Corporate Structure Information

When you add an organization relationship to an organization constituent, such as parent corporation or subsidiary or corporate peer organization, you create a corporate structure that strengthens your ability to gather information. You can track these relationships with customized hierarchical summaries that display how relationships connect within the corporate structure. Summaries include information such as organization and employee giving, primary contacts, organization size, and pending giving. You can view corporate summaries from the Corporate Structure page of an organization constituent record. To access the Corporate Structure page for an organization constituent from its record, select Corporate information under More information.

Under Corporate structure, you can view a hierarchical representation of how the organization relationships of the constituent are related, based on parent and subsidiary relationships. To view a list of the subsidiary relationships of a parent organization, select the plus sign next to the parent organization. To view corporate peer organizations, select the plus sign next to Peers.

Note: Corporate peers are other organizations whose information you want to include in the Corporate Information, such as corporate foundations. The relationship type for the organization must be have Is corporate peer selected.

In the grid, you can view information about each organization in the hierarchy, such as primary contact and number of employee constituents. From the grid, you can select the organizations to appear in the corporate structure. For information about how to edit the organization included in the hierarchy, see Edit Corporate Structure Selections.

Note: If you do not specify a parent for an organization, the organization assumes the role of the parent in its hierarchy. To assign a parent relationship to an organization, edit the Parent org field on the Organization tab of the constituent record. For information about how to edit the Parent org field, see Edit Details for an Organization Constituent.

To filter the items that appear in the grid, you can select the time frame of the corporate information to view. On the action bar, in the Show field, select the date range to view, such as Last 12 Months, and select Apply. To remove the filter and display all corporate information again, select Reset on the action bar.

Tip: To help ensure accurate results in your corporate summaries, your organization can manage the corporate relationship types in Administration. For example, to include those related to an organization as an employee or owner in the employee totals within corporate summaries, you must add Employee and Owner as corporate relationship types. When you view employee data in a corporate summary, those with the designated relationship types appear in the employee totals. For information about how to manage corporate relationship types, see the Administration section of the help file.

Tip: To help ensure accurate results in your corporate summaries, your organization can manage the corporate relationship types in Administration. For example, to include those related to an organization as an employee or owner in the employee totals within corporate summaries, you must add Employee and Owner as corporate relationship types. When you view employee data in a corporate summary, those with the designated relationship types appear in the employee totals. For information about how to manage corporate relationship types, see the Administration Guide.

Under Summary, the giving history for the organizations selected in the Corporate structure hierarchy appears. The Combined giving field displays the total giving of the selected organizations and their employee contributions. To view additional information about the selected organizations in the corporate structure, select Go to on the action bar and select the type of information to view: Revenue, Employee information, or Prospect plans. The Corporate Information page appears and displays information about the selected organizations. For information about the items on this page, see Corporate Information.