- Once you've signed up for Corporate Giving Online and logged on with your user name and password, you'll arrive at your personal search home screen. Here you have access to three separate search toolsSearch Companies, Search Grantmakers, and Search Grants. This Guided Tour covers Search Companies, so we'll select that search tool.
- You are now on the Search Companies page. From this page you can search by entering criteria in any of the indexed search fields listed here, which are: Company Name, Company State, Company City, Business Type (SIC), Officers/Directors, Subsidiary Names, Subsidiary State/Country, and Subsidiary City.
This page also includes a select box that allows you to apply range searching using Total Sales and Establishment Year. Lastly, there is a Text Search field that allows you to free-text search across the entire file.
Let's try a sample search where we try to identify companies that are located in California or Washington that are in the computer business and that have been established since 1980.
- To do this we begin by navigating to the search field entitled Company State. Notice that clicking on the heading Company State opens an index, which displays as a list of links on the same page you already have open. From that list, select [California] and it will be automatically added to the Company State search field. From the same list, select [Washington.]
Notice that when you select more than one term in a given search field, Corporate Giving Online assumes you are seeking information related to either term, so it automatically links your selected terms with the Boolean operator OR. If you wish to use another Boolean operator (such as AND, NOT, or NEAR), you would need to replace the OR. For more on Boolean operators and how to use them, consult the Help file.
Note: In addition to using the indexes by clicking on a search field name, you also have the option of typing directly into a search field. Once you have used Corporate Giving Online and have come to know the index terms, you may find this to be a more efficient way of searching for certain fields. For instance, instead of clicking on Company State and navigating to [California] and clicking on the term to add it to the search field, you may prefer just to type [California] or [CA] into the search field. For the purposes of this Guided Tour, we'll use the indexes where they are available, since that is generally the most accurate way to search.
- Now let's limit our search by type of business, trying to identify companies in the computer business.
Click on the heading for the search field Business Type (SIC). At the top of the index that displays as a list of links on the same page, select the letter C from the alphabet map. This will move you through the alphabet close to where you can select [Computer and office equipment.] Selecting the index term from the list adds it to the Business Type (SIC) search field. Now, select the letter E from the top of the list of index terms and choose [Electronic components and accessories.] This term has now been added to the Business Type (SIC) search field, linked to [Computer and office equipment] with the Boolean operator OR.
- Let's refine our search further to include only those companies established since 1980.
Choose Establishment Year from the select box menu and type 1980 in the "From" box and leave the "To" box blank. (Leaving the "To" box blank signifies "to the uppermost value.")
Click the Search button to generate a list of companies that meet the criteria we have specified: companies located in either California or Washington, operating in either the computer and office equipment or electronic components and accessories businesses, founded since 1980.
- A new page is displayed, presenting our results list. Each company name in this list links to a profile of that company.
The list default display is descending order by Total Sales. The results list displays each record's Company Name, Company City/State, and Total Sales. The results list can be re-sorted by clicking on any of these three column headings. Clicking the same heading a second time reverses the sort, say from ascending to descending order.
Let's review a profile. Click on a company name in the results list; the company profile opens in a new window.
- A company profile includes contact information and other important information such ticker symbol and exchange, business activities, business type, financial profile, directors and corporate officers, international operations, subsidiaries and/or divisions, and affiliated grantmakers.
When an individual record is displayed, and there is more than one record in your results list, you can use the Previous Record and Next Record links for easy navigation back and forth through the list.
- Click the navigational links at the top of your page to review additional information about the grantmaker. Depending on the information available on a given company, these links might include People, 10-K, and Grantmaker(s). Again, not all companies will have links to all of these topics, but for the purposes of this Guided Tour, let's consider a company that has each of these and begin by clicking the People link.
- Clicking the People link brings you to a page that gives you the names, titles, and affiliations of officers and board members.
- Clicking the 10-K link opens a new window and takes you to the U.S. Securities and Exchange Commission Web site where you will find links to the latest available Form 10-K company filings as well as other important documents. (A Form 10-K is a detailed annual report about a company's business. All publicly traded companies are required by the SEC to file a Form 10-K each year.)
- Clicking the Grantmaker(s) link results in one of two things: 1) if there is only one grantmaker associated with a company, you will be brought to a profile for that grantmaker; 2) if there are two or more grantmakers associated with a company (such as when a company has both a company-sponsored foundation and a corporate-giving program) you will be brought to a page that lists those grantmakers. Each name in the list is in turn a link to that grantmaker's profile.