Household Settings

You can configure settings for constituent households on the Household Settings page. To access the Household Settings page from Constituents, select Household settings under Configuration.

Under Default household name format options, you can view the default name format options set for constituent households. When your organization communications with a household, the program uses these defaults to create addressees and salutations for the household.

Under Household revenue options, you can view whether constituent households can donate to your organization. If you allow households to donate, you can process revenue from households just as you do for individuals and organizations. If not, you can process revenue from household members but not from the household. If you do not allow households to be donors, they can still receive recognition credits.

To ease communication with your constituent households, you can set up the default name format option to use with households. The name format option determines the addressees and salutations used in your communications with constituent households.

Note: For a specific constituent household, you can override the default household name format options. For information about how to set the name format for a specific household, see Add Name Formats for a Constituent.

  1. From Constituents, select Household settings under Configuration. The Household Settings page appears.

  2. Under Default household name format options, select Edit on the action bar. The Edit default household recognition options screen appears.

  3. Select the name format option to use as default when your organization communicates with constituent households.

  4. Select Save. You return to the Manage Household Settings page.

Before you add households to your database, you should decide whether to allow households to donate to your organization. For example, your organization may create constituent households for communication or analysis purposes but prefer to associate revenue transactions with household members rather than the household itself.

  1. From Constituents, select Household settings under Configuration. The Manage Household Settings page appears.

  2. Under Household revenue options, select Edit. The Edit household revenue options screen appears.

  3. Select whether constituent households can be donors.

    • To allow households to donate, select Yes. If you select this option, your organization can process revenue transactions from households just as you do for individuals and organizations.

    • To not allow households to donate, select No. If you select this option, your organization cannot process revenue transactions from households but can still apply recognition credits to households. For example, if a household member donates to your organization, you can recognize the household with a recognition credit.

  4. Select Save. You return to the Manage Household Settings page.