What's New In Raiser's Edge NXT The Week Of August 31

Kimberly Coughlin

This week, Raiser's Edge NXT announces an update to gift records and a new option in Gift receipting.View a gift's transaction ID

To help with reconciliation — and to make it easier to identify a specific gift — you can now view a gift's transaction ID from its record under Payment information. Previously, the ID only appeared in a gift receipt.

Generate PDFs for individual gift receipts (for those with gift receipting)

You can now generate PDFs for your constituent’s gift receipts, which you can print and mail as physical copies.

Tip: Send the printed gift receipt in a #9 double window envelope to ensure that your organization's name and address appears in the top window and the constituent's name and address appears in the bottom window.

Under Fundraising, Gift receipting, select one or more constituents, then select Generate PDF receipts. You can then choose to mark the gifts as receipted or acknowledged.

From PDF tasks, you can monitor the status of the PDFs, and download the ZIP file once the PDFs have been generated. Larger files may take a few minutes to generate. For more information, see Gift Receipting PDF Tasks.

Jean Bennett

Is there an option to create a custom template for this PDF receipt? (I only see the option available for emailed receipts.) Thanks!

Jarod Bonino

Hey Jean! At the moment, the PDF templates for both Gift receipts and Giving statements are hard coded. We don't yet have the same flexibility that we have with emails in terms of offering a “template designer” tool.

Jackie LoveBaker

Love this feature but I can't use it yet because the hard coded templates are not donor-friendly. In other words, I think they would actually turn the donors off. I am using the email versions though since we can change the wording to be in line with our mission and branding.