What's Recent in 2024

November 12, 2024

Previously, the Total gifts over time chart only displayed the first gift in a recurring gift. Now it displays all subsequent gifts in a recurring gift to more accurately display your received funds.

From Online Giving, under Total gifts over time, select Gift type, Recurring gifts. For more information, see Performance for All Forms.

September 10, 2024

To give you the flexibility to change how multiple designations display on Optimized Donation Forms, you can change their display name and arrange them to the order you prefer after you add them to a form. From Online Giving, create or edit an Optimized Form. Under Donation, Designation, select the areas donors can give to and change how they display. For more information, see Optimized Donation Forms.

July 23, 2024

You can now change the line on the Total gifts over time chart to display the number of gifts received instead of the total gift amount. This can help you see giving trends better if large one time gifts are skewing the graph.

For those with Online Giving, under Total gifts over time, select Number of donations. For more information, see Performance for All Forms.

July 23, 2024

To give you the control to place a logo in the best position, now you can move a logo to a specific location on a branding card. From Online Giving, create or edit a branding card. Under Desktop, Logo, choose a logo for the card. Next, select Reposition logo and drag the logo to the position you prefer. For more information, see Branding Cards.

July 9, 2024

To track gifts made in response to specific fundraising initiatives, you can add a campaign to an Optimized Donation Form that appears on gifts in Raiser Edge NXT'sGift Management. From Online Giving, create or edit a form. Under Donation, Hidden fields, enter the campaign name in the Campaign field. For more information, see Optimized Donation Forms.

July 9, 2024

To track different campaigns for gifts from the same form, now you can add them to an Optimized Donation Form's URL and hyperlink without adding them to the form's configuration. To learn how to pass the campaign ID to an Optimized Form in Online Giving, review parameters.

June 18, 2024

To help you raise more, Intelligent Ask increases the average gift amount for your organization by presenting one-time gift amounts to anonymous donors. With Intelligent Ask, Blackbaud's data model adjusts the one-time gift amounts you configure on a Standard Donation Form to display the amounts a donor is most likely to give. By default, it is turned on when you create a form. To turn it off, create or edit a Standard Donation Form. Under Get started, Fundraising opportunities, select Intelligent Ask. For more information, see Intelligent Ask in Online Giving help.

June 11, 2024

Building on recent digital wallet enhancements, Optimized Donation Forms now support PayPal and Venmo for one-time gifts. Previously, these payment methods were only available on Standard Donation Forms.

To accept PayPal and Venmo, connect your PayPal Business and Blackbaud Merchant Services accounts in the Blackbaud Merchant Services Web Portal. For more information, see Get Started with PayPal.

Tip: If your accounts are already connected, PayPal and Venmo display automatically to payers during checkout.

For more information about accepting digital wallets, see Digital Wallets.

June 5, 2024

To help you cover online transaction costs, now in Optimized Donation Forms, donors can cover fees when Complete Cover is enabled but a donation isn’t eligible. Donor cover automatically displays if a donation is $3,000 or more.

Note: If donors cover fees when Complete Cover isn't supported, the form allocates those fees to the default fund on the form unless you specify a separate designation from Settings in Online Giving.

For more information, including the differences between donor cover and Complete Cover, see Fee Coverage.

May 29, 2024

Now, you can set the padding and background color for branding card logos specifically for mobile devices. Previously, there was only one setting to apply to devices accessing an Optimized Donation Form. From Online Giving, create or edit an Optimized branding card. Under Mobile, select Set a different padding and background color for mobile and set the logo's padding and background color. For more information, see Branding Cards.

May 21, 2024

To help with reconciliation, now payments made by PayPal and Venmo through donation forms display the PayPal transaction ID on gift records under Comment.

Note: Currently, only those in the US can accept Venmo payments.

April 23, 2024

To provide your donors with more convenient ways to give, Optimized Donation Forms now support Apple Pay and Google Pay for recurring gifts. Previously, only one-time gifts were supported. For more information, see Digital Wallets.

April 23, 2024

To help with reconciliation, now payments made by Apple Pay and Google Pay through donation forms:

• Display with the Credit card payment method in batches and on records

• Display the wallet type under Reference

Previously, digital wallet payments displayed as Other and the wallet type was not tracked.

Note: Payments made by PayPal still appear with the PayPal payment method.

April 16, 2024

Now you can export data from the Total gifts over time chart on all forms or individual forms to use for your own reporting. Export the chart as either an image file, which you can then embed in an application of your choice, or as a csv file or Microsoft Excel (XLSX) file to report on data such as amount raised, average amounts, and total donations.

On individual forms, you can export the Total gifts over time chart, as well as the Recent donations or the the Referral visits summary list to see page views, number of donations, and percentages for each referral. If you have multiple forms, you can use the exported files to compare the success of the forms over a given time.

To export data, from Online Giving, select ... in the Total gifts over time chart, Recent Donations, or Referral visits summary list. For more information, see Performance for All Forms or Performance for Individual Forms.

April 16, 2024

Help Blackbaud improve the online payment experience by letting us display an optional survey to donors after they check out through your donation forms. When enabled, Blackbaud periodically presents surveys and collects research on user interaction. The survey is turned on by default. To turn it off, go to the Blackbaud Merchant Services Web Portal. From Control panel, Settings, edit an account configuration. Under Checkout survey, clear the option and save.

February 13, 2024

From the web view, you can now access Online Giving to create Optimized Donation Forms and access your (standard) forms. Optimized forms encourage donors to complete transactions because of a new streamlined design that captures payments before collecting contact information. They also require minimal setup and include the same fee coverage options as standard forms.

Optimized forms:

• Use a branding card you customize with images and your mission statement.

• Are visually appealing, intuitive, and engaging.

• Automatically adjust to increase higher than average gift amounts based on donor data analysis.

• Display anywhere on your website without creating new web pages.

To access Optimized forms, navigate to Online Giving from the solution menu. From Online Giving, you can also:

• Manage users, roles, and settings for optimized and Standard Donation Forms.

• Set up a Blackbaud Merchant Services account, if necessary.

Note: As part of this transition, all your existing donation form users, roles, and settings migrated to Online Giving. However, you can continue to manage them from Raiser’s Edge NXT.

For more information, see Online Giving.

February 6, 2024

Now, you can enable direct debit for one-time gifts on Optimized Donation Forms. From Blackbaud apps, Online Giving, create or edit an Optimized Form. Under Payments and fees, select Enable direct debit. For more information, see Optimized Donation Forms.

January 16, 2024

Now, in Online Giving, you can add a designation and appeal through an Optimized Donation Form's hyperlinks without adding them to the form. This enables you to add &desid=ID and &appealid=ID to the end of the links. To find the IDs you want to use, edit an Optimized Form from Blackbaud Apps, Online Giving.

• For designations, from Donation, Designations, select Show All. Enter the designation name and make note of its ID.

  

• For appeals, from Optional fields, Hidden fields, enter the appeal name and make note of its ID.

  

Close the form and copy the type of hyperlink you want to use under Publish, Hyperlinks. Next, append the parameter and its ID to the end of the link inside the quotation marks. For more information, see Parameters in Online Giving Help Center.

January 9, 2024

If your optimized forms are in test mode, the test donations are not provided with a receipt or displayed in giving statements. This is to avoid confusion if the test donations are deleted later and to prevent assigning receipt numbers to test donations.

For more information, see Optimized Donation Form Tutorial.

October 29, 2024

To track debts incurred by your events, such as rental fees or catering costs, you can now add expenses to event records. For more information, see Event Expenses.

Note: Financial Edge NXT integration expense tracking options are not part of this feature and will be coming in a later release.

October 22, 2024

To improve capacity limit customization, you can now add a capacity limit to each event fee. For example, if your organization offers one Gold Level Sponsorship for an event, after the associated fee is purchased, it is labeled “Sold out.”

Note: Fee capacity limits replace form capacity limits.

For more information, see Fees.

May 29, 2024

To make managing events easier, you can now copy event participant option fields from one event to another. Participant options are fields you add to events to track custom information about participants, such as t-shirt sizes, meal preferences, and seating requests.

From the event record, under Participant options, select Copy options from another event and search for an event to copy its participant options.

For more information, see Participant Options.

April 30, 2024

To help with reconciliation, now payments made by PayPal and Venmo through online registration forms display the PayPal transaction ID on gift records under Comment.

Note: Currently, only those in the US can accept Venmo payments.

April 23, 2024

To help with reconciliation, now payments made with Apply Pay when donors make donations or pay registration fees through online registration forms:

• Display with the Credit card payment method in batches and on records

• Display the wallet type under Reference

Previously, Apple Pay payments displayed as Other and the wallet type was not tracked.

Note: Payments made by PayPal still appear with the PayPal payment method.

March 12, 2024

Now, you can allow registrants to decline attendance for an event and prevent them from receiving event updates.

From the registration form designer, under Get Started, Registrant options select Allow registrants to decline RSVP to allow registrants to decline attendance from the online registration form.

Note: Registrants who decline RSVP on the event registration form appear as Declined in the list of participants on the Event record to help you remove them from future event updates. For more information, see Participants.

Tip: Select Allow registrants to make additional donations so registrants can still opt to donate even when they decline attendance.

For more information, see Online Registration Form Get Started.

January 30, 2024

Note: You’ll need to embed the updated HTML code for your registration form to take advantage of these new enhancements.

We’ve made enhancements to the code snippet for online registration forms you create with the registration form designer:

• You can now embed multiple registration forms on a single webpage.

• From Marketing, Email, Marketing Emails, successful transactions from recipients who interact with links on webpages that contain embedded forms are now included in performance analytics. For more information, see Marketing Email Performance Analysis.

For more information on how to embed online registration forms on your organization’s website, see Publish Online Registration Form.

When you add a registration form, you can now include an optional field to collect registrant or payment middle name information. To add the middle name fields to a form, from an event record, add or edit a form under Online registration forms. Select Form to open Form builder. To edit registrant or payment name fields, hover over the names section of the form and select Click to edit. Select to include the middle name field and edit the label if necessary.

For more information, see Registrant Details.

December 3, 2024

To help you select the right constituent, Online data review now shows Gift comments and custom field data that your organization may collect from donation forms.

From Fundraising, Gift management, select the link under Needs attention to review unmatched constituents. Select a gift to view its details. such as Gift comments and custom data fields.

For more information, see Online data review.

November 5, 2024

To help you track details about gifts given in honor, memory, or celebration of a person or cause, you can now add tributes in web view from the gift or constituent record. For more information, see Constituent Records and Tributes.

September 17, 2024

To help you manage funds in the web view, now you can add and edit them from Fundraising, Funds. Previously, you could only do this in the database view. For more information, see Funds.

August 27, 2024

To improve accuracy with address matching, we've enhanced our address matching in Online Data Review for addresses with abbreviations or ZIP+4 codes. For more information, see Online Data Review.

July 2, 2024

To save your constituents time, they can now apply a saved payment method to active recurring gifts in portal. For example, when constituents add a new card or a bank account, they can opt for the new payment method to apply to active recurring gifts that use the same payment method.

Tip: The portal is a website constituents can use to stay connected with your organization. Review Get Started with Portal for more information.

June 11, 2024

When you create a new constituent from Gift Management, Online data review, we now support the default constituent code you set in Online Giving.

To set a default constituent code in Online Giving, navigate to Settings. Under Raiser’s Edge NXT connection, select Field mappings. For more information, see Raiser's Edge NXT Connection Field Mapping.

May 7, 2024

Online data review allows users to review donations that come through Raiser's Edge NXT donation forms and link them to constituent records. You have the option to choose automatic matching, which is the default, or choose one of the two review options to manually link transactions to constituents. To navigate to Online data review, select Fundraising, Gift Management. Then, select Online data review under Settings.

For more information, see Online Data Review.

May 7, 2024

To surface your most important tasks, the Gift Management landing page is now changing. From the Gift management action hub, you can now view the most important tasks that need attention and quickly access feature areas, such as Gifts and Gift batches, under Related links.

Under Unapproved batches, view batches pending approval. To edit the gifts in a batch or edit details about a batch, select its menu.

Note: Only unapproved batches appear under Gift management. To view approved batches, select View all batches.

April 9, 2024

To build on Add pledge gifts in the web view, now you can manage pledges too! You can:

• Add pledge payments from the pledge record, a constituent's record, Fundraising, or Home.

• Edit a pledge schedule's future payments, including the installment amounts and date from the pledge record.

• Add write-offs from the pledge record for constituents unable to fulfill their pledge commitments.

For more information, see Pledges.

February 27, 2024

Now, you can add a pledge when you add a gift from Home, Gift management, and a constituent record in the web view. Previously, you could only add a pledge in the database view. When you add a gift, select Pledge under Gift type. By default, the installment schedule is set to one payment. You can change the schedule when you select Pledge Schedule. For more information, see Pledges.

November 12, 2024

To make it easier for you to recognize constituents for gifts, you can now select to automatically soft credit constituents, such as spouses, in web view.

To automatically soft credit a constituent, under Relationships on the constituent record, select Edit relationship from the menu. Select Automatically soft credit this individual for gifts.

Tip: If the constituent does not have any relationships, you will need to add a relationship to the constituent record before you can automatically soft credit them for gifts. For more information, see Relationships.

For more information, see Soft Credits.

September 17, 2024

To help track biographical information for constituents, you can now view more important details under Constituent Summary on the constituent record. Previously, these fields were only available on the Bio 2 and Org 2 tabs of the constituent record in the database view.

Under Personal info or Organization info, you can now view the following fields:

• Birthplace

• Religion

• Ethnicity

• Income

• Parent corporation

• Target

• Number of subsidiaries

• Number of employees

• Industry

For more information, see Personal or Organization Information.

September 17, 2024

To track who to exclude from mailings and reports, you can now indicate when constituents have no valid address on record in web view. Previously, you could only mark constituents as having no valid address in database view.

On the record of the constituent, select Mark as, Has no valid address.

For more information, see Addresses and Constituent Statuses.

September 17, 2024

To help improve the accuracy of your data, the following constituent biographical details and statuses are now automatically identified as possible duplicates for you to merge to a target record:

• Birthplace

• Religion

• Ethnicity

• Income

• Parent corporation

• Target

• Number of subsidiaries

• Number of employees

• Industry

• Receipt type

  Note: When merging, the target record value will remain.

• Has no valid address

  Note: When merging, if either the source or target record has a valid address, Has no valid address will be disabled on the target record.

• Requests no email

  Note: When merging, if either the source or target record requests no email, Requests no email will be enabled on the target record.

You can review matches and merge records under Possible duplicates from Tools, Data health. For more information, see Duplicate Management.

June 25, 2024

To help keep your data current and accurate, you can now delete constituents from their record in web view. Previously, you could only delete constituents in database view.

To remove a constituent, from their constituent record, select Edit, Delete.

Note: Once you delete a record, it is permanently removed from your database. You can’t delete constituent records associated with gifts or if you don’t have permission to delete constituents.

For more information, see Constituents.

October 22, 2024

To help you manage lists, users with Supervisor rights in database view can now delete other users’ lists marked “View-only.” For example, when a user leaves an organization, Supervisor users are able to clean up any lists that are no longer needed. To remove a saved list you no longer need, open it in Lists and select Delete.

Note: In a constituent list, select More, Delete.

Previously, others could view a user’s lists, but not edit them. For more information, see Lists.

September 17, 2024

Tip: Issues with help content appearance? You may need to clear your browser's cache.

To improve how you interact with and consume help resources, we’ve made accessibility enhancements and updated the look and feel of our help:

• Help access from the omnibar — You can now select to open help from the omnibar. Previously, you opened help from the green help invoker.

• Help window size and style – While help still functions the same, it is now larger to make text easier to view. Also, we’ve updated the color and style to provide a more consistent experience with our solution.

• Tip style – Updated look of tips makes additional help content easier to scan.

For more information, see Enhancements to the Help Experience for Blackbaud Raiser’s Edge NXT®.

July 23, 2024

To protect you from downloading malicious content, Raiser's Edge NXT now automatically scans files for viruses when you add attachments to records. If Raiser's Edge NXT detects a potentially malicious file, it blocks the upload.

Tip: We recommend you remove blocked files from your local machine and contact your administrator.

For more information, see Attachments.

November 5, 2024

To help fundraisers quickly identify prospects likely to give a planned gift, you can now filter Prospect Insights Pro lists to display only prospects with a high planned giving likelihood.

October 22, 2024

To help fundraisers manage their prospect relationships, you can now enter a fundraising assignment end date from a prospect's record.

October 22, 2024

To make the list of fundraisers available from the Fundraiser filter more manageable, the filter now only displays active fundraisers. However, you can still view all fundraisers, including those whose constituent record is marked inactive, by selecting the Show inactive option.

June 5, 2024

If a constituent meets the requirements for Prospect Insights scoring, and you have the required permissions, you can see the constituent's Prospect Insights scores on their record. You can also see their qualification status and if they are assigned to either the Undergiving or Low-likelihood list.

Use Prospect Insights scores on a constituent's record to check their major gift insights before interacting with them. Continue to use Prospect Insights for in-depth information and to see prioritized lists of your best major gift prospects.

For more information, see Constituent Records.

June 5, 2024

If a constituent meets the requirements for Prospect Insights Pro scoring, and you have the required permissions, you can see the constituent's Prospect Insights Pro scores on their record. You can also see their qualification status, if they are assigned to either the Undergiving or Smaller predicted gift list, and analysis and recommendations.

Use Prospect Insights scores on a constituent's record to check their major gift insights before interacting with them. Continue to use Prospect Insights Pro for in-depth information and to see prioritized lists of your best major gift prospects.

For more information, see Constituent Records.

May 29, 2024

As Prospect Insights continues to evaluate and enhance its models based on new data, you may see more candidates in the Untapped candidates list. Prospects are ordered by priority, so we recommend you review your lists, starting at the top, for new prospects added because of the update. We also recommend you review the Disqualified prospects list to see if any previously dismissed prospects should be reconsidered.

April 30, 2024

Now, you can filter assigned prospects that appear on Your prospects or All assigned prospects to display only prospects in the Low likelihood or Undergiving list.

April 30, 2024

Now, you can filter assigned prospects that appear on Your prospects or All assigned prospects to display only prospects in the Undergiving list, select the list from the queue filter. For All assigned prospects, you may also filter by Smaller predicted gift.

February 27, 2024

Use insights from Prospect Insights Pro to build a qualified prospect pool. From Fundraising, Prospect insights, under Build a qualified prospect pool, view suggested candidates to qualify and potential giving increases.

Candidates to qualify include Top prospects (formerly known as Untapped candidates), who are the most promising candidates for major gift fundraising in the near term, and Emerging prospects – those with the potential to become major gift prospects in the long term.

July 9, 2024

For those of you with Query, you can now add and edit supported queries in web view to search for records that meet certain criteria. To access the list of queries, go to Analysis, Query.

For more information, see Query.

May 21, 2024

For those of you with Query, we’ve added support for the following:

• Run queries that suppress duplicate rows. In database view, you can select to suppress duplicate rows to avoid displaying duplicate information in query results. The ability to suppress duplicate rows in web view will be available in a future release.

• Run queries without output columns. From the Results tab of the query editor, you can view the total number of records your query returns.

May 21, 2024

Those of you with Query can now assign the Export permission under Query tasks for the Analysis role to allow users to export queries.

Note: If you were previously a solution admin, the new permission is automatically assigned for you.

To create the role and assign permission to users, in Raiser’s Edge NXT, navigate to Control Panel, Security to access Security roles and User Management.

For more information, see Query Security.

October 1, 2024

To help admins understand changes to roles in their organization and the impact to users, admins can now view role history. From Security, Audit history, Role history, admins can see the details of task and permission changes for each role change.

For more information, see User and Role Audit History.

March 19, 2024

We're improving how you connect SKY applications and access NXT Data Integration for Raiser's Edge NXT. Previously, the environment admin was the only role that had permission to manage SKY applications and access the API.

• You can use the Marketplace User management role to assign permissions with a greater level of granularity to enable any user to manage SKY applications in the Marketplace. Decide who can connect and disconnect applications, and who can approve scope changes. For more details, see the Permissions to connect applications help.

  Tip: Don't see this yet? Expect its wider release in a future update.

• For those who use the NXT Data Integration API, we’ve introduced a new Extensibility role to assign permission to access the API.

Note: If you were previously an environment admin, the new permissions are automatically assigned for you.

To create the User management or Extensibility role and assign permissions to users, navigate to Control Panel, Security to access Security roles and User management.

March 12, 2024

Now, you can add a membership, with basic membership details, from a constituent's record in the web view. Previously, you could only add a membership in the database view. To add a membership, on a constituent's record, under Membership, select Add membership. For more information, see Add membership.

March 12, 2024

Now, you can view the membership details and membership history for each membership in web view. Previously, you could only view membership history records in database view. To view a membership record, select it from a constituent's record under Membership. For more information, see Membership Records and View membership details.

February 6, 2024

Based on feedback, you can now change the date of Address Finder runs. From Tools, Data health, under Scorecard, Next update, select Reschedule Address Finder run. You can reschedule 90 days after a successful run or within 365 days from today's date.

For more information, see Address Finder.

January 9, 2024

Do you process transactions in multiple currencies? The new marketing email Transactions table displays transaction count, total amount, and average amount for each currency received. To view the table, select a recently sent email from your marketing email dashboard.

January 16, 2024

We’ve moved the ability to manage table values, clean up table entries, and add new donor category tables from Tables under Configuration in database view to web view. To manage tables in web view, navigate to Control panel, Tables.

For more information, see Tables.

July 23, 2024

Patch 35 began releasing in database view. To improve the payment processing experience, Blackbaud Merchant Services will become the payment solution integrated in our solutions. Therefore, Blackbaud Payment Service will no longer support creating new accounts with Authorize.net, PayFlow Pro, and Bambora gateways. For more information about these and other feature changes, see this Knowledgebase article.

February 27, 2024

Patch 34 begins releasing in February 2024 and will encrypt several fields, including birth date, in database view. For more information on how this may affect your queries, see this Knowledgebase article.