Major Giving Capacity Formula missing in Altru and ResearchPoint Integration

While working within ResearchPoint through your Altru integration you may notice that there is no major giving capacity formula within the system
We are currently evaluating this issue and will update this article when we have more information. In the meantime you can manually create the formula
  1. Click Prospects > Capacity Formula Management
  2. Click Add
  3. Give the formula a name
  4. Click on the Assets tab
  5. Mark any asset options that should be included in the capacity
  6. Click the giving tab
  7. Mark any additional giving options that should be included in the capacity
  8. Click on the calculations tab
  9. Make sure the set value is "0.0500" 
  10. Set the "Calculate major gift capacity from" field to "Largest of included Capacities"
  11. Click save

Steps to Duplicate

  1. Click Prospects 
  2. Click Capacity Formula Management
Notice that there isn't a default formula for major giving capacity

Environment

 Altru Arts & Cultural
 5.1

Was this article helpful?