1. Open the Appropriate Constituent and go to the Wealth and Ratings page.
  2. Click the appropriate category for the wealth to go under (Real Estate, Other Assets, Income\Compensation, etc.)
  3. Click Add in the action bar.
  4. Fill in any appropriate information in the fields provided.
    Note: The fields will be different for each asset type as different information is needed for the different types of assets.
Once this is saved and confirmed, this wealth should be calculated into the formula - to generate estimated wealth and major giving capacity. If you add wealth information but the formula doesn't change, the source needs to be added to the formula (BB703138).