Confirm a constituent’s nonprofit affiliation information

1. From the constituent’s Wealth and Ratings page, select the Affiliations tab.

2. Near the middle of the tab, expand the Non-profit affiliations section.

3. For organizations and households, click Non-profit affiliations in the Wealth summary section of the Wealth and Ratings screen.

4. Locate and select the record you want to confirm.

5. On the action bar, click Confirm. A check mark appears in the Confidence column of the grid.

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