Households: Managing Supporter Relationships

The Household view allows supporters to view combined giving histories and tax statements from their Donor Portal.  

Why Use the Households Tab?

Combining supporters into a household provides several benefits:

• Unified Giving History: View total donations from all household members in one place.
• Consolidated Tax Statements: Generate a single tax statement that reflects all contributions from the household. 

How Supporters Create a Household View

1. Navigate to the Donor Portal

   • Click on the Profile Settings tab.
2. Click the Household Name.
   • From here, you can add edit your household name and add new members.

3. Edit the Household Name

   • Click the Pencil Icon button.
   • Enter a name for the household (i.e. "Smith Family").

4. Add Supporters to the Household

   • Click the + sign.
   • Enter the email address for the supporter your wish to Add to Household.
   • Repeat this step for all relevant supporters.

5. Join the Household

   • Click the URL on the email invite and login to the Donor Portal.
     

6. View the Combined History

   • Once supporters are added, the Household profile will display:
     • Total giving history for all household members.
     • A link to generate a unified tax statement.

7. Edit or Remove Members

   • To make changes, select the household and click Edit Household.
   • Add or remove supporters as needed.