| 1. | Open the record of the constituent group or household with the relationship to add. For information about how to open a constituent record, see Constituent Search. |
| 2. | Select the Relationships tab, and then click Relationships. |
| 3. | Under Relationships, click Add organization. The Add a relationship screen appears. For information about the items on this screen, see Add Relationship Screen (Organization Relationship for a Constituent Group or Household) |
| 4. | In the Related organization field, search for and select the organization to add as a relationship. |
| 5. | Under Relationship, select the association the group or household and the organization have with each other and the start and end dates of the relationship. |
| 6. | Select whether the organization matches charitable giving from the group or household. |
| 7. | Under Comments, enter any additional information about the relationship. |
| 8. | Click Save. You return to the Relationships tab. |