Portal FAQs

To learn what the portal is and its benefits, see Portal.

To use the portal as a convenient place for constituents to donate and manage their recurring gifts, you need a Blackbaud Merchant Services account and donation form. To learn how to get started, see the Portal setup checklist.

To find your organization's portal URL, see Portal URL.

To learn how gifts flow from donation forms to a batch you must approve, see How Gifts from Donation Forms Flow to Raiser's Edge NXT.

If a gift approved in a batch still doesn't appear for the constituent, see if they have duplicate records.

To learn how to view user activity, see Portal Activity.

Credit Card Updater uses the same criteria to update cards in portal as other active recurring gifts. If a user saves a card, Credit Card Updater doesn't include the card in updates until after the first transaction processes. To learn more see, Credit Card Updater.

To learn more about recurring gifts in the portal, see Enable Recurring Gift Management.

The portal automatically formats phone numbers based on the country a user selects when they add or edit their phone number. To include additional phone types for constituents to choose from in the portal, see Tables and Special Tables and Entries.

Donors can change and manage their recurring gifts from the portal, if you enable recurring gift management.

When a donor splits a gift across more than one fund, the donation appears in a single row in the giving history table with the funds listed in the Fund column.