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ClearSteward
Grant intelligence
Your giving portfolio

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Save to your portfolio

Create your free portfolio first.

ClearSteward organizes saved organizations around the purpose and priorities you choose. Your giving assessment is the first step of account setup—not a separate feature.

Waiting to be savedThis organizationWe’ll add it automatically after your profile is created.
  1. 1
    Complete the giving assessmentAbout 8–10 minutes
  2. 2
    Create your profileName, email, and portfolio type
  3. 3
    Return to your saved organizationAdd notes and plan giving
ClearSteward plansFree
Keep your stewardship work moving

Move from research to a working portfolio.

Pro removes portfolio and report limits and unlocks the decision tools that help you move from evidence to action.

Current foundation

Free

$0
  • Unlimited organization lookups
  • 3 PDF briefs each month
  • 10 active portfolio organizations
Complete workspace

Pro

$39 / month
  • Unlimited PDF briefs and saved organizations
  • Organization comparison
  • Board-ready recommendation PDFs
  • AI-assisted diligence narratives

Team workspaces are available through a guided rollout.

Evidence for thoughtful generosity

See the story behind
the mission.

ClearSteward turns current IRS filings into a clear financial picture, practical diligence signals, and promising foundation-fit leads—so generosity can move with wisdom.

See what ClearSteward reveals
1.8MU.S. nonprofits
CurrentIRS filing index
Traceablesource-level evidence
Explore a profile
01

Fresh by design

ClearSteward reads the live filing index and IRS e-file record, including years not yet available in standard datasets.

02

Reasoning you can inspect

Every fiscal signal exposes its rule and inputs. The overall read is transparent, never a black-box score.

03

Built for discernment

Financial health, source documents, leadership context, and likely funder alignment live in one brief.

One source of truth

Useful across the giving relationship.

ClearSteward gives nonprofit leaders a clearer funding story, foundation officers better context, and individuals a thoughtful path from values to partnership.

For NGO & ministry leaders

Turn public filings into a fundable story.

Understand how a program officer may read your finances, identify gaps before diligence begins, and discover funders whose priorities align with your work.

  • See strengths and questions at a glance
  • Find aligned foundation prospects
  • Share a clean, board-ready report
For foundation officers

Move from discovery to diligence with context.

Review current financial signals, trace every figure to its source, understand organizational scale, and begin a more informed conversation.

  • Surface current IRS filing data
  • Inspect transparent signal methodology
  • Export a concise decision brief
For individuals & families

Turn generosity into a coherent strategy.

Clarify your purpose, allocate giving across places and organization sizes, and discover explainable examples that fit your priorities.

  • Build a personal giving thesis
  • Balance local and global commitments
  • Investigate curated organizations with trust signals
A first glance with depth

The signals that matter.
None of the mystery.

ClearSteward brings the organization’s financial trajectory, operational resilience, leadership, and potential funder alignment into one focused view.

Financial pictureRevenue, expenses, reserves, net assets, and expense allocation.
Explainable diligenceEvery signal shows the underlying rule, figures, and source.
Foundation fitNamed prospect leads with alignment evidence and verification prompts.
Organization intelligence briefSound · fiscal read
ORGANIZATION

Community Learning Initiative

Education access · Chicago, IL

Download PDF
Revenue$2.4M▲ 8.2% YoY
Net assets$1.1M5.4 months
Program spend78%FY2024
Revenue vs expenses
Fiscal signals

Revenue trajectorySteady growth

Program spend78% of expenses

Reserves5.4 months

Potential foundation fit
Three aligned prospectsMatched by mission and NTEE classification
2026 giving portfolioFamily Giving Portfolio
Private workspace
We seek to participate faithfully in God’s mission by expanding access to Scripture and investing in locally led ministries that equip people and communities for durable transformation.
6Organizations
$85KPlanned
$40KMade
3Themes
Bible access & translation2
Word for the World USAGlobal · ECFA profile available
Made
StreetlightsNational · Chicago, IL
Planned
Refugees & humanitarian care2
Medical Teams InternationalGlobal · Health and displacement
Pending
From interest to stewardship

Build a giving portfolio that remembers why.

Keep your giving thesis, organizations, relationship notes, and annual decisions together—organized by the themes you are called to pursue.

01

Shape the portfolioSave organizations and organize them across the themes in your giving strategy.

02

Track every decisionEarmark gifts by year and mark them planned, pending, made, or declined.

03

Preserve the reasoningKeep diligence questions, relationship notes, and next steps with each organization.

04

Prepare the recommendationTurn your work into an adjustable, board-ready PDF for a family, foundation, or organization.

Personal, family, and organization or foundation profiles are supported.
From EIN to insight

A clearer first conversation in three steps.

01

Find the organization

Search by name or EIN across the U.S. tax-exempt organization universe.

02

Read the evidence

ClearSteward assembles recent filings, calculates transparent signals, and shows its work.

03

Move with context

Review fit leads, open source documents, or download a focused PDF report.

Simple plans, useful from day one

Start with clarity. Pay when the work deepens.

Single organization research stays open. Paid plans unlock the portfolio, reporting, and collaboration tools that replace manual work.

Explore

Free

For researching organizations and beginning a personal giving portfolio.

$0forever
  • Unlimited single-organization lookups
  • 3 clean PDF briefs per month
  • 1 giving portfolio
  • 10 active organizations + a locked 11th preview
  • Giving thesis and annual decisions
Collaborate

Team

For foundations, advisors, and small grantmaking teams working together.

$149per month · up to 8 seats
  • Everything in Pro
  • Shared portfolios and internal notes
  • CSV and board-packet exports
  • Priority onboarding and support

Need one report without a subscription? A $15 pay-per-brief option is planned for launch. Team is currently sales-led while shared workspaces are completed.

Designed for trust

Public evidence, clearly labeled.

No opaque scoreRules and inputs remain visible.
No invented certaintyUnknown data stays unknown.
No buried sourceEvery filing is one click away.
Begin with evidence

Find the organization.
Build the portfolio.

Move from public nonprofit evidence to a giving thesis, a considered set of partners, and decisions you can revisit over time.

ClearSteward

Nonprofit intelligence for thoughtful grantmaking.

Figures are based on public IRS filings and should be verified during diligence.