Add foundations information to a constituent wealth record

1. From the constituent’s Wealth and Ratings screen, select the Affiliations tab.
2. Near the middle of the tab, expand the Foundation affiliations section.

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

3. Click Add. The Add foundation affiliation information screen appears.
4. To save your entry and return to the Affiliations tab, click Save.

 

 

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