Chat for Blackbaud AI Overview

Chat for Blackbaud AI brings generative AI directly into Raiser's Edge NXT, helping you work faster, stay focused, and make more confident fundraising decisions — without leaving the product.

Instead of manually searching for information or starting from a blank page, you can ask Chat for Blackbaud AI to draft content, suggest ideas, or surface insights based on your data and fundraising best practices. You decide how to use the results, refining and personalizing them to match your voice and goals.

How Chat for Blackbaud AI Works

Think of Chat for Blackbaud AI as a helpful assistant that supports your day-to-day work:

  1. You enter a question or prompt.

  2. The system uses AI to generate a draft, suggestion, or summary based on the context of your Raiser's Edge NXT data.

  3. You interact to suggest revisions or ask refining questions.

  4. You then review, edit, and decide how to use the result.

You don’t need any technical or AI background. Just describe what you need, and the system does the heavy lifting — helping you save time and focus on building stronger relationships with donors.

Get Started with Chat for Blackbaud AI

To use Chat for Blackbaud AI, a few setup steps are required:

  1. Enable generative AI features: Before you can use Chat for Blackbaud AI, your organization admin must opt in to generative AI features in your Blackbaud environment. Once enabled, the authorization applies to all current and future generative AI features across your Blackbaud products. For details, see Opt In to Generative AI Features Globally help. If you don’t opt in, your organization remains opted out by default. but you won't be able to use chat.

  2. Set permissions: Solution admins must assign the Artificial intelligence role to users who need access to chat.

  3. Open Chat for Blackbaud AI: In Raiser’s Edge NXT, select the Chat for Blackbaud AI sparkle icon in the top navigation.

  4. Learn the basics: Review the Quick Start guide to learn how to write effective prompts, refine responses, and get better results with our step-by-step tutorial.

What You Can Do with Chat for Blackbaud AI

Chat for Blackbaud AI can assist with a wide range of tasks, including:

  • Analyzing performance — measure fundraising success, review campaign giving breakdowns, and spot trends to support data-driven decisions

  • Exploring constituent relationships — surface giving history, household and organizational connections, and prospect classifications to inform outreach

  • Prioritizing donor engagement — identify weekly outreach priorities, at-risk donors, lapsing supporters, and upgrade opportunities in your portfolio

  • Preparing for and following up on meetings — generate tailored talking points, turn meeting notes into polished follow-up emails, and schedule thank-you actions

  • Managing opportunities and moves — create and track major gift opportunities, surface overdue actions, and review your pipeline for stalled prospects

  • Supporting event management — generate personalized event invitation emails and review upcoming donor events

  • Forecasting pledges and revenue — track pledges due, monitor fundraiser credit, and project quarterly pledge revenue

  • Prospecting for new donors — identify untapped prospects, evaluate giving capacity, and surface board member connections for relationship-building

  • Accessing product help and support — get task-specific guidance from Raiser's Edge NXT help content or connect with Blackbaud Customer Support

Chat for Blackbaud AI Prompt Library

Not sure how to phrase a request? The Chat for Blackbaud AI Prompt Library is the best place to start. It includes curated, ready-to-use prompts for common fundraising and product-related tasks, so you can ask clearer questions, explore what's possible, and get more consistent results. Use prompts as-is or adapt them to fit your specific situation.

Chat for Blackbaud AI Resources

Frequently Asked Questions

Yes. Blackbaud follows industry-standard security practices to protect your data. AI responses respect your organization’s configured security permissions, and approved tools are vetted for privacy and compliance. For more information, see the Blackbaud AI Terms of Use and the Blackbaud Trust Center.

No. You simply enter what you need, and the system handles the rest.

Your feedback helps improve the experience. You can share feedback directly in chat using the thumbs-up or thumbs-down options, or by submitting and voting on ideas in the Raiser’s Edge NXT Idea Bank under Blackbaud AI – Chat.