Hi all, we haven't yet activated the Chat for Blackbaud AI, but I'd love to hear from some of you who have used it and if it has provided value to you and your team? Thanks!
Kia ora team, This has been an issue I have been dealing with for months, I have reached out to support but am yet to receive a resolution. I am in NZ. When a donor gives via an RE NXT donation form and enters their address: Address Line 1, Address Line 2 (If needed), NZ Suburb, NZ City and Postcode, I can see the suburb…
Our organization uses Raiser's Edge for gift documentation within the development department. Our finance team recently onboarded to Financial Edge, but has not integrated with RE yet. Can any organizations in a similar position share their most efficient bank reconciliation process?
What is the best practice for documenting reciprocal (mirror) wills in Raiser’s Edge NXT. e.g. A married couple has reciprocal wills. Each spouse leaves their entire estate to the surviving spouse. Only if the spouse predeceases them does a percentage of the estate pass to our charity. Functionally, this results in one…
We are a 150 year old high school. Are there any shortcuts to report on families with the most generations, families with the most total alumni, or longest continuous span of same family alumni?
My organization generates year-end giving statements for all constituents that gave 2 or more gifts in a calendar year to be mailed out to them. We host a lot of auction events that receive gifts-in-kind, but I realize now that those gifts will not appear on giving statements (at least I am not aware of a way to make…
Hello, everyone! My org is going to be merging with another org (we're absorbing them) in the near-ish future, and I've never been through one before. I'm not sure what questions I should be asking (and to whom) other than what I've written below. I would appreciate any and all insight. What database software does the…
Hi, We have done some testing to try this new feature but we found that the 'journal' that is generated as the export file does not show the columns of information we need to then run that file into our SAP accounting system. I spoke with Blackbaud Support and they confirmed that the journal report is hard coded and cannot…
I have this insight that I saved but it doesn't include everything that I want in it. I want to add more metrics to it but I don't know how. I want to add Opportunity Status of Closed and percentage of closed opportunities as well as new prospect movement through the cycles. Can anyone help me with that? I'm completely…
Hello all! Here are the details for one of our upcoming webinars: I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for…
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