Household/Group Member Plans

If you work from a household or constituent group on the Prospect page, the Plans tab displays a Household member plans or Group member plans grid, based on the type of prospect. If any members of the group also have an individual prospect plan, this individual displays in the Household member plans or Group member plans grid. For example, if Dennis & Elizabeth Ashton, entered as a household group, have a planned giving plan assigned to them as a group, this plan displays in the Group plans grid on the Plans tab. If Dennis also has a plan assigned to him individually for “Board recruitment”, this plan displays in the Household member plans grid on the Plans tab.

Note: If you attempt to delete a group member that is also a plan participant, the group member remains a plan participant and the associated participant role remains on his constituent record, but he is no longer a group member.

From the Household member plans or Group member plans grid, you can access the plan and prospect records.

Note: A group constituent is composed of several constituents who pool funds and give jointly. For example, employees of an organization may be a donor group. Households are also groups but track the activities and giving of a everyone living under one roof, usually related individuals, such as a husband and wife. For more information, see the Constituents guide.