Understand donor relationships beyond individuals
Group donors into households and track relationships for better engagement and insights. See the complete picture of family and organizational connections.
Johnson Family
3 members • $24,000 total
Sarah Johnson
Primary Contact
$12,500
- lifetime
Michael Johnson
Spouse
$8,000
- lifetime
Emily Johnson
Family Member
$3,500
- lifetime
Total Gifts
47
Avg Gift
$511
Since
2019
Household Grouping
Combine individual donors into family units for unified management.
Relationship Mapping
Track connections between donors, families, and organizations.
Shared Insights
View combined giving history and engagement patterns.
Better Targeting
Segment and engage households more effectively than individuals.
Combine donors into households
Link individual donors into family units for unified management. View shared profiles, combined giving history, and coordinated engagement.
- Automatic household detection
- Manual relationship linking
- Shared contact information
- Combined giving records
Map donor connections
Track relationships between donors, families, and organizations. Understand family structures, professional networks, and board connections.
Track connections between donors
Map family relationships, professional ties, and organizational links
Manage submissions
Organize application materials and track submission status
Stay on schedule
Receive alerts and reminders for upcoming deadlines
Relationship Network
Family
24 relationships
Professional
18 relationships
Board Members
12 relationships
Connection Map
Johnson Family Network
Unified household insights
View combined donation history, engagement patterns, and giving potential across entire households.
$24K
Total Household Value
$250K
Pending Decisions
$180K
In Progress
68%
Success Rate
Household Giving Overview
Combined Annual Giving
$24,000
Sarah Johnson
$12,500
Michael Johnson
$8,000
Emily Johnson
$3,500
52
Years Active
47
Total Gifts
92%
Engagements
How Household Tracking Work
Simple relationship management that reveals the complete picture of your donor network.
Group donors into households
Link related individuals
Map relationships
Track connections
View combined data
Shared insights
Engage strategically
Better targeting
See the full picture of your donor network
Stop managing donors as isolated individuals. Understand family relationships, track household giving, and engage with the complete picture.