The Wealth Profile lookup allows you to look up criteria for donors and then see that information in DonorView. Benefits:  Search Prospect wealth prof...

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...

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 ...