Director of Development

Account distribution

View the account distribution report.

Account distribution

View the account distribution report.

Acknowledgements

Process acknowledgements for revenue records.

Activity

View the pledge and recurring gift activity report from revenue.

Activity

View the pledge and recurring gift activity report.

Add a committee

Add a new committee.

Add a direct marketing email

Add a new email based on a direct marketing export definition.

Add a fundraiser

Add a fundraiser from an existing or new constituent record.

Add a group

Add a new group constituent.

Add a group

Add a new group constituent.

Add a household

Add a new household constituent.

Add a household

Add a new household constituent.

Add a major giving prospect

Add a major giving prospect from an existing or new constituent record.

Add a naming opportunity

Add a new naming opportunity.

Add a payment

Add a new payment.

Add a pledge

Add a new pledge.

Add a purpose

Add a new fundraising purpose.

Add a recurring gift

Add a new recurring gift.

Add a stewardship plan

Provides an interface for adding a stewardship plan for a constituent.

Add an appeal

Add a new appeal.

Add an email package

Add the different pieces available for direct marketing email efforts.

Add an individual

Add a new individual constituent.

Add an individual

Add a new individual constituent.

Add an organization

Add a new organization constituent.

Add an organization

Add a new organization constituent.

Ad-hoc query search

Search for an ad-hoc query and view the results.

Adjusted revenue

Viewing adjusted revenue information.

Adjusted revenue

Viewing adjusted revenue information.

All things Altru

Go to the Altru Resources page for videos, class schedules, and online help.

Appeal Mailing performance

View the appeal mailing performance report.

Appeal mailings

View all appeal mailings in the system.

Appeal package performance

View performance data for appeals and packages.

Appeal performance

View performance data for a group of appeals.

Appeal performance

View performance data for a group of appeals.

Appeal profile

View a detailed profile of an appeal.

Appeal profile

View a detailed profile of an appeal.

Appeal search

Search for and view appeal records.

Assign prospects in bulk

Assign or reassign a large number of prospects to a fundraiser.

Average gift comparison

Compare average gift amounts for different segments over a span of years.

Batch entry

Manage batches through all stages of the batch workflow.

Batch entry

Manage batches through all stages of the batch workflow.

Batch search

Search for and view batches.

Batch search

Search for and view batches.

Benefits list

Displays a report listing all constituent benefits within a particular date range.

Blackbaud Payment Service merchant accounts

Provides an interface for managing Blackbaud Payment Service merchant accounts.

Business process ownership

View and edit business process owners.

Breakeven analysis

Compare the performance of each segment in a marketing effort.

Clear matching gift claims

Clear matching gift claims from the system.

Committee search

Search for and view committee records.

Communications analysis

View communication and appeal performance.

Constituencies

Provides an interface for managing constituencies within the system.

Constituent data review

Review changes made to constituent contact information.

Constituent density map

Displays an interactive map that displays constituent densities using a heat map overlay.

Constituent group types

Add, edit and delete constituent group types.

Constituent group types

Add, edit and delete constituent group types.

Constituent map

Displays an interactive map where constituents can be viewed by their geographical locations.

Constituent matching settings

Modify the settings used to identify duplicate records when adding a new record.

Constituent merge

View, add, and edit constituent merge processes and configurations.

Constituent profile

View a detailed profile of a constituent.

Constituent profile

View a detailed profile of a constituent.

Constituent recognition credits

View constituents with their associated recognition credits.

Constituent recognition credits

View constituents with their associated recognition credits.

Constituent recognition processes

Manage constituent recognition processes.

Constituent search

Search for and view constituent records.

Constituent search

Search for and view constituent records.

Constituent tributes

View constituents with their associated tributes.

Constituent tributes

View constituents with their associated tributes.

Default communication exclusions

Configure the default communication exclusions.

Designation progress

View progress of selected designations within a hierarchy.

Designation progress

View progress of selected designations within a hierarchy.

Direct debit header file

Provides an interface for managing direct debit header file information.

Duplicate constituent report

View a report of possible duplicate constituents found by a duplicate constituent search.

Duplicate record check settings

Modify the settings used to identify duplicate records when adding a new record.

Event calendar

View the calendar of all events and tasks.

Event profile

View a detailed profile of an event.

Event search

Search for and view event records.

Event summary

View summary information for events.

Export

Create and manage exports of query results.

Export definitions

Create and manage export definitions for marketing efforts.

Export definitions

Create and manage export definitions.

FEP benchmarking comparison

View the FEP Benchmarking Comparison report.

FEP benchmarking comparison

View the FEP Benchmarking Comparison report.

Finder file counts

View the finder file counts for a marketing effort.

First names

Modify first names table.

Full duplicate search

Search the entire database for duplicate constituents.

Fundraiser search

Search for and view fundraiser records.

Fundraisers and steps

View major giving management fundraisers and steps page.

Fundraising Effectiveness Project

Create and submit a file to AFP to participate in the Fundraising Effectiveness Project.

Fundraising hierarchies

Create and edit designation hierarchies.

Fundraising hierarchy progress

View detailed designation progress against goals within a hierarchy.

Fundraising hierarchy progress

View detailed designation progress against goals within a hierarchy.

Fundraising hierarchy summary

View designation progress by quarter or year against goals within a hierarchy.

Fundraising hierarchy summary

View designation progress by quarter or year against goals within a hierarchy.

Fundraising purpose profile

View a detailed profile of fundraising purpose.

Fundraising purpose profile

View a detailed profile of fundraising purpose.

Fundraising purpose revenue

View fundraising purpose revenue information.

Fundraising purpose revenue

View fundraising purpose revenue information.

Global pledge write-off

This task allows users to globally write-off pledges.

Household settings

Provides an interface for managing household settings.

Incremental duplicate search

Find duplicates in constituents added or updated since the last duplicate search.

Indirect responses

View all indirect gifts for a marketing effort.

Interaction categories and subcategories

Provides an interface for managing interaction categories and interactions within the system.

KPI dashboard

View a customizable dashboard of KPI values and statistics.

Letter template library

Manage the letter template library.

Life changes

Provides an interface for managing life changes within the system.

List performance

Analyze list performance metrics including number of new donors, response rates, and ROI.

List profile

View a detailed profile of a list.

List summary

Detailed list report including metrics such as cost, total records, and expiration date.

Major giving prospect search

Search for and view major giving prospect records.

Manage correspondence

This task allows users to send correspondence to constituents.

Manage modeling and propensity

Manage modeling and propensity ratings.

Manage research groups

Create, populate and view research groups.

Mapping

Interactively map records based on their geographical locations.

Marketing acknowledgements

Create and process marketing acknowledgements.

Marketing record counts

View list use for a marketing effort.

Marketing revenue

View total revenue for a marketing plan, appeal or marketing effort by day, week, month, or year.

Marketing summary

Summary of all marketing efforts in the system.

Matching gift claim summary

View matching gift claim summary information.

Matching gift claim summary

View matching gift claim summary information.

Membership appeals

View membership revenue associated with appeals.

Membership conversion

Displays the membership conversion report

Membership count

View a reporting detailing the membership count of a particular program.

Membership programs

View list of membership programs.

Membership projected revenue

Displays the membership projected revenue report

Membership renewal

Displays the membership renewal report

Membership renewal effort

View renewal statistics for a membership renewal effort.

Membership renewal efforts

Create and process membership renewal efforts.

Membership revenue

Displays the membership revenue report

Membership statistics comparison

Displays the membership statistics comparison report

Merge two constituents

Manually merge two selected constituents.

Merged constituent search

Trace a merged constituent to the constituent into which it was merged.

My fundraiser page

View my major giving area.

Name format options

Provides an interface for managing name format options.

Naming opportunity availability

View naming opportunity availability.

Naming opportunity recognition

View naming opportunity recognitions.

Naming opportunity search

Search for and view naming opportunities.

Notifications

Provides a user interface for managing notifications.

Opportunities

View major giving management opportunities and asks page.

Opportunity pipeline

Displays the opportunity pipeline report.

Organization calendar

View events, mailings, and other activities taking place across your organization.

Organization search

Search for and view organization constituent records.

Organization search

Search for and view organization records.

Origination settings

Configure constituent origination settings.

Package performance

Displays package performance of a segment selection

Plan income forecast

Expected income schedule by marketing effort for a plan.

Plan status

Compare the actual results of marketing plans with their expected results.

Planned gift acknowledgements

Process acknowledgements for planned gift records.

Planned gift detail

Displays the planned gift detail report.

Planned marketing profile

View a detailed profile of a planned marketing effort.

Planner income outlook

Yearly overview of income expectations by plan.

Planning calendar

View calendar of organization activity to help plan your communications.

Pledge subtypes

Provides an interface for managing pledge subtypes.

Projected income

View the projected income report.

Projected income

View the projected income report.

Prospect analysis

Analyze and segment prospects based on data modeling.

Prospect plan analysis

Displays the prospect plan analysis report.

Prospect plan follow-up

Displays the prospect plan follow-up report.

Prospects

View major giving management prospects page.

Purpose search

Search for and view fundraising purposes.

Query

Create and manage queries.

Reason codes

Displays the page to manage reason codes.

Reason codes

Displays the page to manage reason codes.

Receipts

Process receipts for revenue records.

Recognition count

View a report detailing the recognition count of a particular program.

Recognition credits

View recognition credits and associated revenue records from the revenue functional area.

Recognition credits

View recognition credits and associated revenue records.

Recognition programs

View list of recognition programs.

Recognition revenue

View a report detailing the recognition revenue of a particular program.

Reconcile deposits

Reconcile revenue in the system with a bank deposit record.

Reconcile deposits

Reconcile revenue in the system with a bank deposit record.

Reconcile matching gifts

Reconcile unapplied matching gift payments to existing or new unpaid matching gift claims.

Recurring gift missed payments

View the missed recurring gift report.

Recurring gift missed payments

View the missed recurring gift report.

Relationship settings

Provides an interface for managing relationship settings.

Relationship types

Provides an interface for managing relationship types.

Reminders

Generate reminders.

Removed member counts

View the removed member counts for a marketing effort.

Report explorer

Explore and run reports located on the Report Server.

Reporting filters

Manage revenue filters.

Retention and attrition

View retention and attrition by year for a segment.

Revenue annual statement

View the revenue annual statement report.

Revenue annual statement

View the revenue annual statement report.

Revenue by payment method

View the revenue by payment method report.

Revenue by payment method

View the revenue by payment method report.

Revenue detail

View details of constituent giving.

Revenue detail

View details of constituent giving.

Revenue detail group/household

View details of group or household giving.

Revenue detail group/household

View details of group or household giving.

Revenue dynamics

Compare constituent gift revenue activity for two periods of time.

Revenue dynamics

Compare constituent gift revenue activity for two periods of time.

Revenue recognition credits

View revenue entries with associated recognition credits from the revenue functional area.

Revenue recognition credits

View revenue entries with associated recognition credits.

Search MatchFinder Online

Identify matching gift organizations by searching MatchFinder Online.

Selection brief

View a detailed profile of a marketing effort.

Smart query browse

Browse smart query definitions.

Smart query search

Search for a smart query and view the results.

Solicitor revenue

View revenue from solicitors over a specified period.

Solicitor revenue

View revenue from solicitors over a specified period.

Source analysis response

Analyze response rates by source analysis value.

Source code performance

Displays the source code performance for a selection of marketing efforts.

Stewarded donor search

Search for and view stewarded donors.

Title code defaults

Modify title code defaults.

Transaction search

Search for and view revenue transaction records.

Tribute acknowledgements

Task to manage your tribute acknowledgement processes.

Tribute revenue

View tribute records with associated revenue.

Tributes

Create and edit tributes.

Unresolved responses

View all unresolved gifts for a marketing effort.

Vendors

Manage information about the suppliers of items and services to your organization.

View acquisition lists

Manage lists you purchase, or obtain internally or from other organizations.

View creatives

Add and manage the items that make up your marketing effort packages, such as graphics or brochures.

View marketing efforts

Manage all aspects of marketing efforts including packages, segments, analysis, and more.

View marketing plans

Establish your estimates for costs and marketing efforts for the next year or another set time period.

View packages

Manage the different pieces available for all your marketing efforts.

View segments

Manage the groupings of your prospects that enable you to target them.

View selections

Manage the criteria used to filter records and create your marketing effort segments.

Volunteer search

Search for and view volunteer records.

VSE survey

View the VSE Survey Report.