Donor Management
Household Management
Group donors by family for smarter engagement
Household Management lets you link individual donor records into family units, giving you a consolidated view of family giving, shared sponsorships, and combined tax receipts. Track household-level engagement so you can steward families as a unit while still maintaining individual donor profiles for personalized communication.
The Problem
When family members donate separately, your reports understate household giving, tax receipts arrive in duplicate, and stewardship efforts miss the bigger picture of a family's total commitment.
The Solution
With HYS Household Management, family members are linked into a single household view that shows combined giving, simplifies tax receipts, and enables family-level stewardship strategies.
How it works
Link family members
Connect individual donor records into a household with a few clicks. Designate a primary contact and define relationships between members.
View combined giving
See total household giving across all members, programs, and time periods in a single consolidated view.
Send consolidated receipts
Generate a single year-end tax receipt that covers all donations from every household member, reducing confusion and duplicate mailings.
Key features
Frequently asked questions
Ready to get started?
See how household management can transform your organization.