You can enter wealth capacity information on your prospect records, tracking estimated wealth and major giving capacity.
Tip: A wealth capacity formula is used to determine a constituent’s estimated wealth range. The system provides a default formula for calculating these ranges, but you may also choose to create additional formulas.
You can also enter an overall wealth capacity rating.
The Giving capacity grid displays general information about the prospect’s giving capacity including the formula used to determine the capacity. You create formulas in the Wealth capacity formula management function, accessed from the Configuration section of the Prospects page.