The Wealth Profile lookup allows you to look up criteria for donors and then see that information in AssociationSphere.
- Search Prospect wealth profiles from within AssociationSphere Profile data is automatically stored in AssociationSphere
- 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); AssociationSphere 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.