Annual Giving Statements missing gift types

Cecelia Gonzales
Cecelia Gonzales
Third Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

Does anyone know how or if it is possible to include other gifts types such as stock/property gifts on the giving statements? I created a static query in database view to use in NXT to run PDF statements and we caught some gifts missing. Any suggestions for NXT? I know I can use database view to run but I prefer PDF format in NXT view. Any word on the giving statements having filters or anything?

Comments

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Cecelia Gonzales - There are certain gift types that are not included in Gift Receipting/Gift Statements within Web View's feature - Stock/Property is one type that is natively excluded. There is no way, that I know of, to force the system include all gift types when generating a statement. If you are set on using the Web View area over the Database View report, you could potentially edit the PDF after creation for particular constituents and send it to them via a personal email rather than through the system.

  • Steve Latham
    Steve Latham
    Name Dropper Participant First Anniversary Facilitator 1

    @Austen Brown I'm not an expert on giving statements, but Donatestock is fully integrated with RE NXT - the stock gifting app can be activated within your form and transaction data is posted back into RE NXT so stock gifts are included in your view of the donor. We are part of Blackbaud's social good startup program - lease let us know if you'd like us to dig into the giving statement issue for you.

  • George Weir
    George Weir
    Second Anniversary Name Dropper Participant Facilitator 1

    @Austen Brown
    I was SHOCKED to learn that ANY gift types were categorically excluded without an option to select / deselect for your organization. Why would a giving statement feature arbitrarily include some without others … and not state the limitation up front !!!???!!!???!!!

  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @George Weir - It's sad that this post is from two years ago, and the issue still remains. There are alternative options, you could run the Annual Statement through DBV Reports (emailing would be manual there) or you could build an automation through Power Automate via the RE NXT connectors that'll do this process for you.

    If interested in the latter, but don't want to build it yourself - there are Blackbaud Partners, like AutomateGenius that can help.

  • George Weir
    George Weir
    Second Anniversary Name Dropper Participant Facilitator 1

    @Austen Brown
    TY Austen. We work with an excellent BB Partner and had previously planned to use the DBV report you mentioned until we discovered the NXT version. We have generated those reports for our donors with stock gifts. This point of my post here was to firmly state for BB team that this is NOT an insignificant design flaw. We are frustrated by the pattern of new features that are not fully developed before being introduced to the product. I don't understand the logic of their releasing this feature in such as fashion.

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