The most recent content from our members.
The Giving Statement feature in NXT can be a complete nightmare. I don't know if anyone has used this feature but I advise to use the database capability. It is very easy to accidentally send e-mail giving statements in a second. There is no prompt confirming that you want to email a statement (or a batch of statements)…
Hi BB fam! Our organization is transitioning away from Gravyty’s Raise and Gratavid tools. For those who may not be familiar with Raise, it’s an AI‑driven fundraising assistant that helps organize fundraiser portfolios, surface under‑engaged donors, and support segmentation for cultivation and stewardship. Now that we are…
We're in the beginnings stages of transitioning over to RE NXT after solely using Database for any sort of donor data. In the Database view, we can go to Config > Letters > and edit and add letter template names, is this a thing in NXT? Majority of our acknowledgement letters are hardcopy, as that is what works best for…
Hi, I am looking for advice as to how to set-up an easy to pull report that will show gifts given by relationships of board members, essentially satisfying a give/get. Does anyone know how to do that? Thank you!
Hey everyone, I am currently looking at best practice when it comes to thanking supporters and would love to learn from how other organisations are doing this in RE NXT. Do any of you use Letter Box by Red Arc, or any other third-party tools, to manage and automate your thanking (letters, emails, batching, triggers, etc)?…
Please tell me I am not the only person experiencing this level of frustration as the database view is decommissioned… I did not care one bit that the database view interface looked outdated. I could do everything I needed to do efficiently and with minimal unresolvable issues over the last 6 years of using this product.…
Hello Altru Users! Membership sales commissions are paid out 2x a month to our Ticketing Agents and other non-membership based positions who make a membership sale (Join, Renew, Rejoin, Upgrade, Downgrade, and Mid-Term Upgrade). We are able to deny commission based upon a predetermined set of data entry and order…
Kia ora team, This has been an issue I have been dealing with for months, I have reached out to support but am yet to receive a resolution. I am in NZ. When a donor gives via an RE NXT donation form and enters their address: Address Line 1, Address Line 2 (If needed), NZ Suburb, NZ City and Postcode, I can see the suburb…
What is the best practice for documenting reciprocal (mirror) wills in Raiser’s Edge NXT. e.g. A married couple has reciprocal wills. Each spouse leaves their entire estate to the surviving spouse. Only if the spouse predeceases them does a percentage of the estate pass to our charity. Functionally, this results in one…
Our organization uses Raiser's Edge for gift documentation within the development department. Our finance team recently onboarded to Financial Edge, but has not integrated with RE yet. Can any organizations in a similar position share their most efficient bank reconciliation process?
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