The Advised/Household roll up is a powerful tool that I have often used in my donor reports. Many of our donors give via a Donor Advised Fund.

However when you use that tool it also "Rolls Up" individual giving records to household giving records. This unfortunately results in inaccurate Donor reporting, including households that are inactive or deceased. I'm wondering what is stopping Foundant from giving users the ability to either "Roll Up" just Household or just Advised donations.

Because of this problem I have stopped using the "Roll Up" feature and instead create 2 separate reports one with all donors, and another with just donors who gave via a Donor Advised Fund. Then I combine the rows in Excel, so very tedious but at least it's accurate.

This is one of at least a couple flaws I have found when I using that reporting tool