Organization Information

To view and manage information about an organization constituent, select the Organization tab.

Under Organization details, information such as the constituent’s industry, number of employees and subsidiary organizations, and website address appear. From this frame, you can edit the information entered about the organization.

Under Demographics, information about the constituent’s target giving level and income appear. From this frame, you can edit the information entered about a constituent. For information about how to edit demographic information, see Edit Demographic Information for a Constituent.

Under Matching gift conditions, information about the organization’s matching gift policies appear, such as the minimum and maximum matching factors and any notes entered. An organization can have multiple levels of matching gift details. From this frame, you can manage matching gift conditions for the organization.

Under Alternate lookup IDs, additional lookup IDs assigned the organization appear. Alternate lookup IDs are categorized by type, so a constituent may have multiple alternate lookup IDs. However, a constituent can have only one alternate lookup ID per type. From this frame, you can manage alternate lookup IDs for the organization.

Under Interests, the interests of the organization appear. For example, a constituent may have an interest in women’s issues. You can add this interest to the record to remind you to include the constituent when you send invitations to events around women’s issues. From this frame, you can manage the interests entered for the organization.

For constituents marked as inactive, the Inactive details frame appears. Under Inactive details, information about why the constituent was marked inactive appears. You can edit this information as necessary. For information about how to edit information about the inactive status, see Edit Status Details for an Inactive Constituent.