What's New in Raiser's Edge NXT - January 25th

Kimberly Coughlin

Happy new year! This week, Raiser's Edge NXT introduces improvements to giving statements and action notifications. Also, we're including details to help you prepare for upcoming changes in Blackbaud Hosting Service. Improvements to giving statements (for those with giving statements)

Running giving statements is now a quicker and more streamlined process. From Giving statements, on the new Generate statements tab, you can choose whether to run statements for a list or an individual. If you choose a list, you can generate PDFs or send email to as many as 5000 constituents at one time. Previously, you could only generate them for 50 constituents at a time.

Note: If you prefer to use the existing workflow for running statements, you can continue to generate them from the Constituents tab.

For more information, see Giving Statements.

Improved action notifications


Fundraisers no longer receive notifications in the top navigation bar if you mark actions complete when you assign them. Previously, they received notifications for every assigned action. Since actions remain in notification lists for seven days, it's now easier to identify which actions require follow-up.

For information about how to add actions and assign them to fundraisers, see Actions.

Prepare for Microsoft Office changes


Prepare now for February 28 changes to Microsoft Office in Blackbaud Hosting Services. Click here for important information.

Jennifer Kluh

We currently do not use giving statements add on and was wondering how others like using it? We currently Use a word document and create them individually for each donation and for our end of Year Charitable Statements. We need something more efficient.

Beth Martz

Jennifer, I like the idea and use them for various one off situations mid-year or if someone lost theirs. Our CPO prefers a hand signed thank you letter go out with each statement. That and the fact that we have lots of households who give separately but would like one statement rules out this methods mostly due to the inability to selectively handle soft credits.