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We have the following problem: If we record a donation on the individual level of a person: Let’s say there is the imaginary Byron Terry-Lee and the spouse is Megan Terry-Lee. Both are members of the household Terry-Lee. Byron Terry-Lee donates 10 $, Megan 20 $ and on the occasion of an anniversary both donate together (as a household) 30 $. I’d like to see on the household level the summed up donation for the household (respectively 60 $). Has anyone an idea how to reach that?

Thank you for looking into it.

Best regards

Esther

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3 Answers 3

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This is what you're looking for: https://civicrm.org/extensions/aggregate-household-contributions-report

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  • Hi both of you, thanks for the answers and sorry for coming back so late but I was gone & very busy. Nevertheless I checked the description of the aggregate household contribution report thoroughly and unfortunately it's not solving our problem. What it lacks is the following: I want to see the contribution on the household level - if I call up the household Terry-Lee (s. my example) I want to have all donations by the individuals and by the household. Is that possible? I got once the hint that there is an option called inheritance which is related to that topic. Have you heard about that?
    – Esther Reichert
    Commented Jul 10, 2015 at 13:05
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Use Soft Credits to credit the household with a soft credit when the individual donates.

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  • Hi Tommy, I checked Soft Credits as well but are not certain, do they lead to a sum up on the household level? I haven't found any mention of that. It seems to me more like an improved version of contribution pages... Thank both of you for looking in that topic and have a great weekend!
    – Esther Reichert
    Commented Jul 10, 2015 at 13:05
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Based on new information in your comments to Tommy and myself, I think what you're looking for is soft credits in combination with an extension that automatically soft credits a household when a member of the household contributes. I've written an extension that does roughly that, which is available on my Github. That said - this is a VERY rough/unfinished version of what you want, and needs work done before it can be used by a non-technical person - I also don't know if it works with newer versions of CiviCRM (it was written for 4.4).

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  • Jon what Esther means I think is a subtotal of contributions by each of three related entities (husband, wife, household) and total contributions by all three entities. Each of the three entities can make and have recorded contributions.
    – Joe McLaughlin
    Commented Jul 11, 2015 at 11:46
  • And each of the three entities makes a contribution for which it has a 'hard credit' not a 'soft credit'. The husband(s) or wife/wives make a recorded contribution on behalf of the household entity using that individual's credit/debit card or cash etc, say.
    – Joe McLaughlin
    Commented Jul 11, 2015 at 12:16
  • Thanx for clarifying Joe!
    – Esther Reichert
    Commented Jul 13, 2015 at 14:51

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