Wealth and Ratings

On the Wealth and Ratings page, you can view and manage the wealth data gathered on a constituent. To access the Wealth and Ratings page from a constituent’s record, select Wealth and ratings under More information.

Note: To access the Wealth and Ratings page for a constituent, search for the constituent. For information about how to search for a constituent, see Constituent Search.

Note: For a constituent group or household, the Wealth and Ratings page contains two tabs: Wealth Summary and Group Member Ratings. The Wealth Summary tab displays both the summarized wealth information of the group and the Group wealth capacity information. The summary information is an aggregated summary of the wealth information found on all individual constituents included in the group or household.

If your organization uses a propensity-to-give ratings model to track constituents and their likelihood to make a gift, you can enter this information to individual constituent records. Under Modeling and propensity, the modeling and propensity custom ratings assigned the constituent appear. The custom ratings are based on attribute categories. To manage the custom ratings for a constituent, select Manage custom ratings on the action bar. The Modeling and propensity custom ratings page for the constituent appears.

Under Wealth summary, the wealth indicators used to measure the constituent’s general giving potential appears. The Assets grid identifies hard asset indicators, such as real estate, businesses, and securities owned by the constituent. The Other indicators grid identifies additional information used to measure wealth, such as political donations and gifts made to philanthropic organizations. Income/compensation shows a summary of the constituent’s latest salary, bonus, and other short and long term compensation.

To view additional information about an asset or indicator, select its link under Wealth summary. For example, to access information about the constituent’s real estate holdings, select Real estate under Assets. To view detail information about a wealth indicator for the constituent, select Go to wealth details on the action bar and select the type of indicator to view: Biographical, Real estate, Business ownership, Securities, Income/compensation, Retirement, Nonprofit officer/director, Private foundations, Philanthropic gifts, Political donations, and Other assets. The Wealth Details page for the constituent appears so you can view and manage the selected wealth information returned from WealthPoint or manually enter and manage wealth information.

Note: WealthPoint is a wealth screening service. WealthPoint helps you identify the best major and planned gift prospects, attract and retain wealthy donors, maximize gifts, determine the wealth potential of your constituents, and set reasonable campaign goals.

When the constituent is a major giving prospect, a Giving propensity ratings frame appears on the Wealth Information page. This frame displays any ratings information entered for the prospect. A prospect’s giving propensity rating gauges the prospect’s likelihood to give a specific type of gift to your organization. For example, the Annual gift likelihood rating indicates whether the prospect is a likely candidate for an annual gift. You can enter ratings information manually from the grid by clicking Edit on the action bar, or you can import ratings data from WealthPoint or an outside application, such as Microsoft Excel.

Under Wealth capacity, general information about the constituent’s wealth capacity appears, including the formula used to determine the capacity. You can enter wealth capacity information for the constituent to track the estimated wealth and major giving capacity of the constituent. You can also enter a wealth capacity rating and the major giving capacity value. To edit this information, select Edit on the action bar.

Note: To edit the formulas used to determine wealth capacity from the Prospects page, select Wealth capacity formula management under Administration.

For detailed information about the Wealth Information page, modeling and propensity custom ratings, wealth assets and indicators, and wealth capacity, see the Prospects section of the help file.