Find organizations you can help
Search nationwide nonprofit records to locate current clients, prospective clients, and organizations that need stronger funding research.
CharityEZ Enterprise for professional researchers
Give every nonprofit client your best research.
Find organizations, manage each relationship, and use the full power of CharityEZ for the mission in front of you—without rebuilding your process every time.
More clients should not mean more chaos
Keep the work clear from first conversation to final recommendation.
Professional researchers carry many missions at once. CharityEZ keeps the client, research, notes, and next step connected.
Manage one client portfolio
Review connection requests, search connected clients, and mark each engagement as Active Research, On Hold, or Monitoring.
Share with intention
Keep private working notes, choose when research is ready for the client, and provide clear exports they can use.
A simple professional workflow
One workspace. Every client. A clear next step.
- ConnectGive a nonprofit your Research Invite Code or add the organization you need to study.
- OpenEnter a client-specific Research Mode so the mission and organization stay at the center of the work.
- ResearchUse Enterprise funder discovery, nationwide nonprofit intelligence, Prospect Search Genie, and Relationship Intelligence.
- DeliverShare approved research and client-ready Excel or PDF results with a recommendation they can act on.
Nationwidenonprofit and foundation research
2,500names in Relationship Intelligence
4Prospect Search Genie strategies
1organized client workspace
Full Enterprise research power
Go beyond a list of familiar funders.
For each client, study proven peer funders, champions of younger charities, hidden opportunities, and project-aligned foundations. Then cross-reference the results against real relationship paths and explain why each prospect deserves attention.
Discover overlooked prospects
Find foundations supporting similar organizations—including funders that are not supporting your client yet.
See Prospect Search GenieFind warmer paths
See whether people your client already knows connect to a foundation, board, or nonprofit in the opportunity.
See Relationship IntelligenceSupport the recommendation
Bring grant history, financials, leadership, compensation, relationships, and downloadable reports into the same decision.
