Instrumentl provides you with a comprehensive list of Opportunity Matches. Filtering those matches by Past Giving (Location) can help you identify funding opportunities that best fit your organization.

The Past Giving filters 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.

Filtering by Past Giving is a feature available on our Standard Plan and above.

Instrumentl takes two types of location into consideration when matching you to opportunities and funders: location of project and location of residency.

The location of residency is the where your organization (or your client’s organization) is physically based.

For those with nonprofit accounts, you can find and edit your location of residency by going to Account > Organization Profile.

Your nonprofit organization may have more than one physical location, which can be accounted for by adding 2+ locations of residence as shown below.

To add additional locations of residency, select + Add county or state (if inside the US) or + Add country or continent (if outside the US). To remove a location, click the 'X' button next to the location's name.

If you’re a consultant, each of your clients will have their own location(s) of residence. To find and edit these, go to Account > Client Profiles.

Each of our client profiles will have their respective location of residence listed.

To make changes, like adding or removing locations of residence, select the "edit" button (✎) in the row that corresponds to the client in question.

The location of project describes where the nonprofit’s project is taking place. You can think of it as a program's geographic service area(s).

To view or make changes to a project's location, open up the Project Actions menu by clicking on the vertical three-dot button next to the project's name listed on the left-side, and then select Edit.

Alternatively, once you're viewing the project's Tracker, Matches or other view, you can select Edit Project in the top-right-hand corner.

Toggle to the '2. Matches Setup', scroll down to 'Which areas does your project serve?', and you'll see the project's location(s). Just like with location of residence, your project may take place in more than one location, as in the example below.

Add and remove locations of project the same way you do so with locations of residence, as explained above.

When reviewing the Opportunity Matches for your project, open up the Filter and scroll down to Past Giving.

You’ll see two filters: 'Past giving to orgs with my location of project' and 'Past giving to orgs with my location of residency'. Either filter will narrow down your results to funders who have given to at least one nonprofit that shares your locations of project or residency in the past.

If you select both 'Past giving to orgs with my location of project' and 'Past giving to orgs with my location of residency' this works as an "or statement". This means your Opportunity Matches will filter down to grants with funders who've either given to one of your project locations or one of your residency locations.

For our example, we can filter down our results to those with past giving locations that match our location of project. These locations include Contra Costa County and San Francisco County.

*Tip: Notice how hovering over the "information" ℹ️ icon shows the past locations included in this filter. In the example below, hovering over the 'Past giving to orgs with my location of residency' shows Kings County, NY -- the location of residency of this nonprofit:

This will filter down to all Opportunity Matches from funders who have awarded nonprofits whose residence is in Kings County, NY. These could be great-fit prospects since there's precedent for the funders' giving where this nonprofit is located.

Filtering by past giving location will enhance your prospecting by allowing you to quickly surface Opportunity Matches from funders who have awarded nonprofits in your specific location previously. Want to further level-up your prospecting by analyzing peer organizations? Learn more 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.