Executive Director

Users assigned the Executive Director role oversee the health and welfare of your organization. Users in this role can add and manage data about constituents and prospects and view data about events and revenue transactions. An Executive Director user can also generate reports and KPIs to track the effectiveness of your fundraising efforts.

Task name	Task description	Functional area
Activity	View the pledge and recurring gift activity report from revenue.	Revenue
Activity	View the pledge and recurring gift activity report.	Analysis
Add a fundraiser	Add a fundraiser from an existing or new constituent record.	Prospects
Add a group	Add a new group constituent.	Prospects
Add a household	Add a new household constituent.	Prospects
Add a major giving prospect	Add a major giving prospect from an existing or new constituent record.	Prospects
Add a stewardship plan	Provides an interface for adding a stewardship plan for a constituent.	Prospects
Add an individual	Add a new individual constituent.	Prospects
Add an organization	Add a new organization constituent.	Prospects
All things Altru	Go to the Altru Resources page for videos, class schedules, and online help.	Tickets
Appeal Mailing performance	View the appeal mailing performance report.	Analysis
Appeal mailings	View all appeal mailings in the system.	Marketing and Communications
Appeal performance	View performance data for a group of appeals.	Analysis
Appeal performance	View performance data for a group of appeals.	Marketing and Communications
Appeal profile	View a detailed profile of an appeal.	Analysis
Appeal profile	View a detailed profile of an appeal.	Marketing and Communications
Appeal search	Search for and view appeal records.	Marketing and Communications
Assign prospects in bulk	Assign or reassign a large number of prospects to a fundraiser.	Prospects
Batch entry	Manage batches through all stages of the batch workflow.	Constituents
Batch entry	Manage batches through all stages of the batch workflow.	Revenue
Batch search	Search for and view batches.	Constituents
Batch search	Search for and view batches.	Revenue
Breakeven analysis	Compare the performance of each segment in a marketing effort.	Marketing and Communications
Communications analysis	View communication and appeal performance.	Marketing and Communications
Constituencies	Provides an interface for managing constituencies within the system.	Constituents
Constituent data review	Review changes made to constituent contact information.	Constituents
Constituent density map	Displays an interactive map that displays constituent densities using a heat map overlay.	Marketing and Communications
Constituent group types	Add, edit and delete constituent group types.	Constituents
Constituent group types	Add, edit and delete constituent group types.	Prospects
Constituent map	Displays an interactive map where constituents can be viewed by their geographical locations.	Constituents
Constituent matching settings	Modify the settings used to identify duplicate records when adding a new record.	Administration
Constituent profile	View a detailed profile of a constituent.	Analysis
Constituent profile	View a detailed profile of a constituent.	Constituents
Constituent recognition credits	View constituents with their associated recognition credits.	Analysis
Constituent recognition credits	View constituents with their associated recognition credits.	Constituents
Constituent search	Search for and view constituent records.	Constituents
Constituent search	Search for and view constituent records.	Prospects
Constituent tributes	View constituents with their associated tributes.	Analysis
Constituent tributes	View constituents with their associated tributes.	Constituents
Designation progress	View progress of selected designations within a hierarchy.	Analysis
Designation progress	View progress of selected designations within a hierarchy.	Fundraising
Duplicate constituent report	View a report of possible duplicate constituents found by a duplicate constituent search.	Constituents
Event attendance	View the event attendance report.	Analysis
Event attendance	View the event attendance report.	Events
Event attendance	View the event attendance report.	Sales
Event attendance detail	View the event attendance report.	Analysis
Event calendar	View the calendar of all events and tasks.	Events
Event profile	View a detailed profile of an event.	Analysis
Event search	Search for and view event records.	Events
Event summary	View summary information for events.	Analysis
FEP benchmarking comparison	View the FEP Benchmarking Comparison report.	Analysis
FEP benchmarking comparison	View the FEP Benchmarking Comparison report.	Fundraising
Fundraiser search	Search for and view fundraiser records.	Prospects
Fundraisers and steps	View major giving management fundraisers and steps page.	Prospects
Fundraising Effectiveness Project	Create and submit a file to AFP to participate in the Fundraising Effectiveness Project.	Administration
Fundraising hierarchy progress	View detailed designation progress against goals within a hierarchy.	Analysis
Fundraising hierarchy progress	View detailed designation progress against goals within a hierarchy.	Fundraising
Fundraising hierarchy summary	View designation progress by quarter or year against goals within a hierarchy.	Analysis
Fundraising hierarchy summary	View designation progress by quarter or year against goals within a hierarchy.	Fundraising
Fundraising purpose profile	View a detailed profile of fundraising purpose.	Analysis
Fundraising purpose profile	View a detailed profile of fundraising purpose.	Fundraising
Fundraising purpose revenue	View fundraising purpose revenue information.	Analysis
Fundraising purpose revenue	View fundraising purpose revenue information.	Fundraising
Interaction categories and subcategories	Provides an interface for managing interaction categories and interactions within the system.	Marketing and Communications
KPI dashboard	View a customizable dashboard of KPI values and statistics.	Analysis
Major giving prospect search	Search for and view major giving prospect records.	Prospects
Manage correspondence	This task allows users to send correspondence to constituents.	Marketing and Communications
Manage modeling and propensity	Manage modeling and propensity ratings.	Prospects
Manage research groups	Create, populate and view research groups.	Prospects
Mapping	Interactively map records based on their geographical locations.	Prospects
Marketing revenue	View total revenue for a marketing plan, appeal or marketing effort by day, week, month, or year.	Marketing and Communications
Marketing summary	Summary of all marketing efforts in the system.	Marketing and Communications
Membership appeals	View membership revenue associated with appeals.	Analysis
Membership conversion	Displays the membership conversion report	Analysis
Membership programs	View list of membership programs.	Fundraising
Membership projected revenue	Displays the membership projected revenue report	Analysis
Membership renewal	Displays the membership renewal report	Analysis
Membership renewal effort	View renewal statistics for a membership renewal effort.	Analysis
Membership revenue	Displays the membership revenue report	Analysis
My fundraiser page	View my major giving area.	Prospects
Naming opportunity availability	View naming opportunity availability.	Analysis
Naming opportunity recognition	View naming opportunity recognitions.	Analysis
Notifications	Provides a user interface for managing notifications.	Administration
Opportunities	View major giving management opportunities and asks page.	Prospects
Opportunity pipeline	Displays the opportunity pipeline report.	Analysis
Organization calendar	View events, mailings, and other activities taking place across your organization.	Sales
Organization search	Search for and view organization constituent records.	Prospects
Organization search	Search for and view organization records.	Constituents
Origination settings	Configure constituent origination settings.	Constituents
Plan income forecast	Expected income schedule by marketing effort for a plan.	Marketing and Communications
Plan status	Compare the actual results of marketing plans with their expected results.	Marketing and Communications
Planned gift acknowledgements	Process acknowledgements for planned gift records.	Marketing and Communications
Planned gift detail	Displays the planned gift detail report.	Analysis
Planned marketing profile	View a detailed profile of a planned marketing effort.	Marketing and Communications
Planner income outlook	Yearly overview of income expectations by plan.	Marketing and Communications
Planning calendar	View calendar of organization activity to help plan your communications.	Marketing and Communications
Projected income	View the projected income report.	Analysis
Projected income	View the projected income report.	Revenue
Prospect analysis	Analyze and segment prospects based on data modeling.	Prospects
Prospect plan analysis	Displays the prospect plan analysis report.	Analysis
Prospect plan follow-up	Displays the prospect plan follow-up report.	Analysis
Prospects	View major giving management prospects page.	Prospects
Purpose search	Search for and view fundraising purposes.	Fundraising
Reason codes	Displays the page to manage reason codes.	Revenue
Recognition credits	View recognition credits and associated revenue records from the revenue functional area.	Revenue
Recognition credits	View recognition credits and associated revenue records.	Analysis
Recognition programs	View list of recognition programs.	Constituents
Recognition revenue	View a report detailing the recognition revenue of a particular program.	Analysis
Relationship settings	Provides an interface for managing relationship settings.	Constituents
Relationship types	Provides an interface for managing relationship types.	Records
Report explorer	Explore and run reports located on the Report Server.	Analysis
Revenue annual statement	View the revenue annual statement report.	Revenue
Revenue detail	View details of constituent giving.	Analysis
Revenue detail	View details of constituent giving.	Revenue
Revenue detail group/household	View details of group or household giving.	Analysis
Revenue dynamics	Compare constituent gift revenue activity for two periods of time.	Analysis
Revenue dynamics	Compare constituent gift revenue activity for two periods of time.	Revenue
Revenue recognition credits	View revenue entries with associated recognition credits.	Analysis
Sales	View the sales report.	Analysis
Sales by payment method	View sales grouped by payment method.	Analysis
Sales comparison	View the sales comparison report.	Analysis
Selection brief	View a detailed profile of a marketing effort.	Marketing and Communications
Solicitor revenue	View revenue from solicitors over a specified period.	Analysis
Solicitor revenue	View revenue from solicitors over a specified period.	Fundraising
Stewarded donor search	Search for and view stewarded donors.	Prospects
Tribute revenue	View tribute records with associated revenue.	Analysis
Tributes	Create and edit tributes.	Constituents
Web dashboard	View personalized dashboards	Analysis