Nonprofit Fiscal Year End Trigger Feed
An automated, real-time lead feed identifying nonprofits 60-90 days before their fiscal year close. Targets decision-makers (CFOs, Executive Directors, Board Treasurers) at organizations entering budget-finalization windows. Designed for B2B vendors selling fundraising, accounting, compliance, and operational software.
We monitor IRS 990 filing calendars, state charity registration dates, and nonprofit budget-cycle signals. Both calendar-year and non-calendar-year organizations are tracked. Leads surface 60-90 days before fiscal close when procurement decisions are most active.
501(c)(3) organizations with $500k+ annual revenue. Includes healthcare, education, foundations, social services, advocacy, and international relief. Excludes religious congregations and very small local organizations.
Daily updates. IRS 990 data refreshes quarterly (30-45 day lag after filing). LinkedIn decision-maker profiles pulled in real-time. Contact enrichment verified within 72 hours of delivery.
Organization name, EIN, annual revenue, nonprofit category, fiscal year-end date, decision-maker names/titles, LinkedIn profiles, verified email/phone, and buying-readiness score (0-100 based on budget-cycle proximity and sector).
87-93% verified through cross-reference: IRS 990 schedules, LinkedIn, nonprofit websites, third-party business databases. We flag low-confidence records. Larger organizations and major metros see higher accuracy.
Yes. Filter by category, revenue range, state/region, decision-maker title, and fiscal year-end month. Available via REST API or CSV export. Filters apply in real-time to incoming leads.
REST API, Zapier, or CSV/Excel exports. Most clients sync daily to Salesforce, HubSpot, or Pipedrive via webhooks. Leads auto-create as contacts with fiscal year-end date and score in custom fields.
Reach 60 days before their fiscal year closes. Frame around budget finalization, year-end reporting, compliance, and strategic planning for the next fiscal year. Personalization with organization name and fiscal close date increases open rates 35-40%.
All data sourced from public records: IRS 990 filings, LinkedIn public profiles, state charity registries, public business databases. We comply with GDPR, CCPA, CAN-SPAM. No private donor data. No re-selling of personal information.
Yes. All sources are public record. Your outreach must comply with CAN-SPAM (include unsubscribe) and FTC guidance (no false claims). Be transparent that you're reaching out based on publicly available nonprofit information and fiscal year timing.
TLS 1.2+ in transit. AES-256 encryption at rest. HIPAA-eligible storage for healthcare nonprofits. SOC 2 Type II certified. Your feeds never shared with third parties.
Monthly subscription by lead volume. Starter: $499/mo (50 leads/month). Mid-market: $999-$2,499/mo (150-500 leads). Enterprise: custom. All plans include API, CRM integrations, and daily updates.
7-day free trial. 25 leads from current month's fiscal year-end window. No credit card required. Choose monthly volume and integration method after trial ends.
Email support, Slack integration for enterprise. Response time: 4 hours standard, 1 hour priority SLA. Weekly strategy office hours for enterprise customers.