Ratings indicate a constituent's estimated wealth and their capacity to give, based on information from your organization's own prospect research or sources like ResearchPoint or Target Analytics, a division of Blackbaud Inc. You can use this information — such as your constituent's overall wealth ratings, suggested ask amounts, and total identified assets — to determine where to focus your efforts, whether to pursue a prospect or major gift, and how much to ask from a donor. On a constituent’s record, you can view this information under Ratings.

Tip: To view the latest wealth information for a list of constituents, select Choose columns, choose which rating categories to include, and select Apply changes. For each custom rating, you can view the date and source of its latest information.

To help prioritize ratings, system admins can configure which your organization uses throughout Raiser's Edge NXT from any constituent's record.