My team recently started implementing e-signatures on pledge forms and fund agreements instead of mailing out paper ones. After we get the form/agreement signed, I'm still printing out a paper copy for our records, in addition to saving a PDF on the donor's record in Attachments. I'm wondering, though, if printing out and…
Just about a year ago we began using RE NXT to set up new recurring gifts via both credit cards and direct debit with the hope of eventually phasing out an older product. We had figured out our reporting and reconciliation process for the finance office and things were going well. Recently, however, we have seen an…
Hi All, With the Outstanding Proposal Report in database view sunsetting - what are your workaround plans? I am looking for a report to hand out to volunteer fundraisers/solicitors that includes who they've agreed to solicit & contact info. Everyone keeps recommending PowerBI, so one day I'll have to learn how to use that.…
Is there a report that exists in NXT that can easily identify gifts processed through BBMS with the disbursement date?
I am trying to add the same action item and notes to 500+ constituents. How can I do this in NXT web view?
Good day, years ago we could create letters directly from the Constituent record. Is there still a way to do this? We have a staff member dedicated to quickly replying by mail to Major Gift donor communications, and the current process is extremely manual: Find the correct letter template Copy/paste the address line by…
Our organization holds a gala every fall. We use the Event module in NXT to create the event and sell tickets. We offer a ticket that is payroll deduct for employees, so this has no fee associated when they register. We also offer a paid ticket that they purchase if they are not choosing to payroll deduct. We are wanting…
Our grants team has requested we include funders' EINs on their constituent record in RE to help them distinguish between entities with similar names and to have the information handy for export. Where is everyone storing an EIN? Did you create a custom field / attribute? My immediate thought was alias, but we already…
I have no idea if Blackbaud will allow this post, but here goes. Anyone else feel this new fee is unethical? I do not understand how a company whose mission is to drive positive change in the world could, with 6 weeks notice, take such an enormous chunk of income directly out of their client's pockets. I've dome some…
My supervisor is asking for a report of all fundraisers divided out by fund. I have figured that part out, but the hard part is he wants all "other" gifts listed as well in their own little column. I noticed dashboard builder does not have a blank solicitor option so I'm at a loss. Any thoughts? I just want to add a column…
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