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Entering Non-Membership Gifts in Altru
Entering Non-Membership Gifts in Altru
Note: Any non-membership gifts you enter in Altru will likely be for Annual Fund, which is managed by the Membership department. Occasionally, you may be asked to help Development with a gift or with Altru gift entry training.
- Find the correct constituent in Altru
- On the left-hand Tasks sidebar, hit Add Payment
- Enter the Amount
- Select the Inbound Channel
- If the gift is a payment on a pledge, hit the Find Commitment button, then click Search (all current pledges will appear, and you can scroll down and select the appropriate pledge)
- If the payment is not a pledge, hit the magnifying glass beside Designation to find the correct application, then click Select
- If the gift has a soft credit amount, click the button icon with the two people and the coins where it says Recognition
- Enter the information for soft credit and hard credit
- Hit Ok
- Click Add
- Now, under the Payment Information, enter the payment method: for ALL gifts entered manually, you will select Other, and then Other Method will appear below
- For checks, select Back Office Check
- For credit cards, select VIP Credit Card
- Click Save
, multiple selections available,