The Wealth Profile lookup allows you to look up criteria for donors and then see that information in DonorView.
- Search Prospect wealth profiles from within DonorViewProfile data is automatically stored in DonorView
- Search from 300 million profiles
- Analyze Profile data based on more than 30 criteria such as propensity to give, net worth, estimated annual donations etc.
- If you wish to turn on Wealth Profiles you will need to setup an account with DonorSearch (https://www.donorsearch.net/). DonorSearch bills you directly for the service (they can provide the cost); DonorView does not charge any additional fee.
After you have a successful lookup, the wealth information will be seen on the Wealth Profile screen under CRM. You will see things like Cash on Hand, Is Business Owner, Estimated Annual Donations, Influence Rating, etc.
NOTE: Enable Wealth Profile for a DonorView user by navigating to the organization menu, Users > DonorView Users. Select a user in the grid and use View / Edit > Security Settings; set CRM to Full Access + Wealth Report.