Edit constituent Foundation affiliations 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 change.
4. Click Edit. The Edit foundation affiliation information screen appears.
5. Make any necessary changes.
6. Click Save.

 

 

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