CRM

A household, then the people in it

A gift often comes from a home, not from a single email address. Parents, an adult child, and a donor who lives alone each need a place, and the address can still be shared.

How a household is stored

Shared address, separate people

A family can share a mailing address and still have their own names, roles, and phone numbers.

The gift lands on the home

When someone in the household gives, the gift is tied to that household so a statement can find it.

A person who lives alone

A household can be one person. You do not invent a second name to make the record fit.

Who is quiet this year

A household with no gift this year is visible from the record, without a separate export.

Questions about this page

The gift is on the household. Each adult still has their own name and contact on that household.

Store the home and the people in it.

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