Confirm a constituent’s Foundation affiliation information

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. Expand the record you want to confirm.
4. On the action bar, click Confirm. A check mark appears in the Confidence column of the grid.

Click Clear status to remove the check mark from the Confidence column and return the status to “Unconfirmed”.

 

 

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