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!

2018 Roundup

Another year has come and gone here at CharityCAN! Longtime CharityCAN users may know that this year was a year of big changes here at our parent company of Third Sector Publishing. At the end of 2017, our founder (and my father) Anderson retired, and I moved from my role of VP Software to full-fledged CEO. With the Canadian Donor’s Guide, the annual reference book for Canadian donors that we used to publish, in the very capable hands of Alison Stoneman, we set about to put all our energy into CharityCAN and move ahead into 2018 as a fully focused software company.

Here we are, almost a year later, and thanks to our awesome team and our amazing users, we’ve been able to keep moving forward and make some great improvements to our prospect research and relationship mapping software, with more on the way.

As the New Year approaches, you’ll probably be seeing a lot of lists (TV Shows? Podcasts?), and we thought we could contribute by listing some of the key new features that have appeared on CharityCAN over the past year.

Personalized Prospect Profiles

We’ve worked hard to make sure you can tie any piece of data from anywhere in CharityCAN into a profile for an individual. Quickly see board positions, donations, relationships, social media information and more with one quick profile view, and create your own profiles that our algorithm missed out on.

New Relationship Mapping Features

We launched a new relationship graph engine that allowed us to introduce a new relationship map of an individual’s connections to organizations as well as people. It also gives users the ability to filter any of our relationship maps or relationship path searches so you can customize each search by relationship type, recency and strength.

We’ve also started using this graph engine to surface prospects your organization is connected to. When you set a default organization in either our Relationship Paths search or My Prospect Profiles page, we can suggest prospects for you based on their connections to your board.

New Data Sets

We added two new data sets in 2018: first, comprehensive compensation information thanks to Thomson Reuters for directors and named executive officers of public companies in North America. Secondly, we added FullContact social media data, appending social insights to corporate, charity and individual profiles where available.

New Visualizations

One of our newest features, we’ve started working on adding some new visualizations to our profiles, starting with donation records on charity and individual giving history. We’re going to continue to look at new and interesting ways to link and present the data in CharityCAN.

What’s Next

We have a few ideas about what we’ll be working on in 2019, but our best source of ideas come from you, our users (and potential users!). If you have something you’d like to see in CharityCAN, please get in touch and let us know! We’ve got some of the best customers a company could ask for, and we always love connecting with you.

Thanks again to everyone we’ve met along the way this past year. We look forward to meeting new people and forging new relationships in the new year!

New Profile Relationship Editing and Relationship Graph Engine

Today we’re announcing that we’ve supercharged the engine that powers our relationship mapping features. A lot of those changes have happened under the hood here at CharityCAN, and aren’t immediately apparent. While you can’t see some of the differences to the platform yet, we’re also announcing the first of the new features that this new engine enables: the ability to modify a saved profile’s relationship map by adding or removing charity and corporate board positions.

On saved profiles that currently have charity boards listed, you can add and remove board positions by hovering over the position you’re interested in:On saved profiles without current board positions, you can now add different profile sections – corporate and charity board positions, as well as a FullContact social media summary:Since our relationship maps are built on these charity and corporate board connections, as you add and remove board positions, you’ll see the saved profile’s relationship map update in real time.

The best part about this new relationship graph engine is all the new possibilities that it opens up. We’ve got a few more features that use the new engine in the pipeline that we’re excited to share with you soon! If you have an idea about how you’d like to use our relationship map data, please let us know!