NOZAsearch Tips

Search by name:

You can search by name to research your prospect’s charitable giving affinities and patterns. You will be able to get a sense of your prospect’s capacity, affinity to an organizational mission, average gift amount, and philanthropic favorites by looking at their annual giving year after year.
For your first search, start with a broad search by leaving all of the fields except the donor name field blank. Refine your search criteria if your results list is too broad. For example, first search and review preview results for Robert Horn. If too many results are presented, then, refine your search with Robert C. Horn III. NOZA lists the donor name exactly the way the reporting nonprofit listed the donation on the source document, so searching both ways will allow you to find the greatest number of results.
If your results list is still too long, you may choose to limit your search to only the cities or states you know your prospect has lived in; however, you will not see donations made to nonprofits outside those geographic locations. You can also narrow your searches by the gift date.
If you know the spouse name, search by his or her name as well.
Search using nicknames that your prospect may use such as Rob or Bob instead of Robert.
Once you have chosen the records you would like to view, you are able to sort the data fields on the results page to best suit your needs. If gift size is the key for you, simply click on the “Gift Range” column once to see the results in ascending order and twice to see them in descending order.
With NOZA, you are able to export your results list to an Excel spreadsheet. This unique feature enables you to format the data to your specifications; add, delete or rearrange columns; add headers or footers; and then paste the information right into your research profile or attach it to your prospect’s record in your database.
The source link supplied in the results page allows for deeper research. By clicking on the link, you are able to open up the annual report or other source of gift information to learn more about the gift and about other major givers who might be future donors to your organization.
Use NOZA first to look for affinity and capacity and then get started on your next research steps in a strategic and organized manner.

Search by name to research corporations:

Find out which companies in your city or field of interest are charitable by looking at their past giving history. Find out how they give: are their gifts from a corporate foundation? If so, then do further foundation searching using the tips above. Check out the company’s board of directors and research each person’s charitable giving interests to see if any of them may have an affinity with your organization.

Search by cause

Searching a cause is a powerful prospecting tool that allows you to build lists of prospects for proactive research, peer review, portfolio building and more.
Use the general recipient cause drop down filter to search a particular cause. You can then refine that search by using the “specific” recipient cause filter located just below the general recipient cause filter. You can get even more precise by inputting a donation amount in the minimum donation search field. Also use the recipient state and recipient city drop down filters to add a location to refine your search even more. For example, search for donations above $10,000 for health care in Sacramento, CA.
The “More Options” feature allows you to further refine your prospecting by zip code (this allows you to search regionally), gift category (this allows you to search for specific types of gifts such as annual or capital gifts), program scope or gift date. The recently added data drop down menu lets you filter data that was added 1 month, 2 months or 6 months ago.
Search for major givers by cause, geographic location, or gift amount.
Use the zip code range feature to search for major donors who give to nonprofits based in that region.
Use the minimum gift amount to further restrict your list of prospects.
Use the program scope to find donors to organizations based in the U.S. with local, national or international programs or services (for example, The American Red Cross is a disaster relief organization based in Washington DC with services all over the country and the world, not just in DC).
If you are just researching NOZA free foundation grant donations, take a deeper look at the foundations by using the search tips listed above.