If you do not have the RE:Search module in your Raiser’s Edge, you cannot move data from ResearchPoint into The Raiser’s Edge. If a constituent record in The Raiser’s Edge displays a Prospects tab, you have RE:Search.
The data that syncs depends on the options you chose when you configured integration. The options include:
Tip: Only confirmed Wealth and Ratings records are synced with The Raiser’s Edge. We recommend you research and confirm data before you sync.
Contributions [all philanthropic and political gifts]
Estimated wealth [prospect's estimated wealth value and range]
The prospect's wealth capacity formula determines the estimated value and range.
Major giving capacity [prospect's major giving capacity value and range]
The prospect's wealth capacity formula determines the major giving capacity value and range.
Model scores and ratings [annual giving likelihood, major giving likelihood, planned giving likelihood, target gift range]
To sync these values, you must purchase and import the Target Analytics scores and ratings into ResearchPoint.
Overall rating
Summary business assets [total confirmed business ownership value, organization name and confirmed ownership value for the top three businesses]
The top three businesses are determined by the ownership value and then the company value.
Summary income and compensation [total confirmed income/compensation value, organization name and confirmed income/compensation value for the top three businesses]
The top three income/compensation records are determined by the income/compensation value.
Summary other assets [total confirmed other assets' value, description and confirmed value for the top three other assets]
The top three other assets are determined by asset value.
Summary real estate assets [total confirmed real estate value, address (address line 1, city, state) and confirmed property valuation for the top three properties]
The top three properties are determined by the property valuation.
Summary securities holdings [total confirmed direct securities value, name and confirmed direct security value for the top three businesses]
The top three securities are determined by the direct security value.