Retrieving gift information from relationship managers

Amy Carr
Amy Carr
Participant
in Blackbaud Raiser's Edge NXT®: General Discussions

Our gift entry team is looking for a more modern way to retrieve gift information from the philanthropy team. Currently using a word doc form saved in a shared drive with coding instructions etc. I was wondering if NXT might have the capability to send a notification to RMs when info is required?

Comments

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 December 2025 Monthly Challenge First Reply

    @Amy Carr discussion moved to Raiser's Edge NXT community. Thanks!

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management

    @Amy Carr Yeah, any gift that doesn't come with explicit instructions is emailed about to our entire department. NXT doesn't have any feature to email based on a gift, because that gift would have be entered.

  • Aldera Chisholm
    Aldera Chisholm Community All-Star
    Sixth Anniversary Kudos 5 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    @Amy Carr Is your fundraising team using Opportunities to track their asks? I've found if they are doing that well, then your gift entry team can use those to solve questions most of the time. I'm guessing the answer to that is no, but, worth a shot. :)

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