How-to
How to Build a Lapsed Membership Report in Altru That Staff Trust
“Who lapsed last quarter?” sounds like a one-click question. In Altru it usually isn’t, because “lapsed” means different things to different people on your staff, and the answer depends on which date you anchor to. Before you build anything, settle the definition. After that, the report itself is a fairly ordinary membership query. Decide what
How to Let Members Waive Benefits in Altru for Full Deductibility
A longtime supporter calls to renew at a patron level and says, “I don’t need the passes or the magazine. Just make the whole thing deductible.” It’s a reasonable ask, and a common one among donors who give through a donor-advised fund, a family foundation, or who simply never visit. The question is how to
How to Hide Specific Membership Levels from Altru Web Forms
Some membership levels just don’t belong on your website. A comped staff level, a reciprocal-only tier, a legacy rate you honor for a handful of long-time members, a corporate level that only exists because of a signed agreement, a board level priced for a conversation rather than a click. Altru needs these levels to exist
Selling Special Event Add-ons in Altru Without Using Up Capacity
Your gala holds 300 people. You also want to sell valet parking, a commemorative wine glass, and a pre-dinner VIP tour for 40. Set those up the obvious way in Altru, as extra options on the event, and every parking pass can count as a seat. Sell 150 parking spots and the event shows half
Pay on Arrival in Altru: Flagging Unpaid Online Orders for Staff
A school group books a field trip online, picks “pay when we arrive,” and shows up three weeks later with a check. The person at the desk pulls up the order and sees nothing unusual, so they either wave the group in without collecting or spend ten minutes figuring out whether anything is owed. What
How to Change Group Reservation Times in Altru Without Double-Booking
A school calls the week before its field trip: the buses can’t arrive until 10:30, not 9:30. Every piece of that reservation in Altru was built around 9:30. The arrival, the gallery tour, the lunchroom slot, the planetarium show. Pushing it all back an hour sounds like a single edit. In practice it usually means
How to Set Volunteer Availability in Altru (and Handle Odd Schedules)
Volunteer availability sounds simple until you try to record it. One docent can do Tuesday mornings. Another can do “most Saturdays, but not in August.” A retired teacher is free any weekday during the school year and not at all in summer. A college student can only commit to the first weekend of each month.
Can You Change the Altru Inactivity Timeout? What Admins Can Control
A development associate spends twenty minutes entering a complicated gift with a split designation and a tribute, walks away to answer a donor’s call, and comes back to a sign-in screen. The work is gone. Ask around any Altru office and you’ll hear a version of that story, followed by the obvious question: can we
How to Get Event Registrant Contact Info in Altru
It’s the morning of a members-only lecture. The speaker is stuck in traffic and you need to email or call everyone registered. You open the event in Altru, and the registrant list shows names and registration status, but no email addresses or phone numbers. Now you’re clicking into constituent records one at a time while
Different Default Name Formats for Different Constituents in Altru
“Dear Bob” works fine on a family membership renewal. On a thank-you letter to a board member who just gave $25,000, it can read as careless. Many Altru organizations want donors addressed formally, members casually, and organizations by contact name, and they’d like Altru to apply the right style automatically depending on who the constituent
