Wealth Profiles
What are Wealth Profiles?Wealth Profiles is a free integration with DonorView and another software called Donor Search. Donor Search requires a subscription to run the wealth profiles through their platform. From Donor Search's website: Donor Search allows you to take your donor information, data found…2 min readRunning Wealth Profiles in DonorViewOnce you have linked your DonorView account to your DonorSearch subscription, you can begin running the wealth profile reports. Step 1 – Click on the dollar bill icon from the tools menu on the Constituents grid on the row of the constituent you wish to run the report for. Step…2 min readHow can I activate Wealth Profiles?Wealth Profiles is a feature where the data in DonorView is run through a third-party platform called Donor Search. Donor Search is a separate entity and you must subscribe to their services before you can sync with DonorView. You can learn more and subscribe at donorsearch.net…1 min read