These fields are defined as a certain percentage of the Total Confirmed Assets by default.   The values will populate automatically after confirmed wealth information is entered into a record.

Default values are:

  • Estimated Wealth is 100% of Total Confirmed Assets.
  • Major Giving capacity and Value are 5% of Total Confirmed Assets.
  • The overall rating does not have a default.
The values can be changed manually by clicking the edit button on the action bar for the Giving Capacity.