Best Of
New and Improved Raiser’s Edge NXT Community Home Page 🎉
We are excited to announce that the Raiser’s Edge NXT Community has a new look!
We’ve refreshed the home page to make it easier to find helpful conversations and resources, engage with active community members, and see how others like you are using Raiser’s Edge NXT in their day‑to‑day work.
What’s New?
The updated home page is designed to help you get to the good stuff faster. Here’s what you’ll notice:
- What’s New from Blackbaud, front and center: Product enhancements, updates, and important announcements now always appear at the top—so you don’t have to hunt for what’s new.
- More of what’s useful: We’re highlighting discussions and content that we think you’ll find especially helpful and relevant to your use of Raiser’s Edge NXT.
- Events: Easy access to helpful webinars like InsideTrack to Unified View, Town Halls, and more. Community experts you can easily spot: You’ll see trusted, active contributors featured, making it easier to recognize peers who really know their way around Raiser’s Edge NXT. This includes rotating All‑Star features, where we spotlight our All‑Stars and their areas of expertise.
- Peer inspiration: Explore the success stories section to see how other organizations are achieving their goals with Raiser’s Edge NXT.
Take a Look 👀
We’d love for you to explore the updated home page and see what’s new. This is an evolving experience, and we’ll continue refining it based on what’s most helpful to you.
Have thoughts or suggestions? Drop them in the comments—we’d love to hear what you think. Your feedback helps shape what comes next.
Sharing My PowerAutomate Workflow: Monthly Donor Classification & Donor Journey Mapping
Description:
This workflow automates monthly recurring donor segmentation and journey mapping in Raiser’s Edge NXT. It reviews active, paused, and lapsed recurring donors, updates custom fields and constituent codes, and helps ensure donors are consistently placed into the appropriate stewardship, retention, and upgrade pathways.
The goal is to eliminate manual maintenance of monthly donor status coding while creating a reliable framework for donor lifecycle communications.
Required Connections:
- Blackbaud Raiser's Edge NXT Gifts
- Blackbaud Constituent API
- Blackbaud SKY API (HTTP Requests)
Suggested Skill Level:
Intermediate
Configuration Details:
- Uses recurring gift records and recurring gift status information.
- Creates and updates constituent custom fields including:
- Recurring-Monthly Status
- Updates constituent codes used for segmentation and communications.
- Designed around recurring donor lifecycle stages such as:
- Active
- Paused
- Former/Lapsed
- Upgrade Eligible
- Runs on a daily schedule but can easily be modified.
- Uses query jobs and API calls to process larger donor populations efficiently.
Category:
Automation, Data Management, Donor Stewardship, Recurring Giving
About the Flow
Active Donors
For each constituent identified as having an active recurring gift:
- Retrieves all recurring gift records.
- Identifies currently active plans.
- Determines the start date of the current active recurring gift.
- Reviews historical recurring gifts to identify prior cancellations or lapses.
- Calculates tenure and historical participation metrics.
- Updates donor status classifications and journey-related custom fields.
- Evaluates upgrade eligibility and timing based on business rules.
This section is intended to support automated movement between onboarding, established, committed, and upgrade-focused stewardship tracks.
Paused Donors
- Runs a query to identify donors whose recurring gifts are currently paused.
- Reviews existing constituent custom fields.
- Recurring-Monthly Status = Paused
- Preserves donor history while allowing communications to be tailored appropriately.
This allows organizations to distinguish between donors who have intentionally paused giving and those who have fully lapsed.
Lapsed Donors
- Runs a query to identify former recurring donors.
- Reviews existing constituent codes and custom fields.
- Adds a "Monthly: Former" constituent code when needed.
- Removes active recurring donor codes that no longer apply.
- Updates donor status fields to reflect the change in lifecycle stage.
This creates a clean separation between active and former recurring donors and supports reactivation campaigns.
Why I Built It
We had been tracking recurring donors using a combination of gift records, constituent codes, custom fields, and queries. Over time those systems tend to drift out of sync.
This workflow makes recurring donor segmentation self-maintaining by using the recurring gift record itself as the source of truth. Once configured, donor status updates happen automatically, and stewardship journeys can be built around consistent data.
Happy to answer questions or compare approaches with anyone building recurring giving programs.
Build Like a Power Platform Expert - Download the Sample PBIX + Dummy RE Dataset
Hi everyone,
As part of my bbdevdays 2026 session “10 Ways to Code Like a Power Platform Expert,” I’m sharing a fully built Power BI PBIX file that you can download and explore on your own.
This file uses dummy data, but the column structure and table relationships are modelled after real Raiser’s Edge tables (Gifts, Constituents, Campaigns, Funds, Appeals, etc.). It’s designed to help early‑to‑intermediate builders practice real‑world Power BI techniques without needing access to live data.
⭐ What’s Included
- A complete Power BI model using a clean star schema
- Dummy datasets that mirror RE table structures
- M code generated with the help of Copilot (cleaned + documented)
- A reusable Date table (Fiscal + Calendar)
- Pre‑built DAX measures commonly used in nonprofit reporting
- A sample dashboard layout following the “one‑question” design principle
⭐ What You Can Do With It
- Download the PBIX
- Open it in your own Power BI Desktop
- Explore the model, relationships, and DAX
- Practice modifying visuals
- Add your own measures
- Swap in your own data if you want to test real scenarios
This is a safe sandbox to learn, experiment, and build confidence.
⭐ Why I Created This
A lot of people want to learn Power BI, but don’t have access to a clean dataset or a working model to practice with.
This file gives you:
- A realistic structure
- A working semantic model
- A set of proven DAX patterns
- A dashboard you can reverse‑engineer
It’s the same foundation I use when teaching new analysts how to build nonprofit dashboards.
⭐ Have Questions?
If you run into issues, want help understanding the DAX, or want feedback on your own model, feel free to reply here.
I’m happy to help.
Thanks,
Pujari
2026 bbcon Community member-led sessions - List your session here!
2026 bbcon Confirmed* Community member led sessions 💡
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🎉 Has your proposal been accepted? Celebrate here!
Please add a comment with your session title, speaker list, and any other information we need to know. I will update this main post as the confirmations come in. Hopefully this works! If not, we can move to another kind of shared document.
*Acceptance notifications haven't gone out yet, but I just can't wait! Bookmark this post to come back to later. Feel free to list your proposed session(s) here too, with a note that you are waiting for confirmation. ⌛🍀🫶
Sharing my Power Automate template: XPath and Gifts
- Description: As demonstrated during bbdevdays 2026, this uses XML and XPath to do quick summing of gifts and a subset of gifts without needing to rely on loops or condition statements.
- Required connections: Raiser's Edge NXT Gifts
- Suggested skill level required to use this template: Intermediate
- Configuration details: See README in the Flow. There are two places you would need to update a Fund System Record ID to isolate the subset of gifts.
- Category: Automation
- Instructions: See flow README
Re: Online Donor Forms and New Fees
What they should have said in the article is we didn't make the profits we were expecting last year and we are committed to finding new ways of revenue regardless of impact to our clients and their donors.
The product is very basic and doesn't offer much other than a very simplistic donor page. They want us to pay for a premium product that isn't even close to that yet.
Pride Month at Blackbaud: Leading with Authenticity and Belonging
Hi Blackbaud Community,
At Blackbaud, we’re committed to fostering a culture where authenticity is valued and employees are encouraged to show up fully as themselves. Pride Month is a meaningful time to celebrate that commitment, and to reflect on how inclusion and belonging show up in the work we do alongside you.
Across Blackbaud, employees bring this culture to life every day, including leaders within our PRIDE Affinity Group who help build connection, strengthen community, and create spaces where people feel supported and seen.
For Nichols Condon, Principal Customer Success Manager, that responsibility is deeply personal.
“My responsibility as a PRIDE Affinity Group leader is to make sure no one feels invisible,” Nichols shared. “That means showing up consistently, listening deeply, and creating spaces where every voice matters.”
“When people feel safe to show up as their whole selves, the work is better, the relationships are deeper, and the impact is real,” Nichols added.
That connection between belonging and impact is shared across Blackbaud’s leadership.
“Belonging isn’t created in a single moment—it’s built through how we show up for each other every day,” said Dale Strange, President of Corporate Impact at Blackbaud. “It’s about showing up with empathy, listening to different perspectives, and being intentional about creating space where people feel respected and valued for who they are.”
As Blackbaud continues to innovate, that same mindset shapes how teams lead and build for the future.
"Inclusion shapes what we build and how we build it. The decisions our teams make every day—what problems to solve, whose needs to prioritize, how we design for different users—are better when more perspectives are in the room,” said Kevin McDearis, Executive Vice President, Chief Technology Officer and co-chair of the Sustainability and Inclusion Council at Blackbaud. “That connection between belonging and better outcomes isn't abstract for us. It shows up in the products our customers rely on."
At the company level, this commitment shows up in intentional, ongoing ways.
“Pride Month is a strong reminder that inclusion is more than a moment—it’s a commitment we live every day,” said Maggie Driscoll, Chief People and Culture Officer at Blackbaud. “At Blackbaud, we are proud to foster a culture where employees feel seen, respected, and empowered to be their authentic selves.”
Pride Month is also a meaningful time for many of the organizations we serve—as you host events, engage your communities, and create spaces for connection and visibility. In that same spirit, Blackbaud employees are giving back this month through volunteer efforts that support organizations making a difference.
At Blackbaud, Pride Month is both a celebration and a reflection of how we show up together—through inclusion, belonging, and a shared commitment to the communities we serve.
Happy Pride Month.
Re: Pride Month at Blackbaud: Leading with Authenticity and Belonging
This is the absolute first email from Blackbaud that I have read that I would say made a difference about how I felt about Blackbaud. Thank you to whomever had this idea. It's a wonderful way to start the week.
Re: Blackbaud Raiser’s Edge NXT® May Product Update Briefings: Key Highlights and Your Top Questions Answered
Thank you so much for putting this together and sharing it with the community! We appreciate the transparency!
Re: Blackbaud Raiser's Edge NXT®: Unified View Product Update Briefing: Leave Feedback and Earn a Badge!
Looking forward to easier process of query to export. Feature map is nice.
Wondering about the automation of the 'finders' - like to be able to review vs auto changed.
Would be nice to be able to bring our event reg process back in to RE. Needed the review and we need an option that fees are not recorded as gifts.
Hoping to see great things with LTG recognition. Hoping we can select gift types.
