Prospect Information on a Constituent Record in Raiser's Edge

If you do not have the RE:Search module in your Raiser’s Edge, you cannot move data from ResearchPoint into The Raiser’s Edge. If a constituent record in The Raiser’s Edge displays a Prospects tab, you have RE:Search.

The data that syncs depends on the options you chose when you configured integration. The options include:

Tip: Only confirmed Wealth and Ratings records are synced with The Raiser’s Edge. We recommend you research and confirm data before you sync.

• Contributions [all philanthropic and political gifts]

• Estimated wealth [prospect's estimated wealth value and range]

  The prospect's wealth capacity formula determines the estimated value and range.

• Major giving capacity [prospect's major giving capacity value and range]

  The prospect's wealth capacity formula determines the major giving capacity value and range.

• Model scores and ratings [annual giving likelihood, major giving likelihood, planned giving likelihood, target gift range]

  To sync these values, you must purchase and import the Target Analytics scores and ratings into ResearchPoint.

• Overall rating

• Summary business assets [total confirmed business ownership value, organization name and confirmed ownership value for the top three businesses]

  The top three businesses are determined by the ownership value and then the company value.

• Summary income and compensation [total confirmed income/compensation value, organization name and confirmed income/compensation value for the top three businesses]

  The top three income/compensation records are determined by the income/compensation value.

• Summary other assets [total confirmed other assets' value, description and confirmed value for the top three other assets]

  The top three other assets are determined by asset value.

• Summary real estate assets [total confirmed real estate value, address (address line 1, city, state) and confirmed property valuation for the top three properties]

  The top three properties are determined by the property valuation.

• Summary securities holdings [total confirmed direct securities value, name and confirmed direct security value for the top three businesses]

  The top three securities are determined by the direct security value.