WebNext click on the “Screen list” button (has binoculars to the left of it) to obtain a WealthPoint screening for this group of new donors who have either wealth identified or have the inclination to give your nonprofit a major gift WebBlackbaud Institute Industry-leading research and insights Intelligence for Good Our comprehensive approach to AI Customer Stories
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WebBlackbaud NXT Ratings Custom ratings Tip: To view the latest wealth information for a list of constituents, select Choose columns, choose which rating categories to include, and select Apply changes. For each custom rating, you can view the date and source of … WebRegister with WealthPoint The first time you use a database with WealthPoint, you or your site administrator must register the database. This is a one-time procedure. Once the database is registered the registration link disappears. To register, from Prospects, under Configuration, click Wealth and ratings data. WebDec 11, 2024 · The ultra-wealthy and public figures are easy to identify – and tools like Affluence Insights and WealthPoint can help you identify those who are less obvious. In both cases, it’s the relationships that you build with your prospects that are truly meaningful in helping them decide to deepen their financial investment with your organization ... metal roof rust converter