Add Philanthropic Gift Information Screen

Field Name

Field Explanation

Source

Source of the charitable donation information.

Organization

Name of the nonprofit organization to which the constituent donated.

Location

Address information for the nonprofit organization.

EIN

Constituent’s employer identification number.

Category

Type of nonprofit organization that received the gift.

Name

Constituent’s name as listed in the nonprofit organization’s annual report.

Matched

fields
The Matched address, Matched city, Matched state, and Matched ZIP fields display the address information used to match the research data found with a this prospect. These fields are for subscriptions levels that allow for address matching in NOZA.

Gift Type

Type of gift given: individual, estate, cumulative, capital.

Gift Year

The year the annual report providing the gift information was published.

Amount range/to

The range of the gift amount. Because most annual reports categorize donors based on a gift range, often times the exact amount donated is not published, just the gift range category in which the constituent’s name appeared. In the first field, enter the low amount. In the field after “to” enter the high amount.

Start year/End year

Start year and end year of the annual report.

Web Address

Web address of the nonprofit organization to which the constituent donated.

Source Material

Web address of the publication from which the philanthropic gift information was taken.

Notes

Enter any notes associated with the data source information.

 

 

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