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ResearchPoint Ratings

With ResearchPoint, your organization can set a custom formula to screen your constituents and prospects to determine their overall wealth capacity. You can view this wealth information in lists of constituents or under Ratings on a constituent's record. With this information, you can determine where to focus your fundraising energies and which donors to ask for larger gifts.

To view this wealth information from ResearchPoint for a list of constituents, include the ResearchPoint ratings column.

Tip: For more comprehensive details from ResearchPoint, select View in ResearchPoint under Prospect management on the constituent's record.