The Funders Area

Layout

Top Bar

• Search name… — find a funder by name

• Filter by column — click any column header to sort or filter by that field (e.g., Funder, Website, Description, Location)

• Items per page — adjust how many funders are displayed at once

• + New funder — create a new funder profile

💡 Column filters make it easy to organize large lists of funders by region, type, or status.

Table of Funders

Each funder appears as a row in the table with these columns:

• Funder — the organization’s name (click to open its profile)

• Website — the funder’s official URL

• Description — a short summary of the funder’s mission or focus

• Location — where the funder is based or operates

💡 Clicking any column header sorts the table alphabetically or by most recent update.

Actions

From the Actions column (three dots menu):

• Edit — update the funder’s information

• Delete — permanently remove the funder from your workspace

💡 Deleting a funder removes its linked opportunities and people associations — proceed with care.

Inside a Funder Record

Click a funder’s name to open its detailed record. Each funder profile includes multiple sections:

Overview

Displays key information including:

• Organization name

• Website and contact details

• Description or mission statement

• Primary location

💡 Keep funder overviews brief but informative — this is your quick reference view when deciding alignment.

Linked Opportunities

Shows all opportunities connected to this funder.

• Click any opportunity name to open its record.

• You can add or remove linked opportunities directly from this section.

💡 Linking opportunities helps you see the full funding pipeline for each organization.

Linked People

Lists individuals associated with the funder (e.g., program officers, contact persons).

• Add names, titles, and contact information.

• Use this list to track relationship-building and correspondence.

💡 These are not your workspace members — they’re external contacts associated with the funder.

Notes

A freeform text space to record insights, relationship history, deadlines, or eligibility reminders.

💡 Use notes collaboratively to capture what your team learns from calls, emails, or meetings.

Activity Feed

Tracks recent changes or interactions related to the funder — such as updates, new linked opportunities, or added notes.

💡 The activity feed helps maintain shared context across your team, especially in multi-person fundraising efforts.

✅ Key takeaway: The Funders Area is your central directory for every grantmaking organization you work with. Each funder record brings together its details, related opportunities, contacts, notes, and activity history — giving your team a complete, living picture of your funding relationships.