| 1. | Open a prospect record. The Wealth and Ratings screen appears displaying the Wealth Summary tab. |
| 2. | In the Giving Capacity grid, click Edit. The Edit wealth capacity screen appears. |
| 3. | The Wealth capacity formula field displays the formula used to determine the current wealth capacity. |
Note: You create formulas in the Wealth capacity formula management function, accessed from the Administration pane on the Prospects page.
| 4. | Enter the constituent’s Estimated wealth dollar amount. |
| 5. | Select the constituent’s Estimated wealth dollar range. |
| 6. | Select the constituent’s Major giving capacity range. |
| 7. | Enter a specific Major giving capacity value based on your research for this constituent. |
| 8. | Enter an Overall rating for the constituent’s wealth capacity. This is an internal rating determined by your organization. |
| 9. | In the (Group) Wealth capacity formula field of the Compare to frame, select another formula to compare against the existing formula. |
| 10. | If you prefer the new formula ratings, click Apply comparison formula and the new formula is assigned to the constituent to determine wealth capacity. |
| 11. | Click Save to save the ratings information and return to the constituent’s Wealth and Ratings page. |