Biographical Information

Warning: Biographical information displays for only individual constituents, not organizations, groups, or households.

The Biographical Information tab on a prospect’s Wealth and Ratings screen houses a wealth of personal information.

• Contact information: address, address type, do not send mail, this address is confidential, seasonal information

• Biographical data: information imported through WealthPoint from Marquis Who's Who and Experian

• Relationships

• Interests

• Educational institutions

• Educational involvements

• Attributes

• Supporting information: notes, media links, attachments

• Demographics: target gift range, income, birthplace, religion, ethnicity

• Alternate lookup IDs

• Aliases