Corporate Giving Online Guided Tours: Search Grants

This tour will take you through a sample search using the Search Grants search tool. For purposes of clarity, the search terms we refer to here will be set off in brackets. Brackets should not be used when searching Corporate Giving Online.

  1. Once you've signed up for Corporate Giving Online and logged on with your user name and password, you'll arrive at your personal search home screen, where you have access to three separate search tools-Search Companies, Search Grantmakers, and Search Grants. This Guided Tour covers Search Grants, so we'll select that search tool.

  2. You are now on the Search Grants page. From this page you can search by entering criteria in any of the indexed search fields listed here, which are: Grantmaker Name; Recipient Name, Recipient State/Country, Recipient City, Recipient Type, Subjects, and Types of Support.

    This page also includes a select box that allows you to apply range searching using Year and Grant Amount. Lastly, there is a Text Search field that allows you to free-text search across the entire file.

    Let's explore these search functions using a sample search. For this exercise, let's try to identify grants of between $10,000 and $50,000 awarded to centers serving the aging in Missouri and Illinois.

  3. To do this we begin by navigating to the search field entitled Recipient State/Country. Notice that clicking the heading Recipient State/Country opens an index, which displays as a list of links on the same page you already have open. From that list, select [Missouri] and it will be automatically added to the Recipient State/Country search field. From the same list, select [Illinois.]

    Notice that when you select more than one term in a given search field, Corporate Giving Online assumes you are seeking information related to either term, so it automatically links your selected terms with the Boolean operator OR. If you wish to use another Boolean operator (such as AND, NOT, or NEAR), you would need to replace the OR. For more on Boolean operators and how to use them, consult the Help file.

    Note: In addition to using the indexes by clicking on a search field name, you also have the option of typing directly into a search field. Once you have used Corporate Giving Online and have come to know the index terms, you may find this to be a more efficient way of searching for certain fields. For instance, instead of clicking on Recipient State/Country and navigating to [Missouri] and clicking on the term to add it to the search field, you may prefer just to type [Missouri] or [MO] into the search field. For the purposes of this Guided Tour, we'll use the indexes where they are available, since that is generally the most accurate way to search.

  4. Now let's limit our search by subject, trying to identify grant recipients providing services to the aging.

    Click on the heading for the search field entitled Subjects. This opens an index, from which we'll select [Aging, centers/services.] Selecting the index term from the list adds it to the Subjects search field.

  5. Let's refine our search further to include only grants of between $10,000 and $50,000.

    Choose Grant Amount from the select box menu and type $10,000 in the "From" box and type $50,000 in the "To" box blank. (If you were to leave the "To" box blank, you would retrieve results for grants of $10,000 or more, without an upper limit.)

    Click the Search button to generate a list of grants that meet the criteria we have specified: grants of $10,000 to $50,000 made to recipients in Missouri or Illinois for aging centers and services.

  6. A new page is displayed, presenting our results list. Each grant in this list links to a description of that grant.

    The list default display is alphabetical order by Recipient Name. The results list displays the Grantmaker Name, the Recipient Name with the Recipient State/Country, the Year, and the Grant Amount. The results list can be re-sorted by clicking on any of these four column headings. Clicking the same heading a second time reverses the sort, say from ascending to descending order.

    Let's review a grant description. Click on a recipient name in the results list to see the grant description.

  7. The content of a grant description varies based on the availability of information from tax returns, foundation annual reports, and grants lists prepared by grantmakers. It can include Recipient Name, Recipient Location, Recipient URL, Type of Recipient, Grantmaker, Grantmaker Geographic Focus, Grant Amount, Year, Grant Description, Type(s) of Support, and Subject.

    When an individual record is displayed, and there is more than one record in your results list, you can use the Previous Record and Next Record links for easy navigation back and forth through the list.

  8. Links on the grant description include one to the grantmaker profile and, where available, a link to the recipient's 990s.

To learn about the other two search tools in Corporate Giving Online, please proceed to the Guided Tour Welcome page and select either Search Companies or Search Grantmakers.