For individuals, the Foundation affiliations section of the Affiliations tab tracks the constituent’s association with nonprofit foundations.
For organizations, groups, and households, the Wealth and Ratings - Foundation Affiliations page tracks the prospect/household's association with nonprofit foundations.
It also stores information from GuideStar.com imported from WealthPoint.
GuideStar.com information includes the foundation name and address and total assets (fair market value) along with the constituent's title and compensation.
For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.
Add prospect private foundations information
Add Private Foundation Information Screen
Edit prospect private foundations information
Confirm a prospect’s private foundation information
Unconfirm a prospect's private foundation information
Reject prospect private foundation information
Delete a prospect’s private foundation information