For individuals, the Businesses section of the Assets tab tracks all business ownership data located for this prospect.
For organizations, groups, and households, the Wealth and Ratings - Business page tracks all business ownership data located for this prospect/household.
This section/page displays the company value and the ownership value assigned your prospect. The section also stores information from the Dun & Bradstreet data source imported from WealthPoint.
WealthPoint leverages three files from D&B to provide you with data about the constituent’s employer, position, career history, and compensation.
| • | Private Company Stock Ownership: This provides stock ownership information about private companies. With this information, you can see how much of a business your potential donor owns. |
| • | Management Biographies: This source provides career history, compensation data, and stock information on more than 1,000,000 executives. |
| • | Executives at Home: Private company owners and professionals make up over 75% of all millionaires. The Executives at Home file provides access to the names and addresses of 8,000,000 executives. |
For information about managing your columns and filtering and searching content in the grid, see Display Tips for Members List.
Add a Prospect’s Business Ownership Information
Add Business Ownership Information Screen
Edit a Prospect’s Professional Information
Confirm a Prospect’s Business Ownership Information
Unconfirm a Prospect's Business Information
Reject Prospect Business Ownership Information
Undo "Reject" on Prospect Business Information