For each of your projects in Instrumentl, you're provided with Matches to grants and funders (If your Project Type = Matches & Tracking). Filtering these Matches by location can help you refine your search and hone in on the best-fit opportunities.

In the Matches tab, you'll see under Filter the Location of project or Location of residency.

Instrumentl takes two places into consideration when matching you to grants and funders: Location of Project and Location of Residency.

Location of Residency is the place your organization, or your client’s organization, is based. You can view and edit this by going to Account > Organization Profile (or for Consultants: Client Profiles).

For example, we can see the nonprofit below is registered in both Bronx County and Kings County, New York.

Location of Project describes where the nonprofit’s "project" is taking place (think: service area). You can view and make changes to the location(s) you have selected for your project by editing your project.

For example, the project below takes place in both Albany County and Sonoma County.

Keep in mind that selecting "My project is national in scope" indicates the following:

When reviewing the Matches for your project, you’ll see both the Location of Residency and Location of Project as filtering options.

Filtering by either location will narrow down your results to matched grants/funders that specifically list your project location, rather than the broader state or country as eligible.

For our example, we can filter down our Matches to those that specifically state "Albany County, New York" in the eligibility criteria.

In other words, this will filter out Matches with broad location criteria of "New York (state)" or "anywhere in the United States."

If you have two Locations of Project, like in the example below, selecting both of these filtering options treats the filtering as an "OR" statement.

This means checking both boxes will narrow down the results to those that specifically call out Sonoma County OR Albany County in the Opportunity/Funder Match criteria.

The same goes for filtering by 2+ Locations of Residency.

Curious how to see Matches that have given to your location in the past? Check out this article here.

Reach out to our friendly Support team if you have any questions about using this feature. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.