A New Look for CharityCAN

If you’ve logged into CharityCAN recently, you’ll already know that we’ve been working on freshening up the site a little bit. In the past couple of months, we’ve given the site a new look, a new menu, a new place for news and now a new homepage. It’s all part of our software development efforts this year on streamlining the prospect research experience on CharityCAN.

It’s not a total re-imagination of our website – instead, it’s kind of like when you’ve lived somewhere for a while and feel nicely settled. And then you realize that maybe things would work better if that couch were just over there, and this chair was closer to that wall…

A New Menu

One of the first changes we made was to move our old menu from the side of the page up to the top, and rearranged our menu items to make it a little easier to find all of our most-used features. This may not seem like a big change, but it frees up a lot of screen real estate and makes things a lot nicer on tablet-sized devices.

A New Place for News

The next thing we did was move our news from the home page to a smaller widget that shows up on each CharityCAN page you visit. This way we can keep you informed of new changes and features no matter where you are in our application. It also freed up more space that let us create…

A New Home Page

With the extra real estate from our menu moving and our home page freed up, we were able to re-imagine a new experience for someone logging into CharityCAN for the first (or thousandth) time. We moved some of our most used features right to the home page so that you can use our integrated search and our donation records search as soon as you sign in.

We also chose to highlight something else we’ve been working on: donor recommendations based on our relationship maps. We choose a couple of donors to highlight based on their connections to your board of directors or their donations to similar charities. To view a larger list of recommendations, you can also visit your saved prospect pages to see who else you may already be connected to.

We hope you are enjoying the changes we’ve made so far, and there are more planned, so stay tuned!

Happy 2020!

Hello, and welcome to 2020! I’m a little late in welcoming everyone here to the new decade, but I wanted to reflect a little on 2019, look forward to 2020 and give our users and audience a look at what we’re thinking about here at CharityCAN.

Trying new things

We spent quite a bit of time working behind the scenes here at CharityCAN in 2019, culminating in the launch of our new donor screening product. It’s been the first new product we’ve launched here at CharityCAN in quite some time, and definitely the first new product with me in the role of CEO. Launching anything new is hard, but I’m really proud of what our team has been able to accomplish.

We also kicked off another pilot project near the end of 2019 to integrate CharityCAN with Raiser’s Edge NXT. The project, whose first phase is nearing completion this month, is our first foray into the world of CRM (constituent relationship management) software, with a goal of making CharityCAN data more accessible wherever you need it.

These two projects took a lot of our software development time, and I’m excited to start seeing the returns of our work in 2020 when we start getting these new features into the hands of our users.

In non-software projects, in 2019 we also hosted our first online webinars, which we hope to continue to do on a quarterly basis to keep everyone updated on the newest features here at CharityCAN.

Refining other features

Because we did a lot of work behind the scenes doesn’t mean we ignored the CharityCAN platform entirely, however! In 2019 we launched the ability to create your own custom relationship maps, so you can leverage the connections your organization has that aren’t in the public domain.

We also added some more CRM-like functionality of our own, allowing you to create notes on prospect profiles and to save companies and charities of interest to your prospect profiles page. We also have the ability to create a list of favourite profiles to use in relationship path searches, and the ability to easily merge and edit prospect profiles, instantly updating your relationship graph in the process.

Looking ahead

As I mentioned earlier, one of our first priorities in 2020 is getting some of the work we did in 2019 out the door and into the hands of our customers. Besides donor screening and our RE NXT integration, we have a couple features waiting in the wings!

For the rest of 2020, we’re going to be taking a very close look at the CharityCAN platform. We’ll be examining the data we already have there to try to find new connections we might be able to make between various data points. Then we want to discover the best ways to present that data and get it into the hands of our users. We want to make sure we’re able to give Canadian prospect researchers the data they want, how they want it, in the most user-friendly way possible – whether it’s through a donation record search, inside their CRM, or maybe even pushed to them in a recommended list of prospects.

I’m excited to see what 2020 and the rest of this decade will bring for CharityCAN and Canadian prospect research. Happy New Year and happy searching!

Custom Relationship Maps

Here at CharityCAN we know how important relationships are to fundraising. Donors want to be connected to your mission and your organization. Strong relationships can make all the difference, and prospect research can help to find and cultivate those relationships. That’s the reason we’re so excited to announce our newest feature: custom relationship maps.

In the past, CharityCAN has been able to show you connections between people and organizations based on an individuals’ time spent in a board position. We also made those connections searchable with our relationship path search.

While board positions are easy to find and verify, they only barely scratch the surface of how a person might be connected to another person or organization: what about that major donor who isn’t on your board but you know has been a long-time supporter? What about your prospect’s business partner, or their law school classmate? We haven’t been able to fully tap into a prospect’s inner circle until now.

Creating a relationship map

Now on any saved prospect profile, you’ll find a Custom Graph tab that will let you build a new, completely customized relationship map from the ground up.

Starting with your prospect, you can add relationships to any organization or person in CharityCAN, along with the strength of that relationship.

Then you can add connections to those connections, and on, and on, and on! We’ll suggest connections based on relationships that are already in our database, or you can strike out on your own, creating completely new ones.

The best part of these maps is that any new relationships you add to a custom map are instantly available for you in our relationship path search and our other relationship maps so you can make use of all your hard work.

We’ve also worked hard to ensure that your data is only your data. Any new relationships you create in a custom graph are visible only inside your organization, including any new paths created for your relationship path searches.

We hope that you find this new feature as exciting and powerful as we do. If you’d like a quick demonstration or if you have any questions, please get in touch!