FAQs

Privacy and Security


Can funders see my Organisation Profile or the documents I upload?

No. Your Fundsorter account is completely private to you and your organisation's users. The documents, resources, and profile information you upload are only used by our system to build your profile and match you with relevant funding opportunities.

This information is securely stored and is not visible to any third parties or funders. The only information a funder will ever see is the application that you submit to them directly.


Does Fundsorter submit applications on my behalf?

No. Fundsorter helps draft your applications but we do not submit applications on your behalf. You must review the application, click the 'Email me a copy' button , and then follow the funder's instructions to submit the application yourself.


Are my contact details or my organisation's information made public?

No. None of your information is publicly listed. Your account is a private tool for your organisation. Your contact details are used for billing and for our team to contact you, but they are not displayed publicly.

Subscriptions and Pricing


What is the minimum subscription term?

You can subscribe for a minimum of one month. We also offer quarterly and annual subscription terms, which are payable in advance.


Are there any hidden fees or extra costs?

No. The only cost is your monthly subscription fee. All subscriptions receive access to the full Fundsorter product suite. All prices are in New Zealand dollars (NZD) and exclude GST.

Using Fundsorter


I'm seeing a message "Your description is looking a little lean!" What does this mean?

This message appears if the Description in your Organisation Details section is too short. You can edit this by navigating to Manage Organisation.

To get the best funding matches and high-quality draft applications, our system needs a comprehensive description of your organisation. We recommend providing a 200-550 word paragraph that clearly sums up what you do, your work, and your impact.


How often should I update our Funding Profile?

We recommend reviewing your profile every few months, and updating it whenever significant changes occur in your organisation.


Can I edit my Funding Profile after it's generated?

Yes! Your profile is fully editable at any time. Click the Manage Organisation button in the navigation bar to edit the Organisation Details, Supporting Documents, and Funding Profile.


What if information in the generated Funding Profile isn't accurate?

Simple make direct edits to the generated profile to correct any inaccuracies. Do this by clicking on the Manage Organisation button in the navigation bar, then to the tab named Funding Profile. Fundsorter uses your documents to make its best assessment, however you of course have full control over the final content.


How does the Funding Profile influence funding matches?

Your profile helps our system understand your organisation's focus areas, capabilities, and needs, which are key factors in matching you with appropriate funding opportunities.


What are the different entity types that can use Fundsorter?

Funders may limit their grant funding to entities with a certain type or status. Not sure if your organisation is eligible? Here’s some useful information. 

  • Not for profit / non-profit status

Non-profit or not for profit means the organisation’s money can’t turn into private gain (e.g. paid out to owners). All charities and incorporated societies are by definition not for profit, and are the most common types. Other types of entities, like cooperatives and limited liability companies, can be set up as non-profits if certain legal requirements are put in place, but it’s less common, and you would know if this were the case. Non-profits can carry out revenue generating activities - as long as that revenue can’t turn into private profit.

  • Registered charities

If an entity is for public benefit and charitable purposes, it can be set up as a charity. But registration is an extra step that not all charities take. Registered charities go through a process with Charities Services to get registered and meet specific reporting and regulatory requirements. Certain other types of entities, like incorporated societies and trusts, can also seek registered charity status. Any entity with registered charity status will be listed on the official Charities Register.

  • Social enterprise

A social enterprise is a business that focuses on positive impact alongside earning profit, also sometimes called public benefit corporations or social businesses. There is no separate legal entity type for social enterprises in New Zealand (they are often LLCs). Usually, social enterprises aren’t eligible for grants that are strictly limited to nonprofits or charities. 

If you are interested in grants that are only for registered charities, but your organisation isn’t one, consider a fundholding arrangement, where you partner with a registered charity who can receive the grant, like Gift Collective.

User Management


How do I add another user to my organisation's account?

  1. Click 'Manage Organisation' in the navigation bar and select the tab labelled 'Users'.
  2. Click the 'Invite a User' button in the top-right corner.
  3. There are two different ways you can invite users:
    1. Click 'Invite via Link' to generate a unique invitation link. Copy this link and send it directly to the person you want to invite (e.g., via Slack, Teams, or email).
    2. Click 'Invite via Email' to enter the person's email address. The system will send the invitation directly to their inbox.

When you invite a new user, they will receive an email with an invitation to join. Invitations are single-use and expire after 14 days.If inviting by email, the invited user must be logged in with the same email address to accept the invitation.

Once they have signed up and accepted, they will be added to your organisation. This means:

  • They will be able to view and make changes to your organisation's resources and data
  • Add, edit and delete funding requests
  • Find matches and draft applications

They will not be able to invite or remove users, or access the Manage Organisation area.


I was invited to join an organisation but it's not working. What should I do?

First, check how you were invited:

  • If invited via Link: Check with your Admin that the link hasn't expired (links are valid for 14 days) or has already been used. Ask them to generate a new link for you.
  • If invited via Email: The Fundsorter user account must be created using the same email address the invitation was sent to.

If the above guidance doesn't work, please contact us at help@fundsorter.com.


I've signed up with the wrong email address. How do I change it?

If you have created an account with the wrong email address, please contact us at help@fundsorter.com and we will assist you.