Add Wealth Indicator Information Screen

Source

Source of the information.

Name/Gender/Age/Marital Status/Children

Basic personal information about the constituent.

Job title

Constituent’s professional title - CEO of XYZ Corporation.

Millionaire code

Information contained in this field varies. It may include a wealth designation, such as “millionaire”; it often includes a salary range.

Income

Constituent’s annual income.

Donor type

Type of causes to which the constituent likes to give - political, religious.

Contributor type

Types of cause to which the constituent likes to give - liberal, conservative.

Political affiliation/Religious affiliation/Ethnicity

Basic personal information about the constituent’s political and religious affiliations and ethnicity association.

Wealth indicators

This field displays information on the investment habits of your constituent. The investment information offered is almost entirely self-reported, taken from a variety of sources, including surveys and mail-in response cards. Other information is inferred from subscriptions to different publications, memberships in certain organizations, or requests for information on specific topics.

Notes

Enter any notes associated with the data source information.