Altru Master’s Workshop

Managing the

Fundraising Designation Hierarchy

January 15, 2014

DOWNLOADING THE HANDOUT FOR CLASS

Your handout is available for

download when you see this

File Transfer window. To download the handout,

highlight the file and click

Download or right-click the file

and then click Download.

If you do not see the File

Transfer window, on the File

menu, click Transfer.

THE VIRTUAL CLASSROOM

A. To participate in the audio

conference, on the Audio menu, click

Integrated Voice Conference, and

then click Join Conference.B. You can raise your hand to ask a

question, click yes or no, and use

emoticons.

C. Use the Chat area to ask your instructor questions.

A

B

C

Objectives

Upon completion of this class, you will be able to:

1. Understand how to build a fundraising hierarchy

2. Understand how to create fundraising goals

3. Understand how to run fundraising progress

reports

4. Understand how to build fundraising KPIs

Agenda

� Define and discuss the Fundraising hierarchy

� Define and create a sample hierarchy with 3

levels

� Discuss single versus multiple hierarchies

� Create Fundraising goals at each level of the

hierarchy

� Enter donation records

� Run fundraising reports

� Create and run a Fundraising KPI

� Review and discuss accomplishments

What is the Fundraising Hierarchy?

• A 3-tier structureused to organize and categorize fundraising designations.

• Designations are individual things towards which a donation can be directed, usually reflecting a donor preference.

• The hierarchy structure determines how donations can be entered through the payment form, revenue batch, and web forms.

• The hierarchy is a living structure and is expected to be modified over time.

Where do I find the Fundraising Hierarchy?

• Fundraising -> Fundraising hierarchies

• Once created, the tier structure is represented by indenting as shown

above.

Add Tier 1 – Total• Click “Add”

• Select Type of “Total”

• Add Name and Public Name

(as the same)

• Add a unique Lookup ID

• Click Save

Add Tier 2 – Initiative• Expand the Total we just created

• Click “Add” (the second one)

• Fill in the form with the same

pattern we used for the Total

• Click Save

Add Tier 3 – Designation• Expand the Initiative we just created

• Click “Add”

• Select one of Fund, Project, or

Program

– Fund – ongoing fundraising efforts

– Project – effort with a fixed goal

amount or time frame

– Program – effort with a specific

purpose, but is ongoing

• Fill in the form with the same pattern

we used for the Total and Initiative

• Click Save

Other Designation Options• Membership revenue converted from

another system will convert to Altru as

a donation

– We must create a “Membership”

designation to capture these items

• Event-related revenue can be stored

as a donation

– Donations to a silent auction

– Auction-item purchases

– Sponsorships for events where no tickets

are given

Conversions and the Hierarchy• If you are converting to Altru from another system you need to follow

this same process.

• The conversion does not create a Hierarchy for you.

• All Fund (or equivalent) records from your previous system, both

active and inactive, must be accounted for in your Hierarchy

• Your conversion analyst will give you a spreadsheet called a

“Designation Translation”. This is a map that lists all the funds from

your old system, and you tell it which Total, Initiative and

Fund/Project/Program those gifts should convert into.

• You will complete this once for you test conversion, and again for

your final fun conversion.

Mark a Designation Inactive

• Expand the Designation to inactivate

• Click “Mark inactive”

• The Designation is now inactive and appears as italicized text

• Inactive Designations can be filtered from the view to shorten the list

Add Fundraising Goals – Total• Click on the name of the

Total we created to enter the record

• Click “Add” on the Goals tab

• Fill in the form with the complete amount of the goal, and the dates within which that goal will be calculated.

• All other goals at the Initiative and Designation levels will be based on this goal.

• Click Save

Add Fundraising Goals – Initiative• Click on the name of the

Initiative we created to enter

the record

• Click “Add” on the Goals tab

• Select the goal we defined

in the Total, and the amount

for the goal (specific to this

initiative).

• All goals at the Designation

level will be based on this

goal.

• Click Save

Add Fundraising Goals – Designation• Click on the name of the

Total we created to enter the record

• Click “Add” on the Goals tab

• Fill in the form with the complete amount of the goal, and the dates within which that goal will be calculated.

• All other goals at the Initiative and Designation levels will be based on this goal.

• Click Save

Fundraising Reports – Designation

Progress

• Fundraising ->

Reports

• This report

provides flexible

options for tracking

progress towards

goals, both raised

(pledges) and

received

(payments)

Fundraising KPI – Total Revenue for a

Designation• Analysis > Information

Library > KPIs tab

• Click Add, and select

Revenue > Total

Revenue for a

Designation

• Criteria – we tell the

KPI to look at a

particular Total,

Initiative, or Designation

• Goal – we manually

specify our overall,

good, and satisfactory

goals.

Fundraising KPI – Total Revenue for a

Designation• Once processed,

the KPI shows

progress towards

goals

• We can change the

date range to alter

the graph

• Use the Job

Schedules tab to

automate the

refreshing of this

KPI, or it will remain

static

Questions?

Summary

� Define and discuss the Fundraising hierarchy

� Define and create a sample hierarchy with 5 items across 3 levels

� Discuss single versus multiple hierarchies

� Create Fundraising goals at each level of the hierarchy

� Enter donation records

� Run fundraising reports

� Create and run a Fundraising KPI

� Review and discuss accomplishments

Resources• Great Blog from LakKiesha Henderson, Altru Community

Champion

http://www.blackbaudknowhow.com/altru/champion-tip-

lakieshas-favorite-queries.htm

• Videos:– All Altru videos: https://www.blackbaud.com/howto/altru-videos.aspx

– Fundraising Hierarchies: https://www.youtube.com/watch?v=MvIP7LdKkZ0

– Using Smart Fields in Altru: https://www.youtube.com/watch?v=O2jU8vg2aXE

MG14

Slide 22

MG14 How does LaKiesha's blog and the smart fields video fit in here? Or was this just a leftover from the "tips & tricks" MW? Please update.MeredithGa, 01/12/2015