Wealth Profiles
The Wealth Profile lookup allows you to look up criteria for donors and then see that information in AssociationSphere. Benefits: Search Prospect wea...
Wed, 26 Oct, 2022 at 11:38 AM
Step 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 pr...
Wed, 26 Oct, 2022 at 11:39 AM
Wealth Profiles is a feature where the data in AssociationSphere is run through a third-party platform called DonorSearch. DonorSearch is a separate entity ...
Fri, 11 Oct, 2024 at 12:01 PM