My Foundation Manager

Metasoft is pleased to announce the release of the beta version of My Foundation Manager, a suite of new features in FoundationSearch, designed to help our members become even more successful in their critical fundraising efforts.
My Foundation Manager includes:

  • My Best Prospects - a powerful and revolutionary prospect research solution that applies members' defined project funding needs to our database of over 110,000 funders and generates a list of "best prospects" for a project;

  • My Prospect Manager - a new and easy to use Donor Prospect Management system that allows members to add prospects they have found in FoundationSearch, and to effectively manage fundraising progress with them;

  • My Calls and My Reports - capable and flexible tools for managing prospect contact, and for producing prospect-activity reports;

  • My Alerts - a new tool designed to allow you to automatically keep on top of news and information about foundations. My Alerts allows you to easily select funders and track changes in their information - My Alerts will then automatically inform you when critical information - including new financials, granting information, press articles and RFP’s - is available;

  • My Searches - allows you to create and save your favorite searches in your own search library. Searches can then be run or modified at any time. Future versions of My Alerts will “Auto Run” searches on a periodic basis and report search results changes back to you;

  • My Account and My Education - allows members to set their personal preferences, account information and track their progress with Metasoft’s Online Education System;

To see a brief online presentation of My Foundation Manager, click here.

To learn more about this powerful feature in FoundationSearch, please contact us.