What's New

The latest updates available to you in Raiser's Edge NXT are listed below. If you don't see a feature yet, it may be included in a future release wave.

Gift Processing

You can now create pledges and manual recurring gifts in web view. When you add a recurring gift, select Processes manually to keep it from processing automatically. Manual recurring gifts are fully supported in both the Single Gift Add and batch workflows, including creating the gift and applying its payments. Credit card and debit card pledges entered in web view can be processed manually when you select this option. You can:

Note: Don't see this yet? This feature is in Limited Availability (LA) and is releasing in waves. During the LA, we'll review and implement participant feedback to prepare for general availability.

With Deposit Connect, Raiser's Edge NXT, Blackbaud Merchant Services (now part of Blackbaud Integrated Payments), and Financial Edge NXT work together to reduce the burden of manually reconciling a deposit to your general ledger.

After you post gifts in Raiser's Edge NXT, key details from Blackbaud Merchant Services are retrieved and display in Financial Edge NXT, including gift amounts, fees, record ID, and the disbursement report. These details are used to create a deposit all within Financial Edge NXT — eliminating the need to manually reconcile disbursed payments with corresponding gift records in Raiser's Edge NXT!

Deposit Connect eliminates the need for manual data entry using spreadsheets, reduces human error, and provides a clear audit trail from gift entry to deposit creation and posting.

To get started, scan frequently asked questions for an overview and key benefits. Next, dive into step-by-step details in our Deposit Connect tutorial. You'll learn how to:

  • Specify account details in Financial Edge NXT.

  • Post gifts in Raiser's Edge NXT.

  • Track journal entry batches, non-disbursed payments, and Raiser's Edge gift info in Financial Edge NXT.

  • Understand Blackbaud Merchant Services and its role in the connected workflow.

  • View deposits generated through Deposit Connect in Financial Edge NXT.

  • Post subledgers and reconcile a deposit to your general ledger in Financial Edge NXT.

The following fields are now available for you to add as columns to a batch: marketing source code, mailing ID, finder number, send reminders, receipt number (read only)

You can now link a gift to an event registration directly in grid batch. Add the Event Participant column to the batch, select Link event participation. Select from the list of event registrations to link the gift to, or search for an event registration from a different constituent.

You can now link a gift to a benefit directly in grid batch. Add the Benefits column to the batch, then open the Link benefits modal to search for and link to any of the donor's existing benefits.

Online Engagement

Create a smoother donation experience with the embedded checkout display for Standard Donation Forms. Instead of opening a separate window, donors can enter payment information and complete their donation without leaving the page.

New forms use the embedded checkout experience by default, while existing forms continue to use the separate checkout window until you choose to change them.

Embedded checkout in a Standard Donation Form

Help donors better understand processing fee coverage with language that reflects your organization's voice. You can now customize the donor cover label displayed on Standard Donation Forms and membership forms. When donors are asked to cover processing fees, they see the label you define.

This also moves the donor cover designation setting to Tools in Settings, placing both the designation selection and the label customization in one place.

Standard Reports

Preview a standard report anywhere you can run or download one, including while you edit it. Select Preview to validate content, formatting, and filters in a read-only view, so you can catch issues or make edits before you download a file.

Preview saves your results, so you can return to them later without downloading a file. Reopen a preview for a scheduled report that ran overnight, or for a report someone shares with you, to check the numbers before you decide whether to download it.

Preview is available for the reports under Recently run, which keeps results from the last 14 days. If a preview isn't available for a report, run the report again.

Note: Preview times out for long-running reports. To preview the report after it finishes, open Recently run.

Constituents

After a donor meeting, capture what happened without stopping to type it all out. Select the microphone next to Notes on an action, and speak your update — Blackbaud AI transcribes it for you and adds it to the top of the Notes box, keeping your existing notes intact below it. Spend less time writing up interactions and more time preparing for your next one.

Red arrow pointing to the microphone next to Notes when you add an action.

Tip: Dictation requires your organization to opt in to generative AI features globally. Your solution administrator must also assign the Microphone with audio transcription task under Artificial intelligence roles in Security.

Note: Dictation isn't available when notes use rich text formatting, and your browser asks permission to use your microphone the first time you dictate.

Note: This What's New automatically appears after a new release so you know what's what. To receive this information as an email, subscribe to the blog.