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Researching Funding Sources On The Web Each of the following websites was originally verified but change comes quickly to the Internet. Please e-mail us at zl@zimmerman-lehman.com if you find an error. Introduction Foundations The following three websites offer free lists or connections to foundations:
While DIALOG is not easy for a novice to search, these valuable databases offer excellent, current, and in-depth information. If you want to start your foundation grants research by using the three DIALOG databases, here is a hint to save money, time and frustration: Find a nearby techie type of corporation that searches DIALOG for its own daily information needs. Any research and development organization in fields such as pharmaceuticals, computers, or biological science will probably have a librarian on staff who does this type of database searching. Request a gift-in-kind from the corporation of an hour or so of searching with the firm's most experienced DIALOG searcher. This individual will know how to speak to DIALOG efficiently. With your thorough knowledge of the project you want funded, you will be sitting right there to help refine a too huge or too tiny search. Easy? No. But searching online saves weeks of print research. Also, The Foundation Center, a clearinghouse of grantmakers' information, has two huge, beautifully crafted, elegantly indexed databases -- one covering 900,000 grants and the other information on 53,000 foundations. The Foundation Center databases are also available for purchase on CD-ROM (discussed below). OryxPress, publisher of many directories, has one database that indexes thousands of grants offered by federal, state, and local governments, commercial organizations, associations, and private foundations. OryxPress also offers this database on the Internet, calling it GrantSelect (www.grantselect.com) with 10,000 funding opportunities in both the United States and Canada. Oryx also offers an E-mail Alert Service to update users. The Chronicle Guide to Grants (www.philanthropy.com/grants) is another online database that presents all corporate and foundation grants listed in The Chronicle of Philanthropy since 1995. Access is over the Internet, by subscription. This is the archive of the grants you can review on their Website every other week.
Specialized Lists Search
Engines CD-ROM In Taft's Prospector's Choice you'll find detailed funder profiles covering nearly 10,000 foundations and corporate giving programs providing information on up to 50 grants per profile, as well as total giving figures and helpful directions for making contacts and completing applications. CorporationsFinding corporation and business funding on the Internet is sometimes as easy as remembering their name or abbreviation; for example, the Internet address for IBM is www.ibm.com. Some corporations such as IBM include corporate giving information on their website. On the "about IBM" page, there is a "philanthropy" link with details of their giving. In addition, addresses, stock filings and holdings, and annual reports of public companies are often available. For corporate giving information, the current best Internet source is The Foundation Center's "Corporate Grantmakers on the Internet" (http://fdncenter.org/grantmaker/gws_corp/corp.html). A site search engine offers quick access by subject and geographic terms. Brief listings contain the company's interests and giving areas but often no mention of the amounts of money that have been given. Each site links you with the corporation's own website, providing many more details on the company (but not necessarily on their corporate giving). There are any number of good sites for general corporate and business information on the Internet:
Securities and Exchange Commission (SEC) (www.sec.gov). Salaries and stock holdings of top executives, as well as their corporate board memberships, are listed on proxy statements filed with the SEC. The information is available online through the SEC's EDGAR database. Government Each entry contains: restrictions, eligibility, application & award process (including deadlines), assistance considerations (formula & matching requirements, timing), post assistance requirements, financial information, program accomplishments, regulations (guidelines), contacts, related programs, examples of funded projects, and criteria for selection. The Catalog is also available free in print at most public libraries. More Government Access Points Direct access to most of the federal agencies and departments is also available online. These sites give you more of a flavor of the departments and agencies and often give you detailed information on their grantmaking. If you know that you want to see the National Endowment for the Humanities, the site is www.neh.fed.us. Look at the "Overview of Programs" or "Grants & Applications" to get their details. A further sampling:
Some states, counties and even cities are beginning to list similar kinds of information on their home pages. For example, in Maine (www.state.me.us), there are over 3,000 matches to the search term "grants." In California, www.ca.gov brings up about 8000 pages under a quick search for "grants." Wyoming brings up over 4,000 grant links. In San Francisco (www.ci.sf.ca.us), not only do you access The City site but many departments with funding resources, too. You might check out the San Francisco Commission on the Status of Women (www.ci.sf.ca.us./cosw), where among the items listed are several of their grants programs. Another San Francisco government site is Grants for the Arts (www.sfgfta.org). Call your city hall clerk and ask what local funding sources are available online. Your state/county/city home page is a rapidly expanding area so what you find next week may be much more extensive than what is available today.
Some websites that allow you to do your own searching, are: Internet Prospector People (www.internet-prospector.org/bio.html) A collection of people locators, capacity tools, and specialized directories, including among many others:
There are also commercial search services that allow you to search newspapers electronically from around the country for articles on donors/prospects. Three of the most popular commercial services are The Dialog Corporation (www.dialog.com), Lexis-Nexis (www.lexis-nexis.com/lncc), and (dowjones.wsj.com/p/main.html) Dow Jones News Retrieval .Another recent arrival on the scene is WealthKnowledge.com (www.WealthKnowledge.com) which specializes in identifying the wealthy and studying their behaviors and attitudes. The Biography and Genealogy Master Index from the Gale Group (www.gale.com/servlet/BrowsePageServlet) has millions of entries on individuals from hundreds of biographical and business resources. If your prospect appears in any biographical or business reference book such as Who's Who or Standard & Poor's, the index will list the prospect and all the reference sources in which he or she appears. Birth dates and middle initials are included to help you verify that it is the correct person. This comes in book form, microfiche versions (know as BioBase), and now online through the Gale's online reference service. The Complete Marquis Who's Who ONLINE combines 20 of its publications of professional and biographical data. This is accessible through the DIALOG Corporation's File #234, and includes: vital statistics (name, address, age, birthplace, marital status), and education, family background, religious and political history, creative works, civil and political activities, profession, and club memberships. There is a CD-ROM product The Complete Marquis Who's Who on CD-ROM (www.marquiswhoswho.com/product.html) available, which makes searching much easier. Sites useful in nailing down addresses, telephone numbers, email addresses:
Individual Business/Occupation Information If you know your prospect is a practicing professional, there are many directories available to learn more about someone and his or her business. On the Web you can search Martindale-Hubbell Law Directory (www.martindale.com) or West Legal Directory (www.lawoffice.com) for attorneys. The American Medical Association has a physician select search for members of the AMA (www.ama-assn.org/aps/amahg.htm). Hard copy books such as the Official ABMS Directory of Board Certified Medical Specialists and Standard & Poor's Register of Directors and Executives are also good resources to confirm businesses and titles. The Insider Trading Monitor compiles all SEC information on 10,000 public company insiders (covering over 200,000 executives, directors, and major shareholders). You can search for your prospect and see what his or her stock holdings are or if he or she has purchased or sold stock. This helps in estimating giving capacity and liquidity, and can be used to determine what type of gift, cash or planned, makes sense, particularly if capital gains are an issue. This information is only available on publicly traded companies, and only on stock that is held by a company insider. Private portfolio information is not included. If your prospect works for a public company traded on a stock exchange, try the Edgar website (www.sec.gov/cgi-bin/srch-edgar). At this site, you search by company name or ticker symbol and have direct access to the proxy filed by the company in which you are interested. The proxy lists all the board members and top executives plus their stockholdings and salaries. Proxies often include brief bios telling you more about your prospect. Along with Insider Trading Monitor, the Edgar Online People website (edgar-online.com/people) lets you search (for a fee) SEC filings by a person's name to determine all the companies on whose boards he or she sits. You can always call the company and ask for a proxy statement and the annual report. Many businesses, small and large, have their own web pages that contain profiles or bios of principal owners and managers. Commercial services such as The Dialog Corporation and Lexis-Nexis also have databases of company information and industry analysis. Hoovers (www.hoovers.com) contains over 12,500 profiles of corporations: snapshots are free; in-depth profiles entail a nominal monthly fee. Depending on the size of the business, there are several other places to search. Use a local business directory or a local Book of Lists (www.bizjournals.com), or call the chamber of commerce to see if they have any information on your prospect's business. Standard business print references include Dun's Million Dollar Directory, American Business Disc, Duns Market Identifiers, Standard & Poor's, and Disclosure, both online and on CD-ROM. All provide information on a company's size, assets, sales and top officers. You can usually find an individual if he or she is one of the top five to ten officers of a public company. As a general rule, it tends to be more difficult to find information on a private company and the owner.
Other Wealth Indicators Local
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and membership directories of civic and volunteer groups. Copyright 2007 Zimmerman Lehman. This
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