Constituent Group Types

Before you add a constituent group record, you must define the types of constituent groups used at your organization, such as giving circles and family foundations. To view or manage your constituent group types from Constituents, select Constituent group types under Configuration.

For each group type, you can view its description, whether the group may be a donor, whether to include gifts from members as revenue from the group, and whether the group type is active.

Tip: To display inactive group types, select Filter, select Include inactive and select Apply.

  1. Under Constituent group types, select Add.

  2. Enter a unique name and a description to help identify the group type.

  3. Select whether groups of this type can be donors and whether to include charitable revenue received from the group’s members in the overall giving summary of the group. If you select Include member giving in group giving summaries, Altru includes the revenue received from the members of the group in the giving views and total giving amount of the group.

  4. Select Save.

  1. Under Constituent group types, select a group type and select Edit.

  2. Make changes as necessary, then save.

You can delete a group type as necessary, such as when your organization no longer uses it.

Note: You cannot delete a group type if it is assigned to a constituent group.

Tip: To retain a history of the constituent group type but still prevent its use, mark the group type as inactive instead.

  1. Under Constituent group types, select a group type and select Delete.

  2. Confirm the changes.

To retain information about a constituent group type that your organization no longer uses, you can make the group type inactive. You can return at a later date to mark it active again if needed.

Under Constituent group types, select a group type and select Mark active or Mark inactive, then confirm the changes.