Add a constituent’s nonprofit affiliation information

1. From the prospect’s Wealth and Ratings page, select the Affiliations tab.
2. In the Non-profit affiliations section, click Add. The Add nonprofit affiliation information screen appears.

Note: For organizations and households, click Non-profit affiliations in the Wealth summary section of the Wealth and Ratings screen.

3. To save your entry and return to the Affiliations tab, click Save.

 

 

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