How-to
Lost Your Phone or Recovery Code? Recovering MFA Access in Altru
Locked out of Altru because your phone is gone and the recovery code is nowhere to be found? Your Altru administrator usually can’t fix it from inside Altru. Two-step verification for Altru sits with your Blackbaud ID, the sign-in account Blackbaud uses across its products. Altru only decides what you can do once you’re signed
How to Query Staffing Resources in Altru (and What to Do When You Can’t)
Altru lets you attach staffing resources to program events: the docent for a guided tour, two educators for a school program, a keeper talk presenter. That’s useful when you’re setting up a single event. The trouble starts when someone asks a question that spans many events, like “Who is scheduled to lead tours next week?”
How to Export Altru Reports to Excel or CSV (and Get Clean Data)
You run an Altru report, it looks fine on screen, you export it to Excel, and the spreadsheet comes out full of merged cells, repeated page headers, blank spacer columns, and subtotals wedged between rows. Sorting breaks. A pivot table refuses to cooperate. The CSV version is cleaner but has odd column names you didn’t
How to Copy a New Address to Organization Contacts in Altru
A corporate sponsor moves offices. Someone on your team updates the organization record in Altru with the new street address, marks it primary, and moves on. Three months later the sponsorship invoice, the gala invitation, and the annual report all go to the old building, because each of them was addressed to a person at
How to Delete Selections Left Over From an Altru Merge Selection Process
You combined a few selections to build a mailing list or a one-off report. Now the job is done, and the information library is full of leftovers: the source selections, the merged result, and maybe a couple of test runs. You try to delete one and Altru refuses, or the delete option simply isn’t there.
How to Set Up Recurring Payments for Programs in Altru
A parent signs up for your spring homeschool series: twelve weeks, a few hundred dollars, and a polite question at the end of the call. “Can I pay monthly instead of all at once?” It’s a reasonable ask, especially for summer camps, multi-week classes, and year-long scout or teen programs. Then you go looking in
How to Track Bequests and Planned Gifts in Blackbaud Altru
A longtime member mentions at the membership desk that she has left the museum something in her will. Two years later, an attorney’s letter arrives saying the estate is ready to distribute. Whether anyone can find her original conversation, her stated intent, or even the fact that she was a legacy prospect depends entirely on
How to Set Up a Merchandise Manager Role in Altru
Your gift shop lead needs to add new items, receive a shipment, and fix an inventory count. Today that means one of two bad options: hand them a near-admin role that also opens constituent records, revenue, and membership settings, or have them email someone in the office every time a SKU changes. Neither holds up
How to Refund a Security Deposit in Altru by Check or Other Method
A wedding party rents your garden pavilion, pays a damage deposit, and leaves the place spotless. Now you owe them their money back. If they paid by card a few weeks ago, refunding in Altru is usually simple. The trouble starts when the card has been canceled, the deposit came in by check or wire,
How to Let Donors Change or Stop a Recurring Gift in Altru
A monthly donor’s card gets replaced after a fraud alert. Next month’s installment fails, and the donor is now an emailed receipt short and slightly annoyed. Or a donor who gave $25 a month for three years loses a job and wants to drop to $10 for a while. They go looking for a “manage
