For researchers, consultants, grant writers, and advanced teams

Serve every client with your strongest research.

Find organizations, manage connected clients, uncover overlooked funders, and discover warm relationship paths without rebuilding your process for every mission.

Less duplication, clearer decisions

Keep the whole opportunity in view.

When many people research the same mission, your team needs a shared path from prospect discovery to the next conversation.

Prospect Search Genie

Compare peer charities and reveal the foundations funding organizations like yours—including funders that have not funded you yet.

Explore the Genie

Coordinate research teams

Give multiple users a shared platform for nonprofit records, prospects, relationship research, and follow-through.

Analyze thousands of names

Cross-reference existing contact lists to reveal charity-world roles, shared leadership, and potential warm paths.

Built for professional researchers

Keep every client organized—and keep the full power of the platform.

The Enterprise Researcher Workspace gives you one place to find organizations, manage approved client relationships, and continue working in the context of the nonprofit you are helping.

  • Find and connect with clientsSearch nonprofit organizations nationwide, share your invite code, and review connection requests.
  • Know what needs attentionMark clients as Active Research, On Hold, or Monitoring and see when each account was last opened.
  • Work inside the client's contextOpen a dedicated Research Mode and use Enterprise tools for that organization's mission and opportunities.
  • Control the handoffKeep private working notes, decide what research to share, and export clear results for the client.
Explore the Researcher Workspace
Findnonprofit clients nationwide
Manageone connected client portfolio
Researchwith full Enterprise power
Shareonly what is ready for the client
Exclusive Enterprise prospecting

Search by the fundraising strategy—not just a keyword.

Prospect Search Genie studies who is successfully raising money in your arena, then identifies the foundations behind that success. Choose the approach that fits your organization or initiative.

  • Established SuccessFind foundations repeatedly funding the strongest peer organizations.
  • Young Charity ChampionsFind funders with a record of supporting newer nonprofits.
  • Hidden GemsSurface less-obvious prospects beyond the familiar large foundations.
  • AI Project MatchDescribe a specific initiative and find funders aligned with that work.
See how Prospect Search Genie works
4distinct prospecting strategies
Newprospects that have not funded you
Warmconnections automatically cross-referenced
Excel + PDFexports for teams and clients
Relationship-driven fundraising

Know who belongs in the next conversation—or at the next event.

Upload the names your organization already knows and discover which people serve nonprofit boards, connect to key organizations, or show giving interests aligned with your campaign. Prospect Search Genie can then cross-reference its foundation results against those relationships.

  • See which charities your contacts help lead
  • Filter grant recipients and purposes by mission interest
  • Identify shared boards and multi-tier relationship pathways
  • Open a detailed Executive Summary for every matched person
See how Relationship Intelligence works
2,500names in Enterprise Relationship Intelligence
2included Enterprise users
Nationwidenonprofit, leadership, and grant research
1connected prospecting workflow
Replace disconnected research

Move from a client question to a confident recommendation.

Investigate the organization, understand its giving, research the people around it, compare mission fit, and coordinate the next step from one platform.

Bring your largest research challenge.

Tell us about your team, lists, and fundraising goals. We will help identify the right next step.

Connect about Enterprise
PROUDLY SUPPORTED BY

Organizations that believe nonprofits deserve better tools.

Their partnership helps CharityEZ keep meaningful nonprofit resources accessible to the people doing important work in our communities.