What's New

This week, Raiser's Edge NXT released changes for customers as part of waved roll outs. The updates available to you are listed below. If you don't see any updates, don't worry! You'll receive them in a future wave.

Now when you add a gift from Home or a constituent's record, back‑office gift entry uses the same checkout experience as online forms. The new checkout experience provides a modern, secure way to process payments.

Note: To meet evolving card‑network and issuer security expectations, new checkout requires the card security code (CSC) for new credit card payments. This added verification results in higher approval rates and fewer unnecessary declines. Existing recurring gifts continue to process as they do today. For more information, see New Checkout FAQ.

From the grid view, select Apply template to apply an existing batch template to quickly set up your batch, maintain consistency, and reduce data entry errors. Batch templates define which fields appear in the grid and can include default values for those fields. When you apply a template to a new or existing batch, the selected fields and default values are added automatically.

Intelligent tags — previously known as Tags in Raiser’s Edge NXT — are now managed directly in Settings, giving organizations more control over which donor insights appear throughout their fundraising workflows. These insights highlight key donor behaviors such as recent giving, lapsing activity, event participation, wealth changes, and personal milestones. They appear across the product, including constituent records, lists, Work Center, and prospect outreach recommendations in Chat for Blackbaud AI.

With this update, admins control which insights appear, so teams are guided by consistent, strategy‑aligned signals that support confident, results‑driven fundraising. By managing intelligent tags and displaying only the ones that matter to your organization, fundraisers see the most relevant donor insights when they work in Raiser’s Edge NXT.

Admins can turn individual intelligent tags on or off in Settings, Intelligent tags. A new Manage intelligent tags permission in Security, Role management, Settings determines who can adjust which insights appear.

This enhancement strengthens organizational governance, improves the relevance of insights fundraisers rely on, and creates a foundation for a more unified settings experience.

We’ve simplified the Settings experience so you can spend less time navigating and more time getting things done. Instead of opening a dropdown and knowing which page to choose, selecting Settings in the left navigation now takes you straight to the main Settings page. Once you’re there, a new built‑in search helps you find the setting you want to update.

This update is designed to make Settings more intuitive, more flexible, and more future‑ready. Previously, Settings were spread across multiple sub‑menus, which meant you had to understand the structure before you could make a change. This release begins a broader consolidation of Settings into a single, easier‑to‑scan destination that’s built to grow. You’ll see more settings move here over time, and new settings will land on this page in future releases, making it the central place to find, manage, and update everything you need.

In response to your feedback, Comparison and Summaries reports in Standard reports now support the Class of field, allowing you to run reports broken down by class years. You can apply this field from the Fields tab when building or editing a report. Previously, class year data was only available in database view.

We updated how queries format Name to align it more closely with natural language and to distinguish it from Sort Name. Sort Name uses the Last, First Middle format; Name and Sort Name had displayed the same information. To support multiple formats in web view Query, Name now displays First MI Last. Sort Name continues to display Last, First Middle.

How this update affects workflows

  • Use Sort Name when you need Last, First Middle for sorting or grouping.

  • Use Name when you need First MI Last for display or export.

  • Include both fields in a query when you need both formats available for review.

This update ensures that both formats are available in web view Query. Teams that prefer First MI Last can use Name, and teams that rely on Last, First Middle can use Sort Name.

Note: Queries that currently include Name may need to switch to Sort Name if the user wants to use Last, First Middle.

You can now resize the Query editor panes to create a workspace that supports your workflow. A new grab handle appears between the panes so you can adjust the width to focus on the criteria, output, or sort information you need. You can also resize the panes with the keyboard, which supports users who prefer or require keyboard navigation.

When you adjust the pane widths, SKY UX sticky settings store your preferences for each product and each editor view. For example, Criteria, Output, and Sort store their pane widths independently. Your preferred layout appears each time you open an editor so you can stay focused on your task without reorganizing your workspace.

Arrows point to resizable Query editor pane divider

Prospect Insights Pro's data models and projected giving and wealth information scores now use the latest available data and adaptive modeling. The refresh affects all queues, so make sure to review your best major gift prospects. Because the queues are sorted by priority, you may notice different prospects at the top of a list.

To make identifying specific types of candidates easier, now you can filter Prospect Insights queues to:

  • display candidates who meet predictive giving criteria associated with a Prospect Insights model. For more information, see Prospect Insights Models.

  • show prospects who have specific constituent codes. For more information, see Constituent Codes.

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