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.
The overall rating for the constituent's wealth capacity, determined by your organization based on your formula in ResearchPoint
The constituent's capacity for major giving, based on your wealth capacity formula
The constituent's estimated wealth, based on both your wealth capacity formula
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.