Blog
Internal and External Relationship Mapping
We all know how important relationship mapping is to philanthropic prospect research. However, not all relationship mapping is created equal. There are two main kinds of relationship mapping: Relationship mapping done with internal dataRelationship mapping done with...
Donor Screening vs Wealth Screening
Donor screening and wealth screening are sometimes used interchangeably in fundraising. Since wealth screening is almost always a component of donor screening, this misunderstanding is understandable. Nevertheless, it is important to understand the limitations of pure...
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...
Introduction to Donor Screening
What is Donor Screening? Donor screening is a process where a list of potential or current donors is analyzed and, usually, ranked. Typically, the names on the list will be ranked for their viability as a major gift prospect, but donor screening is also used to...
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...
Relationship Mapping – Using Intermediary Connections
Relationship mapping has become an integral part of philanthropic prospect research. Relationship mapping can show you how to connect with a prospect, the connections of a board member or major donor, and the different ways your organization is connected to another...
New Charity Analyst Report Front Page
We’ve recently made a change to the general tab of a Charity Analyst Report that allows you to more quickly access relevant information about the charity you are researching. Here’s an example: The two most significant elements of this change are bringing director...
Exporting Data
Exporting data found in CharityCAN can be a useful way to add data to your donor database - donation records a donor has made to other organizations, for example - and use third party tools such as Excel to further analyze data. In this guide we will discuss how to...
Relationship Mapping Case Study
One of our CharityCAN subscribers is a researcher at a major Ontario arts organization, and earlier this spring she was given a task by her team’s gift officers: find ways to personally connect with current patrons that did not yet have an established relationship...
Using the Integrated Search to Research a Charity or a Company
The Organization Integrated search is the best way to use CharityCAN to conduct prospect research on a granting foundation and companies. In this guide we will walk you through how to most effectively use the Organization Integrated Search for prospect research. We...