4. Your Library Can Help!
Foundation Directory Online
• Suite of feature–rich funding
research databases & tools
5. Your Library Can Help!
Foundation Directory Online
• Three main databases
– Grantmakers
– Grants
– Companies
6. Your Library Can Help!
Foundation Directory Online
• Key Strengths
– Current
– User friendly
– Tools: download, email, save, tag, alert
– LINKED!
7. Your Library Can Help!
Foundation Directory Online
• Single user license
• PROFESSIONAL license – highest level
of access/features
8. Objectives
1. Create and run basic searches in the
3 Foundation Directory Online
directories using several different
approaches.
9. Objectives
2. Explain how the 3 Foundation
Directory Online directories work
together to enhance your results.
3. Use Power Search to supercharge
your research.
11. Foundation Directory Online via BCLS
• Home page to Business Gateway –
Nonprofits guide
Staff
will log
you in.
12. Grantmakers
• 100,000 + US foundations
– Community foundations
– Company-sponsored foundation
– Independent foundation
– Operating foundation
• 12,000 grantmaking public
charities
• 1,200 corporate giving programs
13. Grantmakers – Case Study
“I’m looking for funding for my local
community theatre group.”
30. Grantmakers – Exercise 1
I am seeking potential funder(s) for our
New Jersey-based non-profit’s new
interfaith initiative.
• Find funders – find 1 – 3 potential
matches
• Index and keyword searching
• Look at the grants of one match
32. Grants (Recipients)
• Over 2.4 million grants awarded by US
foundations
– Profiles by recipient
– LINKAGES
33. Grants – Case Study
Funding for a business plan competition
• Known recipient
• Keyword/phrase
34.
35.
36. Grants – Exercise 2
I would like to identify
organizations that could fund a
new adult literacy program
needed in our community.
1. Grants search
2. Compare to Grantmakers search
37. GRANTMAKERS DATABASE GRANTS DATABASE
GRANTMAKER STATE - NJ GRANTMAKER STATE - NJ
FIELD OF INTEREST: Adult education--literacy, basic skills & GED SUBJECT: Adult education--literacy, basic skills & GED
Carlozzi Charitable Foundation, Inc., Nicholas H. and Margaret H. A Friends' Foundation Trust (1)
Roberts Foundation, Nora Boye Foundation, Inc., The (1)
Verizon Reads, Inc. Bunbury Company, Inc., The (2)
Wish You Well Foundation Community Foundation of New Jersey (2)
Zobel Foundation, Inc. Creamer Foundation, J. Fletcher (1)
Dodge Foundation, Inc., Geraldine R. (8)
Evans Foundation, Charles, The (2)
Harbourton Foundation (1)
Hearst Foundation, Austin, The (1)
Hyde and Watson Foundation, The (6)
Johnson & Johnson Family of Companies Contribution Fund (3)
Johnson Foundation, Robert Wood, The (2)
Kirby Foundation, Inc., F. M. (14)
Knistrom Foundation, Fanny and Svante (1)
Link, Jr. Charitable Trust, George, The (2)
McGraw Foundation, Curtis W., The (2)
Merck Company Foundation, The (3)
Milano Foundation, Inc. (2)
Provident Bank Foundation, The (1)
Prudential Foundation, The (23)
Roberts Foundation, Nora (4)
Rolin Foundation, The (1)
Turrell Fund (5)
UBS Foundation U.S.A. (1)
Verizon Foundation (159)
Victoria Foundation, Inc.
Walbridge Fund, The (1)
38. Companies
• Access corporate grantmaker records
by searching across the corporate
info. of sponsoring companies.
• Detailed company info. to
complement their grantmaker profiles
• 3,400 – plus companies
40. Companies – Case Study
I want to identify the funding interests of
major companies in nearby Philadelphia
& Bucks counties to explore potential
matches for our food and health related
programs.
41.
42.
43.
44.
45. Companies – Exercise 3
Identify 3 Pennsylvania companies with
$50 million or more in sales with a
grantmaking entity that provides funding
in support of philanthropy/volunteerism.
• Name the grantmaking entity for each
company you find.
• Practice the linkages among all 3
directories.
46. Power Search
• Simultaneous KEYWORD search of:
• Grantmakers, Companies, Grants
• 990s
• Foundation Center's philanthropy
news, nonprofit jobs, RFPs, foundation
publications, and nonprofit literature
databases.
47. Power Search – Case Study #1
• Adult literacy New Jersey (broader
than our previous search)
• (more precise): “Adult literacy”
– “New Jersey”
• Guided search helps at each step
48. Some Advanced Stuff
Wildcard Search
• Available in OR WRITES OR
WRITE? = WRITE Grantmakers,
Grants, Companies, as well
WRITER
• WRIT* = in Power Search.WRITER
as WRITE OR WRITES OR
OR WRITERS OR WRITTEN OR
WRITING….
49. Power Search – Case Study #2
I want to explore the fundraising
opportunities and trends related to
urban gardening.
(Demonstration of some more
advanced searching options.)
50. Power Search – Case Study #2
• “urban gardening” - 41
• “urban garden*” – 51
• urban NEAR/1 garden* - 206
• urban NEAR/2 garden* - 297
• urban gardening - 581
• urban and gardening – (same)
• urban garden* - 10,000 plus
51. Summary / Review
• Directories?
• Index searching?
• Keyword/phrase?
• Linkages?
• What can you do with your findings?
• Power Search? What is it and how is it
searched?
• Different ways to fine-tune research using
keywords, proximity, wild card?
53. Exercise 4
1. Create a list of between 10 and 20
grantmakers who fund in the area of
women’s health. (hint: wildcards)
2. Identify grants awarded by the Ford
Foundation for capacity building.
3. Identify newly established (after 2008)
foundations that have a giving program of
at least $250.000.
4. How many NJ companies with
grantmaking arms are in the medical
instruments & supplies industry.
54. Objectives
1. Create and run basic searches in 3
Foundation Directory Online
directories using several different
approaches.
55. Objectives
2. Explain how the 3 Foundation
Directory Online directories work
together to enhance your results.
3. Use Power Search to supercharge
your research.
56. Key links @ bcls.lib.nj.us
• Databases A-Z – Foundation Directory
Online
• Business Gateway -
http://explore.bcls.lib.nj.us//business –
Nonprofits guide
– Foundation Directory Online
– Nonprofits
• NJ State Library Funding Information Center
57. Also…Grant Space
Free Foundation Ctr. “space for
nonprofits”: content, community, tools
(searchable knowledge-base)
– or via BCLS Business Gateway Nonprofits
Guide
grantspace.org
58. BCLS Business & Nonprofit Services
Joan C. Divor, Business Services Librarian
jdivor@bcls.lib.nj.us
Editor's Notes
What are the challenges you face in grantseeking?
At the end of the training, learners will be able to:Create, run, display, and modify basic searches in 3 databasesfielded, keyword, and organization-specific searchesExplain the differences, relationship and synergies between the foundations and grants databases so as to make the most of the databases capabilities.Create and run searches using more advanced capabilities, if there is time:Boolean, phrase, wildcard, and text plus phrase searching
Explain how the 3 Foundations Online directories work together to enhance your results.Use Power Search to leverage the information in all of the directories plus the more resources from Fdn Center to strenghthen your grantseeking efforts.
Field of interest: Theatre; Theater (musical);Geographic focus: NJ (widen to National, International)Exclude grantmakers not accepting applications
INDEX SEARCHINGField of interest: Theatre; Theater (musical);Geographic focus: NJ (widen to National, International)Exclude grantmakers not accepting applicationsISSUE – Check exclude grantmakers not accepting applications?“Please Note: filtering your search results in this way might significantly reduce the number of grantmaker records retrieved. While this approach might be an effective first step in developing a prospect list, grantseekers shouldn't necessarily disregard these funders outright, especially if a grantmaker's interests closely match an organization's needs. Although grantseekers are discouraged from submitting funding requests to grantmakers that do not accept applications, it might be possible to cultivate relationships in other ways.
INDEX SEARCHINGField of interest: Theatre; Theater (musical);Geographic focus: NJ (widen to National, International)Exclude grantmakers not accepting applicationsISSUE – Check exclude grantmakers not accepting applications?“Please Note: filtering your search results in this way might significantly reduce the number of grantmaker records retrieved. While this approach might be an effective first step in developing a prospect list, grantseekers shouldn't necessarily disregard these funders outright, especially if a grantmaker's interests closely match an organization's needs. Although grantseekers are discouraged from submitting funding requests to grantmakers that do not accept applications, it might be possible to cultivate relationships in other ways.
REPEAT CASE STUDY SLIDEField of interest: Theatre; Theater (musical);Geographic focus: NJ (widen to National, International)Exclude grantmakers not accepting applications
INDEX SEARCHINGField of interest: Theatre; Theater (musical);Geographic focus: NJ (widen to National, International)MODIFY SEARCH – RANGE SEARCHMODIFY: TOTAL GIVING 50k AND UP(view profile: Geraldine Dodge Foundation)ISSUE – Check exclude grantmakers not accepting applications?RUN SEARCH“Please Note: filtering your search results in this way might significantly reduce the number of grantmaker records retrieved. While this approach might be an effective first step in developing a prospect list, grantseekers shouldn't necessarily disregard these funders outright, especially if a grantmaker's interests closely match an organization's needs. Although grantseekers are discouraged from submitting funding requests to grantmakers that do not accept applications, it might be possible to cultivate relationships in other ways.
LIST OF RESULTSSAMPLE PROFILE – GERALDINE R. DODGE FOUNDATIONSAMPLE PROFILE:- At a glanceSOCIAL MEDIA LINKS/ONLINE COMMUNICATIONPeople: Donors; Officers and TrustessDetailed intelligence – their interests, how to applySelected grants: $25,000 to New Jersey Youth Theater, Westfield, NJ. For activities as training ground for young state talent, including education workshops, professional theater arts classes, and full-scale musical production of Rent, payable over 1 year.990 filingTOOLS:One-click to social media summary – be informed Map grants – drill down to NJNarrow – recipient type Arts & CultureLook at Burlington CountyCHART GRANTSDrill down from Arts & Culture, Arts, Multipurpose CentersUse navigation path to keep track and tabs for quick navigation.WHAT YOU CANNOT DO: TAG RECORDSLINKAGE TO GRANTS DATABASE: CLICK ON SEARCH GRANTS TAB FROM PROFILEList all grants from Geraldine R. Dodge Foundation (drop down screen button to LIST ALL GRANTS from this fdn)
CLOSE PROFILE WINDOW – BACK TO SAVED LISTWhat you can do with the list: print/save records (.pdf); print/save list (.pdf); export list into ExcelWhat you cannot do: save search; Guided search (left column)Tools (above list)- SHOW OR HIDE GUIDED SEARCHSort capabilitiesGUIDED SEARCH: NARROW BY GRANTMAKER TYPE – CORPORATE GIVING PROGRAM. (subset of GRANTMAKERS - this can also be searched separately under SEARCH COMPANIES tab)
Guided search window keeps track of search parameters
John Wiley & Sons Corporate Giving ProgramClick to COMPANY tab for general company info. – LINKAGE TO COMPANY DATABASE
Company ProfilePeople10-kGrantmakers – giving programs w/in the company (There may be more than 1.)
No “literacy” under L – put in field of interest; look at Verizon Reads – field of interest; ADULT LITERACY USE KEYWORD AS A WAY TO FIND INDEX TERMSRUN SEARCHOR…IN KEYWORD FIELD - BROADER
Look at some of the records and see if they make sense or not. If you were funding a very broad literacy initiative –RUN SEARCHDo a search on the ADULT EDUCATION LITERACY for later comparison to GRANTS search
GRANTMAKERS EXERCISE AND BREAKCompare various strategies using MODIFY SEARCH:Field of interest: religion, interfaith issues; kw in field of interest: interfaith; kw in keyword field: interfaithGeo focus: NJ; NJ-Nat’l-International, National – ex: Rubin FoundationAFTER BREAK – DISCUSSION CLASS DISCUSSION - FINDINGS
RUN SEARCHCASE STUDY – NEW SEARCHRECIPIENT; KEYWORD, GUIDED SEARCHKNOWN RECIPIENT – BROOKLYN PUBLIC LIBRARY or NYPL – type in if index takes too long to bring upGUIDED SEARCH: NARROW BY SUBJECT: COMMUNITY DEVELOPMENT / SMALL BUSINESSCITI FOUNDATION; REVIEW PROFILE; MAP GRANTS SHOWS SOME NJ FUNDING - look at fields of interest to find fields to search on for more (broader)Business/industryBusiness school/educationCommunity/economic developmentCommunity/economic development, management/technical assistanceEconomic development - or try recipient type – library (with business keyword) - or try a specific keyword phrase search: business plan competition (e.g. Heinz endowments) – quotes not necessaryNOTE: KEYWORDS BUSINESS PLAN COMPETITION IS INTERPRETED AS A PHRASELINKS TO CITI FOUNDATION – grants list does not show the business plan competition. In fact a search for that phrase will not reveal Citi Foundation – Therefore, the benefits of doing both grantmaker and grants searches.
CITI FOUNDATION; REVIEW PROFILE; – no mention of business plan competition grant, so GRANTS search was needed to bring this up.MAP GRANTS SHOWS SOME NJ FUNDING - look at fields of interest to find fields to search on for more (broader)Business/industryBusiness school/educationCommunity/economic developmentCommunity/economic development, management/technical assistanceEconomic development
PROBLEM WITH RANGE SEARCHING ON SALES – WILL ELIMINATE COMPANIES FOR WHICH SALES ARE NOT REPORTED (PRIVATE COMPANIES)RUN SEARCH
LIST; TOOLS; SEARCH WITHIN RESULTS; NARROW
CLICK ON GRANTMAKER TO LINK TO FOUNDATION DIRECTORY INFO
Beneficial Bancorp – company profile, people, filings - Links to grantmaker profile – links to grants and other info.See tools @ company profileCLICK GRANTMAKERS TAB - LEADS TO BENEFICIAL FOUNDATIONSEARCH GRANTS TAB - IN PROFILE - TO LIST GRANTSMAP GRANT – DRILL DOWN TO BURLINGTON COUNTY
COMPANY DIRECTORY – LINK TO GRANTMAKERS DIRECTORY – then CHART GRANTS(hint – use “chart grants”)- AMETEK INC. / AMETEK FOUNDATIONAMERICAN EAGLE OUTFITTERS / AMERICAN EAGLE OUTFITTERS FOUNDATIONCIGNA – CIGNA FOUNDATION
Professional subscribers have access to FDO's Power Search tool. The Power Search tool is used to search across all four Foundation Directory Online databases—Grantmakers, Companies, Grants, and 990s—and the Foundation Center's philanthropy news, nonprofit jobs, RFPs, foundation publications, and nonprofit literature databases simultaneously. The Power Search tool consists of a search field providing keyword (or text) searching capability. Simply type a word or phrase into the Power Search field to search for records containing that word or words. To search for an exact phrase, simply enclose the phrase in quotation marks.
29 grantmakers – some have interests in NJ tho’ not located there….that can be done in other searches as well (geographical interest) – Dreyfus770 Grants (listed by recipient)Abrons Foundation – Foundation does not mention literacy in profile but funded a literacy grant to Getting Out & Staying OutAlso – 990 filingsFull text of publications – could be used as backup data for a grant application; find relevant trends; rfps etc.
WILDCARD AND PROXIMITY SEARCHING“urban gardening” - 41“urban garden*” – 51urban NEAR/1 garden* - 206urban NEAR/2 garden* - 297urban gardening - 581urban and gardening – (same)urban garden* - 10,000 plusNote: “search within results” vs. “new search”THESE CAN BE USED IN THE GRANTMAKERS, GRANTS, AND COMPANIES DBs AS WELLWHICH STRATEGY WOULD YOU CHOOSE?The NEAR OperatorIncluding NEAR/n between two index entries, words, or phrases narrows an "and" operator search, retrieving results containing both of the index entries selected or words or phrases typed but only if they appear within a specific proximity to one another. The "n" should be a numerical value indicating the maximum number of words that should appear between two index entries, words, or phrases. For example, typing arts NEAR/3 culture into the Keyword Search field on the Search Grantmakers Screen will retrieve grantmaker records containing both "arts" and "culture" but only if they appear no more than three words away from one another. Ex.: science NEAR/3 education.
WILDCARD AND PROXIMITY SEARCHING“urban gardening” - 41“urban garden*” – 51urban NEAR/1 garden* - 206urban NEAR/2 garden* - 297urban gardening - 581urban and gardening – (same)urban garden* - 10,000 plusNote: “search within results” vs. “new search”THESE CAN BE USED IN THE GRANTMAKERS, GRANTS, AND COMPANIES DBs AS WELLWHICH STRATEGY WOULD YOU CHOOSE?The NEAR OperatorIncluding NEAR/n between two index entries, words, or phrases narrows an "and" operator search, retrieving results containing both of the index entries selected or words or phrases typed but only if they appear within a specific proximity to one another. The "n" should be a numerical value indicating the maximum number of words that should appear between two index entries, words, or phrases. For example, typing arts NEAR/3 culture into the Keyword Search field on the Search Grantmakers Screen will retrieve grantmaker records containing both "arts" and "culture" but only if they appear no more than three words away from one another. Ex.: science NEAR/3 education.IN POWER SEARCH – PHRASE HAS TO BE IN QUOTES OR IT IS READ AS “AND”Different ways to search Note: “search within results” vs. “new search”THESE CAN BE USED IN THE GRANTMAKERS, GRANTS, AND COMPANIES DBs AS WELLWHICH STRATEGY WOULD YOU CHOOSE?Demonstrate: urban NEAR/2 garden* - 297 and look at PubHub resultsHealthier Americans for a Healthier EconomyTrust for America's HealthPublished: October 2011Examines how a community's health affects workforce productivity, health spending, and ability to attract businesses. Highlights case studies of governments and employers working with communities to help residents and employees make healthier choices.Funder(s): California Endowment, Robert Wood Johnson Foundation, W.K. Kellogg FoundationSubject(s): Health; Public Affairs; Social Science, Workforce/Labor IssuesPublication Type: Case StudySeeding the City: Land Use Policies to Promote Urban AgriculturePublic Health Law & Policy; National Policy & Legal Analysis Network to Prevent Childhood ObesityPublished: October 2011Outlines the health, environmental, and economic benefits of urban agriculture; considerations for developing relevant land use policy; legal tools for preserving plots, and other laws. Includes model comprehensive plan language and zoning ordinance.The NEAR OperatorIncluding NEAR/n between two index entries, words, or phrases narrows an "and" operator search, retrieving results containing both of the index entries selected or words or phrases typed but only if they appear within a specific proximity to one another. The "n" should be a numerical value indicating the maximum number of words that should appear between two index entries, words, or phrases. For example, typing arts NEAR/3 culture into the Keyword Search field on the Search Grantmakers Screen will retrieve grantmaker records containing both "arts" and "culture" but only if they appear no more than three words away from one another. Ex.: science NEAR/3 education.
At the end of the training, learners will be able to:Create, run, display, and modify basic searches in 3 databasefielded, keyword, and organization-specific searchesExplain the differences, relationship and synergies between the foundations and grants databases so as to make the most of the databases capabilities.Create and run searches using more advanced capabilities, if there is time:Boolean, phrase, wildcard, and text plus phrase searching
Explain how the 3 Foundations Online directories work together to enhance your results.Use Power Search to leverage the information in all of the directories plus the more resources from Fdn Center to strenghthen your grantseeking efforts.
GrantSpaceSM, a service of the Foundation Center, offers information and resources that are specifically designed to meet the needs of nonprofits worldwide in need of know-how for securing funding and operating effective organizations. GrantSpaceSM is the place to:EXPLORE in-depth contentENGAGE with a community of peers and expertsENERGIZE your fundraising efforts
