Employer ID |
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The corporation's federal Employer Identification Number (EIN).
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Annual Sales |
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The corporation's total annual sales.
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Annual Revenue |
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The corporation's total annual revenue.
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Assets |
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A Corporations total assets.
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# of Employees |
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Total number of employees at the corporation. |
P/E Ratio |
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The corpoation's price-to-earnings ratio. |
Create Matching Gift |
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Whether or not the company will match gifts. Select yes or no.
If Matching gifts is set to No, then no plans will be active. ClearView will not allow you to select a Matching Plan if this field is set to No. If the field is set to Yes, then you can select a matching plan to associate with the Corporate record.
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Fiscal Year End |
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End of the company's fiscal year.
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Unit |
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Associates the Corporate record with a unit.
Use the magnifying glass to search for the desired Unit, or select Query to automatically populate the field with the Prospect's predefined Unit, if applicable.
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Note |
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A free text field with a limit of 4000 characters, to be used as a note on the Corporate record. |
Attributes
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User Desc 1 |
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A customizable coded table field used by organizations to add a field to a Corporate record. |
User Desc 2 |
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A second customizable coded table field used by organizations to add a field to a Corporate record. |
User Date 1 |
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A customizable date field used by organizations to add a field to a Corporate record. |
User Date 2 |
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A second customizable date field used by organizations to add a field to a Corporate record. |
User Text 1 |
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A customizable free-text field for use by organizations to add a field to a Corporate record, accepts entries up to 2,000 characters in length. |
User Number 1 |
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A customizable number field used by organizations to add a field to a Corporate record.
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Contact 1
The Contact fields provide a means of storing contact information for a secondary contact of the organization. The Contact information is stored for ad hoc reporting, but is not used by any standard ClearView functionality.
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Contact 1 First |
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The secondary contact's first name. |
Contact 1 Middle
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The secondary contact's middle name. |
Contact 1 Last
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The secondary contact's last name. |
Salutation |
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The secondary contact's preferred salutation. |
Title |
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The secondary contact's title, if applicable.
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Contact 2
The Contact fields provide a means of storing contact information for a third party contact of the organization. The Contact information is stored for ad hoc reporting, but is not used by any standard ClearView functionality.
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Contact 2 First |
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The additional contact's first name. |
Contact 2 Middle
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The additional contact's middle name. |
Contact 2 Last
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The additional contact's last name. |
Salutation |
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The additional contact's preferred salutation. |
Title |
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The additional contact's title, if applicable.
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Plan Matching
The Plan Matching section allows you to select from a list of potential Matching Plan codes. These codes can be defined by your organization to specify the precise gift range and matching ratio that best suits your needs.
If the Create Matching Gift field is set to No, the section is disabled. To set a Matching Plan for the corporate record, make sure to set the Create Matching Gift field to Yes.
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Plan Code |
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Choose from a list of Plan Codes. Select the matching ratio, as well as the donation range and limit.
You can setup Matching Gift Plan codes in Operational Tools. If you wish to create an automated Matching Gift Plan, please see our Matching Gifts documentation.
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Payment Frequency |
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Identify the Payment Frequency as Annual, Semi-Annual, Monthly or Quarterly from the drop-down menu.
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