Hi all. I'm wondering if there is a way to customize the Fund Performance Insight to include a subtotaling by a field we are hoping to use - specifically fund type. I envision this to look something like this: Fund description 1 Amount Fund description 2 Amount Fund description 3 Amount Fund Type 1 Subtotal of above Fund…
Our organization recently received a grant for one of our special projects that will arrive in two payments of $250K – one this year and one by the end of our fundraising period for the project (early 2027). The second payment is contingent on a certain amount of $ being raised by that point in time. I am being asked to…
We recently had 3 batches that we committed. The gift for the donor was in the batch. After it was committed, we looked at the donor's record and it was not there. Has anyone else experienced this?
Our event registrations level up from as low as $100 general admission, to $10,000 presenting sponsorships. These are all considered gifts to those persons registering for themselves and as well as for the business/organization. In database view I have to go in and approve each of these registrations through a batch.…
Hello, Has anyone created a complete SOP for the use of all fields in Raiser's Edge NXT? I know that it will vary between organisations, but I'm looking to get insight into how others are using and developing an evergreen guidebook for new employees or current employees as a reference guide.
Hi Everyone, Hoping to gather some feedback from similar orgs on prospect research. We do not have a prospect researcher on staff and rely on Blackbaud generated info along with a Wealth Engine screen monthly for new donors and once a year for existing donors (where we compile a few data points to assign them a 1-5 and…
We are a small organization but have about 80 employees who do bi-weekly payroll deductions for donating to our foundation as part of the employee giving campaign. The person in this role before me set up a batch in database view that could be changed every other week as needed, adding a new employee or deleting a termed…
Hello! We have migrated to NXT w/in the past 2 weeks. I work heavily with coding organizational contacts with various mailing attributes that tie into RE Mail for invitations/lists. I'm not seeing where that information shows up on the web view. Is this not an available piece of viewable data on the NXT side or am I not…
Has anyone been able to add the PayPal payment option in the Optimized Donation Form in Online Giving? I've spent two days on the phone with PayPal and BB Customer Support and have been unable to set it up. PayPal support and I both think that the reason we can't integrate the PayPal Payment type is that the Optimized Form…
We have a new president who wants a donor profile for all our big donors and board members. Basically, he wants individual reports that include a list of giving history, current job title, education, relationships, and any notes we have on the donor. Does something like this exist?
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