Build Wealth school lists, personal lists, and portfolios

Tags: product:wealth intent:list intent:portfolio intent:query

Go to Wealth > Lists and select Create New List. Add an internal name and description, choose Personal List when only the creator should see it, and build a valid query defining who belongs. A school list is visible to other permitted administrators. Archived lists are removed from normal use but preserve their record.

Go to Wealth > Portfolio > Manage Portfolio. Constituents can be selected dynamically from existing lists/query conditions, manually from a list, or individually from a constituent profile. Dynamic members change as their qualifying data changes; manual members remain until explicitly removed.

The portfolio summarizes net worth, portfolio size, gifts within the year, recent notifications, net-worth ranges, indicators, and recent donors according to access. A portfolio is a working list, not an assignment in Gift Officer unless a separate connection implements that workflow.