What's New

In grid view batch, you can now split gifts by percentage instead of calculating individual amounts per split. Add the split column to the grid, then enter percentages for each split. In a batch template, you can define default split percentages to be automatically applied to gifts in the grid.

New standard intelligent tags flag more fundraising moments automatically across the donor lifecycle:

• Consecutive giving streak

• Emerging prospect

• Giving anniversary approaching

• Prospect assigned but no opportunity

• Qualified prospect

• Recent soft credit

• Recurring gift payment failing

• Reunion year (with Alumni Tracking only)

• Secondary prospect

• Top prospect

• Undergiving prospect

• Untapped prospect

• Upcoming pledge installment

Note: Prospect Insights intelligent tags may not be available immediately after release and will appear gradually over the next week as processing completes.

These tags appear on constituent records, in lists, and in Work Center, and require no setup. For details on when each tag applies, see Standard Tag Definitions.

Admins can now limit a standard tag to specific users, the same visibility control custom tags use. Hiding a tag from a user’s view doesn’t remove underlying data — it only limits who sees it. Use this to keep every user focused on the signals that matter most to their role.

To change a tag’s visibility, go to Settings, Intelligent tags, and select Manage next to a standard tag.

Note: If you limit a standard tag to specific users, include yourself in that list to keep your own visibility into the tag.

The standard tags list now matches the at‑a‑glance view custom tags use. For each standard tag, you can see:

• Description

• Recommended guidance

• Visibility

• Constituent count

Use Find in this list or Columns to focus on what matters to your team.

Management options differ between the two tag types, because standard tags come from Raiser's Edge NXT with fixed criteria, while custom tags are fully defined by your organization. For a standard tag, select Manage to set its visibility to All users or Specific users. For a custom tag, select Edit to update its name, description, data source, recommendation, priority, and visibility. Custom tags also support Copy and Delete. Standard tags don’t, because Raiser's Edge NXT defines and maintains them.

Select a standard or custom tag to open a popover that explains what the tag means and quickly create a follow-up action.

From the popover, select Add action to create a follow‑up that's pre‑filled with the tag’s context, including the recommended next step and category. For standard tags, relevant details from the constituent’s record, such as pledge or gift information, are added to the action’s note, so they’re ready when you reach out. You can review, personalize, and save the action.

One way to try this: filter a constituent list or Work Center view to a single tag, such as Upcoming pledge installment, then select the tag and use Add action to create the follow‑up. For a complete walkthrough, see Use Intelligent Tags to Move from Signal to Follow-Up.

We’re retiring three tags that were based only on a single wealth‑related indicator: High wealth rating, Higher giving potential, and Recent wealth data.

Prospect Insights and Prospect Insights Pro each consider wealth alongside giving behavior, external philanthropy, and demographic information, giving you a more actionable prioritization signal. If you use Prospect Insights, review the Undergiving prospect, Untapped prospect, and Qualified prospect tags instead. If you use Prospect Insights Pro, review the Undergiving prospect, Emerging prospect, Secondary prospect, Top prospect, and Qualified prospect tags instead.

Note: These three tags will stop updating on September 8, 2026, and no longer appear on constituent records, lists, or Work Center. If a list filters on one of these tags, that list keeps returning the same results. You can’t add a retired tag as a new filter, and you can’t add one back after you remove it from a list.

We’re also updating New donor and New sustainer to recognize soft credits along with direct gifts, matching how other lifecycle tags, such as At risk donor and Lapsed donor, work. For details on every standard tag, see Standard Tag Definitions.