you can download up to 2,500 grant recipient records to an Excel file. The spreadsheet will contain the following columns:

  • EIN
  • Foundation name
  • Street address
  • City
  • State
  • Zip code
  • NTEE code
  • Total revenue
  • Total assets

Here's a look at the Grant recipients tab:

Grant recipients tab