Wealth and Ratings Filters

When you work with a list of constituents, you can select Filters to view and manage only those that meet specific criteria, such as to fine-tune recipients of a communication or analyze wealth ratings. Select Wealth & ratings to include constituents based ratings your organization uses, including:

  • Wealth ratings from Target Analytics

  • Custom ratings to track details such as affinity, social media activity, or wealth characteristics from other sources like ResearchPoint, Marts & Lundy, or econometrics.

  • With Wealth Analytics, suggested donor types and ask amounts from Target Analytics

After you select the criteria of the constituents to include, select Apply filters.

For more information, see Ratings.