Household Giving

Sierra Good

Does anyone know or have a good method for pulling total giving for a couple (aka the household). I was told by support that a method does not exist currently but am curious if anyone has a shortcut or tip that may help. I typically need this for annual reports and such!

Tamara Christensen

@Sierra Good We use a smart field for this. Did you try that? - Tamara

Jill Oster

@Sierra Good you can do this by a smart field or by setting up a recognition program but you also have to make sure you have consistently assigned soft credits from both donors. There are lots of resources on the KB to help with cumulative giving.