linking multiple donor accounts (i.e. branches)

I have major gift donors with multiple accounts - individual account, businesses, private foundation, etc. I would like to be able to easily report on all of their giving. Relationship doesn't add enough functionality because there are additional accounts listed that aren't related to their giving. It would be nice to perhaps expand the ability of the "Parent Corporation" on BIO 2 - "Parent Donor" for example, add it to individual accounts and be able to run gift and action reports/queries on all constituents related to the parent donor.

  • Guest
  • Dec 6 2013
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  • Guest commented
    March 18, 2016 00:21

    This would also help with corporations that have multiple locations (branches).