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 profil...
Thu, Sep 25, 2025 at 2:55 PM
Running Wealth Profiles in DonorView
Once you have linked your DonorView account to your DonorSearch subscription, you can begin running the wealth profile reports. Step 1 – Click on the do...
Thu, Sep 25, 2025 at 2:52 PM
How 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 yo...
Thu, Sep 25, 2025 at 2:56 PM