What's New In Raiser's Edge NXT The Week Of January 12
This week, Raiser's Edge NXT announces two new gift types in web view. Also, email receipt functionality for individual gifts is now generally available for customers in the United States.
Gifts-in-kind are contributions of goods or services that have an estimated monetary value, such as auction items, furniture, computer equipment, or pro bono work by a lawyer or contractor. T
Other gifts are miscellaneous gifts that don't fall under another gift type.
To add a gift-in-kind or other gift, first choose whether to add the gift from the constituent's record, from Fundraising, or Home. Then, under Gift type, select Gift-in-kind or Other.
For more information, see Gifts.
Email individual gift receipts and consolidated receipts to donors (now generally available in the US). To save you time and to help your donors track their charitable giving, you can now email receipts for individual gifts or for a collection of gifts that fall within a selected date range. One time gifts, recurring gift payments, and pledge payments are all eligible for receipts.
From Fundraising, Gift receipting, you can view all gifts awaiting a receipt under Not receipted. To send receipts for them, select one or more from the list and select Email receipts. For more information, see Gift Receipting.
Under Receipted, you can review the gifts that have already been receipted, and resend receipts if needed or requested by the donor.
Under Email tasks, you can review the email receipts that you've already sent out, and check for email failures. For more information, see Gift Receipting Email Tasks.
Under Receipt templates, you can view and create custom email templates to ensure that your gift receipts match your organization's tone and branding. For more information, see Receipt templates.
From Fundraising, Consolidated receipting, you can send constituents a gift receipt for all the gifts they've donated within a selected date range. Select Filter, Gift period, and choose the dates you want to filter by, and then select Apply. To send the consolidated receipts, select one or more constituents, and select Email Receipts. For more information, see Consolidated Receipting.
Note: You can review any consolidated receipts that you've already sent to a constituent on their constituent record under Consolidated receipts.
Tip: Admins! To allow users to generate receipts, add them to a fundraising role with permission to manage receipts in Control panel, Security. For more information, see Security.