Household Record in Nonprofit CRM

By: Alec Hollingsworth

Updated:

July 2, 2025

Definition:

A Household Record groups related contacts in a CRM, tracking shared data, communications, and giving history for families or households.

A Household Record in nonprofit CRM systems is a data entry that groups together individuals living at the same address or sharing familial relationships. This record aggregates contact details, donation history, communication preferences, and engagement activities for all household members, allowing organizations to manage interactions collectively or individually. By linking individuals within a single household record, nonprofits gain a comprehensive view of household giving habits, event participation, and volunteerism, improving communication and stewardship efforts. Household Records are particularly useful for tracking joint donations, sending mailings to an entire family, and understanding the broader impact of a household's engagement with the organization.

Key Takeaways

Groups individuals by address or familial ties
Enables joint tracking of donations and interactions
Simplifies targeted communications to households
Improves stewardship and donor analysis

Why It Matters

It centralizes family or group data, simplifying relationship management and targeted outreach for nonprofits.

Real World Example

A nonprofit organization hosts an annual fundraising gala. Using Household Records in Keela, they identify families who have attended or donated together in previous years. They send a personalized invitation to the Smith family, acknowledging both parents' and teens' past participation and contributions. When the Smiths donate as a family unit, their gift is attributed to the household, ensuring accurate recognition and reporting. The nonprofit also tailors follow-up communications, thanking everyone in the household and inviting them to future volunteer opportunities. By leveraging Household Records, the organization deepens relationships and maximizes the impact of its outreach.

How Keela Helps

In Keela, Household Records help users efficiently organize related contacts, streamline communications, and analyze giving patterns at the household level. This feature supports tailored engagement strategies and accurate reporting, ensuring that interactions and solicitations are relevant and effective for both individuals and their households.

Frequently Asked Questions

What is a Household Record in a nonprofit CRM?

A Household Record groups together individuals who live at the same address or share familial ties, allowing nonprofits to track shared giving and communications.

Why should nonprofits use Household Records?

Household Records streamline communication, improve donor recognition, and provide a complete picture of household engagement and giving patterns.

How does Keela support Household Records?

Keela enables users to easily create, manage, and analyze Household Records, ensuring personalized outreach and accurate reporting for families or groups.

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Household Record