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Managing Children in Two Different Households

Each child will need to be entered as an Affiliate Donorand each set of parents will need to be entered as Donor with Household profile. This will provide the names and addresses of both sets of parents.

For each child, click on Add a Relationship and then click on the Family Relationship link. Enter the name of the first set of parents. Select the parents and define the relationship between the child and parents. From the dropdown list, select Add New Role for the parents and create a role name for the first set of parents.

Repeat the Add a Relationship step and create a role name for the second set of parents that will allow you to differentiate between the two sets of parents.

You can now create a new donor SmartList. Click on the Refine link and then click on the Append more link. From the criteria category dropdown list select Relationships and select Related to Others as. Check the relationship role designated for both sets of parents. This will give you a list of both sets of parents for each child.

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