Social Good Software
How to Set Up Multi-Year Pledges in Altru and Keep Them on Track
A donor commits $15,000 to your new education wing, payable $5,000 a year for three years. Development wants the full commitment visible today. Finance wants to know what will actually arrive this fiscal year. The board wants the donor recognized at the $15,000 level. All three are reasonable, and all three depend on how that
How to Classify Individual vs. Institutional Giving in Altru
Your board treasurer asks a simple question: how much of last year’s contributed revenue came from individuals, and how much from foundations, corporations, and government? Then someone runs a report and the numbers don’t add up. A donor-advised fund gift shows up under organizations, a family foundation got counted as a person, and a matching
How to Record Workplace Giving Donations in Altru
A check arrives from United Way, or an electronic deposit lands from Benevity, YourCause, or a company’s own giving platform. The remittance report lists eleven employees, two of them anonymous, a processing fee you didn’t expect, and a corporate match folded into the total. Now someone has to put it into Altru in a way
How to Find Planned Gift Prospects in Your Altru Database
The best planned gift prospect at a museum or garden is rarely the person with the biggest single gift. It is usually the retired member who has renewed at the same level for fifteen years, volunteers on Thursdays, and gives a modest annual gift every December. Those people are already in your Altru database. The
Recording Foundation and Corporate Gifts From the Same Company in Altru
A regional bank sponsors your summer concert series out of its marketing budget. Six months later, the bank’s charitable foundation sends a grant for your school field trip program. Same logo, same family of contacts, same address on the letterhead. In Altru, the question is whether those two checks belong on one constituent record or
How to Record In-Kind Gifts in Altru, Including Art Donations
A local restaurant donates dinner for your gala auction. A board member gives you a used golf cart for the grounds crew. A collector offers a painting. All three are “in-kind gifts,” but they don’t belong in Altru the same way, and treating them identically is how development, finance, and curatorial end up with three
How to Record an Anonymous Stock Gift in Altru
A transfer notice lands from your brokerage account: 40 shares of something, received yesterday, donor field blank or marked “anonymous.” Development wants it counted, finance wants it reconciled, and someone has to put it in Altru. Two questions decide how you record it. Do you actually know who gave it? And does your Altru setup
How to Show the Actual Donor’s Name on a Soft Credit in Altru
A board member’s company writes a check, and you soft credit the board member so their giving history reflects the gift they arranged. Months later, someone pulls up the board member’s record and sees a soft credit amount with no obvious answer to the follow-up question: who actually paid? That gap is common in Altru,
Why Soft Credits Only Sometimes Appear in Your Altru Exports
You pull a revenue export for the board report, spot-check it against a gift you know was soft credited to a trustee, and the soft credit is there. You check the next one and it isn’t. Same query, same date range, different result. It looks random, but it almost never is. Soft credits behave differently
How to Soft Credit Family Foundation, Trust, and LLC Gifts in Altru
Say a check arrives from the (hypothetical) Martinez Family Foundation. Everyone on staff knows it’s really Ana and David Martinez giving, and they’ll expect to be thanked and recognized that way. But the money came from a separate legal entity, and your records need to say so. Getting this right in Altru comes down to
