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.
Redesigned Campaign, Fund, and Appeal Records for Faster Insight
We've redesigned and modernized the Campaign, Fund, and Appeal record experience in Raiser's Edge NXT to make it easier to understand performance, uncover trends, and take action. The updated records use a focused tab layout and new data visualization tiles to highlight what matters most — so you can see fundraising progress, donor engagement, and momentum in one view.
Instant Performance Visibility
Each record now opens with an Overview that displays key metrics, trends, and progress indicators, including Projected revenue, Cumulative giving, Revenue by month or Revenue by year, and Donors by month or Donors by year depending on the time period selected. See how an initiative is performing and identify where attention is needed — without opening reports or rebuilding filters.
Actionable Insight Without Extra Navigation
From a single record, you can move from:
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High-level performance (Overview)
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Transaction-level detail (Gifts)
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Donor participation and engagement (Donors)
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Deeper visual analysis (Analysis)
This makes it easier to validate results, explore patterns, and act — all without leaving the record.
Fund-specific Additions
Fund records include two additions built with finance collaboration in mind. The Gift list now displays Fund ID alongside Fund description, making it faster to cross-reference with your finance team without manual lookups. A dedicated GL Distributions list gives finance partners direct visibility into how fund activity maps to your general ledger — all within the record.
Appeal and Package Additions
Appeal records include a Package list, giving you a clear view into the components driving your appeal's performance. Additional package analysis and comparison tiles are planned for a future release.
A Record You Can Extend
You can now add new SKY Add-ins tabs to Campaign, Fund, and Appeal records to display the information that matters most to your organization — so the record works the way your team works.
The redesigned Campaign, Fund, and Appeal records are available now and integrate into your existing workflows. Open a record to explore the new experience and see how much easier it is to understand performance.
Manage planned gifts in web view for Planned Gift Tracker users
Add planned gifts, link one-time gifts, and manage records without leaving web view.
Customize Giving Statements
Now you can customize your giving statements with your organization's logo, signature image, signatory name, and signatory title. From Gifts, Giving statements, select the Settings gear icon, then PDF.
Enter a custom logo, signature image, signatory name, and signatory title to match your organization's branding.
Create legacy recognition programs for giving societies
Recognition goes beyond saying "thank you" - it allows you to steward lasting relationships with your most engaged supporters. From Constituents, Recognition, you can create legacy programs, the first of four distinct program types to be offered, for your legacy donors that have given your organization a planned gift or bequest. You can define rules based on your program's needs, automate qualification, and manage recognition lists.
Note: This What's New automatically appears after a new release so you know what's what.