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.

When creating an email to send to constituents, you can now use two new merge fields — Primary addressee and Primary salutation — to personalize how recipients are addressed. These options help ensure greetings reflect a constituent’s preferred name or salutation rather than relying solely on a full name. To insert them, select Merge, then Donor, and choose the appropriate field. If a primary addressee or salutation isn’t defined, the email automatically falls back to the constituent’s full name, so your message is always complete and ready to send.

The new grid batch offers an improved workflow for adding multiple gifts to a batch, while maintaining all the functionality of the previous batch UI. From Gifts, Overview, select Add, New grid batch, or on an existing unapproved batch's record, select Edit, Edit in grid view. Now you can see and review all batch gifts in a single grid, tab through fields for faster entry, and configure the columns to add, remove, or rearrange fields on the batch. The status column is locked to allow you to easily identify and review errors that occurred when saving gifts. For more information, see Add Gifts in Grid Batch.

Updated batch fields include the constituent field, which now has an advanced search that provides additional constituent details to ensure that you're selecting the correct constituent. After you enter a constituent, select the constituent icon that to open and edit the constituent record from the flyout without having to leave the grid batch.

Under Related Links, you can access the new template functionality, which allows you to set the columns and default values for the fields on your batches. You can reuse the templates for each batch you create, allowing for a quicker workflow. For more information, see Gift Batch template.

Note: The approval process for batches is not changing. Any existing unapproved batches in your system are unaffected by the update.

You can now configure general ledger distributions directly on Funds records in web view for both Blackbaud Financial Edge NXT integrated and non-integrated environments.

You can now apply hybrid pledge payments to automated pledges. This enhancement lets your organization accept manual payments for open installments and update pledge schedules with more control.

Maximize fundraising outcomes with Prospect Insights Pro's optimized opportunities. Now, when you add or edit an opportunity for a prospect in a Prospect Insights Pro queue, Prospect Insights Pro suggests gift ask amounts based on a prospect's likely gift capacity.

For those with Blackbaud AI - Chat enabled, you can create an action plan to support opportunities you create or edit via Prospect Insights Pro.

For more information, see Prospect Insights Pro Opportunities.

Optimized opportunity
Optimized opportunity

Tip: What's a Premium feature

You can now turn common giving analysis questions into clear visuals — right in Chat for Blackbaud AI. Switch between Bar chart, Pie chart, or List view using the new Display as field, then print or download the chart image from the menu to share or save.

Why it matters

  • See cash flow at a glance. Visualize projected revenue from future pledge and recurring gift payments to better understand upcoming cash flow.

  • Spot what’s driving results. View giving by revenue or gift counts across top campaigns, funds, or appeals to quickly identify what’s performing.

  • Move faster from insight to action. Toggle views without re-running queries and share visuals instantly.

Ask Blackbaud AI: "Show me all actions assigned to me grouped by type."

Ask Blackbaud AI: "What are the top 10 funds for this fiscal year?"

Ask Blackbaud AI: "Show me projected revenue for next fiscal year." (bar chart only)

Tip: What's a Premium feature

Benchmarking tiles now include a Suggest actions button that connects you to Chat for Blackbaud AI — so you can move from insight to impact faster.

Available on Active donor growth, Revenue growth, Revenue per donor, and Sustainer performance benchmarking tiles, this feature provides real‑time, personalized guidance based on your organization’s data and peer benchmarks.

With AI guidance, you can:

  • Understand how your performance trends compare to similar organizations

  • Interpret benchmark results with clear, contextual insights

  • Get tailored recommendations curated for your benchmark cohort

  • Take next steps directly from the tile, such as launching campaigns or adjusting strategies

Select Suggest actions to see your next best move and turn benchmark insights into meaningful progress.

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.