What's New In Raiser's Edge NXT® — January 31st

This week, Raiser's Edge NXT announces that receipt manager, giving statments, and web components are now generally available! Also, there are enhancements to donation forms, donor portal, and settings.

Gift receipting and Giving statements (now generally available)


To help donors track their charitable giving, you can provide receipts for their gifts via emails or PDFs. One time gifts, recurring gift payments, and pledge payments are all eligible for receipts.

From Fundraising, Gift receipting, you can generate receipts for single gifts. For more information, see Gift Receipting.

From Fundraising, Giving statements, you can send donors a giving statement for all their gifts that fall within a selected date range. For more information, see Giving Statements.

Tip: You can review giving statements that you've already sent to a donor on their constituent record under Giving statements.

Note: 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 Role-based Security.

Display a goal's progress and stats on your website (now generally available)


With Website components, you can create custom goal meters and key metrics to display on your website to show donors the impact of their gifts. The components update dynamically on your website when more gifts are donated towards your goal.

From Tools, Website components, select New component. Select Goal meter to create a custom progress bar showing the gifts donated towards a goal. Select a gift date range, change the styling as desired, and then copy the code to embed on your website.

From Tools, Website components, select New component. Select Key metric to create and customise any of the following goal stats: amount raised, number of donations, percent of goal, or amount remaining. Select a gift date range, change the styling as desired, and then copy the code to embed on your website.

You can edit or delete your saved website components from Tools, Website components.

For more information, see Website Components.

Download the QR code for a donation form


To give donors a mobile-friendly way to donate to your organisation, download the QR code for a donation form. You can add it to your print materials, such as posters and brochures. From Tools, Donation form designer, edit or create a form. Under Publish, select Download QR code. For more information, see Donation Forms.

Enable and view recurring gift upsell performance for donation forms

With recurring gift upsell, a monthly recurring gift prompt displays to donors who select a one-time gift option. Now, when donors use the prompt to switch to a recurring gift, you can view the projected gift total for all successful recurring gift upsells over the next 12 months from Tools, Donation form designer.

To enable recurring gift upsell on all forms with one-time gifts and Blackbaud Merchant Services, from Tools, Donation form designer, select Enable on all eligible forms under Encourage donors to keep giving.

To enable it on a single form, create or edit a form. Under Get started, Fundraising opportunities, select Enable recurring gift upsell for one-time gifts. For more information, see Recurring Gift Upsell.

Enahancements to recurring gifts in the portal


New options are available on the Recurring gifts page in the online portal for donors to manage their recurring gifts. When a portal user selects Recurring gifts, then selects a recurring gift from the list, they can now:

• Edit the Scheduled amount field under Gift information to change the gift amount and fund.

• Edit the Frequency and Next payment fields to change their payment schedule.

• Select Skip to pause their payments for a specific period of time.

• Select Hold to pause their giving until they return to the portal and resume payments.

  Note: Also, when a donor selects End payments or Hold, they now have the option to skip payments instead of ending or pausing their gift.

Previously, donors could only view their recurring gifts and stop their future payments.

To turn on recurring giving in the portal, go to Tools, Settings, Feature configuration and select Enable feature under Recurring gifts. Next, select a donation form.

Note: The form you select also determines the fields and options available if you also enable giving in the portal.

Tip: If you previously enabled recurring gifts, but didn’t enable giving in the portal, you must now select a donation form to allow donors to manage their recurring gifts. From Tools, Settings, Feature configuration, select Edit settings under Recurring gifts and select a form.

New delete account option in the portal


To help your organization comply with various privacy requirements, donors can now delete their portal accounts. From the My profile page in the portal, when a donor selects Delete account, they unlink their BBID from their constituent record which removes their access to the portal and all saved payment methods.

Note: Although donors can remove their own portal record, they must still contact your organization to remove their constituent record from your database. Also, if they don’t end payments before they remove their access, their recurring gifts remain active.

Manage organization information


To help personalize information about your organization, new settings are available from Control panel, Settings.

From General information, admins can:

• Manage which name to use for your organization so that supporters recognize it in the portal, email messages, and forms. Otherwise, Raiser's Edge NXT uses the legal name that was provided at the time of purchase.

• If your organization references more than one tax ID, such as for gift receipts in parts of the organization that were merged or acquired, admins can enter a tax identifier to use as an alternate to the primary tax ID.

  Tip: Blackbaud uses your organization’s primary tax ID to verify your non-profit status. To change it, contact Support.

Note: Admins automatically have access to manage general information. To provide access to other users, navigate to Control panel, Security. Under Roles, Settings roles, add or edit a role. Next, select Show permissions for General information tasks and include General information.