Add wealth rating fields to contacts
Add a customizable field to a donor's profile that will provide a way to track or rate their gift capacity. A wealth rating from A-H and #1-#5 to help filter your best prospects and targeted list for an Ask. It also is a confidential way to rate your prospects. I was told by the Catholic Development Group/ Greg Jeffrey's, that it is the most important field a database must have when going into a Major Capital Campaign. We are gearing up for one and he is adamant that our database have this. Greg did talk with Matt B.