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.
Enhanced prospect pool segmentation with Prospect Insights Pro (for some of you)
To help you better segment prospect pools, you can now view and filter lists and queries using Prospect Insights Pro data models.
For more information, see Identify Prospect Insights Pro Candidates using Lists or Queries.
Edit Prospect Insights and Prospect Insights Pro candidate disqualification details
To help you better manage prospect disqualification actions, you can now edit their details.
To edit disqualification details:
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Select Prospect insights activity history from a prospect's record or from the prospect's Analysis tab in Prospect Insights or Prospect Insights Pro.
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Select edit and make the desired changes.
Include or exclude prospects with specific fundraisers in Prospect Insights and Prospect Insights Pro queues
To make filtering prospect queues easier, now you can exclude prospects based on their fundraiser assignment using the fundraiser filter.
To filter out prospects from a queue assigned to specific fundraisers:
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Select the fundraisers from the fundraiser filter.
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Select Excludes any of.
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Select Apply.
Unlock Smarter Fundraising with Chat for Blackbaud AI (for more of you)
We’re excited to introduce Chat for Blackbaud AI, powered by generative AI. This feature is designed to save you time, improve donor engagement, and make smarter, data-driven decisions — all within Raiser's Edge NXT. With AI-powered assistance, you can focus on what matters most: building stronger relationships and driving your mission forward. Instead of manually searching for answers, simply ask the AI to draft content, suggest creative ideas, or provide actionable insights based on your data and best practices.
Think of it as having a helpful assistant:
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You provide a prompt or question.
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The system uses AI to generate a draft, suggestion, or summary.
You don’t need any AI technical knowledge to use this tool. Just type what you need, and the system will do the heavy lifting — saving you time and helping you focus on what matters most.
Note: Don’t see this yet? The ability to chat with Blackbaud AI is currently in Limited Availability (LA) for some of our customers. Look for full support and general availability in a future release.
How Can This Help You?
Here are some examples of what you can do with these new features:
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Draft an email or message:
Example “Write a thank-you email to donors.”
Bonus! Give the chat some feedback about a detail you want added.
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Generate ideas:
Example "Suggest three creative ideas for a year-end fundraising campaign."
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Get quick answers about your constituents:
Example “Summarize key details about [constituent name] for my next meeting.”
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Ask questions about fundraising best practices:
Examples “What are some best practices for re-engaging lapsed donors?” or “What follow-up actions are recommended after a donor meeting?”
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Assist with fundraiser goals:
Examples “Show me my top prospects for major gifts this quarter.” or “Show me a list of constituents to contact this week.”
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Ask about fundraising goals:
Example “Show me a total of all gifts received for the [campaign name] campaign.”
Tip: Some answers may include a link so you can see how Chat for Blackbaud AI answered the question. For this one, you can select View list to confirm the information.
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Ask product help questions:
Example “How do I customize the Home page?”
And this is only the beginning — AI can assist with many more tasks as you explore.
Tip: Keep the chat open as you navigate Raiser's Edge NXT. When new information is available, the chat will update automatically with summaries. For quick inspiration, try the suggested prompts to see what AI can do for you.
Tips for Better Results
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Be clear and specific in your prompts.
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Include context like donor name or campaign.
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Review and customize the AI-generated content before sending or publishing.
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Refine responses by asking follow-up questions.
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Use it as a starting point — your expertise makes it great!
Why It Matters
Chat for Blackbaud AI helps you:
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Save time by reducing manual research and drafting.
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Stay focused on strategy instead of repetitive tasks.
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Improve donor engagement with personalized content. Work confidently knowing you can edit and refine AI-generated content to match your tone and goals.
How to get started
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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.
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Set permissions – Solution admins must assign the Artificial intelligence role to users who need access to chat.
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Open the chat – In Raiser's Edge NXT, select the Chat for Blackbaud AI sparkle icon from the top navigation.
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Review the Quick Start guide – Learn how to write effective prompts, refine responses, and get better results with our step-by-step tutorial.
Frequently Asked Questions
Is my data secure?
Yes! Your data remains secure. We follow industry-standard security measures to protect your information. Access to unapproved tools is restricted, and approved tools are vetted for privacy and compliance. AI responses are customized based on your organization’s data and respect your configured security permissions. For more details, see our Blackbaud AI Terms of Use.
Do I need technical skills?
No. Just type your prompt and let the system handle the rest!
What if AI can't answer my question?
We’re always working to make Chat for Blackbaud AI more useful based on your needs. Your feedback helps us improve the experience and build tools that support your work. You can provide feedback in two ways:
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Select the thumbs up and thumbs down icons in the Blackbaud AI – Chat and add details.
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Submit suggestions and vote on ideas in the Raiser's Edge NXT Idea Bank under the Blackbaud AI - Chat category.
Note: This What's New automatically appears after a new release so you know what's what.