Get Started with Online Giving for Blackbaud Altru

Blackbaud Donation Forms available through Online Giving help you increase gift size, eliminate transaction fees, and expand your donor base.

Note: If you are the organization admin, follow these steps to get started using Blackbaud Donation Forms with Altru !

Configure settings

From Settings in Online Giving, manage preferences for your donation forms and connection to Altru.

CRM connection preferences

Under CRM connection, select Preferences and configure the following:

  • Cards and wallets — Choose how payments received through Blackbaud Donation Forms appear in Altru. For more information, see Cards and wallets.

  • Revenue note type — Comments from donors appear as revenue notes on payments in Altru. Choose which note type to assign.

    Tip: To manage revenue note types in Altru, from Administration, select Code Tables, then filter by the documentation category.

  • Reason codes — Changes to recurring gift statuses are tracked as revenue reason codes in Altru. Choose which reason codes map to recurring gift statuses in Online Giving.

    Tip: To manage reason codes in Altru, from Revenue, select Reason codes, then select the Revenue tab. For more information, see Reason Codes in Altru Help.

Donation form settings

To track end-user behaviors on forms, under Donation form settings, select Google Analytics, then enter the alphanumeric ID from your Google Analytics account. For more information, see Google Analytics.

Contributions settings

To create split gifts when donors cover transaction fees through forms, under Contributions, select Donor cover designation and choose a designation for the fees. Otherwise, fees apply to the gift designation.

For more information, see Donor Cover Designation.

Note: New designations you add in Altru may take up to 15 minutes to appear.

Create donation forms

Optimized Donation Forms

Optimized Donation Forms provide an engaging and streamlined donor experience with continuously refined data and branding cards. Branding cards help build trust with donors using images you choose that represent your organization.

To learn how to create, test, and publish Optimized Donation Forms, see Optimized Donation Forms.

Standard Donation Forms

Standard Donation Forms are customizable forms you create to help raise money for your organization.

To learn how to create, test, and publish Standard Donation Forms, see Standard Donation Forms.

Manage constituents

When donors enter their information through a form, Altru attempts to match the donor with existing constituent records.

  • If a match is found, Altru adds the gift to the existing constituent record and updates contact info as necessary

  • If no match is found, Altru creates a new constituent record and adds the gift

You manage constituent records in Altru.

Note: Altru performs several steps to identify matches. For more information, see Constituent Matching Algorithm in Altru Help.

Manage gifts

One-time gifts

You can view one-time gifts in both Online Giving and Altru. To make changes, such as to issue a refund, open the payment record in Altru from Revenue.

One-time gifts appear in Altru with a revenue ID format of OG-XX-YYYY.

  • XX represents the fee coverage option on the payment:

    • OP — My organization paid fees

    • DC — The donor covered fees

    • BP — Blackbaud paid fees

  • YYYY represents the payment's lookup ID in Online Giving

Recurring gifts

In Online Giving, a recurring gift plan stores info such as payment method, amount, and frequency. A recurring gift payment represents a paid installment.

You can view recurring gift plans and payments in both Online Giving and Altru.

Manage recurring gift plans

To make changes to a plan, such as to change its status, open it in Online Giving from Contributions.

Tip: Recurring gift plans appear in Altru with a revenue ID format of OG-RG-YYYY, where YYYY represents the recurring gift's lookup ID in Online Giving.

Manage recurring gift payments

To make changes to a payment, such as to issue a refund, open it in Altru from Revenue.

Tip: Recurring gift payments appear in Altru with the same revenue ID format as one-time gifts (OG-XX-YYYY). XX represents the fee coverage option and YYYY represents the payment's lookup ID in Online Giving.