ResearchPoint Ideas

Include higher wealth rage beyond 10MM+ to Estimated Wealth menu of: $10,000,001.00 - $25,000,000.00 $25,000,001.00 - $50,000,000.00, $50,000,001.00 - $100,000,000.00, and $100,000,001.00+

10MM+ level categories are more and more becoming common constituency groups. This additional feature will allow further segmentation of high net worth individuals beyond the 10MM level.

  • Guest
  • Mar 11 2019
  • Planned
  • Attach files
  • Anthony Pisano commented
    March 29, 2019 19:25

    Agree - we increased the Major Giving Capacity ranges in our Q1 release but could definitely do the same for Estimated Wealth

  • Guest commented
    March 12, 2019 18:22

    Sample of issue: In the case where the Estimated Wealth Rating - WP description shows $10,000,001.00 and up, the corresponding Estimated Wealth Rating Value - WP description shows a value of $26,176,028.00. In cases like this, I currently query and manually update the description to read: $25,000,001.00 - $50,000,000.00.