---
title: Nonprofit Donations by Company | Rollup Helper Use Case Library
description: You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.
---

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# Nonprofit Donations by Company

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## Problem: You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.

## Solution: First, Rollup opportunities to contacts. Then, rollup Contact amounts up to Account. 

This is going to be a two part rollup: Rollup Opportunities to Contacts. Then, rollup Contact amounts up to Account. 

First, create a custom Currency field on Contacts. It can be named something like Total_Closed_Won_Opportunities__c. Then create a currency field on Account called Total_Closed_Won_Opportunities_from_Contacts__c. 

- Create a rollup in Rollup Helper that totals the amount of closed won Opportunities on a Contact. 
    - Select *Contact* as the Target object
    - Select the new *Total_Closed_Won_Opportunities__c* as the Target field
    - Select *Opportunity* as the Source object
    - Use the default relationship field *Contact ID*
    - Select *Sum* as the Rollup Type
    - Select *Amount* as the Source field

- - Create a filter where Stage equals Closed Won Opportunities
- Create another rollup to sum the Opportunities from Contact to Account. 
    - Select *Account* as the Target object
    - Select the new *Total_Closed_Won_Opportunities_from_Contacts__c* as the Target field
    - Select *Contact* as the Source object
    - Use the default relationship field *Account ID*
    - Select *Sum* as the Rollup Type
    - Select *Total_Closed_Won_Opportunities__c* as the Source field

If you want a total of both Contact and Account donations, then create a formula field on the Account level called Total_Account_Closed_Won_Opportunities. You would add Total_Closed_Won_Opportunities_from_Contacts__c with the field that holds your Account-only donations.

With all of your donation information in one place, it makes it easier to talk with your donors while knowing the whole picture.

*This use case came from our one our customers! We love to hear how you're using our apps to solve different needs. Let us know if you have a [success story you want to share with us.](https://www.passagetechnology.com/share-your-story)*

Tags: [Account](https://www.passagetechnology.com/rollup-helper-use-cases/topic/account), [Account Management](https://www.passagetechnology.com/rollup-helper-use-cases/topic/account-management), [Contact](https://www.passagetechnology.com/rollup-helper-use-cases/topic/contact), [Opportunity](https://www.passagetechnology.com/rollup-helper-use-cases/topic/opportunity), [SUM](https://www.passagetechnology.com/rollup-helper-use-cases/topic/sum), [Industry: Nonprofit](https://www.passagetechnology.com/rollup-helper-use-cases/topic/industry-nonprofit)

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| --- | --- | --- |

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