What task did Chat for Blackbaud AI help you with this week?
We’re happy to share that Chat for Blackbaud AI is now generally available to all Raiser’s Edge NXT customers. Thoughtful research and hundreds of conversations with Raiser’s Edge NXT users at all levels informed this approach to incorporating AI into the product. Initial capabilities are designed to serve…
We designed Chat for Blackbaud AI to make it easier to work with information you already have, and to help you move from question to understanding more quickly. During our February InsideTrack webinar that focused on the Chat for Blackbaud AI roadmap, we received dozens of thoughtful, candid questions about the content.…
Over the next four weeks, we will be creating a dedicated space in the community to talk about Chat for Blackbaud AI: how it’s working for you, and any solutions and challenges you’ve encountered. Whether you’re just getting started or already experimenting with prompts, your experiences—what helped, what didn’t, and what…
Hi, I was wondering how everyone here gives credit to donors for gifts from their donor-advised fund? Currently, I place the check from the donor-advised fund under their record. However, my supervisor has recently learned that many organizations around the country are giving the company who provided the donor-advised fund…
My team recently started implementing e-signatures on pledge forms and fund agreements instead of mailing out paper ones. After we get the form/agreement signed, I'm still printing out a paper copy for our records, in addition to saving a PDF on the donor's record in Attachments. I'm wondering, though, if printing out and…
Just about a year ago we began using RE NXT to set up new recurring gifts via both credit cards and direct debit with the hope of eventually phasing out an older product. We had figured out our reporting and reconciliation process for the finance office and things were going well. Recently, however, we have seen an…
Hi All, With the Outstanding Proposal Report in database view sunsetting - what are your workaround plans? I am looking for a report to hand out to volunteer fundraisers/solicitors that includes who they've agreed to solicit & contact info. Everyone keeps recommending PowerBI, so one day I'll have to learn how to use that.…
Is there a report that exists in NXT that can easily identify gifts processed through BBMS with the disbursement date?
I am trying to add the same action item and notes to 500+ constituents. How can I do this in NXT web view?
Good day, years ago we could create letters directly from the Constituent record. Is there still a way to do this? We have a staff member dedicated to quickly replying by mail to Major Gift donor communications, and the current process is extremely manual: Find the correct letter template Copy/paste the address line by…
Our organization holds a gala every fall. We use the Event module in NXT to create the event and sell tickets. We offer a ticket that is payroll deduct for employees, so this has no fee associated when they register. We also offer a paid ticket that they purchase if they are not choosing to payroll deduct. We are wanting…
Our grants team has requested we include funders' EINs on their constituent record in RE to help them distinguish between entities with similar names and to have the information handy for export. Where is everyone storing an EIN? Did you create a custom field / attribute? My immediate thought was alias, but we already…
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