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Viewing an Organization's Foundation Information

Use the Review Organization Foundation and Foundation Summary components to view foundation information entered in the system. You can review the data that was entered in the Organization Foundation component and you can also filter and review foundation information based on your criteria.

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Organization Foundation Information

AV_ORG_FND_INQ

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

This component can be used to review foundation information or to search for foundations that might be prospects for a specific project based on foundation funding interests and timing.

Foundation Filter

AV_ORG_FND_INQ_F

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

Filter the types of foundations that you view on the Foundation Summary page.

Foundation Summary

AV_ORG_FND_INQ_D

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

View a list of the foundation records that match the filter criteria that you specify on the Foundation Filter page.

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

Image: Organization Foundation Information page

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

Organization Foundation Information page

This page presents a summary of an organization's foundation details that exist in the system.

Field or Control

Definition
Proposal Information

Click this link to access the Proposal Information page.

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

Image: Foundation Filter page

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

Foundation Filter page

This page enables you to search for foundation records based on financial criteria, fields of interest, geographic area, and types of support. Click the Search button and view the search results on the Foundation Summary page.