When you look at a person’s profile, Gift/Giving Capacity are key scores you’ll use to decide whether they are worth your time and resources. However, depending on your geographic area or constituency, some of the assets upon which the score is based might end up skewing the results.


For example, if real estate is unusually expensive or income notably lower in your area, that could make some individuals look more/less promising than they actually are. No need to panic -  you have the ability to modify the formula and make it more targeted!




Checklist of steps to follow:

  • Step 1: Go to Preferences
  • Step 2: Click on the Giving Capacity Formula tab
  • Step 3: Customize the formula
  • Step 4: Save your changes
  • Restore Default .




Step 1: Go to Preferences.

Substep 1: Go to the upper right-hand corner of the screen and click on the person icon by your name.



Substep 2: Select the Account option in the drop-down menu.




Step 2: Click on the Giving Capacity Formula tab.

This will be located on the left of the screen.


Step 3: Customize the formula.

The Estimated Giving Capacity is based on five key components: Income; Real Estate; Stock; Pension; and Giving. Is there anything that really sets your geographic area and/or constituency apart from the national average? Might that skew the score?


If yes, you can modify the values to compensate.

  • Note: These values will initially be set to our default formula.



Step 4: Save your changes.







Restore Defaults: