Reveal hidden overlap
Connect contacts with officers, directors, trustees, and other leaders reported in public Form 990 filings.
Relationship Intelligence
Know who your contacts know - and what they care about.
See which charities your own contacts help lead, discover the causes those organizations support, and uncover the people whose demonstrated interests already align with your mission.
Connections and giving interests, made visibleContacts + leadership + grant data
Beyond a list of names
Great opportunities often move through people.
A promising foundation may look like a cold prospect until you discover that someone you already know serves a connected charity - and that charity has a history of supporting causes like yours.
Map influence visually
Explore multi-tier board interlock networks instead of piecing relationships together one record at a time.
See what they care about
Filter grant recipients and purposes to find contacts with demonstrated connections to your mission area.
How it works
From a name to mission-aligned intelligence.
CharityEZ brings your contacts, public nonprofit leadership records, grant history, and person-level research into one guided workflow.
Add the people you know
Upload a contact file or enter an individual contact, then choose the geographic radius you want to explore.
Cross-reference public data
Match those contacts against leadership roles reported in public IRS Form 990 records.
Filter by giving interest
Search grant recipients and purposes to see whose nonprofit activity already aligns with your cause.
Open an Executive Summary
Get a detailed report for every person added through a contact upload or individual relationship search.
Step one
Bring your real-world network into the research.
Use a secure contact-upload workflow or add one person at a time. A configurable mileage radius helps focus the match on the communities and regions that matter to your organization.
- Upload contacts using the provided sample format
- Add an individual by name, state, and ZIP code
- Review the contact list currently cross-referenced for your account
- Focus results with a configurable distance
Mission affinity
Find the contacts who already have a heart for your cause.
If you are raising money for children with cancer, Relationship Intelligence can show which people in your own network are connected to charities that fund children's health, cancer care, family support, or related work.
- See every matched charity where a contact is a board member or key leader
- Review grant totals, average grants, recipients, and purposes
- Filter results by the cause or population your campaign serves
- Prioritize informed conversations with people who may already understand the need
Mission-aligned contacts
Children's cancer care
Your contactConnected charityGiving signals
Taylor RowanBoard member
Northstar Childhood Hope FundFictional example
Children's healthCancer support
Avery PatelTreasurer
Harborlight Family Health TrustFictional example
Pediatric careFamily services
Jordan LeeDirector
Brightpath Community FoundationFictional example
Medical researchYouth
3 mission-aligned contacts foundIllustrative fictional data
CharityEZExecutive Summary Report
Executive Summary for Taylor Rowan
Built from public IRS Form 990 filings; matches may require verification.
Nonprofits where Taylor is a key member
NonprofitRole
Northstar Childhood Hope FundBoard member
Harborlight Family Health TrustDirector
Brightpath Community FoundationSecretary
Latest revenue$2.4M
Latest assets$8.7M
Grant years3
Top grants by year
$125,000Little Lantern Care NetworkPediatric family support
$75,000Tomorrow's Courage FundChildhood disease research
Illustrative preview. All names, organizations, and figures shown here are fictional.
A report for every person
Turn every matched name into an Executive Summary.
Every person you add through a contact upload or an individual relationship search receives a detailed, downloadable research report.
Matched nonprofit roles
See each organization where the person appears as a key member, along with location and role information.
Mission and financial snapshots
Review the mission, latest revenue and assets, current key people, and filing-year context.
Grant history and purpose
Explore leading grant recipients, amounts, stated purposes, and cleaned purpose descriptions by year.
See the network
Map influence. Discover overlap. Unlock opportunity.
The interactive graph turns leadership records into an explorable picture of how people and nonprofit organizations connect.
Put relationships to work
Turn names into informed, mission-aligned outreach.
Fundraising prospects
Prioritize contacts whose nonprofit roles and giving signals already connect with your mission.
Strategic partnerships
Find shared governance relationships that can make an initial conversation more relevant.
Board intelligence
See how leadership experience and influence extend across multiple organizations and communities.
Built on information you can understand. Relationship Intelligence combines contacts you choose to provide with leadership information reported in public IRS Form 990 filings. A displayed pathway is a research signal—not a guarantee of a personal introduction or funding result.