Creating and Managing Lists

Standard & Professional This feature is available on all plans.

Saved lists help you organize and track the funders you’re most interested in. You can create as many lists as you need to group funders by project, priority, region, or any other criteria that works for your prospecting process.

Creating a new list

You can create a new list in two ways:

From the search results page:

1. Select one or more funders using the checkboxes.
2. Click Add to list.
3. In the dropdown, type a name for your new list in the “New list name” field.
4. Click the + button. The list will be created and the selected funders added to it.

From a funder profile:

1. Click Add to list on the funder’s profile page.
2. Type a name in the “New list name” field and click the + button.

Viewing your lists

Your saved lists are accessible from the Add to list dropdown on the Find Funders page and from individual funder profiles. Click on any list name to open and manage it.

On the list management page, you’ll see a table of all funders in that list with their names displayed as clickable links to their profiles.

Renaming a list

1. Open the saved list you’d like to rename.
2. Click the Edit button.
3. A modal will appear where you can enter a new name for the list.
4. Save your changes.

Removing funders from a list

On the list management page, each funder has a delete button next to their name. Click it to remove that funder from the list. This does not delete the funder from the database — it only removes them from your personal list.

Deleting a list

1. Open the saved list you’d like to delete.
2. Click the Delete button.
3. A confirmation modal will appear. Confirm to permanently delete the list.

Deleting a list removes it and all of its funder associations. The funders themselves remain in the database and can be added to other lists.