Blog
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...
Starting a fundraising program at Reception House
What does it take to start a fundraising program from scratch? I sat down over coffee with Kathie Must, Manager, Philanthropy at Reception House Waterloo Region, to find out. Kathie started at Reception House in October of 2017 and became a CharityCAN user not long...
Relationship Mapping and Prospect Research
What is relationship mapping Relationship mapping is a visual representation of connections among individual items. Most often relationship maps are used to show how people and organizations are connected, but they can be used to represent connections amongst almost...
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....
Early Funnel Prospect Research (or How to Find New Donors)
Sometimes prospect research is about looking at list of names and determining propensity, affinity and capacity. This is typically how things work at larger organizations. A near endless stream of names pouring in due to brand recognition, marketing campaigns, event...
Power User Profile – Whitney Neilson
Whitney Neilson is a Stewardship and Donor Engagement Officer at Stevenson Memorial Hospital Foundation in Alliston, Ontario. Whitney uses CharityCAN to conduct research on current and prospective donors. Whitney and the Stevenson team are long time CharityCAN users...
Setting a Default Organization
The ability to set a default organization is a new feature in CharityCAN that impacts both the prospect profile builder and relationship path searches. In this short guide, you will learn how to set a default organization and a few ways it can help you use CharityCAN...