What's New In Blackbaud Raiser's Edge NXT® — January 21st, 2025

Enhancements to merge duplicate records
To help improve the accuracy of your data, the following are now automatically identified as possible duplicates for you to merge to a target record:

• Consent
• Education
• Fundraisers
• Gift Aid Declarations
• Volunteers
• Memberships
• Prospects
• Tributes

With this update, when you merge records, you can now also:

• Select to delete source constituents after you merge.
• Select to exclude soft credits when you merge gifts.

To merge view potential duplicates and merge records, navigate to Possible duplicates from Tools, Data health. For more information, see Possible Duplicates.

Link opportunities to gifts
To help you manage opportunities, you can now link opportunities from the gift record.

From a gift record, under Opportunities, select Edit to link an opportunity to a gift. You can select if you want to link the gift to another constituent’s opportunities or add a new opportunity.

For more information, see Opportunities.

New Prospect Insights Pro prospect lists available (for some of you)
To support building a qualified prospect pool and to make managing the volume of prospects that used to appear in the Smaller predicted gifts list easier, Prospect Insights Pro added four new lists. Three of the new lists include candidates that used to appear in the Smaller predicted gifts list. Now, they appear in one of the new lists, based on recommended actions. The fourth list is entirely new and includes secondary prospects to qualify. The new lists are:

• Low likelihood prospects to review and engage — use this list to identify prospects that need to have their engagement plans reconsidered.

• Smaller predicted gift prospect to downgrade — use this list to identify prospects suitable for a mid-level giving program.

• Smaller predicted gift prospects to remove from portfolio — check this list for prospects to remove from major gift officers' portfolios.

• Secondary prospects to qualify — review this list for prospects to qualify and re-engage to increase their likelihood to give a gift.

Note: The Low likelihood prospects to review and engage, Smaller predicted gift prospect to downgrade and Smaller predicted gift prospects to remove from portfolio lists supersede the Smaller predicted gift list.

For more information on Prospect Insights Pro lists including descriptions, usage, and access locations, see Prospect Insights Pro lists.