How to add a charity or organization as a contact
While DecisionVault doesn’t yet offer a dedicated contact type for charities or business entities, you can still add them to a matter using the standard contact workflow. This allows you to record gifts, beneficiaries, or other connections to non-individual entities like a charity, foundation, or trust, using the existing tools in the questionnaire. Regardless of where you're adding from, the workflow is the same.
Steps to Add a Charity or Organization
Click Add Contact from the relevant section in the questionnaire. In the contact form type the organization’s full name across the name fields. Choose the related person and set the Relationship to something like “Other Professional”
For Gender, use the dropdown to select “Let me type…” then type in something like “Entity” or “N/A” then click Add to save the contact.
The contact will now appear in the matter contact list, just like any individual and you can reference them in any relevant roles or entries throughout the matter.
