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Christian Funding Directory Tutorial - Here-4-You Consulting

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<strong>Christian</strong> <strong>Funding</strong><br />

<strong>Directory</strong> <strong>Tutorial</strong><br />

<strong>Here</strong>-4-<strong>You</strong> <strong>Consulting</strong><br />

P.O. Box 2361<br />

109 E. 6th Street<br />

Front Royal, Virginia 22630<br />

Office: (540) 635-3518<br />

Toll-free: (866) HERE-4-U-1<br />

Fax: (413) 702-9031<br />

http://www.npfunds.com


<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> <strong>Tutorial</strong><br />

Contents<br />

Contents ............................................................................................................... i<br />

<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> Quick Start Guide ............................................... 1<br />

<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> <strong>Tutorial</strong> ................................................................ 2<br />

To use the CFD to search for <strong>Funding</strong> Sources: .......................................................... 2<br />

Search Fields: ............................................................................................................. 4<br />

Advanced Searching Techniques ................................................................................ 9<br />

Boolean Search ........................................................................................................... 9<br />

AND Operator (a AND b) ......................................................................................... 9<br />

OR Operator (a OR b) ........................................................................................... 10<br />

NOT Operator (NOT a) .......................................................................................... 10<br />

Points to remember while using Boolean Operators .............................................. 11<br />

Some examples of using Boolean search .............................................................. 12<br />

Using the 990 Finder Tool ......................................................................................... 12<br />

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<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> <strong>Tutorial</strong><br />

<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> Quick Start Guide<br />

The <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> (CFD) is an exclusive resource available to<br />

members of the <strong>Here</strong>-4-<strong>You</strong> <strong>Consulting</strong> website who have purchased this<br />

service. <strong>You</strong> can use the CFD to search for funding sources that offer funding or<br />

grants to <strong>Christian</strong>s.<br />

To use the CFD to search for <strong>Funding</strong> Sources:<br />

1. In your web browser, go to the <strong>Here</strong>-4-<strong>You</strong> <strong>Christian</strong> Grant <strong>Consulting</strong><br />

website at https://www.npfunds.com/.<br />

2. Scroll down the page to the Login: form at the bottom right of the screen.<br />

3. Type in your Username and Password and click on the Login button to<br />

log into your account.<br />

4. Scroll down until you come to the <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> Search<br />

Tool or click on the Enter CFD option (in the menu at the left of the<br />

screen).<br />

5. In the <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> Search Tool, fill in what you are<br />

looking for in the relevant fields.<br />

Note: It is not necessary to fill up the entire form. Fill only those fields that<br />

are of relevance to you. For example, if you are interested in finding all<br />

funding sources in Georgia that focus on children only, then select<br />

„Georgia‟ from the State drop-down list and only fill in the <strong>Funding</strong><br />

Interests field.<br />

Tip: <strong>You</strong> can use „AND‟, „OR‟ or „NOT‟ within any field to either expand or<br />

restrict your search. For example, if you want to find Grants for children<br />

who play football, you can enter „children AND football‟ in the <strong>Funding</strong><br />

Interests field.<br />

6. Click on the Search <strong>Funding</strong> Sources button.<br />

The search results will be displayed.<br />

7. To view the details of any entry, click on the name of the funding source<br />

for that entry.<br />

8. Finally, click on the Logout link at the bottom right of the screen.<br />

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<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> <strong>Tutorial</strong><br />

<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> <strong>Tutorial</strong><br />

The <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> (CFD) is an exclusive resource available to<br />

members of the <strong>Here</strong>-4-<strong>You</strong> <strong>Consulting</strong> website who have purchased this<br />

service. <strong>You</strong> can use the CFD to search for funding sources that offer funding or<br />

grants to <strong>Christian</strong>s.<br />

To use the CFD to search for <strong>Funding</strong> Sources:<br />

1. In your web browser, go to the <strong>Here</strong>-4-<strong>You</strong> <strong>Christian</strong> Grant <strong>Consulting</strong><br />

website at https://www.npfunds.com/.<br />

2. Scroll down the page to the Login: form at the bottom right of the screen.<br />

Type your username<br />

and password and<br />

click on the Login<br />

button to log in.<br />

If you select this checkbox,<br />

the system will remember<br />

your username and<br />

password and<br />

automatically fill it in the<br />

next time you visit this site.<br />

Click on this link if you<br />

have forgotten your<br />

password. The system will<br />

then send you an email<br />

with your password.<br />

Once you log in, the <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> page will be displayed.<br />

3. Scroll down till you come to the <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> Search<br />

Tool.<br />

Tip: <strong>You</strong> can also access the <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> Search Tool<br />

by clicking on the Enter CFD option in the menu at the left.<br />

Note: Other than the <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> Search Tool, there<br />

are links to additional resources and services at the bottom of the<br />

<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> page.<br />

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<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> <strong>Tutorial</strong><br />

See Below for Login Location:<br />

Click here if you<br />

wish to log out.<br />

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<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> <strong>Tutorial</strong><br />

The following is a screenshot of the <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> Search<br />

Tool:<br />

Fill in one or more of these fields and<br />

then click on the Search <strong>Funding</strong><br />

Sources button.<br />

It is not necessary to fill up the entire<br />

form. For example, if you are interested<br />

in finding all funding sources in Georgia<br />

that focus on children, select „Georgia‟<br />

from the State drop-down list and only<br />

fill in the <strong>Funding</strong> Interests field.<br />

<strong>You</strong> can use „AND‟, „OR‟ or „NOT‟<br />

within any field to either expand or<br />

restrict your search. E.g., if you want to<br />

find Grants for children who play<br />

football, you can enter „children AND<br />

football‟ in the <strong>Funding</strong> Interests<br />

field.<br />

Tip: To get the complete list of all funding sources listed in the directory,<br />

leave all the fields blank and simply click on the Search <strong>Funding</strong><br />

Sources button.<br />

Search Fields:<br />

The following table provides more information about the fields of the <strong>Christian</strong><br />

<strong>Funding</strong> <strong>Directory</strong> Search Tool:<br />

Field<br />

<strong>Funding</strong><br />

Source<br />

City<br />

Notes<br />

If you know the name of a funding source or even part of the name, you can<br />

type it in this field. <strong>You</strong> can either type the full name or a part of the name.<br />

For example, if you are looking for „Chatlos Foundation, Inc.‟, you can just<br />

type „Chatlos‟.<br />

Type the name of your city to search for funding sources located in your<br />

city.<br />

Geographic proximity is one of the most important factors in<br />

determining if a funding source is a good fit. In other words, the nearer<br />

the funding source, the better will be your chances of receiving funds.<br />

State<br />

EIN<br />

Select your State from this drop-down list, to find sources from your State.<br />

Type the Employee Identification Number (EIN) of the funding source.<br />

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Field<br />

Notes<br />

Tip: If you know the EIN of a funding source, this is the<br />

quickest way of finding the entry for that organization.<br />

Geographic<br />

Areas<br />

Supported<br />

Type your location (town or county) to search for funding sources that<br />

award funding in your area.<br />

Though a few funding sources award grants at a national or international<br />

level, most sources award funds in a pre-determined geographic area.<br />

Tip: Start narrow by searching for funding options in your<br />

county, town or city first. If you do not find any suitable<br />

source here, then search at the state and national levels.<br />

<strong>Funding</strong><br />

Interests<br />

Type what you do or your area of interest to find sources that will provide<br />

funding in that area.<br />

Most funding sources provide funding in only certain areas that are of<br />

interest to them, such as, children, churches, Methodists, Arts, etc. There<br />

will be a better chance of the grant being awarded to you if your area<br />

of interest matches with that of the funding source.<br />

Grant<br />

Recipients<br />

If you know of an organization which is similar to your organization that has<br />

received funding, type the name of that organization here, to find its funding<br />

source.<br />

Since the funding source has already provided funds to a similar<br />

organization, it is likely that they would be interested in funding your<br />

organization as well.<br />

Note: We list only a representative sample of grant<br />

recipients, not a full listing of all grants that have been<br />

awarded.<br />

Donors/Direc<br />

tors<br />

Specific<br />

<strong>Funding</strong><br />

Programs<br />

Type the name of an individual to find all funding sources where that<br />

individual is a donor or a director or founder.<br />

Type keywords here, to find funding sources that have funding programs<br />

related to the keywords you have typed. This is useful for finding funding<br />

sources based on the funding programs that they offer, such as the Clergy<br />

Renewal program of the Lilly Foundation.<br />

Tip: <strong>You</strong> can also use general terms in this field to find<br />

specific funding programs. For example, entering “Children”<br />

will return funding sources with programs that are related to<br />

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Field<br />

Notes<br />

Search<br />

Fields<br />

All<br />

children.<br />

The system will look for the text you type here and return those entries<br />

where the text appears in any of the fields.<br />

For example, if you type „children‟ in the Specific <strong>Funding</strong> Programs<br />

field, the system will return only those entries that have the word „children‟<br />

as part of the funding program name. However, if you type „children‟ in the<br />

Search All Fields field, the system will return all entries that have the<br />

word „children‟ in any field. This would not only include entries that have<br />

„children‟ as part of the funding program name, but it would also include<br />

entries that have the word „children‟ in the <strong>Funding</strong> Interest field, or the<br />

<strong>Funding</strong> Source field.<br />

Thus, you can use this field to broaden your search. For example, if you<br />

type “Texas” in the Geographic Area Supported field and type<br />

“National” in Search All Fields, the system will return all entries that<br />

provide funding in Texas as well as all entries that contain the word<br />

„National‟ in the <strong>Funding</strong> Source Name, Geographic Area Supported,<br />

<strong>Funding</strong> Interests, Grant Recipients or Specific <strong>Funding</strong> Programs fields<br />

(irrespective of whether the organization provides funding in Texas or not).<br />

Last Updated<br />

Use this field to find entries that were updated before or after a particular<br />

date.<br />

Select one of the two radio buttons—Before: or After: and then type a<br />

date in yyyy-mm-dd format. (Eg: 2009-10-24).<br />

Instead of typing the date, you can alternatively click on the<br />

calendar will pop up as follows:<br />

button. A<br />

Click on the blue arrows to go to the previous or following month. Click on a<br />

date to select it.<br />

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4. Once you click on the Search <strong>Funding</strong> Sources button, the system will<br />

display the list of matching entries.<br />

The number of entries that<br />

match your search criteria.<br />

Click here to show the<br />

Search form and refine<br />

or change your search<br />

condition.<br />

Click on the name of a<br />

funding source to view its<br />

details.<br />

5. Click on the name of a funding source to view its details.<br />

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After viewing the<br />

details, click here to<br />

return to the Search<br />

Results.<br />

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Advanced Searching Techniques<br />

Depending on what you have entered into the Search tool, at times you may<br />

either end up with thousands of entries or the Search tool may not be able to find<br />

any appropriate funding source entry that matches your search criteria.<br />

We have therefore provided the following tips and advanced search techniques<br />

to help you locate the appropriate funding entry:<br />

<br />

<br />

<br />

<br />

<br />

It is not necessary to type in an entire name. If you are not sure of the<br />

name, type in only part of the name. For example, if you are not sure<br />

whether the funding source you are interested in is called “Adobe Systems<br />

Foundation” or “Adobe Foundation”, type only “Adobe” in the Search form.<br />

Always start narrow by searching by city, town, or county and then expand<br />

your search by searching at the state- and then national-level.<br />

Most funding sources determine interest areas they wish to fund. <strong>You</strong> can use<br />

the <strong>Funding</strong> Interests field to search for grants that focus on what you do.<br />

Sometimes, the Search All Fields field becomes most useful. Entering your<br />

keywords in this field will allow you to find any mention of that keyword in any<br />

of the other fields. Use this field in conjunction with other fields to maximize<br />

results.<br />

Finally, make use of the Boolean Search capabilities of the Search tool<br />

to narrow down your search.<br />

Boolean Search<br />

The CFD Search tool now allows you to make use of Boolean operators (AND,<br />

OR and NOT) to expand or restrict your search. <strong>You</strong> can combine search terms<br />

in a field using Boolean operators. This can help you quickly locate a suitable<br />

funding source entry.<br />

AND Operator (a AND b)<br />

Use the AND operator when you want to find entries that have both values „a‟<br />

and „b‟.<br />

For example, to find sources that provide funding to homeless children<br />

specifically, type „homeless AND children‟ in the <strong>Funding</strong> Interests field. This<br />

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will find all entries that contain both the words „homeless‟ and „children‟ in the<br />

<strong>Funding</strong> Interests field.<br />

OR Operator (a OR b)<br />

Use the OR operator to find entries that have either „a‟ or „b‟.<br />

For example, to find all funding sources in San Francisco or Los Angeles, type<br />

„San Francisco OR Los Angeles‟ in the City field.<br />

Note: Notice that though in English we may say, “Look for sources in San<br />

Francisco and Los Angeles”, we have to use OR to find entries from both<br />

the cities. This is because when we use the OR operator, it means find<br />

entries where the field contains „a‟ or the field contains „b‟.<br />

On the other hand, when we use the AND operator, it means find entries<br />

where the field contains both „a‟ as well as „b‟. For every entry, the City<br />

field can contain only one value. So, if we look for „San Francisco AND<br />

Los Angeles‟, it means look for entries where the City field contains „San<br />

Francisco‟ as well as „Los Angeles‟. However, for each entry, the City<br />

field can contain only one value. Therefore, we have to look for „San<br />

Francisco OR Los Angeles‟.<br />

NOT Operator (NOT a)<br />

Use the NOT operator to exclude certain entries.<br />

For example, if you want to find sources that provide funding for homeless<br />

people but not for people from the Engineering field, you would type „homeless<br />

NOT engineering‟ in the <strong>Funding</strong> Interests field.<br />

Note: While using NOT, the search results may vary depending on which<br />

term you use first and which term, later.<br />

For example, when you type „homeless NOT engineering‟ in the<br />

<strong>Funding</strong> Interests field, the system will first select all entries where<br />

the word „homeless‟ appears in the <strong>Funding</strong> Interest field. From this<br />

selection, the system will then discard those entries that also have the<br />

word „engineering‟ in the <strong>Funding</strong> Interests field, and display the rest on<br />

the screen.<br />

On the other hand, when you type „engineering NOT homeless‟ in the<br />

<strong>Funding</strong> Interests field, the system will first select all entries where<br />

the word „engineering‟ appears in the <strong>Funding</strong> Interest field. From this<br />

selection, the system will then discard those entries that also have the<br />

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<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> <strong>Tutorial</strong><br />

word „homeless‟ in the <strong>Funding</strong> Interests field, and display the rest on the<br />

screen.<br />

The following illustration will help you understand this concept more<br />

clearly:<br />

„a‟ NOT „b‟<br />

All Entries<br />

„a‟, „b‟, „c‟<br />

„a‟, „c‟, „b‟<br />

„a‟, „b‟<br />

„a‟, „c‟<br />

„b‟, „a‟<br />

„b‟, „c‟<br />

„b‟<br />

„a‟<br />

„c‟, „b‟<br />

„c‟, „a‟, „b‟<br />

First, all<br />

entries that<br />

contain „a‟<br />

are selected.<br />

Entries<br />

containing<br />

„a‟<br />

„a‟, „b‟, „c‟<br />

„a‟, „c‟, „b‟<br />

„a‟, „b‟<br />

„a‟, „c‟<br />

„b‟, „a‟<br />

„a‟<br />

„c‟, „a‟, „b‟<br />

Entries that<br />

contain „b‟<br />

are then<br />

dropped.<br />

Entries<br />

containing<br />

„a‟ but not „b‟<br />

„a‟, „c‟<br />

„a‟<br />

„b‟ NOT „a‟<br />

All Entries<br />

„a‟, „b‟, „c‟<br />

„a‟, „c‟, „b‟<br />

„a‟, „b‟<br />

„a‟, „c‟<br />

„b‟, „a‟<br />

„b‟, „c‟<br />

„b‟<br />

„a‟<br />

„c‟, „b‟<br />

„c‟, „a‟, „b‟<br />

First, all<br />

entries that<br />

contain „b‟<br />

are selected.<br />

Entries<br />

containing<br />

„b‟<br />

„a‟, „b‟, „c‟<br />

„a‟, „c‟, „b‟<br />

„a‟, „b‟<br />

„b‟, „a‟<br />

„b‟, „c‟<br />

„b‟<br />

„c‟, „b‟<br />

„c‟, „a‟, „b‟<br />

Entries that<br />

contain „a‟<br />

are then<br />

dropped.<br />

Entries<br />

containing<br />

„b‟ but not „a‟<br />

„b‟, „c‟<br />

„b‟<br />

„c‟, „b‟<br />

Points to remember while using Boolean Operators<br />

<br />

<br />

Searches with AND & NOT restrict the scope of your search, whereas<br />

searches with OR expand the scope of your search.<br />

The words AND, OR & NOT must be typed in all capital letters.<br />

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<br />

Including terms in multiple fields functions as an AND search and will identify<br />

a smaller number of funding sources as the search will include ONLY funding<br />

sources matching all the values that you have typed.<br />

Some examples of using Boolean search<br />

To Find…<br />

All funding sources in Georgia that<br />

provide funding for children.<br />

All funding sources in Augusta and<br />

Columbus with listings that have<br />

been added or updated since 1-<br />

Jan-09 that provide funding for<br />

children.<br />

All entries related to schools.<br />

Grants awarded to only Baptist<br />

churches.<br />

Grants awarded only to Catholic<br />

schools and not Catholic churches.<br />

Entries that have been added or<br />

updated since your last search.<br />

Enter this in the Search Form…<br />

Select „Georgia‟ from the State drop-down list<br />

and type „children‟ in the <strong>Funding</strong> Interests<br />

field.<br />

Type „augusta OR columbus‟ in the City field;<br />

type „children‟ in the <strong>Funding</strong> Interests field;<br />

click on the After radio button and type 2009-11-<br />

01 in the Last Updated field.<br />

Type „School OR Education‟ in the <strong>Funding</strong><br />

Interests field.<br />

Type „Church AND Baptist‟ in the Grant<br />

Recipients field.<br />

Type „Catholic NOT Church‟ in the Grant<br />

Recipients field.<br />

Type your search criteria in the other fields and<br />

type the date of your last search in the Last<br />

Updated field.<br />

Using the 990 Finder Tool<br />

Once you have located an appropriate Grant <strong>Funding</strong> source, you can use the<br />

990 Finder Tool to locate and download the IRS Form 990 filed by that<br />

organization. The IRS Form 990 is a tax document that all non-profit<br />

organizations have to file with the IRS each year. <strong>You</strong> can use the IRS Form 990<br />

to find out how the organization is managing its funds.<br />

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<strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> <strong>Tutorial</strong><br />

To use the 990 Finder Tool:<br />

1. Use the <strong>Christian</strong> <strong>Funding</strong> <strong>Directory</strong> Search Tool to look for Grant<br />

<strong>Funding</strong> organizations.<br />

2. In the search results, click on the name of a funding source to view its<br />

details.<br />

3. Note down the EIN of the organization<br />

Tip: Highlight and copy the number and paste it into the correct field.<br />

4. Scroll down to the bottom of the page, and click on the 990 Finder Tool.<br />

The 990 Finder Tool will open in a new page.<br />

Type the EIN of the<br />

organization.<br />

Optionally, you can also type<br />

the name of the organization<br />

or select the State from this<br />

drop-down list.<br />

5. Click on Go. The search results will be displayed in a new window.<br />

Click on a name in this<br />

column to view the Form 990<br />

for a specific year.<br />

Note: The Form 990 files are Adobe ® PDF files. <strong>You</strong> will need a copy of<br />

the Adobe Acrobat Reader on your system, to view these files.<br />

Tip: For a cheat sheet on how to read the Form 990 details, click on the<br />

How to Read an IRS Form 990 page link at the bottom of the main CFD<br />

Client Access Page (https://www.npfunds.com/master-cfd).<br />

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