Wealth Profiles
The Wealth Profile lookup allows you to look up criteria for donors and then see that information in DonorView. Benefits: Search Prospect wealth prof...
Fri, Nov 11, 2022 at 11:24 AM
Wealth Profiles in DonorView Step 1 – Click on the dollar bill icon on the constituent row to run the wealth profile report. Step 2 – Confirm that y...
Wed, Oct 26, 2022 at 11:39 AM
Wealth Profiles is a feature where the data in DonorView is run through a third-party platform called DonorSearch. DonorSearch is a separate entity and you ...
Fri, Jul 25, 2025 at 1:34 PM