Best Of
Linking Planned Gifts to a DAF Gift
Hi everyone,
We’re running into a situation in Raiser’s Edge and I’m curious how other shops handle it.
We received a $50,000 gift from Bank of America Charitable Gift Fund (DAF), so the hard credit is on the DAF, not the individual donor. However, the gift fulfills two $25,000 planned gifts associated with the individual donor.
Because the DAF holds the hard credit, I can’t find a clean way to link the realized amount to each planned gift record.
In the past we’ve sometimes $0 out planned gifts once the funds are received, but these records attributes, so I want to make sure we’re handling it correctly.
How are others managing this?
- Do you link the planned gift to the DAF gift somehow?
- Mark the planned gift as realized and adjust the amount?
- Handle it another way?
Would love to hear how other institutions track this.
Thanks!
Re: Can we see who added a constituent in NXT
Yes, from the online form, either donation or event
Can we see who added a constituent in NXT
In Database view, we can open a constituent and click on File --> Properties and we get information about who entered or last updated the constituent. Does this information exist in Web View? So far all I see that it shows me is (below), which is not particularly helpful.
Payment Assistant Pros and Cons
We recently started using Payment Assistant in the last 6 months.
It is included with our subscription that that was a big Pro for us to use this. The process is easy to create payments and once the vendor has set up their payment, that is the payment they use unless they change it. Repay.com is the company creating the payments, so they are the ones that reach out to the vendor to get their chosen payment method, and they are supposed to follow up -30, -60, and -90 days. We are automating a little at a time, and this is a great method for vendors to be paid. It is a little more difficult for individuals, but it will be great for them as well (it is mostly user error).
I do not know if there has been a follow up for those outstanding payments. These will apply to any virtual cards that are not accessed and any checks that are not cashed. ACH goes through right away and cannot be undone.
Any voided transactions have to go through Blackbaud for reversal. This takes longer than we like and we would like a more expedited option that would reverse these payments more rapidly.
Our representative has been delayed getting us answers and we don't know if she even still works at the company. It would be helpful to have a contact on our Payment Assistant page to tell us our representative's name if our original representative is no longer serving us. It would be nice to have someone reach out if our representative is no longer our contact.
Our biggest issue we have found is the way the Docusign is sent to the vendor. It is showing from an individual person and looks like it could be spam. It would be helpful if the name showed as a representative of our organization or had some type of logo so our individuals and vendors know to open it. The letter template that was given to us does not state that it will be coming from an individual. Our organization is not stated until the first line of the document.
It is a process but it gets better as we learn to use it and ask questions.
I hope this helps others that are using this program. Let me know if anyone wants to add anything.
Re: Saving to Google Drive Share Drive with Power Automate Connector?
@Rebecca Sundquist I believe I've run into this same issue with PA as well. If you want to talk about option 3 (Google pathways), drop me a line!
Re: Saving to Google Drive Share Drive with Power Automate Connector?
my org does not use Google Shared Drive, so I do not have firsthand knowledge on this, however, Copilot tells this. Maybe worth trying.
Shared Drives (formerly Team Drives) if your organization allows API access
Workaround:
Ask your Google Workspace admin to enable:Drive API access
Third‑party app access
Permission for the connector to access Shared Drives
it is possible that Copilot is wrong.
A way this WILL work is directly using the API endpoint from Google Drive API.
Re: Letter Box Review ?
An important thing to know about Letter Box is that you can set up a constituent or a gift template, and then generate a PDF one at a time. You are unable to edit the letter once it has been generated. This works well if you don't ever have the need to edit a letter, however at my org we always need to edit something! ?
Re: Web View Automatic Gift Batching Error
Cindy - currently one cannot apply a template to batches that are automatically created by RE, or that are imported via Omatic or Importacular.
I'm copying & pasting a post from the Raiser's Edge Facebook Group that I wrote which outlines a solution:
NXT Batch Templates: What’s Not Working Yet, What’s Coming, & What You Can Do Today
Hey everyone — I’ve seen a lot of people running into the same frustration with the new Raiser’s Edge NXT grid‑view batch rollout, especially around the fact that batch templates aren’t available for batches created from online gifts through NXT Web Forms, automated recurring gift payments, automated pledge payment batches, or batches created via Omatic Cloud or other third‑party import tools.A workaround has come up in a few threads and I’ve tested it with some clients, and it does work for now — so I wanted to write it up clearly for anyone who needs it.
Good News: Blackbaud says the fix IS COMING!
Tanya Fitzgerald from Blackbaud shared that the ability to apply templates to these automated and integration‑created batches should be released in early March. So relief is on the horizon — this workaround is just to help bridge the gap.
Workaround to Apply Your Template to an Automatically Created Batch
Here’s what several folks have been doing:
Set up yourbatch templatewith the columns/order you want.Create a new manual batchand select your template — this batch will have your layout.Open thesystem‑created batch(web forms, recurring gift automation, pledge automation, Omatic Cloud, etc.).Select all giftsin that automated batch.Go toMove → To another batchand move them into the batch you created with your template.
Not perfect — but it does preserve your column layout until Blackbaud rolls out the full feature.
Heads up: Some people can’t bulk‑move gifts
A few users have said they can only move gifts one at a time, because the bulk‑move option isn’t working for them. I’ve already notified Blackbaud about this, and I strongly recommend opening a support case if you’re seeing it too.
And yes — you might get told “talk to Omatic Support,” even though this isn’t really an Omatic issue.
Please report it to Blackbaud anyway. Here’s why:
When multiple organizations report the same problem, it gets escalated faster.When Blackbaud finishes researching and fixes it,you’ll automatically get the update through your case.
So even if the reply you get is frustrating… still open the ticket. It really does matter.
Hopefully this helps a bit while we wait for the early‑March update. If anyone has tweaks or an improvement to the workaround, please jump in and share!
New applicant portal - unable to publish requirements from existing grants to the new portal
Many have encountered the issue that at this time we are unable to publish requirements/reports to the new portal that did not originate with an application through the new portal. This is a known issue that makes it impossible to manage existing grants once the legacy portal is deactivated.
Re: Thoughts on the NCOA updates?
I agree with what everyone has said above. My org uses the NCOA/Address Finder feature, and I greatly appreciate that the updated addresses automatically update on the records, rather than simply getting a massive file back that I'd have to manually import. We're a university with over 200K grads. Shopping around for a similar service may be a good idea; please make sure that you take into consideration how you're going to get the updated data back in there and how much time that will take. Your time is incredibly valuable.
