Wealth Profiles
What are Wealth Profiles?The Wealth Profile lookup allows you to look up criteria for donors and then see that information in AssociationSphere. Benefits: - Search Prospect wealth profiles from within AssociationSphere Profile data is automatically stored in AssociationSphere - Search from 300 million p…1 min readRunning Wealth Profiles in AssociationSphereStep 1 – Click on the dollar bill icon on the constituent row to run the wealth profile report. Step 2 – Confirm that you’d like to run the wealth profile report. AssociationSphere will use the addresses, phone numbers and email addresses to see if there is a match for wealth in…1 min readHow can I activate Wealth Profiles?Wealth Profiles is a feature where the data in AssociationSphere is run through a third-party platform called DonorSearch. DonorSearch is a separate entity and you must subscribe to their services before you can sync with AssociationSphere. You can learn more and subscribe at do…1 min read