Key Takeaways: Want the full deep-dive? Read the complete article:Key Takeaways
– Verify your 501(c)(3) status regularly via the IRS Publication 78 data to prevent automated screening rejections.
– Analyze Part XV of a funder’s Form 990-PF to see exact past grant amounts and identify ‘closed shop’ foundations.
– Calculate a foundation’s giving capacity by applying the 5% payout rule to their total net investment assets.
Inside This Video: This session introduces nonprofit EIN intelligence, a technical explainer for development directors to secure grant eligibility and uncover hidden funder data.
FundRobin AI Pro-Tip: Use a funder’s EIN to investigate their past grant recipients before drafting; if you find peers receiving consistent funding, use FundRobin’s Smart Matching to validate your Grant Fit Score and automate the intelligence-gathering process.