What's New In Blackbaud Raiser's Edge NXT® - June 7th

Kimberly Coughlin

This week, Raiser's Edge NXT® announces that Prospect Insights is available for purchase. Also, you can now edit action fields on active workflows in Workflow designer.Use Prospect Insights to find major giving candidates

Prospect Insights is now available to purchase for Raiser’s Edge NXT.

Your best major giving prospects are people who have already shown a willingness to support your mission. Comprehensive data intelligence in Prospect Insights helps you identify and prioritize which constituents are the top candidates to spend time and attention cultivating for major giving. Prospect Insights uses advanced proprietary analytical methods to make giving projections based on a constituent's giving history in Raiser's Edge NXT and data from third parties.

With Prospect Insights, you can:

• Use analytics to make informed decisions about which constituents to cultivate for major giving.

• Assign qualified prospects to fundraisers and use actions and opportunities to move a prospect through the fundraising stages of cultivation to solicitation.

• Suppress candidates who aren’t ready for major giving to review again at a later time.

• Review qualified prospects who aren’t giving as much as projected to adjust your cultivation plan.

From a prospect’s page, you can review these data points:

• Major giving likelihood: Provides the prospect’s willingness and capacity to give a major gift in the next 12 months, represented as a score of Excellent, Very good, Good, or Low.

• Target gift range: Provides the prospect’s predicted total capacity for giving in the next 12 months.

• Giving indicators: Provides the prospect’s projected and confirmed wealth attributes, including net worth and total assets.

• Giving behavior: Provides details about the prospect's giving to your organization and to other organizations.

For more information, see Prospect Insights.

Note: We recommend Prospect Insights for organizations with limited prospect research and moves management functions or without additional custom predictive donor models, such as ProspectPoint. The Prospect Research Management module is a separate tool to track your moves management process and additional wealth research for your prospects.

Tip: To learn more about purchasing Prospect Insights, contact your account executive.

Edit the action fields on an active workflow

You can now edit any of the action fields on an active workflow. From Tools, Workflow designer, select the menu on an active workflow, then select View details, then the workflow's name. On any action, select the menu and Edit step. For more information, see Workflow steps.