Adding an Org to a Household for Roll-Up Reporting
I am wondering if CSuite could make it possible to add an Org profile to a household. This would be extremely helpful for donor roll-up reporting. We have many donors who hold DAFs outside of the foundation. When necessary, we create an Org profile for these DAFs. Over time, our donors may give from different entities (as an individual, as a household, and/or from their external DAF). For internal reporting, it would amazing if we could add the external DAF to the household so that in a roll-up report we get a summary of donations from all entities.
In the meantime, I'd love to hear how others are handling this. The goal here is to track donations to our operating fund over time, creating a comprehensive and summarized list of donors (i.e. rolling up donations from individuals, a household, and/or an external DAF that we know are all connected into one line).
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