Organization Profile
Setting up your nonprofit's profile for better AI assistance
Why Your Profile Matters
Your organization profile is included in every AI interaction. When Claude analyzes grants, generates drafts, or provides recommendations, it uses your profile to understand:
- What your organization does and who you serve
- Your capacity to take on new grants
- Your track record and credibility
- What makes you competitive
Essential Fields
Complete these first for the best AI results:
Mission Statement
A clear, compelling statement of your organization's purpose. This appears in almost every grant application.
Focus Areas
Tags that describe your work (e.g., "education", "health", "environment"). These drive grant matching.
Annual Budget & Staff
Helps match you with appropriately-sized grants and demonstrates organizational capacity.
Service Area & Target Population
Geographic and demographic focus. Many grants have specific geographic requirements.
Key Achievements
Concrete accomplishments that demonstrate your effectiveness. Include numbers when possible.
Using AI to Build Your Profile
Click "Chat with Claude" on your profile page to refine your information through conversation. Claude can help you:
- Craft a compelling mission statement
- Identify your unique value proposition
- Articulate your theory of change
- Frame achievements for grant applications
Tip: When Claude suggests updates to your profile, review them carefully before accepting. You can dismiss suggestions you don't want or edit them before applying.
Advanced Fields
These fields provide additional context that improves AI recommendations:
- Previous Grants: Shows funders you have grant management experience
- Programs: Specific programs you run that may align with grant priorities
- Partnerships: Collaborations that strengthen your applications
- Grant Preferences: Funding ranges and types you're interested in
- Restricted Funders: Organizations you can't or won't apply to