What's New In Raiser's Edge NXT EAP: New Gift And Opportunity Attributes

Steve Stegelin

To analyze gift and donor measures or opportunity measures, you can now use new attributes to design insights in Analysis.

Gift type, detailed. The type of gift with additional details about how donors pay for pledges and matching gift, such as Pledge, Pledge payment - money, or Matching payment - other.

Opportunity reason. Why you pursued an opportunity with its constituent.

Opportunity likelihood. How confident you are that giving will result from an opportunity.

Opportunity gift type. How you expect to receive giving that results from an opportunity, such as Donation or Pledge.

Opportunity instrument. Further details about giving expected through an opportunity based on gift type, such as payment method.

Post date, fiscal. When — during your fiscal year — a gift posts to your general ledger.


To include only records that meet specific criteria in an insight or dashboard, you can use these attributes as filters. For more information, see the Insights Help.