Donor and household management that keeps people connected.

Know who you’re talking to and how they connect to your cause. Keep each person’s details distinct, with household relationships and recent giving close at hand.

Talk to the team
Supporter profile and household membership screenshot · Placeholder

What is donor and household management?

Donor management keeps useful information about your supporters. Household management adds the relationships between individual people, so your team can understand a shared home without treating everyone in it as one contact.

  • Recognize the person

    Prepare for a conversation with notes and recent giving on the supporter snapshot.

  • Understand the relationship

    Connect individual contacts through a named household and member relationships.

  • Find the right group

    Use household, tag and group filters to narrow your directory.

Separate people. Shared context.

A household connects records; it does not replace them.

Create a named household from a person’s profile or join an existing one. Members remain individual contacts, with their own profile and an editable relationship to the household.

Keep in view

  • Keep individual names and contact details.
  • Add existing contacts to a household.
  • Review household membership and relationship labels.

Prepare before you reach out.

A little context makes a better conversation.

Open the person snapshot to review notes, recent recorded activity and recent giving. Add a note for the next teammate so a useful detail does not stay in someone’s memory alone.

Put it into practice

  • Review the information already stored for that person.
  • Add an attributed note after a conversation.
  • Use directory filters and selected-contact CSV export when you need a working list.

Illustrative scenario · Fictional information

One home. Two different ways to help.

In this fictional example, Avery gives to the spring appeal and Jordan helps at community events. They belong to the same household but remain separate people.

  1. Find Avery’s profile and review the recent giving recorded there.
  2. Check the household membership to understand the connection to Jordan.
  3. Prepare a personal follow-up and record the useful context in a note.

Each person keeps their own giving record. Linking a household does not combine gifts or create joint receipts.

Questions about organizing your supporters

Yes. Mobli keeps each supporter’s contact details, notes and recent giving together. Household links show who is connected while preserving each person’s own record.

Create a household or add someone to an existing one, then record how its members are related. Each person keeps their own contact details, so you can recognize the household without losing the individual.

Notes, recent activity and recent giving give teammates a starting point. Add a note after a conversation to share details that might otherwise stay in someone’s memory.

Yes. Filter your directory by tags, groups or households to find the people you need. Team members with export access can also download selected or filtered contacts as a CSV.

Yes. Import a spreadsheet of contacts, match its columns to the fields in Mobli, and review the details before confirming. Start with a small sample so you can check names and contact information before bringing in the rest.

Household links organize relationships; they do not automatically combine gifts or create joint receipts. Individual giving records stay separate.

Yes. Donor management is part of Mobli’s free core. Payment processing and any platform fees are separate. Mobli Pro is optional at $49.99 per month; you do not need it to use core donor management.

Keep the relationship close to the record.

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