How to include Giving in Prospect Research Report?

Hi there Marci. You can look at the NOZA philanthropic giving data in an expanded mode by creating your own template. On the “Prospects” tab in ResearchPoint, under the Configuration area click on the “Prospect Research Report Templates” button, click on the “Add” button, click on and move over to the right side - using the blue arrow pointing to the right - the sections of the report you wish to include in your customized template and make sure you select the “Philanthropic gifts (expanded)”, and doing so will give you an expanded view of the various philanthropic gifts. Be sure to name and describe your custom report and it will be available to use just like the other templates already listed. See screenshot below, and I hope this is helpful!