What's New In Raiser's Edge NXT The Week Of April 20th

Manually retry failed recurring gift payments.

To help you recapture revenue that may have otherwise been lost, you can now manually retry failed recurring gift payments.

When a recurring gift payment fails to process — and after all automatic retry attempts are unsuccessful — a $0.00 payment record appears in the donor's history. From the record, under Comments, you can view the reason for the failure and determine how to address it. For example, if the donor's credit card expired, amend the recurring gift to update its payment information.

After you address the reason for the failure, retry the payment from its record. At the top of the record, from the alert that appears, select Retry payment now .

• If the retry attempt succeeds, the payment record updates to reflect the new payment details.

• If the retry attempt fails, the comments update to show the most recent failure details.

For more information, see Retry Failed Recurring Gift Payments.

Use a constituent list to filter donors who need a giving statement (for those with gift receipting).

To send giving statements, you now select the donors from a new or existing constituent list. This gives you greater filtering power because you have access to all the filters in Lists, Constituents. For example, if you only want to send giving statements to donors who gave to a specific fund, you can create a constituent list for those donors, save it, then access it from Fundraising, Giving statements.

From Fundraising, Giving statements, search for an existing constituent list, select a date range, and then select Apply filters. Or to create a new list, select Cancel, Build a new list, and then create a new list with all the filters you want.

After you select a constituent list under Giving statements, you can define the date range for the giving statements. This lets you to use the same constituent list year after year (or month after month for those of you sending statements more frequently). For more information, see Giving Statements Filters.