--- schema_version: "1" id: be7cc009e6bbd529b3805a08e804c20a712bb24f7667e2419d9ce6a901797b9f title: Household Account Rollups in Nonprofit collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fundraising_household_account_rollups.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fundraising_household_account_rollups.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 1807864a8f715e7e76a33991b436dcb94baa86baa2ba78fae0e225e4a4fff13e description: Rollups for household accounts aggregate gift data from the household and all its members. Learn what a household account is, the requirements to set it up, and how household rollups differ from individual donor rollups. products: - Nonprofit release: "264" --- # Household Account Rollups in Nonprofit Rollups for household accounts aggregate gift data from the household and all its members. Learn what a household account is, the requirements to set it up, and how household rollups differ from individual donor rollups. Fundraising calculates rollups for households, individuals, and business or organizations, and manages them all as account records. The main difference between these groups is scope. Individual and business rollups focus strictly on their specific gift transactions and soft credits. Household rollups provide a broader view by consolidating the transactions and soft credits of every member within that household. ## What Is a Household Account? A household account is a non-person account that has one related party relationship group record with the type Household. A household member is a person account that is associated with the household through an account contact relationship record. ## Household Rollups Prerequisites To show rollup data for household accounts, make sure that you complete these requirements: - [Assign Fundraising licenses and permissions to users](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_assign_fundraising_permission_sets.htm&type=5&language=en_US). - [Turn on person accounts](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_enable_person_accounts_for_fundraising.htm&type=5&language=en_US). - [Assign the Group Membership permission set to necessary users](https://help.salesforce.com/s/articleView?id=ind.group_membership_editions_permissions.htm&type=5&language=en_US). - [Set up Contacts to Multiple Accounts](https://help.salesforce.com/s/articleView?id=sales.shared_contacts_set_up.htm&type=5&language=en_US). - [Turn on Data Pipelines for the Data Processing Engine (DPE)](https://help.salesforce.com/s/articleView?id=ind.dpe_intro.htm&type=5&language=en_US). - [Run or schedule the DonorGiftSummary DPE job](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_automatic_updates_for_fundraising_rollups.htm&type=5&language=en_US). ## How Household Rollup Data Is Aggregated The Data Processing Engine (DPE) collects and flattens data before calculating household rollup values through gift transactions and soft credits. Gift Transactions The DPE collects gift transactions belonging directly to the household account and gift transactions where the donor is a household member. The DPE groups all of these gift transactions under the household and calculates them together. Soft Credits The DPE collects soft credits at the household member level. Multiple household members can each receive a soft credit tied to the same gift transaction. To prevent double-counting, the DPE removes duplicate soft credits so that the household rollup includes only one soft credit per unique gift transaction. ## How Donor Gift Summary Fields Work for Households Fundraising calculates the fields on the donor giving summary object similarly for households, individuals, and businesses. The main difference is that the source data includes the household's own records plus those records of all its members. The Soft Credit Summary fields also apply deduplication logic.
Donor Giving Summary Rollup Fields Household Behavior
Recurring Gift Summary
  • Current Recurring Gift Start Date
  • First Recurring Gift Start Date
  • Last Recurring Gift Payment Date
  • Total Paid Recurring Installments
  • Total Paid Recurring Installments Amount
 Aggregated across the household and all its members.
Soft Credit Summary
  • First Soft Credit Amount
  • First Soft Credit Date
  • Highest Soft Credit Amount
  • Highest Soft Credit Date
  • Last Soft Credit Amount
  • Last Soft Credit Date
  • Soft Credit Count
  • Total Hard and Soft Credit Amount
  • Total Hard and Soft Credits
 If you tie the soft credit directly to the household account instead of a member, gift soft credits don't roll up to these fields. Duplicate soft credits tied to the same gift transaction count only one time. However, if you link a gift transaction to one household member and soft credit another member, the Total Hard and Soft Credit Amount field doesn't deduplicate.
Notable Gift Metrics
  • Average Gift Amount
  • Best Gift Year
  • First Gift Amount
  • First Gift Campaign
  • Gift Count
  • Highest Gift Amount
  • Highest Gift Year Amount
 Aggregated across the household's own gifts and all members' gifts.
Gift History
  • First Gift Date
  • Gifts Last Year Amount
  • Gifts Two Years Ago Amount
  • Last Two Years Gift Count
  • Last Year Gift Count
  • Lowest Gift Amount
  • Second Gift Date
  • Total Gifts Amount
 Aggregated across the household's own gifts and all members' gifts.
Gift Year Summary
  • Current Year Gift Count
  • Days Since Last Gift
  • Gifts This Year Amount
  • Last Gift Amount
  • Last Gift Date
 Aggregated across the household's own gifts and all members' gifts.
Pledged Revenue
  • Booked Pledges
  • Total Bookable Revenue
 Aggregated across the household and all its members.
See Also: - [Clone Templates for Fundraising Data Rollups and Lists](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_start_configure_new_data_processing_engine.htm&language=en_US&type=5) - [Set Up Automatic Updates For Fundraising Rollups](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_set_up_automatic_updates_for_fundraising_rollups.htm&language=en_US&type=5) - [Track Gift and Donor Trends with Rollups](https://help.salesforce.com/s/articleView?id=sfdo.fundraising_track_gift_donor_trends_rollups.htm&type=5&language=en_US)