Donor Management
Household Management
Group donors by family for smarter engagement
Household Management links individual donor records into a family view for supported giving totals, shared sponsorship context, and stewardship planning. Individual donor records remain available for identity, acknowledgment, preference, and communication decisions.
The Problem
When family members donate separately, staff can miss the broader household relationship or confuse shared stewardship context with each person's distinct donor and acknowledgment record.
The Solution
With Gratona Household Management, staff can review supported household giving context while preserving individual donor records and finance-owned acknowledgment rules.
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.
Review acknowledgment handling
Keep each donor's gift record available and let finance decide whether any household summary is appropriate for stewardship or acknowledgment use.
Key features
Frequently asked questions
Ready to get started?
See how household management can transform your organization.