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Defining an Organization's Foundation Information

Use the Organization Foundation component to define and manage foundation-specific information for external organizations that may be approached for foundation support. You can track and view foundation interests and proposal requirements.

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Foundation

AV_ORG_FND_INFO

select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Information, then select Organization Foundation Information

The Foundation Information component assists in tracking philanthropic foundations that support or may support your institution. It also enables you to track specific interests of the foundation that can later be used to identify prospects for particular funding projects.

Support Areas

AV_ORG_FND_SUPP

select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Information, then select Organization Foundation Information, then select Support Areas

Store data that can be used to data mine for foundation donors that have a good potential for funding a proposal for a specific project.

Proposal Info (proposal information)

AV_ORG_FND_PROP

select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Information, then select Organization Foundation Information, then select Proposal Info

Enter information related to the application process for the foundation.

Access the Foundation page (select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Information, then select Organization Foundation Information).

Image: Foundation page

This example illustrates the fields and controls on the Foundation page. You can find definitions for the fields and controls later on this page.

Foundation page

Basic Information

Field or Control

Definition
Parent Company

Select the external organization that is the parent of the foundation. The Create Relationship link enables you to create an organization-to-organization relationship if one is not defined in the system.
Established

The date on which the organization was established.
Foundation

Indicate whether a foundation is company-sponsored, private, family-based, and so on. Corporate, Family, and Private are delivered values.

Purpose and Activities

Enter a brief description of the reason for the foundation's existence and the types of activities in which it engages.

Financial Information

Use the fields in this group box to enter the foundation's financial data.

Field or Control

Definition
Fiscal Year

The financial reporting year for which the financial data is pertinent.
From Date and To Date

The first and last date of the fiscal year to which the data pertains.
Assets Amount

The financial holdings of the foundation.
Expenditures Amount

The amount of expenses the foundation had in the related year.
Distribution Amount

The amount of funding available to be distributed as grants or funded proposals.
Date

The date the information was obtained from the source.
Source

The originator of the foundation financial information, for example the Foundation Directory.
Grants Amount

The amount actually funded, which may differ from the distribution amount if all funding is not awarded.
Highest Grant Amount

The largest grant awarded by the foundation.
Lowest Grant Amount

The smallest grant awarded by the foundation.
Average Grant Amount

The typical amount of a grant or proposal funded by the foundation.

Access the Support Areas page (select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Information, then select Organization Foundation Information, then select Support Areas).

Image: Support Areas page

This example illustrates the fields and controls on the Support Areas page. You can find definitions for the fields and controls later on this page.

Support Areas page

Field or Control

Definition
Fields of Interest

Enter areas of charitable interest involvement that the foundation is known to support financially. The involvement code description appears at the right.
Geographic Areas

Enter any geographic restrictions that the foundation considers when selecting proposals for funding. The description appears at the right.
Types of Support

Indicate the kinds of activities the foundation will support. Delivered system values include: Capital Campaigns, Building/Renovation, Equipment, Program Development, Seed Money, Curriculum Development, and Matching/Challenge.

Access the Proposal Info page (select Contributor Relations, then select Constituent Information, then select Organizations, then select Organization Information, then select Organization Foundation Information, then select Proposal Info).

Image: Proposal Info page

This example illustrates the fields and controls on the Proposal Info page. You can find definitions for the fields and controls later on this page.

Proposal Info page

Field or Control

Definition
Contact Type and Contact

The organization contact that is responsible for proposal reviews for the foundation.
Deadlines

The months and dates, such as March 15, each year that the foundation sets as the cutoff date for submitting proposals for consideration by the foundation.
Board Meeting Dates

The months and dates, such as March 15, when the foundation board meets to review proposals.
Notification Dates

The months and dates, such as March 15, by which the foundation will notify applicants of the success of their submitted proposals.