Giving indicators

Giving indicators, which appears under Wealth, include a prospect's estimated net worth and total confirmed assets.

Estimated wealth

Note: Some wealth attributes may not be available for certain prospects.

Wealth attributes appear below Estimated wealth and are defined as follows:

Estimated net worth — Provides the projected net worth based on known data and analytics for the individual or household if individual income is unavailable.
Estimated annual income — Provides the projected income for the next 12 months based on known data and analytics for the individual or household if individual income is unavailable.
Estimated discretionary spending — Provides the projected discretionary spending the household has available and is prepared to spend in the next 12 months.
Estimated invested assets — Provides the projected total liquid assets based on known data and analytics for the individual or household if individual assets are unavailable.
Estimated donor category — Provides the estimated donor category for the prospect. Donor categories, or personas, provide a different way of considering prospects and evaluating what approaches may work best for engaging them. For a description of the different donor categories, see Donor categories.

Note: Some wealth assets may not be available for certain prospects.

Under Real estate, you can view the following estimated values.

Properties — Indicates the estimated total amount of real estate holdings for the individual. If the individual's information is not available, the value indicates the real estate holdings for the entire household.
Valuation — Indicates the estimated total value for the holdings indicated in Properties. If the individual's information is not available, the value indicates the valuations for the entire household's holdings.