The Instrumentl Standard Plan includes all of the features on the Basic Plan plus several additional features described in this article.
As of 2025, Instrumentl's database includes over 390,000+ funders and growing — including invite-only funders!
With our Standard Plan, you'll gain access to a plethora of vital funder data & Funder Matches to uncover invite-only funders and more good-fit opportunities. Empower your organization with tools to cultivate meaningful funder relationships.
Plan Overview
Instrumentl's Standard Plan includes 3 users* and 10 projects as a default.
(*Admin users can easily add additional users for just $5/user/mo or $60/user/year!)
While logged into your account, you can identify the features available beginning on the Standard Plan by looking for the purple lightning bolt:
Learn more about the features the Standard Plan has in store below:
Discover | Manage |
Advanced Funder 990 Insights | Calendar View |
Foundation Discovery | Awards View & Report |
Filter by Past Giving | Grant Ownership |
Recipient Profiles | Document Library URLs |
Advanced Funder 990 Insights: Get rich data analysis on a foundation’s giving preferences, including their openness to new grantees and top funding categories.
Foundation Discovery (Funder Matches): Get intelligently-matched to compatible private foundations beyond active grants, including those that are invite-only or don't have websites.
Filter by Past Giving: Quickly narrow down your matches to funders who have historically awarded grants to nonprofits in the same location as your organization and/or where your project takes place.
Recipient Profiles ("Reverse Search"): Uncover good-fit foundations by accessing the Recipient Profiles of nonprofits similar to yours.
Calendar View: Visualize all of your upcoming grant deadlines and Task due dates from your Tracker in a calendar to keep your grant prospecting organized.
Awards View: See all of your awards in one view, along with their statistics, and export them as an Awards Report.
Grant Owner Assignments: Assign a dedicated "Owner" to each grant in your tracker, eliminating ambiguity and ensuring clear leadership for every opportunity.
External URLs in the Document Library: Create a central hub for your team to access all your grant files, even those saved to external cloud storage (Google Docs, e.g.).
Interested in subscribing to our Standard Plan? Get started on our Pricing page.
1. Advanced Funder 990 Insights
Instead of having to comb through 990 data yourself, Advanced Funder Insights gleans relevant statistics for you. Now you can easily spot big picture trends about funders to save even more time when prospecting.
Not sure how to locate Funder Insights? Check out Where to find 990 Reports and Funder Insights!
Once you've opened up a funder's 990 Report, scroll down to see the following Advanced Funder insights:
2. Foundation Discovery (Funder Matches)
See a comprehensive list of all your top-matched funders using Foundation Discovery (Funder Matches). This added discovery tool helps you surface less-visible yet good-fit funders with whom you may want to start building a relationship.
With Foundation Discovery, you get intelligently matched to foundations that may be invite-only or don’t even have a website! Uncover a world of funding beyond just active Opportunities.
3. Filter by Past Giving
Use the Past Giving filters to hone in on Opportunity Matches from funders who have historically awarded grants to nonprofits in the same location as your organization and/or where your project takes place.
You’ll see two filters: 'Past giving to orgs with my location of project' and 'Past giving to orgs with my location of residency' (read how they're different here). You may decide to focus on one filter at a time. You can also select both filters, which narrows down your matches to grants from funders who've either given to one of your project locations or one of your residency locations.
4. Recipient Profiles ("Reverse Search")
Find the right funders faster. Easily separate Recipient Profiles from Funder Profiles in nonprofit 990 Reports, and do a "reverse search" to uncover funders who are giving to nonprofits similar to yours!
Pro tip: Access deeper recipient insights to uncover even more ideal-fit funders with Peer Prospecting, available to nonprofits starting on the Professional Plan.
5. Calendar View
Visualize Task due dates & deadlines from your Tracker in an interactive Calendar View to improve your grant-tracking organization and co-working efficiency. You can adjust the Calendar View using a variety of filters.
Pro tip: On the Pro Plan, you can sync your Instrumentl Calendar View with external calendars using Calendar Integration, as well as share your Calendar View with Collaborator users (learn more about Collaborators here).
6. Awards View & Report
Our Awards View makes it easier to manage awarded grants to ensure you never miss a crucial step! The Awards View enables you to stay on top of your reporting deadlines and deliverables. With this feature, you can see all of your awarded grants in one place and review Award Statistics.
On the Standard Plan and above, you can also download an Awards Report.
7. Grant Owner Assignments
You can assign a distinct “Owner” to each grant that you save. This helps increase collaboration across your team and reduces duplicative work!
To do so, click into an individual grant you’ve saved and then Select Owner or the initials of the current grant "owner".
You’ll be able to see who is responsible for the grant directly from your Tracker view under the Owner column. You can filter your Tracker by "Owner" as well -- simply select the filter button next to 'OWNER' and search or scroll to find the "owners" whose grants you wish to view.
8. External URLs in the Document Library
Starting on the Standard Plan, you can upload shared files from external cloud storage by adding links to your Document Library! This creates a universal hub for your team to see all resources, even those files stored outside of Instrumentl (Google Docs, Microsoft OneDrive, etc.). Spare yourself the extra steps of having to download and re-upload files by simply entering the URL to your document!
Streamline team collaboration to make Instrumentl's Document Library your central hub for grant files!
New features and improvements are continually being added to the Standard Plan — join in and uncover even more! To upgrade to the Standard Plan or compare against all plans, log in to Instrumentl and navigate to your Pricing page.
Looking for a more robust option with greater capacity and additional features? Check out what's included on the Professional Plan.
Contact Us 
Have any questions about the Standard Plan? We've got answers! Message our friendly Support team via your account's chat bubble, or email us at hello@instrumentl.com.










