Household Giving Report
Quick Answer: Household Giving Report
Household Giving Report combines giving by household so major-donor outreach sees family units, duplicate appeals drop, and receipts can align to Householding groups in CRM. Spouses who give from separate donor records still roll up to one total for stewardship.
Available on Plus, Pro, and Enterprise. Pair with Donor Reports for tax summaries and Lapsed Donor Report when win-back campaigns should respect household totals.
Exports support PDF and Excel on most reports and operational tools for board packets and CPA handoffs. Star favorites in the Reports or Tools hub so recurring workflows stay one click away. Drill-down drawers connect statement lines to ledger detail when you need to explain variances in meetings without rebuilding pivot tables externally.
Household Giving Report
Combined giving by household for major-donor outreach and cleaner mailings.
When to Use It
- Major donor identification by family unit
- Annual appeal list deduplication
- Board reports on top household supporters
Good to Know
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