{"id":247,"date":"2026-11-05T23:03:59","date_gmt":"2026-11-05T23:03:59","guid":{"rendered":"https:\/\/help.actionfunder.org\/non-profits\/?post_type=ht_kb&#038;p=247"},"modified":"2026-11-06T11:51:49","modified_gmt":"2026-11-06T11:51:49","slug":"how-matching-works","status":"publish","type":"ht_kb","link":"https:\/\/help.actionfunder.org\/non-profits\/help\/how-matching-works\/","title":{"rendered":"How matching works"},"content":{"rendered":"<p>ActionFunder matches you with funds at two levels. Your <strong>organisation profile<\/strong> decides which funds show as eligible on your dashboard. Your <strong>project<\/strong> decides which funds you&#8217;re actually applied to.<\/p>\n<p>The two work separately. A fund that doesn&#8217;t show as eligible can still receive your project, if your project meets the fund&#8217;s criteria.<\/p>\n<p>Every fund&#8217;s criteria are set by the funder, not by ActionFunder. We match against them exactly as the funder sets them.<\/p>\n<h2 class=\"wp-block-heading\">1. Your profile: which funds you see as eligible<\/h2>\n<p>ActionFunder compares three things in your profile with each live fund:<\/p>\n<table>\n<thead>\n<tr>\n<th>Profile detail<\/th>\n<th>What has to match<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Organisation type<\/strong><\/td>\n<td>The fund accepts your type of organisation (for example registered charity, community group or social enterprise).<\/td>\n<\/tr>\n<tr>\n<td><strong>Location<\/strong><\/td>\n<td>Your organisation&#8217;s main address is in the fund&#8217;s area.<\/td>\n<\/tr>\n<tr>\n<td><strong>Focus areas<\/strong><\/td>\n<td>You share at least one focus area with the fund.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>When all three match, the fund appears in <strong>Eligible funds<\/strong> and on your dashboard under <strong>Eligible funding opportunities<\/strong>. We also email you when a new fund like this launches.<\/p>\n<p>When one or more don&#8217;t match, the fund appears in <strong>Other live funds<\/strong> instead. Click <strong>Find out why<\/strong> on the fund to see which details didn&#8217;t match. <a href=\"https:\/\/help.actionfunder.org\/non-profits\/help\/browsing-funds-eligible-other-live-and-past-funds\/\">Browsing funds: Eligible, Other live and Past funds<\/a><\/p>\n<p><strong>Missing funds you&#8217;d expect to see?<\/strong> Check your profile first. Make sure your main address is correct, and add every focus area that describes your activities, not just your headline cause. <a href=\"https:\/\/help.actionfunder.org\/non-profits\/help\/setting-up-your-organisation-profile\/\">Setting up your organisation profile<\/a><\/p>\n<h2 class=\"wp-block-heading\">2. Your project: which funds it&#8217;s applied to<\/h2>\n<p>When you publish a project, ActionFunder checks it against every live Classic fund. Your project is applied to a fund automatically when it matches all of the fund&#8217;s criteria:<\/p>\n<table>\n<thead>\n<tr>\n<th>Project detail<\/th>\n<th>What has to match<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>Location<\/strong><\/td>\n<td>Where the project&#8217;s main activity takes place is inside the fund&#8217;s area.<\/td>\n<\/tr>\n<tr>\n<td><strong>Grant size<\/strong><\/td>\n<td>The amount you ask for is no more than the fund&#8217;s individual grant limit, and no less than its minimum if it has one. The fund must also have enough money left to cover it.<\/td>\n<\/tr>\n<tr>\n<td><strong>Focus area<\/strong><\/td>\n<td>At least one of your project&#8217;s focus areas is one the fund covers.<\/td>\n<\/tr>\n<tr>\n<td><strong>Beneficiary type<\/strong><\/td>\n<td>The people your project benefits (<strong>Who will benefit from this project?<\/strong>) include a group the fund wants to reach.<\/td>\n<\/tr>\n<tr>\n<td><strong>Organisation type<\/strong><\/td>\n<td>The fund accepts your type of organisation. This is the type on your organisation profile.<\/td>\n<\/tr>\n<tr>\n<td><strong>Pitch format<\/strong><\/td>\n<td>If the fund only accepts video pitches, your project needs a video pitch.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This happens even if the fund sits in <strong>Other live funds<\/strong>. So it&#8217;s worth looking there too, and shaping a project around a fund that fits your work. The exception is organisation type: if a fund doesn&#8217;t accept your type of organisation, none of your projects can be applied to it.<\/p>\n<p>One project can be applied to several funds at once. You don&#8217;t have to create a separate project for each fund.<\/p>\n<p>You&#8217;ll see <strong>Applied to<\/strong> and the number of funds on your project, and each fund is listed under <strong>Manage<\/strong> &gt; <strong>Funding Applications<\/strong>. <a href=\"https:\/\/help.actionfunder.org\/non-profits\/help\/tracking-your-applications\/\">Tracking your applications<\/a><\/p>\n<h2 class=\"wp-block-heading\">When matching doesn&#8217;t happen automatically<\/h2>\n<ul>\n<li><strong>Draft projects<\/strong> aren&#8217;t matched. Publish your project to start matching.<\/li>\n<li><strong>Active Apply funds<\/strong> never take projects automatically. You apply from the fund page with <strong>Apply now<\/strong>. <a href=\"https:\/\/help.actionfunder.org\/non-profits\/help\/what-is-an-active-apply-fund\/\">How to apply to an Active Apply fund<\/a><\/li>\n<li><strong>Private funds<\/strong> are invite-only. You apply through a private link. <a href=\"https:\/\/help.actionfunder.org\/non-profits\/help\/types-of-funds-classic-active-apply-and-private\/\">Types of funds: Classic, Active Apply and Private<\/a><\/li>\n<\/ul>\n<h2 class=\"wp-block-heading\">Editing a project changes its matches<\/h2>\n<p>Any change you make to a live project means it&#8217;s matched with funds again when you save it. Changing the location, grant size or focus areas can add new funds or remove existing ones. A fund that no longer matches moves to your <strong>Application history<\/strong> as <strong>No longer eligible<\/strong>. <a href=\"https:\/\/help.actionfunder.org\/non-profits\/help\/application-history-statuses-explained\/\">Application history statuses explained<\/a><\/p>\n<p>The <strong>Funded projects to be delivered by<\/strong> date on a fund page is a guide for you. It doesn&#8217;t stop your project matching.<\/p>\n<h2 class=\"wp-block-heading\">Why hasn&#8217;t my project reached the fund I want?<\/h2>\n<p>You can&#8217;t choose which Classic fund your project goes to. It&#8217;s applied automatically only when it passes every check in the table above. Open the fund page next to your project and work through this list:<\/p>\n<ol>\n<li><strong>Is your project published?<\/strong> Drafts aren&#8217;t matched. If you&#8217;ve edited it, click <strong>Re-publish project<\/strong>.<\/li>\n<li><strong>Location:<\/strong> is the project&#8217;s main activity inside the fund&#8217;s area? (See below.)<\/li>\n<li><strong>Grant size:<\/strong> is the amount you&#8217;re asking for within the fund&#8217;s limits?<\/li>\n<li><strong>Focus area:<\/strong> does at least one of your project&#8217;s focus areas match the fund&#8217;s?<\/li>\n<li><strong>Beneficiary type:<\/strong> does <strong>Who will benefit from this project?<\/strong> include a group the fund wants to reach?<\/li>\n<li><strong>Organisation type:<\/strong> does the fund accept your type of organisation?<\/li>\n<li><strong>Pitch format:<\/strong> if the fund only accepts video pitches, does your project have one?<\/li>\n<li><strong>Is it an Active Apply fund?<\/strong> These never take projects automatically. Click <strong>Apply now<\/strong> on the fund page. <a href=\"https:\/\/help.actionfunder.org\/non-profits\/help\/what-is-an-active-apply-fund\/\">How to apply to an Active Apply fund<\/a><\/li>\n<li><strong>Did you withdraw from this fund before?<\/strong> Withdrawing can&#8217;t be undone, so that project won&#8217;t be applied to the same fund again. <a href=\"https:\/\/help.actionfunder.org\/non-profits\/help\/can-we-apply-to-the-same-fund-more-than-once\/\">Can we apply to the same fund more than once?<\/a><\/li>\n<\/ol>\n<p>If you change your project so it fits, click <strong>Re-publish project<\/strong> and it&#8217;s checked against live funds again.<\/p>\n<h3 class=\"wp-block-heading\">&#8220;Not eligible because of location&#8221;, but you&#8217;re in the area?<\/h3>\n<p>Two different locations are used:<\/p>\n<ul>\n<li><strong>Which funds show as eligible<\/strong> uses your organisation&#8217;s main address, from your profile.<\/li>\n<li><strong>Which funds your project is applied to<\/strong> uses the project&#8217;s own <strong>Location<\/strong>, where its main activity takes place.<\/li>\n<\/ul>\n<p>So a fund can say your organisation doesn&#8217;t match on location while your project is still applied to it, or the other way round. Check that your main address and postcode are right in <strong>Settings<\/strong> &gt; <strong>Profile<\/strong>, and that the <strong>Location<\/strong> in your project&#8217;s <strong>Key details<\/strong> is where the activity really happens. Then re-publish your project.<\/p>\n<h2 class=\"wp-block-heading\">Questions?<\/h2>\n<p>Our team is around Monday to Friday, 9am to 5pm.<\/p>\n<ul>\n<li>Email: hello@actionfunder.org<\/li>\n<li>Phone: 020 3805 2835<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>ActionFunder matches you with funds at two levels. Your organisation profile decides which funds show as eligible on your dashboard. Your project decides which funds you&#8217;re actually applied to. The two work separately. A fund that doesn&#8217;t show as eligible can still receive your project, if your project meets the&#8230;<\/p>\n","protected":false},"author":7,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[3],"ht-kb-tag":[],"class_list":["post-247","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reviewing-funding-opportunities"],"_links":{"self":[{"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb\/247","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/comments?post=247"}],"version-history":[{"count":2,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb\/247\/revisions"}],"predecessor-version":[{"id":381,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb\/247\/revisions\/381"}],"wp:attachment":[{"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/media?parent=247"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb-category?post=247"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.actionfunder.org\/non-profits\/wp-json\/wp\/v2\/ht-kb-tag?post=247"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}