Currently, the Lists aren't 100% accurate for me due to the lack of filtering by Head of Household. For example, to view my current parents who have yet to make a gift to the annual fund, I filter a list down to show "Total Giving = $0" =, "This Fiscal Year", "Constituent Code = Current Parents"  It doesn't show my HOH who have given this year, but it does show their spouses in the list -- even though the spouse is soft credited for the current fiscal year's gift.