ResearchPoint Ratings

With ResearchPoint, your organization can set a custom formula to screen your constituents and prospects to determine their overall wealth capacity. You can view this wealth information in lists of constituents or under Ratings on a constituent's record. With this information, you can determine where to focus your fundraising energies and which donors to ask for larger gifts.

  • The overall rating for the constituent's wealth capacity, determined by your organization based on your formula in ResearchPoint

  • The constituent's capacity for major giving, based on your wealth capacity formula

  • The constituent's estimated wealth, based on both your wealth capacity formula

To view this wealth information from ResearchPoint for a list of constituents, include the ResearchPoint ratings column.

Tip: For more comprehensive details from ResearchPoint, select View in ResearchPoint under Prospect management on the constituent's record.