The system will prompt you with a Donor LookUp. This is pulled in from the MPS Screen also and reflects the date that the overall status of the prospect was last changed. The most common sources for this information would be the Top Prospects Surveys, Proxies for officers of public companies, or Contact information. To see the values in Wealth. Sources, click Field Help, then Help to view the code table.
Typical values are salary, real estate, or stock holdings.
If there is a known estimated value for any of these sources of wealth it can be entered here and the system will keep a running total of these values in the Total- field. Please be aware that very often it is not possible to assign a dollar value to a source of wealth. Examples here might be the United Way, Big Sisters, Boy Scouts, Catholic Church, etc. This is multi-value field where we may enter a code to assign each of the philanthropic activities to a type such as Education or Religion. Click Field Help, then Help to see the values for Philanthropy.