What are Funder Categories?

The 'Funder Categories' field is used to help you categorize and/or group your funders. If you want to group your funders for reporting purposes, use this field to create your groups. Some examples of how you might use this field are:

  • You may want to categorize your funders as 'New Funders' vs 'Repeat Funders'. 
  • You may want to assign a rating to your funders, such as 'Top', 'Average' and 'Opportunistic' - so you know which funders are the closest fit with your mission. Or Best Fit, Good Fit and Opportunistic. 
  • You might want to group your funders with identifiers that are not available on the Funder Type drop down field. For instance - you may want to breakout your government funders into 'State', 'Federal' or 'Local' categories using this field.
  • You may want to track funders that give using categories such as: Annual Funder, Sometimes Funder, Reactivated Funder, New Funder. This will allow you to set more specific goals, and measure win percentages for each type. 

Once you have entered a new category - it comes up as an option as a drop down to select in the future. This will help you and your team select from existing categories and avoid spelling them differently. 

When you are creating a report, you can easily filter your opportunities based on this entry in the Funder Categories field. You can then use the 'Category' field to filter and report on. 

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