Social Good Software
How to Customize Altru Online Options by Event, Program, and Category
The members-only evening tour needs a different cutoff time than the general admission calendar. The school program should hide price types the public never sees. The holiday light event wants its own confirmation wording. And a setting you change for one of them seems to change all of them. That last part is the real
How to Update Constituents and Households in Blackbaud Altru
A couple who have been family members for six years move across town. One of them calls to give the new address. A month later the renewal notice goes to the old house, addressed to the other spouse, and the membership card in the kitchen drawer still shows a name that changed after a wedding
How to Get Reminders for Prospect Plan Steps in Altru
A major gift officer adds a step to a prospect plan: “Call after the gala, follow up on the naming opportunity.” The expected date is three weeks out. Three weeks later, nobody calls, because nothing in front of them said it was due. The step is still sitting in the plan, technically planned, practically forgotten.
How to Set Up Free Event Registration and RSVPs in Altru
A free lecture, a members-only preview night, a family day where admission is free but space is limited. You still want a headcount, names, and email addresses, and you want them in Altru instead of a separate sign-up sheet. The money side is easy, because there isn’t any. The setup is where it gets tricky.
How to Split a Check Payment Across Multiple Appeals in Altru
A donor mails one check for $500 with a note: $300 for the year-end appeal, $200 because they loved the spring gala mailer. Finance wants one deposit line for one check. Development wants credit split across two appeals. In Altru, those two goals pull against each other, and the way you enter that check decides
How to Hand Off a Cash Drawer in Altru Without Stopping Sales
It’s 1:30, your morning cashier is leaving, and the afternoon cashier is standing behind them waiting to take over the register. The sensible move is to hand over the drawer and keep selling. In Altru, that handoff is harder than it sounds, because a drawer session is generally tied to the person who opened it.
How to Get Online Buyers to Use Their Email on File in Altru
A longtime member buys two adult tickets online. She uses her work email this time instead of the personal address she gave you at the membership desk three years ago. When the sale lands in Altru, that new email can mean a brand-new constituent record: no membership history, no giving history, and a second copy
How to Include Online Order Notes in Altru Acknowledgements
A visitor buys four tickets online and types into the comments box: “One guest uses a wheelchair, please seat us near the ramp.” Or a donor writes “In memory of my father, Walter.” The order lands in Altru, the acknowledgement goes out automatically, and the note the person cared most about is nowhere in it.
How to Mark a Gift or Donor as Anonymous in Altru, Including Online Gifts
A donor writes a generous check and adds one line: “Please don’t list my name.” Another gives online through your year-end appeal and leaves you a note asking for the same thing. Both are simple requests. Neither is simple to honor reliably in Altru, because “anonymous” can mean two different things and Altru handles them
How to Improve Tribute Acknowledgments in Altru (Donors and Families)
A tribute gift creates two thank-yous, not one. The donor needs a receipt and a thank-you. The family being honored, or the person the gift remembers, needs to hear that someone made a gift in that name. The donor letter usually goes out on time because it rides along with the rest of your acknowledgments.
