On the Extended Relationships tab, the Organization column displays the names of organizations with a confirmed relationship with the constituent. Click the plus sign next to the organization name to view a list of individuals with ties to the selected organization. If the individual is a constituent in your database, the name is italicized; if the individual is a constituent in your database and has a formal relationship with the selected constituent, the name is bold and italicized.
Note: The Lookup ID columns populates only if the relationship record is linked to a constituent in your database.
When you screen a prospect through WealthPoint, the constituent information from your database is matched against businesses and organizations in the WealthPoint database that they may have an involvement with. After a record is matched, the application determines who else in the WealthPoint database the associated prospect may have relationships with. The application returns the organizational and individual relationships, which appear on the Extended Relationships tab. These relationships can include people associated with the same nonprofit or foundation as board members, directors, or trustees; or business partners associated as colleagues or co-executives. Because of your relationship with the initial prospect, you may be able to add to your donor pool by reaching out to these extended relationships.