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

This gives you the ability to filter matches to funders who have given to your same location of project, or your same location of residency.

Filtering by past giving is a feature available on our Standard Plan and above.

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.

When reviewing the Matches for your project, you’ll see both "Past giving to orgs with my location of project" and "Past giving to orgs with my location of residency" as filtering options. Filtering by either location will narrow down your results to funders who have given to at least one of your locations of project/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. That means your Matches will filter down to Funding Opportunities that either have 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.

Notice how hovering over the ‘i’ icon shows the past locations included in this filter.

This will filter down to all Matches that have past giving to either of the above counties.

Filtering by past giving location will enhance your prospecting by allowing you to quickly surface Opportunity Matches that have given to 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.