Once 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 – Confirm that you’d like to run the wealth profile report.  DonorSearch will use the addresses, phone numbers and email addresses to see if there is a match for wealth information.

Step 3 – If a match is found, it will return the set of data in DonorView.  To view the report, go to the Wealth Profiles grid in the CRM module.

The Wealth Profiles grid will also show summary information for all the wealth profiles you have run. 

You can add queries, filters, and sorts as desired to produce reports for specific sub-sets of these constituents. You can also export this aggregate data to Excel using the Actions menu as well as create email lists for this group of constituents. 

To view an individual wealth report, click on the dollar bill icon on the row next to their name. The individual reports will also explain what each of the ratings mean. You can print the report using the Print icon in the top right corner of the window.