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Filter your Matches by location of project or residency
Filter your Matches by location of project or residency

Learn how to narrow down your Matches and filter out state/national funders.

Rebecca Huber avatar
Written by Rebecca Huber
Updated over a week ago

Instrumentl provides you with a comprehensive list of Funding Opportunity Matches. Filtering these matches by location can help you refine your search.

You now have the ability to filter by location of project, or filter by location of residency.

What is the difference between Location of Project and Location of Residency?

Instrumentl takes two places into consideration when matching you to funders, location of project and location of residency.

Location of residency is the place your organization, or your client’s organization, is based.

If you’re a nonprofit, this place can be found by going to Account > Organization Profile.

If you’re a consultant, this can be found by going to Account > Client Profiles.

For example, we can see the nonprofit below is registered in both New York County, New York and San Francisco County, California.

Location of project describes where the nonprofit’s project is taking place, or its service areas. You can access the place you have selected by going into ‘Edit project'.

For example, we can see that the project takes place in both Albany County and Sonoma County.

How does it work?

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 funders that specifically call out that location, instead of simply calling out the broader state or country.

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 weed out national matches or state matches.

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 our results to those that specifically call our Sonoma County OR Albany County in the project criteria.

Curious about Strict Location Preferences filtering? Check out this article here.

If you have questions about filtering matches by location of residency or project, feel free to send us a message using the chat bubble or email us at [email protected].

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