Flexible plans that grow with you

A project is like a "workspace" with two components: a saved search & your saved grants. Projects typically map to ongoing program areas at an organization. Each week, you'll get an email with new matching opportunities for your projects.

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CSV & PDF Reports Users

Our plans grow to fit your team's needs. Use Instrumentl as an up-to-date, single source of truth when collaborating on grants in your organization.

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Projects Personalized Support & Training

Our team is happy to answer any questions that may arise in your fundraising journey. Customers can reach us via live chat and email. For those with custom plans, we tailor our training to support the organization’s needs.

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Users Salesforce Integration

Keep your Salesforce account updated with the latest information and activity in Instrumentl with this one-way sync to Salesforce.

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Personalized Support & Training Foundation Discovery

Stay on track by visualizing important deadlines in a centralized calendar. The calendar displays all task deadlines, funder deadlines, submission goals, and future cycles so teams never miss grant deadlines and deliverables.

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Recipient Profiles Grant Ownership

Get intelligently matched to good fit funders, including ones that are invite only or don’t have websites.

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Salesforce Integration Advanced Funder Insights

Strategically evaluate a new funder to save time while prospecting. See how open a funder is to new grantees, geographical giving, grant sizes, and giving by category.

SAMPLE DATA

For preview purposes only;

not actual funder’s data

Openness to New Awardees

At a glance, see past and new grantees. See a snapshot over the past three years or dive into individual awards.

Grant Amounts

Easily see the range of award sizes given over time. Find out key stats such as the most common award size, min/max, and more.

Category Insights

Identify funders’ interests by seeing their top giving categories. Drill down into giving patterns per category.

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Foundation Discovery Recipient Profiles

Look up a nonprofit similar to yours and see who funded them. Find more good fit funders faster.

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Advanced Funder Insights Calendar View

For every grant in your tracker, select an owner to clarify who is responsible for leading the opportunity.

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Calendar View Smart Grant Matching

Manage clients from within your account using Client Profiles. You’ll receive better location matches, and your tracker and reports will reflect your client’s fiscal year.

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Grant Ownership External Client Account Linking

Easily switch between your clients without juggling multiple logins. It's perfect for clients with separate Instrumentl subscriptions.

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Support for Multiple Clients Smart Grant Matching

Tell us about your organization or program area and see active funding opportunities that match.
Each week, you'll get an email with new matching opportunities. Now, the opportunities come to you!

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Grant Ownership Foundation Profiles

Access rich foundation profiles with links to Form 990s and specific grant programs and deadlines.

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Smart Grant Matching Grant Tracker

Add opportunities from Instrumentl’s large database as well as opportunities found elsewhere. Organize your submission requests by year, application stage, and project. Update the status on submissions as you make progress and hear funder responses.

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Foundation Profiles Automatic Deadline Reminders

Instrumentl's intelligent deadline system magically stays up-to-date. Automatically get weekly emails with all your upcoming deadlines. Receive e-mail notifications when funders update the priority or deadline of any opportunity you have saved.

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Grant Tracker Tasks

Create tasks for your custom milestones, such as reporting deadlines or draft due dates, to keep you (and your team) on track.

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Automatic Deadline Reminders Document Library

Keep all your grant documents stored, organized, and easily accessible in one place so your team has a single source of truth.

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Tasks CSV & PDF Reports

Export your saved grants pipeline into an easy-to-read PDF or CSV, and impress your board members and colleagues.

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Document Library Projects