As mentioned in recent announcements, we're gearing you up for our coming attractions through preview releases — similar to how Hollywood gears audiences for new films. If you've been tuning in to our recent roadmap calls or the Raiser's Edge NXT community, you've likely heard about the exciting new Gift Management features coming your way.  ... more

Join us at Grand Rapids Community Foundation on August 28, 2019 for a Raiser's Edge Meetup. more

For those with Gift management ,  Raiser's Edge NXT  introduces the ability to automate recurring gifts and move gifts to different batches. For those with Events , it also includes options to manage additional details from the participant list.   more

Blackbaud University is celebrating our  Raiser’s Edge NXT  users who became   Blackbaud   Certified  in June! Be sure to review our listing, and celebrate your colleagues by viewing their profiles, becoming Blackbaud  Community  friends, or just congratulating them on their awesome achievements. more

This week,  Raiser's Edge NXT  introduces a new option to organize dashboards in Report builder .   Also, the waved roll out of gift batches begins and Social posting is now available for those who also have Blackbaud NetCommunity .    more

In the coming weeks, we’re excited to begin introducing the first version of Gift Batch in Raiser’s Edge NXT. Gift management in web view is a long-awaited capability, and I want to take a moment to set expectations for what Batch is, what it isn’t (yet), and what to expect in future releases.     For most of us, gift batch implies manual data entry. Entering ... more

Ready to learn the most effective, efficient, and cost-effective processes for producing optimal results for your work efforts? Interested in learning about the latest social good trends? And would you like to provide that training to everyone on your staff—even if they are not Blackbaud Raiser’s Edge NXT users? Then we’ve got good news! Beginning ... more

This week  Raiser's Edge NXT  introduces a new option to delete profile pictures!   more

We will pilot closed captioning technology with next week's Raiser's Edge Fundraising and Marketing Roadmap Update. Captioning will be available with the live webinar only (not the on-demand recording). If you have any difficulty finding or accessing the captioning, use the Q&A widget to talk to the webinar help specialist. We want to make ... more

This week  Raiser's Edge NXT  introduces a new option to share dashboards with anyone. Also, everyone now has access to role-based security.   more

Blackbaud University is celebrating our  Raiser’s Edge NXT  users who became   Blackbaud   Certified  in May! more

Throughout the year, your donors' credit cards update with new numbers and expiration dates. To help avoid disruptions in recurring giving, we recommend you run Credit Card Updater — if included with your Blackbaud Merchant Services account — in the database view on a monthly basis to keep this credit card information current.  more

This week Raiser's Edge NXT introduces a new option to create lists from email metrics and – for customers in the United States – the final waved roll out of Address Finder is complete.  more

This week,  Raiser's Edge NXT  introduces the ability to set up Address Finder (for some in the US) and an improved way for admins to recognize users (for those with role-based security).   more

Blackbaud University is celebrating our  Raiser’s Edge NXT  users who became   Blackbaud   Certified  in March and April! more

In my household we have a three-year-old. If you have (or have ever had) a three-year-old, you know how much of a struggle bedtime can be. To help our toddler through bedtime, we put up a nighttime routine chart, with pictures and words, of the tasks to do in order. As we work together through the chart every night, he understands what he needs to be doing and ... more

There always seems to be something to look forward to from Hollywood during the summer months, and Blackbaud's taking the same approach. As mentioned in our recent announcement about Events functionality, we're gearing you up for our coming attractions through preview releases.  Our latest preview is Workflow Designer functionality and it is ... more

Do you get to the movies early to watch the previews? Similar to how Hollywood gears audiences for new films, our approach to new features allows you to preview what’s coming.  Our latest “preview” is events functionality and is available in its first limited release to 50 customers.  Note: Over the next several months, we expect to roll Events out in ... more

This week,  Raiser's Edge NXT  introduces several features including a new option to change a recurring gift's status, the ability to enable single sign-on through Google G Suite, and (for some) events functionality.     more

I don’t much like birthday cards. It’s not that I’m cheap, it’s just that I don’t find them that meaningful. Why would I pay for the privilege of saying s omeone else’s words? I want the people in my life to know how I feel about them—and, for me, that means the words can only come from one place. I have similar thoughts about insights in Raiser’s Edge NXT. I ... more

Today, on a constituent's record, you can track how and whether they want to receive communications as either consent records or communication preferences.   Under Consent , you can manage which types of communications and channels a constituent has opted in or out of. For example, a constituent may prefer to receive all communications through ... more

This week,  Raiser's Edge NXT  introduces several features such as an update to the Gmail  add-on, and (for some) the ability to display an insight's data proportionally.   more

How does one keep up with all the sometimes subtle, sometimes profound product updates to Raiser's Edge NXT?   more

To enable people at your organization to use features in Raiser's Edge NXT and help secure sensitive information, admins can set security rights in both the web view and database view. Your access to features and data is secured by both your security group in the database view and your security group or roles in the web view. more

While the concept of " minimal viable product " is commonplace in software development, Blackbaud has taken the approach of "minimal valuable product" with its features for Raiser's Edge NXT . MVP development enables you to take advantage of core functionality sooner, with Blackbaud continuing to evolve the feature in quick succession based on usage and feedback from the  true MVPs — that's Most Valuable Players — like you! more

This week, Raiser's Edge NXT introduces a new option to report suspicious applications to Blackbaud and a new font for email messages. more

For those in the United States, Target Analytics uses advanced analytics to automatically provide suggested ask amounts for your constituents. In Raiser's Edge NXT , these ask amounts appear as a constituent's  Online ask amount  and  Next ask amount . Together, they help paint a fuller picture of a constituent's giving potential, based on their history with your organization and others. Individually, which to use depends on the intent of your ask! more

With Insight Designer , you can can use new calculated measures to add an additional metric based on other measures in the insight. For example, you can include two measures in your insight and then select + , Create Calculated Measure to analyze their sum, difference, product, ratio, or rate of change.To add some flavor to your analysis, consider using calculated measures with these recipes for some common custom insights. more

This week,  Raiser's Edge NXT  introduces several features such as new filters for constituent lists, an update to the Outlook add-in, and (for some) the ability to export an insight's data.  more

This week, Raiser's Edge NXT introduces several features such as enhanced security for wealth and ratings details and improvements in Email .  more

What's the best way to learn about what's new and coming soon to Raiser's Edge NXT? Tune in to the Blackbaud Raiser's Edge NXT Fundraising and Marketing Update webinars to learn how your solution is evolving to deliver the latest technology to your organization. In these webinars, experts from our product development team recap what we've been working ... more

This week, Raiser's Edge NXT  begins the waved roll out of new data health options for customers in the United States.   more

Powered by Microsoft Bing , the map displays constituents as pins based on their primary addresses. To plot constituents on the map or for a list's Location filters,  Bing matches their addresses to geographic coordinates, like latitude and longitude. If Bing can't confidently plot an address due to partial, ambiguous, or incorrect information, it plots the constituent based on the details it can match. If a constituent appears somewhere you don't expect, such as if their pin appears in Kansas despite them living elsewhere in the United States, check their address for incomplete or incorrect information.  more

In a constituent list, you can use Wealth & ratings filters to include records based ratings your organization uses, including: Custom ratings to track details such as affinity, social media activity, or wealth characteristics from ResearchPoint or Marts & Lundy In the United States and Canada, wealth ratings and online ask amount ranges from Target Analytics With Wealth Analytics , additional suggested donor types and next ask amounts from Target Analytics To help protect this sensitive constituent information, your organization can now secure who can access these filters and the related Rating columns in constituent lists. If you had a saved list that uses the Wealth & ratings filters but don't have the proper security, you'll now encounter a permissions error when you open that list.  more

Blackbaud University is celebrating our  Raiser’s Edge NXT users who became   Blackbaud   Certified  in February! Be sure to review our listing, and celebrate your colleagues by viewing their profiles, becoming Blackbaud  Community  friends, or just congratulating them on their awesome achievements. To all our February  Raiser’s Edge NXT ... more

Spanish is a wonderful language. Not just because of its rich history or global ubiquity, but also because of the way that it helps you explain accidents . Say you just shattered your favorite coffee cup, watching helplessly as it fell to the floor. In English , you have no choice but to take full responsibility for this mishap, saying something like “I ... more

Ever get so caught up in the details that you miss the bigger picture? I love to get groceries at a discount grocery store- the kind that doesn’t provide shopping bags. The store also happens to be a fair distance from my house, so I like to put any refrigerated groceries in a cooler for my drive home. Sometimes I get so caught up in making sure that I have my ... more

This week, Raiser's Edge NXT introduces several enhancements, including to list filters, gifts, and the Home page. more

Have you used the new designer for Email in Raiser’s Edge NXT ? I find it’s less sluggish than the previous version and easier to use when I need to position content in a message. If you’re hesitant to switch, you have one more week to preview the changes before we upgrade everyone to use it. From Marketing, Email , select Try it out under Create your content in ... more

This week, Raiser's Edge NXT  begins the waved roll out of  Workflow designer . Also, for some clients who also have Luminate Online , the roll out of  Social posting and role-based security continue.   more

Blackbaud University is celebrating our  Raiser’s Edge NXT users who became   Blackbaud   Certified  in January! Be sure to review our listing, and celebrate your colleagues by viewing their profiles, becoming Blackbaud  Community  friends, or just congratulating them on their awesome achievements. To all our January  Raiser’s Edge NXT ... more

To ease analysis, Raiser's Edge NXT provides several totals, estimates, and data points as at-a-glance metrics throughout the web view. In the database view, you can also create robust reports to calculate totals based on your organization's criteria. As you look at this analysis, it's important to remember that not every total may add up quite the same between the two views, due to how those numbers are crunched in each. more

This week, Raiser’s Edge NXT released a new setting for admins to choose whether to deduct pledge write-offs from committed revenue.  more

This week, Raiser's Edge NXT introduces a number of enhancements, including to lists, gifts, and (for some of you) Email and Report builder . more

Do you enjoy using Email in Raiser’s Edge NXT , but feel like the designer is a bit sluggish? Have you tried to position something in your message, but couldn’t get it in just the right spot? Or do you wish you could search for recipient lists rather than scroll through all of them? If so, then try out the new email designer! How do I get access? If your ... more

To help categorize gifts, your organization may set up subtypes — such as Corporate or Online — to further define the giving. You may also use gift subtypes to help ensure accurate distribution for accounting purposes. When you add a one-time gift in the web view, you can now choose its subtype in the Gift subtype field.  more

With the Raiser's Edge NXT for Gmail add-in, you can now add actions for new email messages as you create them in Google Gmail . more

Just like records, recipes are made to be broken. This doesn’t apply to the classics , of course. I wouldn’t dare alter my grandma’s famous potato soup … not unless I wanted a riot on my hands. Depending on who you’re feeding, however, sometimes it’s better to get creative. I make a great vegan-friendly potato dish, as well as a tantalizing meat-lover’s ... more

Growing up, I never much cared for that classic rock song  Don’t Stop Believing . It’s not like I have something against small-town boys, wailing guitar solos, or even the rock band  Journey  … it’s just that I was a twin. When you have an identical brother, everything gets split right down the middle. Sandwiches, rooms, and, yes, even classic 80s rock ... more

The best things come in threes. Where would Snap and Crackle be without Pop? Or Harry and Ron without Hermione? And don’t even get me started about how boring it’d be to watch The Two Stooges . Knowing all about the magic number of three, Blackbaud University is proud to present our new Raiser’s Edge NXT: Fundamentals Bootcamp , which includes: Raiser’s ... more

Great New Year’s news— Blackbaud University 2019 Certifications are available now! You know Raiser’s Edge NXT and Raiser’s Edge inside and out. But can you prove it? Blackbaud certification in Raiser’s Edge NXT and Raiser’s Edge is the best way to demonstrate your level of product mastery. If you’re ready to prove what you know, get  certified! ... more

This week, Raiser's Edge NXT released the ability to edit amounts for one-time gifts! more

With the recent release of Benchmarking to Canada and the UK in addition to the United States (Australia and New Zealand to come soon), let's take a look at the fundraising analysis available on this dashboard.  As mentioned before , understanding how other organizations perform can provide insight and help identify gaps in your own fundraising effectiveness. In Fundraising , Analyze or Reporting , you can use the Benchmarking dashboard to compare your donor pool and their giving to other organizations in your country that use Raiser's Edge NXT . more

To help identify gaps in your organisation's fundraising effectiveness, it's valuable to understand how others perform. In  Fundraising ,  Analyse  or Reporting , those of you in Canada and the United Kingdom can now compare your donor pool and giving to that of other organisations in your country using  Raiser's Edge NXT . more

To help determine how much to ask a constituent for through email communications and online donation forms, Target Analytics uses advanced predictive analytics to provide a suggested range of low, medium, and high ask amounts — such as $25-$50-$75 or $100-$150-$250 — for donor's next gifts. In a list of constituents, those in the United States can now filter records based on this suggested online ask amount.  more

With Gift Aid, donors can donate the tax amount of their gift as additional giving to your organisation. To best meet your needs, admins can now choose whether to include this tax claim amount in giving totals! more

With the Raiser's Edge NXT for Gmail add-on, you can view constituent details about email senders and recipients — and create actions from their messages — in your Google Gmail inbox or mobile app. If you select a message in your inbox but no constituent record has the email address, you can now search for who to apply the action to in the Search for a constituent field.  more

With the Raiser's Edge NXT for Outlook add-in, you can view constituent details about email senders and recipients — and create actions from their messages — in your Microsoft Outlook inbox. If you select a message in your inbox but no constituent record has the email address, you can now search for who to apply the action to in the  Search for a ... more

As announced at bbcon, Raiser's Edge NXT kicked off this week by releasing the final wave of Add gift to everyone — one more step in the path to transform the web view into your "web do " solution! To add a one-time gift (aka cash gift in the database view), select Add gift from Home or under Giving history on the donor's constituent record. When you add a one-time gift, you can save several details about the giving. more

If you (like me) couldn't make bbcon this year, now's a good time to catch up on the last few days in Orlando, FL via the bbcon Community blog ! With posts from Blackbaud staff and roving Community Champions alike, it's a one-stop shop for an on-the-street recap of the week's events and announcements, without the airfare and travel expense. From keynote ... more

To help analyze your donors' overall value, Raiser's Edge NXT now provides the ability for your organization to choose which types of gifts and soft credit it considers recognition giving. more

This week, Raiser's Edge NXT continues the waved rollouts of several exciting features. more

Do you need some email inspiration? Check out our new, Blackbaud-designed templates for Email in Raiser's Edge NXT! Whether you’re sending a quick “thank you” email for donors to a recent campaign or refreshing the look of a monthly newsletter, these new templates will save you time, and give your emails a polished, professional – and mobile-friendly ... more

For flexibility in how you analyze and share data, some of you can now design custom dashboards in Analysis , Report builder . more

Attention new Raiser’s Edge database administrators! We have just released a self-paced eLearning course to introduce you to Configuration and Security for both database view and web view. In less than an hour, you can get up to speed on the most common tasks and settings in the system. We hope you find it useful. Get Raiser’s Edge NXT: Basics of ... more

On a constituent's record, you can now view a list of their gifts and soft credits to your organization — and, for some of you , add new one-time gifts — under Giving history . (Previously, you viewed this list under Giving .) more

Whether to comply with regulatory guidelines or simply build positive relationships, it's important to ask constituents with communications they want to receive and then honor their preferences. This week, Raiser's Edge NXT updates with enhancements to help ease tracking your constituents' consent for communications. more

One of the most satisfying aspects of email  marketing is knowing who opens a message  after it's sent.   To help you und erstand which recipients engage with the content you send from Raiser's Edge NXT , you can now view lists of their names and email addresses as you analyze email performance.  From Marketing , Email , select the name of a communication ... more

This week, Raiser's Edge NXT introduces a handful of enhancements, including a name change for donations, an extended inactivity timeout, and updates to the Microsoft Outlook add-in. more

As you may remember from this previous  post , we are introducing   our   new role-based   security features with the release of  Email  in  Rasier’s Edge NXT,   which will lead to a complete, centralized workflow to manage all users across your Blackbaud solutions.  Over time, this will enable:   A centralized User Management area. Easier ... more

To help protect sensitive data but still enable you to multi-task or take time for deliberate decisions in Raiser's Edge NXT , your Blackbaud ID now automatically signs out of the web view after 90 minutes of inactivity . When you "passively" use  Raiser's Edge NXT , such as to review a constituent's record with another fundraiser or coordinate your ... more

This week, Raiser's Edge NXT continues the waved rollouts of email marketing with role-based security and the ability to add donations . more

This week, Raiser's Edge NXT updates with a variety of features and enhancements, including the ability to add a constituent's consent and — for some of you! — donations. more

In the upcoming weeks, we’ll roll out “Add Gift” capabilities in the web view in waves. While I’m very excited about this, I wanted to preemptively share our strategy and focus for gift management features in the web view. As I’m sure you’re aware, Raiser’s Edge has deep feature sets that offer a wide variety of optional capabilities. Over the past year, ... more

Work smarter not harder they say. While that may seem difficult at times, these webview areas in RE NXT are meant to help you and your colleagues work more efficiently. Check out these functional areas to see how you can incorporate them into your regular workflow.   more

In the Community discussion threads , Stephanie Crawley mentioned her "very most favoritest thing about RE NXT" is adding a constituent. On that note, let's look at how you add new individuals and organizations in the web view! more

To help ease access to Raiser's Edge NXT and other Blackbaud ID-supported solutions, organization admins can now set up single sign-on (SSO) for Blackbaud IDs with your organization's email domain. more

To help identify gaps in your organization's fundraising effectiveness, it's valuable to understand how others perform. In Fundraising , Analyze , those of you in the United States can now compare your donor pool and giving to that of other United States-based organizations using Raiser's Edge NXT . more

With the recent limited release of a new email marketing designer with role-based permissions , several have asked why only some received the feature out of the gate, and how to be among the first to adopt new developments in Raiser's Edge NXT . Between customer tech previews (CTPs), early adopter programs (EAPs), and waved rollouts, there are plenty of opportunities to play the early bird catching the worm — or (more likely) a possible bug. more

This week, Raiser's Edge NXT updates with an exciting new feature — an email marketing designer, secured with new role-based permissions — for some of you (at least for now; stay tuned if you don't see it yet)! more

To extend the functionality of your Blackbaud products, your organization can use additional applications created by Blackbaud, providers in the Blackbaud Partner Marketplace , someone at your organization, or other approved external developers.These applications securely access your data via SKY API , so you can do more with your constituents, fundraising, and accounting efforts. more

To help ease scanning of a constituent's record, you can now select Filters under Notes and actions and choose whether to view either notes or actions, or only specific types of them. Previously, all the constituent's notes and actions appeared together. For more information, see the Notes Help or Actions Help . more

If you signed in to the web view over the past few days, you may've noticed something different. To help ease readability and improve accessibility, Raiser's Edge NXT now uses new fonts and colors with increased size and contrast! To catch up on previous releases, check out the What's Recent Help . Enjoy! more

As you work in Raiser's Edge NXT , you're likely to stumble across a "Wouldn't be great if it just did this..." moment. When that happens, we recommend you add it to the Idea Bank . Not only is it an easy way for Blackbaud to hear your feedback and thoughts, but it also enables others in the Community to share their enthusiasm for your idea by giving it a vote. As you may've noticed , the Idea Bank recently updated with new statuses to better convey the workflow and decision-making as Blackbaud product management reviews your ideas. more

If you use multiple Blackbaud products that support Blackbaud ID, such as both Raiser's Edge NXT and Financial Edge NXT , you now select the menu — not the product name, as before — in the far left of the navigation to switch between them. With your Blackbaud ID, you automatically open the chosen product, no extra sign-in required! If you use only Raiser's ... more

To help manage and track email interactions, you can now install the new Raiser's Edge NXT for Gmail add-on to view constituent information and add actions directly in Google Gmail ! more

Maybe you're new to the NXT web view, or maybe you and your colleagues are seasoned pros.  Whatever the case, I'm thrilled to invite you to an upcoming webinar series hosted by Customer Success, where we will show you innovative ways each member of your staff can leverage the NXT web view to achieve outcomes and work more efficiently.   This seven part ... more

In Raiser's Edge NXT , you can manage lists of records, such as to analyze performance or act on multiple records at once. To get a list out of Raiser's Edge NXT , it may be tempting to look for your browser's Print button or copy/paste into another application. Luckily, there are better (and more eco-friendly) ways to take your lists to-go — and keep their data current along the way! more

In the coming weeks (or today, if part of an Early Adopter Program), you'll be able to add one-time gifts in the web view and process their credit card transactions in real-time. With Blackbaud Merchant Services , you can also process direct debit transactions as you add their gifts. In preparation, and to help simplify payment processing overall and save your organization time and money, you can use Blackbaud Merchant Services in Raiser's Edge NXT today.   more

With Prospect Research Management , you can track and update prospects as they flow through your moves management process. You can use financial information to research a constituent's wealth to estimate their capacity to give. On a constituent's record, you can now add and manage their financial information.   more

To ensure the names of individuals appear consistently throughout the web view, such as on records and in lists, admins can now set how they should appear. For example, admins can choose whether to show middle initials and suffixes, and the punctuation to use with them.   more

This week, Raiser's Edge NXT updates with enhancements to constituent records and gift lists!   more

**Based on recent discussions in the Community , giving this post from a few years back a bump.** Think of summary notes and alerts as Post-it® Notes to help cultivate and manage constituent relationships. You can use both to easily flag a constituent's record with pertinent information in a prominent location, but each serves a distinct purpose. To keep straight what's what, remember these uses of each. more

On a gift's record, you can now manage how you thank the donor and acknowledge their generosity, including: Whether the gift was — or should be — acknowledged or receipted When the gift was acknowledged, and with which letter When the donor was sent a receipt for the gift, and for how much To manage these details, select Edit under Acknowledgements and ... more

With Raiser's Edge NXT , you can locate constituents based on their primary address, such as to identify nearby donors, coordinate meetings with prospects, or scout venues for a gala event.   more

Whether it's to comply with regulatory guidelines — like the EU's General Data Protection Regulation (GDPR) — or simply build positive relationships, it's important to ask constituents which types of communications they want to receive and how. This week, Raiser's Edge NXT updates with features to help you track and honor how a constituent requests to communicate with your organization.   more

To help track the different ways people define their gender identity, you can now manage additional options for Gender when you manage records of individuals. (In the database view, admins can set up the available genders in Tables under Configuration .) For more details, see the Personal or Organization Information Help . To catch up on previous ... more

In Fundraising , Analyze , you can apply filters to create dashboards of frequently-used analysis or to ease fundraising management. Think of these as recipes for some favorite dishes, with the filters as the main ingredients. Apply additional filters to add your own flavor (or get the analysis just right )!   more

This week, Raiser's Edge NXT updates with enhancements to Fundraising , Analyze and constituent lists.   more

Hello RE Community! I've seen a couple of threads in the community recently that have understandably expressed some level of frustration, concern, and confusion around the current processes in place for restoring RE NXT data from a backup. Specifically, recent posts have pointed out that currently, the act of restoring Raiser's Edge data from a ... more

With custom ratings, your organization can track constituent details such as: Their affinity for your organization or mission Social media activity Wealth characteristics from sources like ResearchPoint , Marts & Lundy, or econometrics In a constituent list, you can include only records with specific custom ratings or ratings from specific ... more

This week, Raiser's Edge NXT updates with enhancements to lists and fundraising analysis.   more

Giving this blog post a bump (and slight updating), as the new navigation will soon roll out to everyone! To help ease navigation, you'll soon be able to — if not already! — search for constituents and manage multiple resources from where you also access feature areas within Raiser's Edge NXT . If you've already received the new navigation, here's a quick overview of what's what. Otherwise, here's a preview of what to expect, including new locations to search for constituents and access the database view!   more

In late 2016, we sent out a survey asking about your overall experience with Raiser’s Edge NXT . We value and appreciate your input and would like to again solicit your thoughts!   more

Throughout Raiser's Edge NXT , you can analyze giving toward fundraising efforts or from groups of donors. As seen in discussions in the Community and ideas in the Idea Bank , the type of gift — such as donation, pledge, or gift-in-kind — is a key component in this analysis. To slice-and-dice your number-crunching, there are a few tools to be aware of to analyze gifts by type.   more

This week, Raiser's Edge NXT updates with a couple nifty enhancements to lists.   more

To help manage the alternate names an individual or organization uses, you can now select Edit , Aliases in the summary on their record.   Confused about when to use the Alias field versus the Former name or Preferred name field? Just ask yourself these questions:     Is this a name a person previously went by, such as before a name change or getting married? ... more

This week, Raiser's Edge NXT updates with nifty enhancements to lists and actions.   more

To use a list with a spreadsheet application such as Microsoft Excel or Google Sheets for analysis or offline reference, you can select Export to download its information as a comma-separated values (CSV) file. When you create a spreadsheet from an exported CSV file, it now includes a new View record column. To open a record included in the export in ... more

With filters, you can create and save frequently-used constituent lists. To create lists ideal for annual giving officers (AGOs) as they work with donor retention and recapture efforts, use these recipes, with filters as the main ingredients. Don't hesitate to throw in additional filters — a pinch or a pound — to add your own flavor!   more

To help focus on only the donors you need,  Raiser's Edge NXT just introduced new location filters, including the ability to choose constituents based on details from their primary address and their proximity to a specific location or constituent. With these filters, you can: Plan a trip or coordinate meetings with multiple donors around a town Identify potential registrants for an upcoming fundraising event Determine areas to target with direct marketing more

What a year! 2017 has flown by, but here at Blackbaud we’ve certainly accomplished a lot. As 2017 counts down to 2018, let’s take time to reflect on some of this year’s Raiser’s Edge NXT highlights . Want to see what I consider the top five ? Check out this post in the Raiser's Edge Community . more

This week, Raiser's Edge NXT updates with enhancements to help filter constituents and track custom ratings.   more

We know, it is End of Year, you are swamped, but you still want to know what is on the roadmap in 2018.  You don't have to go any further to get a quick recap of what is on the horizon.  When you find the time, take the opportunity to listen to the 60 minute recording and hear directly from the fabulous RE NXT products team.   Disclaimer: Roadmaps Are Subject to ... more

***Dusting off this post from last year as we move from #GivingTuesday to #ThankingWednesday and #ThankingThursday, with suggestions on how to build on your success going into the new year. Enjoy!***   more

This #GivingTuesday, hopefully you'll acquire new donors who discover your organization in their quest to support a mission close to their heart. To help ensure personal and receptive interactions as you cultivate these new relationships, Raiser's Edge NXT recently introduced the ability to manage and customize name formats in the web view!   more

As previously mentioned , when you filter a constituent list by Total giving, it includes those with soft credits that contribute toward the set amount. With this week's release, you can now choose whether to include soft credits when you filter a constituent list by Total giving or Any gift. (When you filter by First gift, Greatest gift, or Latest gift, ... more

By popular demand, when you filter a constituent list by Total giving, it now includes those with soft credits that contribute toward the set amount. With soft credits, you can recognize multiple constituents for a gift, such as to credit someone for the giving of their spouse or foundation. In a future update, you'll be able to choose whether to include ... more

This week, Raiser's Edge NXT introduces a variety of new features and enhancements, including to the Location filter, duplicate search, Outlook add-in, and... oh yeah, Export !   more

Big Data.  Artificial Intelligence.  Analytics.  Outcomes.  Several years ago, these words wouldn’t have crossed my mind or entered my vocabulary, and certainly not together, but times have changed.  Today, we live in a world surrounded by data and analytics.  I log onto Facebook and I see an advertisement for the exact same pair of shoes I bought ... more

It's been a popular favorite in the Idea Bank . It's something you've wanted so badly you've resorted to copy/paste . It's almost here: the ability to export lists from Raiser's Edge NXT !   more

This All Hallow's Eve, Raiser's Edge NXT updates with new enhancements to help you avoid duplicate records and cultivate relationships with constituents.   more

This week, Raiser's Edge NXT updates with enhancements to help find constituents and change relationship records into constituents. For some of you, you'll also have new navigation bar, where you can search for constituents and manage your resources together!   more

Are you tired of switching to the database view to add new constituents? Does the current process slow your workflow and keep you from your mission? Well, relief is here! That’s right. You can now add constituents from the web view.   From Home , select Add a constituent , and then select whether to add a new individual or organization. When you add a new ... more

This week, Raiser's Edge NXT updates with enhancements to constituent search and related individuals and organizations. And, oh yeah... the ability to add constituents!   more

This is such an exciting, but busy time of year, and every minute of your day is precious!  If you were unable to join us live for the Q3 RE NXT Roadmap session, read on for a quick preview of what was discussed below.  There are some really exciting new features and even more great things coming your way, so if possible, I encourage you to try to work in some time ... more

With Raiser's Edge NXT on your smartphone or tablet, your constituents and fundraising efforts are always at your literal fingertips, wherever you are. No need to install a mobile app! You can access Raiser's Edge NXT directly through your device's browser, just as you do on your desktop or laptop computer.   more

Thank you!  We want to extend a warm thank you to everyone who joined us for our recent Analyze Series featuring in house rockstar, Anthony Tomaino .  When we set out to make this series a reality, we couldn’t have possibly anticipated the overwhelming response we would receive.  To everyone who joined us live and asked great questions, thank you!  To ... more

To help find the right constituent in your database, you can now search by their mailing address. In the Search for a constituent field, enter a street number and name, and the search results will include possible matches for all addresses, including primary, inactive, and those marked as Do not mail . Results don't include matches by city, state, or ... more

Let Us Help You Identify the Donors in Your Audience for FREE! Identifying potential audience members as long term patrons gets easier with time as they attend more shows, share more about their interests through their buying and giving behavior, but that takes months or even years. Wouldn’t you like to understand your audience member’s interests and ... more

To narrow a list of constituents to only those within a specific area, such as to plan a trip or coordinate meetings with multiple donors, you can now filter by location. In the constituent list, select Filters , Location , and Filter using map view . With the map view, you can specify the areas — as a Rectangle area or Custom area — of the constituents to ... more

Similar to the recent Raiser's Edge NXT for Outlook add-in , you can use the Raiser's Edge NXT app integration with Workato to connect to other applications and automate your fundraising workflows.   more

This week, Raiser's Edge NXT introduces new enhancements to ease finding the right constituent records and managing contact information.   more

After two days fueled by consumerism, Giving Tuesday kicks of the charitable season on the Tuesday following Thanksgiving.  This global day of giving was started by the 92nd Street Y, in partnership with the United Nations, in 2013 and through social media and collaboration, the day has grown more than they likely ever imagined.    In 2016, ... more

During a recent trip to my local grocery store, I purchased a pumpkin-shaped chimenea. Chimeneas are freestanding fireplaces, traditionally made from clay, and are popular items here in the South.  As I walked in the door with my pumpkin, my husband looked at me with a shocked  expression   on his face. “It’s way to o  early for fall decorations ,  honey , ... more

This week, Raiser's Edge NXT recently updated with nifty enhancements to Lists and your Blackbaud ID!   more

In addition to the new Outlook add-in , Raiser's Edge NXT introduced a new enhancement in Lists : the ability to save a copy of a list, such as to start a similar list. To create a copy of a list to start a new one, select Save , As a new list . When you save an existing list as a new list, you can then tweak its columns, filters, and security settings as necessary. (To ... more

To help manage and track email interactions, you can now install the new Raiser's Edge NXT for Outlook add-in to view constituent information and add actions directly in Microsoft Outlook !   more

One of my favorite things about the Raiser’s Edge NXT Community is how involved community members are in product ideation, discovery, and testing. I know we’ve had a lot going on recently in the Community, so I wanted to make sure to highlight some great opportunities for you to become more involved with Raiser’s Edge NXT or Blackbaud.   First, Jarod ... more

The end of summer is one of my favorite times of year thanks to the fresh produce and the cooler temps which make for perfect baking weather. On my kitchen counter, I happen to have a huge zucchini that would be perfect for zucchini bread. However, I’ve run out of one of my staple ingredients— flour . I’ve visited the store three times in the last week without ... more

To enhance your fundraising efforts and interactions, you can track detailed information about a constituent's relationships with other individuals and organization, such as family, friends, and employers. The more relationships you track, the more connections between your constituents become evident, similar to a profile on LinkedIn .   more

This week, Raiser's Edge NXT introduces some exciting new features — including the ability to add new individuals and organizations as constituents' relationships!   more

In the database view, you can select Has no valid address on the Bio 1 or Org 1 tab of a constituent's record, such as to track who to exclude from mailings and reports. In the web view, when you update a constituent's contact information so all their addresses are invalid, Raiser's Edge NXT now automatically selects Has no valid address in the database ... more

Are you new to RE NXT?  Or maybe you're a seasoned pro?  Do you love the Analyze dashboards?  Or maybe they make your palms sweat because with knowledge comes responsibility?  Regardless of where you are on your Raiser's Edge NXT journey, I hope you'll be excited about the treat we have coming your way!    I'm thrilled to announce a very special upcoming ... more

With the constituent map (powered by Microsoft Bing ), you can locate and identify constituents as pins, such as to identify nearby donors or plan meetings with prospects. To access the constituent map, select Map from a new constituent list in Lists .   more

To help maintain accurate details about the files and links you attach to records, you can now select a date — such as when you received the file — when you add an attachment to a record. (Previously, you could only select a date when you edited the attachment.) For more information, see the Attachments Help . To catch up on previous releases, check out the ... more

This week, Raiser's Edge NXT updates with new constituent filters and opportunity details.   more

In a gift list, you can now view and filter by whether — and when — giving posts to your general or nominal ledger.   more

This week, Raiser's Edge NXT updates with new filters, the ability to edit relationship details, and expanded use of a constituent's former name.   more

Are you still recovering from a fiscal year close and don't have 65 minutes to watch the fabulous Q2 RE NXT Roadmap session recorded on June 29?  Not to worry, we have a quick recap for you here, but encourage you to take the time to review the full session when you get a chance to get more details on the features you are most excited about, see prototypes of ... more

To help narrow the focus on specific constituents or giving, Raiser's Edge NXT recently released new filters on the map and gift lists.   more

I love the new  tiny houses  that are popping up! Have you seen any? They’re small homes, typically less than 500 square feet, that afford a simplified lifestyle in a smaller, more efficient space. Last year, my neighbors built a tiny house on their new land and lived in it while their full-sized home was being constructed. The tiny home fit their needs ... more

This week, Raiser's Edge NXT updates with a handful of enhancements to Lists and the constituent map!   more

To include only specific gifts in a list, you can select Filters (the funnel) and choose the criteria of the giving to include. To help narrow the focus, Raiser's Edge NXT recently introduced additional gift list filters.   more

To focus on a specific area of the map, such as to plan a trip or coordinate meetings with multiple donors, you can now select Filter map and draw a rectangle or custom shape around where to find constituents.   more

On a campaign's record, you can now view its associated events — such as fundraising galas, volunteer luncheons, and other activities — under Linked events . For each event, you can view details such as it fundraising goal and how much it raised so far. (In the database view, you can link an event to a campaign from the Events tab of the campaign's record.) ... more

If you're reading this, you already know about one of my favorite Blackbaud resources (Community rocks!!) but I wanted to share a few that you may not already know about.  A couple are tried and true resources but a few are somewhat newer and as a result, may be new to some of you.   Knowledgebase - Knowledgebase has to be the epitome of tried and true.  Raise ... more

With Raiser's Edge NXT , you can view important information about your constituents from anywhere, on any device. While your organization can edit this information in the database view, there are several details you can also manage directly in the web view.   more

While your email address and password help secure your Blackbaud ID used to sign in to Raiser's Edge NXT and this Community, you can now try an extra layer of security! With two-step authentication, your Blackbaud ID requires a unique verification code — received on your personal device, to confirm your identity — in addition to your usual credentials. If you don't currently sign in with Google, you can now try two-step authentication as part of an Early Access Program!   more

In Fundraising , Work , fundraisers have easy access to their assigned constituent portfolio and all that goes those relationships — actions, gifts, opportunities, and so on. To fine-tune the focus of this one-stop shop, there are several settings Admins can configure to determine what appears for fundraisers in their Work Center .   more

This week, Raiser's Edge NXT updates with the ability to manage a constituent's relationships and — for those who previously used Raiser's Edge Enterprise — an enhancement to campaigns' giving hierarchies!   more

As you develop relationships with your donors and supporters, you're likely to build a wealth of records for constituents and related individuals and organization. To access someone's record, you can select their name, like in a list or under Recently accessed in Home . To find a specific record, you can also search for any individual or organization — constituent or relationship — with the Search for a constituent field. It helps, though, to know what search criteria to use!   more

In Fundraising , Work , fundraisers can easily view and access all the records and tasks they need to cultivate relationships and secure major gift opportunities with constituents. To enable fundraisers to access this one-stop shop for their daily activities, set up Work Cent er for them.   more

We've been talking about constituents a lot lately.  How you can search for them , how you can customize the constituent record for you, but today let's talk about how you can customize the record for your constituent.  Have you ever had to wait at a coffee shop for a constituent and ask every guy that came in if they were Tom?  While that may be a bit of an ... more

The database view — familiar to those with Raiser's Edge 7 experience — has many similar features as the web view, but some have different names. If you're familiar with a feature or concept that doesn't appear in the web view, it's possible it's just known as something else!   more

If your organization previously used Raiser's Edge Enterprise , you can create hierarchies to track how giving flows through funds to the campaigns they support. On the record of a campaign or fund, you can now view its linked funds or campaigns — and the goals set for each — under Giving hierarchy . You can also expand a linked fund or campaign for details ... more

Hot off the presses, the Raiser's Edge NXT product report by TrustRadius, crowd-sourced from real user perspectives is Now Available! Grab a cup of coffee and learn about what your peers are saying about how they're using Raiser’s Edge NXT. Thank you to the 156 users that provided the invaluable review content enabling TrustRadius to produce this report! That's what makes the Raiser's Edge NXT community so amazing! more

***Updating this post to announce that everyone now gets the new streamlined login, not just those who chose to try it early. I hope you enjoyed the sneak peek!*** To sign into Raiser's Edge NXT , you now use a new streamlined login. From here, you'll sign in — including through Google — and manage your password as you always have. As before, you'll also use ... more

This week, Raiser's Edge NXT updates with an enhancement to your constituents' relationships. To reach out to an individual or organization related to a constituent, you can now view their primary phone number and email address under Relationships on the constituent's record. For more information, see the Relationships Help ! (And to catch up on ... more

As you build your donor base, focus on both the acquisition of new supporters and the retention of your existing fans. The real win of acquisition is when those new donors stick around for the long haul as loyal supporters! In Raiser's Edge NXT , you can analyze your ongoing donor acquisition, retention, and recapture efforts by both calendar and fiscal years.   more

This week, Raiser's Edge NXT updates with several enhancements to help keep you active and rolling, starting with when you sign in.   more

As you may have already heard, the Raiser's Edge NXT web view is flexible, customizable, adjustable - whichever word you want to use.  What I want you to hear is that you can make it your own.  So far we've discussed how to customize the Work Center to your personal preferences, as well as how to get the most out of Analyze but now I want to talk about the ... more

This week, Raiser's Edge NXT updates with a handful of enhancements, including the ability for fundraisers to attach files and collateral to campaigns, funds, and appeals!   more

For NXT users, there are two views: “Database View” and “Web View”. Though pulling information from the same database, both available interfaces offer different ways of viewing your information. Some users may work in one view while others will work between the two. The table below outlines the differences between interfaces.   more

I am thrilled to announce that we are re-launching the Online Express Adoption Program !  So what's special about this program? Here are a few reasons why I'm excited: Your voice matters. Tiffany Getch , our adoption and onboarding manager for Online Express, wants to know what you wish you knew when you started using Online Express. Welcome her to our ... more

In the web view, you can manage a constituent's addresses directly in the web view and share addresses across records. Of course, it's important to keep this contact information current and track changes to a constituent's address. To help maintain address information, we recommend you use AddressFinder !   more

With the recently released Recapture dashboard, it's a good time to revisit this post from last year. These recaptured donors — who gave during the current year after at least a yearlong lapse in giving — are good candidates to engage and retain with a recurring giving program!   more

This week, Raiser's Edge NXT updates with several enhancements to lists and Analyze !   more

On the Home page today, you may notice a new item titled At-risk donors . From that item, you can quickly access a list of donors who haven't given a gift — or received a soft credit — in 12-15 months, similar to a LYBUNT (Last Year, But Unfortunately Not This year) report. In short, these are donors who gave last year(ish) but could be at risk of lapsing. Now that you've identified these donors, consider these steps to help retain them.   more

RE NXT is customizable!  You see it in marketing, you hear it in the sales process, well now you have the tool and you are ready to make it yours.  Last month we looked at how to customize your Work Center .  Today we are going to look at customizing Analyze. Check out all the Analyze tabs!  E ach tab has filters specific to the information found on that tab and ... more

Earlier this week , Raiser's Edge NXT updated with the ability to expand the constituent map to a full-screen view, something especially handy on your mobile device. Today, the map updated again with another new enhancement, borne from an idea posted to Monday's blog post (thanks, Eric !) — the ability to get directions to a constituent! To plot the ... more

This week, Raiser's Edge NXT updates with enhancements to several features, including list filters, the constituent map, and Applications .   more

As previously announced , Raiser's Edge NXT recently released an exciting new feature — a constituent map! With this map, you can locate nearby constituents and plan interactions as you prepare for a trip; an ideal feature for the active fundraiser on-the-go!   more

This week, Raiser's Edge NXT updates with several new features, including a new Home page, enhancements to lists, and an update to tags!   more

As you may've noticed on the new Home page today, Raiser's Edge NXT updated earlier today with a change to Tags . To help recognize the impact donors have on your mission, the At-risk , Lapsing , Lapsed , and Lost tags now consider whether constituents receive soft credit for giving from others, such as a spouse or family foundation. Previously, these ... more

Hello Raiser's Edge NXT Community Members!   My name is Anthony Pisano and I’m currently working on a project to automate and modernize your data health experience. You may be familiar with the Data Health Center in the database view and our goal is to make these services available in the web view and make them easy. We believe that healthy data is the ... more

Things happen quickly in Raiser's Edge NXT ! Case in point, while it updated yesterday with several enhancements , it updated again earlier today with a new feature to help keep you in the loop on the latest happenings — a Home page! From Home , you can stay in the know about all things Raiser's Edge NXT with a dynamic and interactive feed. For example: Learn ... more

This week, Raiser's Edge NXT updates with new features and enhancements to help you manage address information, track specialized information about gifts, and gauge how well your organization retains its first-year donors!   more

Communication — not just how you talk with someone, but how not to communicate with them — is key to any strong relationship. Given that, it's appropriate that Raiser's Edge NXT updates this Valentine's Day with the ability to manage your constituents' communication preferences!   more

I don't know about you but as far as I'm concerned, everything has a place, and while this applies to my home, it applies to my work as well.  I like my programs in a certain order on my task bar.  I like my internet tabs set just so.  Everything on my desk is in a place that allows me to optimize my efficiency.  Some people may say I'm crazy, obsessive even.  I say I ... more

Earlier this week, Raiser's Edge NXT rolled out a trial run of address management to some organizations. And while not everyone yet has this feature, it's stirred up a number of great questions in the blog. To help keep you from hunting around for questions and answers, here's a compilation of the Qs A-ed so far!   more

This week, Raiser's Edge NXT updates with a trial run of a feature many have been asking for — addresses! (During the trial run, only some get the ability to manage address information. If your organization doesn't yet have this feature, don't worry! If all goes well, everyone will have it in a future update!)   more

From Fundraising , Analyze , you can track and gauge your organization's overall fundraising performance. With the rich analysis and visualizations of SKY Reporting , you can easily analyze your effectiveness both at-a-glance and as a deeper dive into the campaigns, funds, appeals, actions, etc. that drive your fundraising efforts. Like the dashboard in your car, the dashboards in Analyze can help you keep your mission moving and alert you to situations to be aware of.   more

This week, Raiser's Edge NXT updates with several new features and enhancements to ease analyzing your top fundraising efforts, filtering constituents by their academic history, and interacting with constituents through all channels — including in person!   more

In a future update, you'll be able to add and manage your constituents' addresses in Raiser's Edge NXT , much like you can today with other contact information. As your organization's mission may expand internationally, with constituents around the globe, we recommend admins configure countries in the database view to ensure addresses format correctly. (And now, as you prepare for addresses, is as good a time as any!)   more

This week, Raiser's Edge NXT updates with some enhancements to campaigns, funds, and appeals, including a brand new concept — attachments for your fundraising efforts!   more

To help identify constituents and provide a better understanding of them, you can now add and manage their IDs, demographics, and biographical information. To update these details for a constituent, simply select Edit , Personal info or Organization info under Constituent summary on their record. For more information, check out the Personal or ... more

Similar to last month's deep dive into actions , let's take a detailed look at Lists . In Lists , you can manage groups of records that share characteristics. For example, you may work with a list of gifts to analyze recent fundraising efforts or manage a list of constituents to assign to fundraisers. It's similar to Query in the database view, but without all the math!   more

To help you get more out of your fundraising efforts, Raiser's Edge NXT recently updated with some nifty enhancements to campaigns, funds, and appeals!   more

New Year, New You. Go ahead and roll your eyes at me, but let's take a look at a few ways this infamous saying can guide you in your 2017 planning.  Some of you may not be in the throes of planning right now because you plan based on a different fiscal year, but stay with me and take the opportunity to do a check in of where you are to date and if there are any changes ... more

As we recover from the end-of-year fundraising blitz, it's a good time to take a breath and pat yourself on the back for another year (and revisit this earlier post!). You'll also want to sit down and gauge your overall fundraising for the year and compare it to previous years' efforts (that Year over year performance overview in Analyze should come in handy!). Regardless of your annual performance, now's a good time to also plan for the coming year and help ensure your future success. Think of these as your fundraising resolutions for the new year!   more

***Giving this blog post from last year a bump, given the holidays. Enjoy the season, and best of luck with your EOY fundraising efforts!**   more

This week, Raiser's Edge NXT updates with some enhancements to constituent records, with a focus on personal details.   more

The day is finally here!  Your organization has a database that is smart, intuitive, and designed with you in mind.  Do a victory lap for being in the age of the fundraiser.  Welcome back, you are closer to your step goal for the day and now even more excited to learn about how Raiser's Edge NXT is going to change your day for the better.    The foundation ... more

As you cultivate relationships with — and secure gifts from — donors, actions help track the tasks and interactions you have with constituents. For example, you can record a lunch meeting with a major gift donor and then add an interaction to continue the conversation in the future. You can also use actions to track tasks to cultivate relationships, such as to analyze wealth ratings or identify who can help with an introduction. In the web view, you can manage and track many aspects of your actions.   more

This week, Raiser's Edge NXT updates with a new focus on the relationships your organization has with its constituents — such as the new donors you acquired this #GivingTuesday!   more

This week, Raiser's Edge NXT updates with additional requested details about constituents and contacts in lists, records, and search results! more

You are probably asking why I’m talking about eating only half vs. a whole sandwich, and that feeling of satisfaction – or at least I find satisfaction – of enjoying the entire sandwich.  All kidding aside, I like to equate this analogy with analyzing a nonprofit database.  Does it make sense for your organization to rely solely on reviewing and ... more

The Tuesday after the American Thanksgiving holiday — #GivingTuesday — has come to indicate the start of the holiday giving season, as donors flood the internet in search of opportunities to give. If you haven't yet formed your strategy for these potential gifts and givers, now's the time! As you prepare, consider these tips to get the most of #GivingTuesday.   more

This week, Raiser's Edge NXT updates with a new Retention metric — LYBUNT, anyone? — and some nifty enhancements to lists!   more

You made the exciting jump to RE NXT, and now all of a sudden those daily job functions seem much more important than exploring a new and changing product.  Don't fret, we are here to help you navigate the web view and make it a valuable part of your day.    Work Center - Upon login, you will arrive at your Work Center Overview.  Work Center is specific to ... more

It's Election Day in America, where voters take to the polls and make selections to meet their diverse needs and help set the direction of the country. In a — very loose! — analogy, your organization can similarly make selections within Raiser's Edge NXT and customize several features to meet your needs and help set the direction of your data!   more

**Giving this blog post a bump up as an excuse to point out this great discussion thread about how to use the Schedule emailing of this dashboard feature in tandem with rules set within your email client — like Microsoft Outlook or Google Gmail  — to automatically forward PDFs of dashboards to others at your organization. Check it out!**    more

**Updating this blog post with a heads up on a fairly recent discussion thread on this feature. How is your organization using the revenue type settings? Which gift types are you counting as received or committed revenue? Chime in on the thread to discuss!**   more

If you — like me — couldn't make it to bbcon this year, never fear! You can live vicariously through other attendees on the bbcon social feed , which tracks the #bbcon hashtag on Twitter (with every such tweet helping drive giving to Bread for the City !). You can also follow the from-the-floor blogging by Ami Defesche for rundowns of various keynotes and ... more

This week of BBCON, Raiser's Edge NXT updated with exciting new features, including enhancements to a constituent's custom ratings and personal info, the ability to view the appeals linked to campaigns and funds, and access to extensions and applications created by approved developers — including someone at your own organization!   more

With its rapid and iterative releases, the features and functionality of Raiser's Edge NXT continually grow at a regular clip. With a new feature released yesterday afternoon, you can now use additional functionality enabled by applications created by Blackbaud, providers in the Blackbaud Partner Marketplace , or other approved developers — even someone at your own organization!   more

Welcome back for the third and final part to this series.  If you haven't already, I encourage you to check out Part 1 (Things your users need help understanding) and Part 2 (Rights and Access).  Our third and final category is the "Things you have to set up" category.  I bet this one if your favorite- it would be mine!  All of the control is in your hands.  ... more

This week, Raiser's Edge NXT updates with enhancements to records of campaigns, funds, and appeals, as well as the ability to dismiss constituents under Needs attention and — by popular demand — configure the Revenue type filter.   more

In the last post on this topic, we talked about that first bucket of requests a Database Admin or Systems Operations person would receive, which was "Things your users need help understanding."  The second category we will discuss is "Rights and Access."  Let's start with a little known fact - you have unlimited user licenses to Raiser's Edge NXT, so ... more

Hopefully everyone in the Community made it through Hurricane Matthew safe and sound. ( Hat tip to those focused on the relief and recovery efforts.) Despite a few frantic days at our Charleston office, Raiser's Edge NXT recently updated with new features and enhancements related to search, gift records, and constituent appeals.   more

As an Administrator, you receive numerous requests each day, and all of those requests can likely be boiled down into three somewhat overlapping categories;  Am I right?  Things your users need help with, rights and access and things you have to set up.  Raiser's Edge NXT may be just as new to you as it is to others on your team, so you may not even know where ... more

With the recent — and highly anticipated — addition of gift attachments, a bump of this earlier post, where we explore the relationship between attachments in the web view and "media" in the database view — including the fact that attachments added in the web view don't appear in the database view.   more

Fall is my favorite time of year! Cooler weather, fall colors, and pumpkin pie. My kids love pumpkin pie with ice cream—I can’t blame them. Ice cream does make pumpkin pie oh so much better. Last year, I forgot to buy ice cream to go with our pumpkin pie, and my family was quite disappointed. The pie was still good, but the ice cream just makes it so much better. ... more

With the new Acquisition metrics in Fundraising , Analyze , you can analyze donors who gave to your organization for the first time — or again, after five years since their previous gift — during the current fiscal year. To further analyze the effectiveness of your acquisition efforts, you can also compare those donors — and their giving — to previous years' efforts. These acquisition efforts can help bring new supporters to the fold, which helps increase your donor base and lessens the impact of attrition. To help acquire donors, such as if the current efforts take a downward trend, consider these best practices.   more

This week, Raiser's Edge NXT updates with some new — and highly-requested — features to analyze donor acquisition and track giving-related documents and collateral.   more

This week, Raiser's Edge NXT updates with several enhancements to how you manage constituent relationships, as well as some clarification when working with campaigns, funds, and appeals!   more

While Raiser's Edge NXT released enhancements earlier this week , it updated again today with the inclusion of soft credits and commitments in the Giving totals and filters on constituent records and lists.   more

This week, Raiser's Edge NXT updates with a smattering of enhancements to how you analyze giving, track specialized constituent details, and — for admins — manage invitations.   more

While Raiser's Edge NXT updated earlier this week with enhancements to how you manage constituent relationships, it also just rolled out a new Revenue type filter in Analyze and on records of campaigns, funds, and appeals so you can choose whether to include cash-in-hand giving or commitments like pledges and matching gifts. But wait, there's more! In an upcoming release (as in soon ), your constituents' Giving calculations will update with additional gift types — including soft credits and pledges — to better recognize the impact donors have!   more

This week, Raiser's Edge NXT updated with new features and enhancements to help ensure positive relationships with donors and filter lists to only the constituents you want, based on specialized information important to your organization.   more

Change is good. No, really, it is. And, in this case, it’s very good. That is, if you’re using Raiser’s Edge NXT™ and Blackbaud Online Express™ with Blackbaud Merchant Services™ (BBMS). In addition to helping you streamline payment processing and online fundraising, Blackbaud Merchant Services now features a new, and improved, web portal. This ... more

Over the past couple of weeks, Raiser's Edge NXT updated with enhancements to actions, search, and retention metrics, largely driven from feedback, ideas, and requests from organizations like yours — if not yours directly! Consider these features introduced "by popular demand!"...   more

Much like the little monsters filling my Pokédex in Pokémon GO! , Raiser's Edge NXT continues to evolve with its continuous and iterative releases. In 2016 alone, Raiser's Edge NXT built on Lists to open and save queries used in the database view, enabled Attachments on multiple types of records, and introduced at-a-glance fundraising analysis with Analyze (just to name a few big ticket items!). As the year rolls on, here's a sneak peek at some of the features — and evolutions of those mentioned above — to expect over the next few months!   more

My husband and I really enjoy our social time —attending different types of events is a great way for us to get out, meet people, and remember what it feels like to have a social life! It’s not as easy now that we have a one-year-old with a 7 p.m. bedtime. Between our schedules, a babysitter, and an event he feels is important to attend versus an event I feel is important to attend, we need to carefully pick and choose which events are worth all the planning it takes for us to even consider attending an event.   more

The goal of your acquisition efforts is to turn new donors into retained supporters who give again and again for the long-term. With the new Retention metrics in Fundraising , Analyze , you can easily track how many donor give year-over-year. Similar to LYBUNT — that's "Last Year, But Unfortunately Not This year" — analysis, you can use these metrics to track how many of the previous year's donors remain engaged during the current year.   more

As fundraisers, you are responsible for identifying, researching, and building relationships with prospects. You know that, if you’re a good fundraiser, you’re never at your desk because you are out and about, connecting with people. But how do you stay connected with your portfolio, goals, and to-do lists if you are never at your desk? What ... more

This week, Raiser's Edge NXT updates with some exciting new features, including donor retention analysis, filtering by custom ratings, and deeper dives into search results, donor lifecycle statuses, and a gift's fundraising efforts!   more

As a  Raiser's Edge NXT Community  member, we know you have valuable feedback, and we’d like to get your thoughts on the Blackbaud University experience. We hope you’ll spend five minutes to tell us how we are doing. As a sign of thanks, upon completion of the survey you’ll be entered in a drawing to win one of four  $25 Amazon gift cards !   At Blackbaud ... more

Nearly 500 Raiser's Edge NXT customers tuned in on July 19 for the Raiser's Edge NXT Roadmap Review webinar.  The webinar, led by Director of Product Management, Reed Smith and Senior Product Manageer, Paul Finch, covered the following topics: Raiser’s Edge NXT Vision & Development Roadmap Themes for the Year Releases in Review, including the ... more

This week, Raiser’s Edge NXT updated with an exciting enhancement that will eliminate a frustration many voiced about searching for constituents.    more

With actions, you can plan and track the tasks and interactions necessary to cultivate relationships with constituents. This week , Raiser's Edge NXT updated with the ability to track several requested (and previously discussed ) details about actions, making them even more rich and, well, actionable!   more

This week, Raiser's Edge NXT updates with the ability to manage name and phone numbers, a security tweak for protected constituents, and a major enhancement to actions!   more

With this week's release of custom rating columns in constituent lists (and the upcoming custom rating filters for constituent lists), now's a good time to revisit this earlier post. Want to know more about your constituents and get a jump start on prospect research (with or without custom ratings)? Target Analytics , a division of Blackbaud, Inc., automatically screens your constituents and enables you to better cultivate relationships with wealth capacity analytics!   more

This week, Raiser's Edge NXT updates with enhancements to help enable positive constituent relationships and ease wealth analysis with custom ratings!   more

Before I worked with nonprofits, I worked in the world of finance and accounting. At each organization, whether in the nonprofit or financial sector, we used a database to store the information my team managed. And sometimes we needed to move our database information to one of our other software systems—such as Microsoft® Excel® and SAP® Crystal Reports®—for data analysis.    more

The web view of Raiser's Edge NXT is constantly evolving, with features rich for fundraisers meeting with constituents and managing relationships and analytics for directors looking to gauge the fundraising performance. On the flipside, you can also select Open database view to access the database view via Blackbaud Hosting Services and Citrix Receiver on your desktop. In the database view, you have access to all aspects of your fundraising efforts and robust tools geared for data entry and system administration. As you set up or work with the database view, you may have questions. Luckily, you also have access to answers!   more

Over the past couple of weeks, Raiser's Edge NXT updated with enhancements to constituents and gifts, including the ability to mark anonymous donors, track addressees and salutations, and quickly view key details based on gift type.   more

With actions, you can plan and track all the tasks and interactions required to cultivate relationships with constituents and secure donations. As mentioned in the Discussions board , several enhancements to actions — based on your feedback and requests — are on the horizon, making this feature even more robust and useful. In preparation for their release, enjoy this sneak peek of the new face of actions!   more

During a recent tour of Water Mission , my guide mentioned how he routinely used sites like Facebook , Twitter , and Instagram to share their cause and engage with donors, prospects, and volunteers. And no wonder! With social media, you have an open — and free! — channel to easily connect with supporters and prospects online. Also, much like this Community, you can use social media to learn from fellow fundraisers and develop professionally.   more

This week, Raiser's Edge NXT updates with a variety of enhancements to constituents, recurring gifts, and — with Prospect Research Management — prospects and opportunities. Enjoy!   more

In my first office job, we didn’t have a database to track information about our customers or vendors or anything else. We had rows of filing cabinets filled with green hanging file folders that contained manila folders. Now, when I think about a constituent record, I always picture a green hanging file folder filled with information about the person or organization. When I think of a panel (in Web View) or a tab (in Database View) on a constituent record, I think of a manila file folder in the constituent’s green hanging file folder.    more

This issue has been resolved and your Analyze dashboards should be updating on the regular schedule of approximately 6 hours.  If you are still experiencing an issue, please contact us.  Thanks again for your patience as we worked through this issue! more

To help simplify where you access opportunity attachments, some files may soon no longer appear where you last viewed them. Currently, media files attached to a proposal in the database view appear under Attachments on the records of its opportunity and constituent in the web view. However, in preparation for upcoming changes, opportunity ... more

This week, Raiser's Edge NXT updates with an assortment of features, including enhancements to better track donor retention and attrition, manage a constituent's online presence, build lists from queries, and categorize attachments!   more

In an additional special release this week, Raiser's Edge NXT now features an updated donor lifecycle! As previously discussed , this new lifecycle better reflects donor attrition — with an additional At-risk status and an adjusted timeline for your Lapsing, Lapsed, and Lost donors — based on your feedback! At-risk donors haven't given in 12-15 ... more

This week, Raiser's Edge NXT updates with a handful of enhancements to actions, opportunities, gifts, and Analyze metrics! Manage an action's custom fields. On an action's record, you can now track specialized information — such as the purpose of making contact or specifics about a meeting location — under Custom fields . (In the database view, ... more

With its array of features and analytics, Raiser's Edge NXT helps ease efforts to cultivate constituent relationships, analyze your overall fundraising effectiveness, track major gift opportunities, and much more — from anywhere, on any device. With the product continuing to evolve on a regular basis, you may have questions about a feature, ... more

This week, Raiser's Edge NXT updates its recent action record with a much requested feature — the ability to save actions as appointments in Microsoft Outlook 365 ! In addition, this week's update includes some nice enhancements to Analyze and gift records. Add actions to Microsoft Outlook 365 . To set a reminder for an action, you can now add it as an ... more

With Raiser's Edge NXT , you can easily track your donor acquisition, retention, and attrition with lifecycle tags and analytics. Under Tags in constituent lists or on constituent records, you can track donor attrition with the Lapsed , Lapsing , and Lost tags. Similar to a LYBUNT or SYBUNT report, these tags help identify who hasn't given in a while and who you might want to re-engage. In Fundraising , Analyze , you can track and compare this donor attrition — in addition to donor acquisition and retention — under Donor lifecycle on the Overview tab. With these metrics, you can quickly gauge where your donors fall in the lifecycle — currently, and over time — to ensure you acquire and retain (or recapture) more donors than you lose. However, based on feedback from organizations like yours, the lifecycle will soon be updated to better reflect donor attrition!   more

This week, Raiser's Edge NXT updates with some nice enhancements to constituent contact information, actions, and lists! Manage a constituent's email addresses. To help keep contact information current, you can now select Edit email addresses under Constituent summary on a constituent's record to add and manage their email addresses. For each ... more

This week, Raiser's Edge NXT updates with some exciting new features and enhancements, including a new action record — your one-stop shop for everything you need to prep for or review a task or interaction — and full fundraising analysis with Nonprofit Intelligence !   more

In recent blog posts, I’ve talked about tiny houses as a metaphor for our current Raiser’s Edge NXT Web View and Database View development. While we’re building out the current Web View functionality, we’re using the Database View (our tiny house ) for a variety of tasks. I’ve asked you to check in regularly to see what new goodies our builders are ... more

A friend of mine has a mountain home in Colorado, and the view from every window is of course breathtaking . I’ve joked that she should make all the walls glass so she can always see what’s going on around her—outside and inside. I believe the builders of the Raiser’s Edge NXT Web View must have had the same idea when they developed the Web View Analyze area, ... more

All you system admins, this post's for you! One of your major tasks is to get everyone at your organization into Raiser's Edge NXT . In Control Panel , Security , you can invite people to use Raiser's Edge NXT and specify which features they should access in the web view. You can also quickly view who hasn't yet confirmed their invitations, re-invite users, and even disconnect them from the web view if necessary.   more

The database view has many similar features as the web view, but some features — like with the recent change from proposals to opportunities — have different names. In some cases, it may be a simple matter of a new grouping; for example, addressees and salutations exist as such in both views, but they appear under Name formats on a constituent's record in the web view. However, others are direct name changes, so if you're looking for the counterpart of a database view feature in the web view (and based on a recent discussion thread , you're not alone!), it's possible it's known as something else. In this post, let's look at some of what's what between the two views of Raiser's Edge NXT ! (For those of you familiar with the database view from previous experience with Raiser's Edge 7 , think of these as "Raiser's Edge 7-to-NXT" translations!)   more

Nonprofit Intelligence — currently releasing in waves, so you'll have it soon if you don't already — enables you to track and analyze your organization's overall fundraising performance. With its rich analysis and visualizations, it's easy to gauge your performance both at-a-glance and as a deeper dive into your data. The analysis features you use today were developed in no small part thanks to people like you — working at organizations like yours — who offered to test drive early versions of Nonprofit Intelligence in an Early Adopter Program (EAP). Throughout the EAP, participants provided awesome feedback through dozens of Discovery sessions and an active Community forum (and hopefully got some nice Champion points along the way!). Thanks to this close collaboration, we were able to quickly identify what worked well (and what to enhance) to ensure Nonprofit Intelligence best meets your needs. Several features you see today  — and some still in development — are the direct result of that amazing partnership.   more

This week, Raiser's Edge NXT updates with an assortment of new features and enhancements in Lists and Work Center and across constituents, gifts, and proposals opportunities.   more

With Prospect Research Management , fundraisers can plan and track their efforts to cultivate relationships with donors and prospects and secure major gifts as proposals. However, these efforts — like fundraising in general — aren't just about asking for a gift. To help reflect all the work that goes into these efforts, and to better convey the intent ... more

Nonprofit Intelligence enables you — and others at your organization, such as directors and fundraisers — to quickly and easily track and analyze overall fundraising performance with a series of insightful dashboards and metrics. Currently, Nonprofit Intelligence includes a new Analyze feature in Raiser's Edge NXT with rich analysis and visualization of your overall fundraising efforts, plus detailed records of individual campaigns, funds, and appeals, complete with metrics to help track and compare their specific effectiveness. To help minimize impact, Nonprofit Intelligence will release in waves to every organization using Raiser's Edge NXT ... so if you don't have it yet, you will soon! When you do, one of your number one questions will likely be: "How does Nonprofit Intelligence calculate all these giving totals and amounts?"   more

This week, Raiser's Edge NXT updates with something for everyone, with new features and enhancements across multiple features including constituent records, Lists , and — for those with Nonprofit Intelligence already enabled — Analyze and records of campaigns, funds, and appeals.   more

Last month, we talked about tiny houses and their correlation with Raiser’s Edge NXT development. This month, we’ll build on that idea and reveal another area that bridges the gap between the Web View and Database View— constituent records and contact information updates . My grandparents lived in the same house for the majority of their lives. My ... more

To track or analyze records that share characteristics, you can view and manage lists throughout Raiser's Edge NXT , such as from constituent records and Analyze metrics, or in Lists and Work Center . While you can manage the same types of lists from different areas of the program, the context varies based on where you access the list. For example, while you can manage constituents, gifts, and actions in both Lists and Work Center , you use each for different reasons. When working with lists, it's important to keep the distinction between Lists and Work Center in mind!   more

This week, Raiser's Edge NXT updates with a handful of features, including enhanced management of a constituent's notes, additional details about constituents in lists, and — for those of you outside the US — more gift information. Manage a constituent's notes. Under Notes and actions on a constituent's record, you can now select the Notes total to ... more

With PlannedGiftTracker (or LegacyGiftTracker in the UK, Australia, and New Zealand), you can track gifts your organization expects to receive from a donor through a bequest, annuity, trust, estate, life insurance policy or other planned or legacy gift. Planned or legacy gifts (aka deferred gifts) are commitments donors make — typically as part of their estate planning process — to contribute to your organization at a future date. To help strengthen the long-term viability of your organization, we recommend these best practices to secure planned or legacy gifts from your donors.   more

This week, Raiser's Edge NXT updates with a new navigation to Work Center (and Analyze , for those who already have Nonprofit Intelligence ), clarity around wealth ratings, the ability to mark constituents as deceased or inactive, and a wealth of gift information. Enjoy!   more

With the new Nonprofit Intelligence , you — and others at your organization, such as directors and fundraisers — can quickly and easily track and analyze your overall fundraising efforts. Nonprofit Intelligence provides a series of insightful dashboards and metrics, which you can use to: Discover fundraising gaps and opportunities Act on insights to drive results Share knowledge across your organization To help minimize impact, Nonprofit Intelligence will release in waves — following some learning with early adopters — to every organization using Raiser's Edge NXT (including yours)! Blackbaud will notify your organization when it becomes available to you. And when it does (if it hasn't already!), here are some of the features you can expect.   more

This week, Raiser's Edge NXT updates with additional details about how your gifts relate to each other and new filter options so you can better include records based on timeframe or constituent giving. View a gift's related transactions. On a gift's record, you can now view information about other, associated gifts — such as a payment's original ... more

**Updating this to mention that the new feature to display a constituent's initials as their profile picture replaced this gravatar integration (just in case you wondered where that constituent's picture of their cat when to). Instead of the image the constituent associated with their email address in another application like WordPress , you'll ... more

With pledges, donors can give large gifts as a series of installments over a period of time. Over the past couple of weeks, Raiser's Edge NXT updated pledge records with new details to track their installment schedules and easily monitor their progress. To help donors — who often get busy over the life of a pledge — keep their commitments on track, we recommend you send reminders as scheduled installments come due. In addition to acknowledgements and other tokens of appreciation, pledge reminders can help you cultivate relationships with donor and acquire gifts. As donors give out of generosity rather than obligation, we recommend these best practices to ensure friendly reminders (and not collection letters).   more

This week, Raiser's Edge NXT updates with some visual enhancements to help you quickly understanding of your pledge activity and personalize constituent information. View a pledge's progress over time. Pledges are commitments to donate in the future with a single gift or through multiple installments, such as a gift of $1,200 as 12 monthly payments ... more

This week, Raiser's Edge NXT updates with additional information about pledges, event participation, and — with Prospect Research Management — prospects and proposals. View pledge schedule information. Pledges are commitments to donate in the future with a single gift or through multiple installments, such as $1,200 as 12 monthly payments of ... more

This week, Raiser's Edge NXT updates with some minor enhancements and performance improvements. Instead of our usual What's New post, let's take a look at some of the features and enhancements planned to release over the next few months!   more

For many of us, spring is a time to clean out our houses, revamp our personal and professional spaces, and remove clutter from the past year. Most importantly, it’s time to do some spring cleaning on your database. And this spring, it’s easier than ever. Included with your Raiser’s Edge NXT subscription* are data enrichment services for phones, emails, ... more

This week, Raiser's Edge NXT updates with new features and enhancements so you can track rich details about interactions, proposal efforts, and constitiuent education history. With this release, you can also easily filter lists to include only giving within specific ranges and manage proposals from a constituent's record!   more

Improved fundraising (and the impact on an important mission) comes to life in the new study, The Total Economic Impact™ Of The Blackbaud Raiser’s Edge NXT Solution,  now available here .    more

With Prospect Research Management , you can use proposals to plan and track efforts to cultivate relationships with prospective donors and secure major gifts. In the database view, your organization can set up statuses — such as Initial contact, Pending, and Accepted — to track where proposals are in your solicitation process. To help keep your ... more

With Raiser's Edge NXT , you have instant access to your constituent relationships wherever you are, be it at your office or on-the-go. Of course, it's also important to keep personal information about these relationships secure, especially in these times when identity theft is so commonplace! To help protect your data, your Blackbaud account now ... more

This week, Raiser's Edge NXT updates with several new features and enhancements, ranging from constituents and gifts to proposals and attachments. There's a little something for everyone. Enjoy!   more

This week,  Raiser's Edge NXT  updates with a handful of features to filter constituent lists based on giving history and ease management of a constituent's actions and proposals.    more

**Brushing the dust off this blog post from last year, in preparation for new actions-related features on the horizon (as well as actions analysis with the upcoming Analyze feature (currently in BETA)). If you haven't done so already, now's a good time to set up which action statuses — the default completion status, or custom status codes — are  available at your organization! ** To help manage the tasks and interactions used to cultivate relationships with constituents, easy-to-use actions are a key feature of Raiser's Edge NXT . Out of the box, Raiser's Edge NXT enables you to track whether an action's complete and help keep your To Do list current so you know which ones deserve your attention. However, your organization can also set up custom statuses to track where actions are in your overall workflow, not just as they cross the finish line.   more

This week, Raiser's Edge NXT rolls out new features to ease digging deeper into records and giving history directly in lists!  When you open a record in a list, such as when you select a constituent's name or gift amount, its information now appears in a panel over the list, rather than its separate record. To best fit your screen, you can adjust the size of ... more

This week, Raiser's Edge NXT updates with the ability to edit the details of files attached to a constituent's record. To update the name, types, or date of an attached file, simply select it under Attachments on the constituent's record and select Edit attachment . (In the future, you'll be able to add — and edit! — attachments on other types of records ... more

With Prospect Research Management , you use proposals to track your efforts to culitvate relationships with prospects and secure major gift opportunities. With this week's update to Raiser's Edge NXT , you can now track not only a proposal's current status but also a history of its previous statuses, for a full picture of the effort.   more

This week, Raiser's Edge NXT resumes its frequent updates with a handful of new features and enhancements ranging from attachments and proposals to Work Center security. A little something for everyone!   more

2015 was an exciting year for Raiser's Edge NXT  (thanks for being a part of it!).  As we roll into 2016,  know that the continuous updates with new features and enhancements that you've come to anticipate will continue in the new year. With that in mind,  let's look at the road ahead and  some of the things to expect over the next few months in Raiser's Edge NXT !   more

Raiser's Edge NXT  recently released several new features and enhancements, including additional information on gift records and attachments. This week is the last big update to  Raiser's Edge NXT  for the year, so think of these features as our holiday present to you!   more

RE:NXT is moving Blackbaud and fundraising software forward, in line with software and technology in other industries, and that’s a good thing.  As it stands right now, coming up on a year after the Early Adopters Program (EAP) began and users from 25 organizations went live in NXT, it is still very much a work in progress.  To some extent, it always will be.  One of the great things about NXT being cloud-based is that features and fixes don’t have to wait for a new version or patch; there are new features released almost every week...with no action necessary on your part!   more

Many corporations — around 65% of Fortune 500  companies — offer matching gift programs, where they match employees' donations to eligible nonprofits. On a gift's record in Raiser's Edge NXT , you can view information about any related corporate giving under Matching gifts . For each matching gift, you can view its corporate donor, how much was pledged or received (and when), and which fund it applied to. With matching gifts, your organization can maximize your constituents' giving with free additional donations. (Well, essentially free, as fundraising through matching gifts does require some legwork!) To get the most of your matching gifts, consider these best practices.   more

This week, Raiser's Edge NXT updates with additional gift record information and some nifty enhancements to ease the management of custom lists!    more

With moves management, your organization develops donors' interest in your mission through a process to identify and acquire prospects, cultivate personal relationships, and generate major gift opportunities. On a constituent's record, their current status in your moves management process appears under  Prospect management . In the database view, you can set up the statuses used in your moves management process to track a constituent as they convert from a new prospect to an engaged and active donor.  To notify fundraisers when a constituent has a status for too long, system admins can set how long someone can be in each stage of your process before they're past due, and an alert appears at the top of a constituent's record when they have a status for too long.    more

This week, Raiser's Edge NXT updates with new Tributes details on gift records and a test feature (for some of you)!   more

As previously announced, a new feature on the horizon for Raiser's Edge NXT in 2016 is a new suite of built-in analytics.  With  Analyze , you'll have instant access to a range of metrics — at-a-glance graphs, charts, and lists — to help gauge your fundraising efforts without the need for guesswork or complicated reporting. As with other features in Raiser's Edge NXT , you'll also have — at your fingertips — details of the number-crunching behind the calculations, explanations of why to use each metric, and suggestions for when things take a downturn.    more

This week, Raiser's Edge NXT updates with some behind-the-scenes  performance improvements. New features are in the works, but now's a good time to play with one of the more recent additions: Constituent profile pictures!  With this feature, you can personalize your constituents' records with images — such as a headshot or company logo — to help identify them and put faces to their names. To upload — or update — a constituent's profile picture, simply select their existing pic or default avatar (like the one to the right) and browse to and select the image file to use. Note that it'll need to be  a PNG, BMP, or JPG saved locally or on your network. On your phone or tablet, you can upload profile pictures directly from the camera, photos, or linked cloud storage account.  On your computer, you can simply browse to the picture in your file explorer and then move it to the avatar.  more

Have you checked out the new Lists feature in Raiser's Edge NXT Web View yet? The Lists feature lets you create constituent, gift, action, and (if you have the RE:Search module) proposal lists. You can even save and share lists with other users.  Don't see the Lists option when you log into Raiser’s Edge NXT ? Ask your Database ... more

Hopefully everyone at BBCON is enjoying the opportunity to learn new information, share knowledge, and chat with like-minded peers! If you couldn't make it to Austin, perhaps you — like myself — followed all the festivities on Twitter (#bbcon) . If so, chances are good you caught a glimpse of some of the features in the works for Raiser's Edge NXT . One such feature to blow up my Twitter feed? The upcoming analytics functionality (aka Analyze )! So for all of you excited for this feature (regardless of whether you made it to BBCON), a deeper dive and sneak peek of what it's all about.   more

To help keep next week's focus on BBCON (hope you can make it!), Raiser's Edge NXT updates this week — again! — with additional new features and enhancements. And if you can't make it to Austin (me neither!), follow all the festivities and knowledge-sharing on Twitter !  #bbcon   more

This week, Raiser's Edge NXT updates with great new features so you can better group and analyze records and mark constituents as fundraisers.    more

This week, Raiser's Edge NXT updated with the ability to attach files — images, videos, Word docs, PDF, Excel spreadsheets, and more — under Attachments on a constituent's record. With this much-requested feature, you can collect and save all the collateral that comes with cultivating a relationship — correspondence, prospect research, photos — to paint a full picture of the constituent. While this super useful on your desktop or laptop computer, it's extra powerful on your smartphone or tablet, where Raiser's Edge NXT can tap into the built-in features of your mobile device. With these extra features, you can instead (finger)paint that full picture of the constituent through your touchscreen.   more

Raiser’s Edge NXT has created a lot of buzz and excitement in the nonprofit world—as it should. Raiser’s Edge NXT has some amazing features that really do make the life of a fundraiser (and other nonprofit staff members) so much easier. However, new software always creates concern for staff, especially DBAs. I wore the DBA hat ... more

As you cultivate a relationship, you likely (or should!) collect collateral — such as correspondence, artifacts from prospect research, and pictures or videos from fundraising events — that help create a complete picture of the constituent. This week, Raiser's Edge NXT updates with a new feature to enable you to track and work with this collateral directly from a constituent's record!   more

***Bumping up this blog post from July as a nice reminder of the power available at your fingertips with the context menu. With this menu, you can perform many tasks to manage records directly from a list!*** In Raiser's Edge NXT , you can do a lot from a constituent's record, from managing notes, actions, and proposals to assigning fundraisers, and more. But did you know you can do a lot of that same work from the various lists throughout the application? Most lists provide a menu at the front of each row — look for an ellipsis (or three dots) in a circle — for easy, at-your-fingertips access to contextual tasks. Think of it as an easy shortcut to the tasks you need to do, saving you a roundtrip between a list and a constituent's record as you juggle your relationships.   more

To maintain a complete record of a gift, we recommend you save notes to track details about the giving, such as how you acquired it or any special conditions of its use. With this information, you can learn from effective fundraising tactics and help ensure your organization respects the donor's wishes. This week, Raiser's Edge NXT updates the ... more

In Raiser's Edge NXT , appeals are the solicitations you use to bring in gifts, such as direct mailings and online donation forms. Effective appeals inspire donors to choose your organization — out of countless other causes — to give their hard-earned money to. To convince new donors and prospects to give, your appeals need to explain your mission and its importance, as well as what their donations will help you accomplish. As you craft content to persuade donors to give, consider these best practices.   more

This week, Raiser's Edge NXT updates with enhancements to the recently introduced gift record (in addition to the features it already includes )!   more

Over the past few updates, Raiser's Edge NXT has continued to build out the gift record, where you can view and manage many details about money or a commitment received from a donor. Construction's not over yet, but it's probably a good time to start to familiarize yourself with what's what (and where) on the record (but know there's more to come on the horizon!).    more

This week, Raiser's Edge NXT updates with a feature so you can easily browse a gift's record. To quickly hide or show all information about a gift, you can now select Collapse all or Expand all near the top of the record. (In the future, you'll be able to view even more details about a gift — such as custom fields or any notes — on its ... more

The steps you take to acquire donors and gifts — such as when you visit prospects, ask for donations, and cultivate relationships — are known as moves . With moves management, your organization sets a system of policies, procedures, and practices to help guide these steps and increase the success rate of your fundraising efforts. An effective moves management process moves prospects through a series of milestones as they transition to engaged donors and helps improve your overall constituent relationships, solicitation strategy, and goal analysis. As you determine your organization's moves management process, we recommend you consider these best practices.    more

To increase your fundraising effectiveness, you should track and analyze how — and why — you acquire the gifts you receive. With this week's update of Raiser's Edge NXT , you can easily view identification numbers and codes used to track giving and the marketing efforts used to solicit gifts. On a gift's record, ... more

Ever wonder why Raiser's Edge NXT  uses the term "fundraiser" to describe anyone who takes on assignments for actions, proposals, and constituent relationships? Because we're all fundraisers who play a part in securing long-term relationships with donors. From a single action to thank a donor with a personal phone call, to a long-term assignment to cultivate a passive prospect into an actively engaged major donor, we're all fund-raising.   more

In these connected times, a majority of adults have an online presence, from a personal blog to a social media profile page. As a result, knowing where you can interact with your donors online can provide a important link to them and help drive your fundraising efforts. Through a constituent's online activities, you can learn about their interests for more personal interactions and look for opportunities to promote their engagement with your mission. On the flipside, since donors spend a good bit of their life online, your organization should have a similar presence on social networking sites to enhance your fundraising efforts and interactions. When supporters "like," "follow," or "connect with" your organization through social media, you can communicate with them directly to develop the good will that leads to charitable giving.    more

**Giving this a bump, as seats are still available but even more limited than before! Interested in giving your two cents on upcoming features around fundraising analysis and strategy? Now's your chance.** Are you the one who analyzes trends in your organization’s fundraising efforts and strategizes ways to improve effectiveness and ... more

This week, Raiser's Edge NXT updates with some nice enhancements to lists, with new constituent tag filter options and gift columns (and a new, easier-to-skim default state for filters).   more

***D usting off this blog post from a while back f or all the system admins out there who are new to Raiser's Edge NXT.  Welcome to the Community, here are some tips to help you get everyone in your organization into the application!*** From Control Panel , system admins and other supervisory types can easily send invitations and add users to get people at your organization into Raiser's Edge NXT . They can also play bouncer and disconnect accounts as necessary to block access (or just fix incorrectly configured users).   more

This week, Raiser's Edge NXT continues to evolve the new gift record with details about acknowledgements and receipts, and  provides a handy feature to ease skimming records of any type!   more

In addition to the regular What's New posts, one of the more popular topics on the blog has been the preview of features on the horizon for Raiser's Edge NXT . It's understandable; there's always some sneaky joy in discovering what you're getting for your birthday, or getting a full movie trailer for your favorite franchise film after a series of teasers. So as summer winds down here in the States and the kids head back to school,  enjoy one more trip down our product roadmap, and note the calls to action to help you prepare!   more

Given a big part of fundraising being raising funds, we're excited to introduce an integral feature in this week's update to Raiser's Edge NXT  —  Gift records! With gift records, you have detailed information about the donations, pledges, gifts-in-kind, etc. — giving of all types — that you bring in through your efforts at your fingertips, in an easy-to-browse, single-page view.  To open the record of a gift, simply select its amount in a list or on a record, such as under  Giving  for a constituent. On a gift's record, you can view information both basic and specific.   more

** Bumping up this post as the Raiser's Edge NXT Community has grown with many new users over the past few months! If you have questions (such as "How do I mark actions as complete?"... "What do the starred wealth ratings mean?"... "How do I set up Work Center for fundraisers?"... "How to invite new users in Raiser's Edge NXT ?"... and so on), you have answers right at your fingertips! ** It's human to ask questions and want to learn. To that end, the Raiser's Edge NXT Community is a great way to connect with and learn from people at Blackbaud and peers at other nonprofits alike. But while the Community is valuable in figuring out questions and discovering best practices, you may not always have the time to engage in a lively discussion with others to find those answers. We get it. It's not that you're anti-social, just pressed for time. For those quick answers, Raiser's Edge NXT provides some great self-help resources, readily available both in and out of the application!   more

This week, Raiser's Edge NXT updates with some minor tweaks to improve performance and appearance, but no new features or enhancements you should really notice. We recommend you take this week to continue to familiarize yourself with some of the recent additions to the web interface — such as tags, the Overview in Work Center , and the ability to track constituent memberships and volunteerism — and enjoy this sneak peek at exciting features in the works for future releases (some sooner than others) .   more

With Raiser's Edge NXT , you have easy access to your organization's fundraising and constituent data through any browser, on any device. Through its web interface, you can manage your relationships, track related actions and proposals, and review giving details from anywhere. With unique features like Work Center , tags, and lists, you can quickly analyze your fundraising efforts and easily stay on top of your constituent relationships and related activity. That said, the web interface and its features are only part of full Raiser's Edge NXT experience. To borrow a phrase from those late-nite infomercials, "And that's not all!..."   more

This week, Raiser's Edge NXT updates with new insight in your constituents' membership activity and a quick synopsis of your proposal efforts, by status.    more

As you navigate your fundraising efforts, it's good to keep an eye on your performance and effectiveness. Work Center helps ease juggling the various components involved as you fund-raise, from your assigned constituent relationships and related actions and proposals to the gifts they result in. With the new Overview in Work Center , you now have a dashboard full of gauges and alerts to help you prioritize those components at a glance.   more

This week, Raiser's Edge NXT updates with new insight into those who volunteer for your organization and a quick summary of your proposal efforts in  Work Center .   more

Let's face it, your constituent database is likely (hopefully!) teeming with individuals and organizations, from donors and supporters to vendors and staff. Chances are, your own fundraising portfolio of assigned relationships may also be a lot of people to keep up with. That's where tags come in. With this newly released feature, Raiser's Edge NXT automatically listens to your constituent database and tags active records each night based on specific situations (both good and bad) that could use your attention. Much like that childhood game of Tag, this feature provides your cue to chase down an opportunity to keep a relationship engaged, based on various activity (or lack thereof).   more

This week, Raiser's Edge NXT updates with powerful and smart new features to help you priortize relationships and decide where to focus your fundraising energies. In addtition, this week's update also includes some nice enhancements to help you manage lists of people and proposals.   more

At the heart of  Raiser's Edge NXT are the assignments and relationships of the fundraisers at your organization. However, that's just the tip of the iceberg, as your donors and supporters can also be your best advocates and fundraisers. Through peer-to-peer (or P2P for short) fundraising, donors voluntarily spread your message and solicit gifts from friends and family on behalf of your organization through events like walks, bike tours, and online challenges. To get the most out of P2P fundraising, we recommend you follow these best practices.   more

***UPDATE: Well, this used to be a feature, but Facebook has since updated their security settings and no longer provides these profile pictures. This was an exciting and beneficial feature, so we're busy exploring alternatives for a future update (including the ability to upload your own pics, just in case a donor's profile picture of their cat doesn't meet your needs). Stay tuned for more details! ***   more

As we put the finishing touches on some upcoming features , you shouldn't see anything new in Raiser's Edge NXT this week. Instead, take this time to explore the application on your smart phone or tablet... especially if you've previously only accessed it through your desktop or laptop computer. A big benefit of Raiser's Edge NXT is that you can access it wherever — and whenever — you need it on a mobile device. Why wait to get back to your desk to capture an engaging and positive interaction you had with a donor at the local coffee shop, when you can do so at the table through your tablet or phone as you finish the last sips of your caramel cinnamon latte?   more

Hopefully everyone in the US enjoyed a restful and relaxing Independence Day, full of celebratory pyrotechnics, cook-outs, family, and friends!  Due to the July 4 holiday,  Raiser's Edge NXT won't update this week. However, in the spirt of the summer blockbuster movies that consume the theaters this time of year, enjoy this sneak preview of the new features coming soon to a screen near you (like your desktop monitor or mobile device) over the next few weeks! (Points if you read this post in your best "In A World..." voiceover impression.)   more

This week, Raiser's Edge NXT updates with a couple nifty enhancements to help you quickly gauge a constituent's engagement with your organization, and vice versa.   more

Work Center appears when you first log in so you can dive right into your relationships and assignments. With Work Center , you have everything you need to juggle relationships with prospects and donors, with a Portfolio list of your assigned constituents and lists of related gifts, actions, and — with Prospect Research Management  — proposals. From these lists, you can quickly manage an assignment, such as to add a note to a constituent, mark an action as complete, or update a proposal's status. To help focus on or analyze specific details, you can also select which information or records to include in a list.   more

This week, Raiser's Edge NXT extends its recent custom action status feature with a new actions filter! If your organization uses custom status codes to track the progress of actions, you can now filter lists of actions — such as in Work Center or from a constituent's record — to view only those with specific ... more

This week, Raiser's Edge NXT updates with a highly-requested feature — constituent appeals! — and an enhancement to last week's custom action statuses.   more

​ From the Products team, I wanted to extend a thank you to all our EAP customers who helped us during some pretty critical periods of development and a welcome to all of our new members joining NXT. We were able to work through many items that helped us prepare for our next phase of the program.  We’re now onboarding new customers every week . This is an exciting time! If you are a long-time  Raiser’s Edge  customer, you may be unfamiliar with the new world of NXT and how we hope to grow the product and Community. But first, a quick introduction to the Top 3 of this new world:   more

In this week's update of Raiser's Edge NXT , you have new functionality to ease many aspects of managing relationships with constituents, including actions, soft credits, and — with Prospect Research Management — proposals.   more

To help reduce redundant information on a constituent's record, their assigned fundraisers no longer appear under Relationships . Instead, you can view and manage who cultivates your organization's relationship with the constituent under Assigned fundraisers . For more information, see the  Fundraiser Assignments Help . Enjoy! more

Hopefully everyone in the States had a relaxing and respectful Memorial Day Holiday! To welcome you back to the work week and help shake off that BBQ hangover, Raiser's Edge NXT updated with new features and enhancements to ease managing constituent relationships and information and — with Prospect Research Management — track details about your proposal efforts.   more

Records in Raiser's Edge NXT , such as for constituents and proposals, are chock-full of information, providing a central overview of everything you need to know. As you learn more about a constituent, or as you follow a proposal effort from Identification to Solicitation and Stewardship, its record may become robust with a wealth of valuable ... more

One of the great features of Raiser's Edge NXT is that it updates every week with great new features and enhancements. Every once in a while, tho, it's good to take a breather to make sure an update provides value and positively impacts your experience. This week is one of those breathers. However, just so you don't walk away empty-handed, here's a sneak peek at what new features and enhancements are on the horizon.   more

Fundraising is about more than just the ask. To effectively fundraise, your organization develops meaningful relationships with constituents and researches prospective donors to determine how best their interest can impact your mission. To help cultivate those relationships, your organization can assign fundraisers — also called solicitors — to interact with constituents to nurture their interest in your mission and help develop a stong, mutually-beneficial bond. In Raiser's Edge NXT, these fundraisers or solicitors can easily manage their portfolio of assigned relationships and related activity from Work Center . But first, your organization — or its resident fundraising manager — needs to play matchmaker to pair constituents with their ideal fundraisers to help ensure a strong and engaging relationship.   more

We are very excited to announce that we have entered the beta testing stage for our brand new Knowledgebase! What’s new and exciting about Knowledgebase? -No more login! You no longer have to log in to www.blackbaud.com to search for answers. -Knowledgebase now includes product documentation and YouTube videos in addition to articles. ... more

With this week's update to Raiser's Edge NXT , you can now do more from Work Center to manage your constituent relationshps from one central location (and make sure you see only what you should).   more

From Work Center , solicitors and fundraisers have easy access to everything they need to cultivate relationships and gifts on behalf of your organization. It's a heady and powerful concept: a one-stop shop for your portfolio of constituents and fundraising needs. For an overview of the features of Work Center , check out — and share! — this ... more

Thanks for participating in the Early Adopter Program (EAP) of Raiser's Edge NXT ! Big things are in the works, but we close out EAP with a fairly light week, with an enhanced focus on the authors of notes and actions. In the spirit of May 4's Star Wars Day, consider this requested feature "the droid (or data) you're looking for."   more

With the latest update of Raiser's Edge NXT , you can use several new features and enhancements to help cultivate relationships with your constituents, track your solicitors' fundraising efforts, and focus on what matters to you.   more

With Raiser's Edge NXT , you can take your constituent portfolio with you anywhere, on your smartphone or tablet. However, there may be times when you need that information on good ol'-fashioned paper or as a saved local file, such as when you travel offline with your phone in Airplane Mode or through a dead zone with poor or no reception. Luckily, with the power of your browser and a little forethought, you can easily take a list — such as from Work Center or a constituent's record — on the road with you in your pocket (maybe just folded in a little square rather than on your mobile device!).   more

The Best Companies Group (BCG) annually surveys organizations to identify and recognize businesses that create and maintain workplace excellence. So what makes an organization a Best Nonprofit to Work For?  more

With this week's update to Raiser's Edge NXT , you can enjoy new features and enhancements to help manage solicitor assignments and track solicitor activity in Work Center on your desktop or mobile device!   more

From Work Center , solicitors and fundraisers have easy access to everything they need to cultivate their assigned constituent portfolio and manage related activity. As you set up Work Center for your organization, it's important to clean up your data and ensure your constituent relationships are active so your solicitors get the most of this one-stop shop. From the classic database view, you can use Query and Global Add or Global Change to keep your relationships and solicitor assignments current and buzzing.   more

With this week's update to Raiser's Edge NXT , you have a smattering of new features and enhancements to help manage solicitor assignments, constituent codes, and prospect research (both on your desktop and while on-the-go!).   more

“If you’re in the office, you’re not doing your job.”   When I worked as a fundraiser, this was my boss’ favorite phrase, and her point was one many can relate to. If you’re sitting at your desk, you’re not cultivating new donors, nurturing existing relationships, or networking in the community. You’re not doing what you DO.   more

With this week's update of Raiser's Edge NXT , you have additional insight into how to reach your constituents — both online and "in real life" — as well as some minor security tweaks to help focus on only what matters to you.   more

Do you know the true giving capacity of your donors? You may have someone who routinely gives a small — but valued!  — gift each month or quarter, but maybe that regular donation is just the tip of the iceberg . With some insight into the wealth capacity of your donors, you can make informed decisions on which relationships to give extra attention and the white-glove treatment for some increased giving.   more

From Control Panel , you can easily invite people at your organization to use Raiser's Edge NXT . However, things may happen between Raiser's Edge NXT and the recipient's email inbox — out in the wooly wilderness that is email — that hinders their joining the party. If that happens, there are some things to check out, based on your issue.   more

With the most recent update to Raiser's Edge NXT , you can now more easily manage your organization's relationships and proposal efforts with constituents.   more

This week, Raiser's Edge NXT updated with some great features and enhancements to ease assigning and managing solicitor relationships with constituents, proposals, and actions.   more

A unique feature of the EAP experience is your direct access to the Raiser's Edge NXT products team. There are two distinct opportunities available to you to have direct discussions with your products team. One outlet discusses what's in your hands now and the other is what you are getting coming soon.   more

Quick reminder to all RE:NXT clients to complete your Week 2 EAP Survey before week end!  These quick surveys are an important part of the feedback loop with Blackbaud product management and leadership – we look forward to hearing from you!  Click here to start your survey .  more

Raiser's Edge NXT updated earlier this week with several new features, including prospect research, Gift Aid, and enhanced proposal management!   more

For system administrators, Control Panel is Command Central for getting people at your organization into Raiser’s Edge NXT and determining what they can do. From here, you can manage email invitations to bring existing Raiser’s Edge users to use the web interface, add entirely new users, and cancel or re-send invitations, such as if email delivery fails. To help manage getting users into Raiser’s Edge NXT , you have easy access to lists of users based on where they are in the invitation process.   more

So you’re new to Raiser’s Edge NXT or about to log in for the first time? As you start to use Raiser’s Edge NXT through your browser or mobile device, it’s understandable if you’re unsure where to begin. If you’re a solicitor at your organization, Work Center should be your primary hub in Raiser’s Edge NXT , driven by your assigned constituents and activity. Think of Work Center as the one-stop shop for everything you need to juggle all your relationships, actions, gifts, and proposals as you cultivate and secure gift opportunities. From here, you have easy access to full lists of your assigned relationships and related items. To help focus on only what you want, such as to analyze specific constituents or gifts or to plan for upcoming actions and proposals, you can filter your lists in Work Center and customize their columns as necessary.   more

Welcome to the Raiser's Edge NXT community!  This is the official blog of Raiser's Edge NXT and an awesome source of information for you, our pioneering EAP participants.  Here are some of my favorite features in the community:  Member search . Never before have we had one space in which you can search and connect with customers just like you.  Consolidated resources . Check out our community menu! You can access all those resources from the community. (and more are on their way!)  Social space. The RE:NXT community is home to both our EAP customers and our RE:NXT team at Blackbaud. You can interact with all of us in one central space. more