What's Recent

Now, when the lowest amount offered on the upsell prompt for a donation form is less than the minimum amount for recurring gifts, it defaults to monthly gift amounts based on the minimum. Previously, the prompt wouldn't appear to donors when the lowest amount was below the minimum recurring gift amount.

You can now enable registrants to purchase as many fees as they want when you include a fee on a registration form. Previously, the limit was 10.

From an event record, under Online registration forms, add or edit a form. Under Form, select Click to edit under Choose registration options. In the Max available column, enter any whole number as the limit.

Now, you can add gift custom fields to your donation forms. Previously, you could only add constituent custom fields. We also made an enhancement to the location of custom fields in Form designer. To add custom fields to a form, from Tools, Donation form designer, create or edit a donation form. Under Form, move Custom fields from Fields in Form designer to a location on the form. For more information, see Fields.

Now you can use a constituent list to narrow down your receipt recipients. From Fundraising, Gift receipting, select Filter. Under Filter gifts, select the list of constituents you want to send receipts to.

You can use this filter to fulfill donors' receipt preferences. For example, create a constituent list of donors whose records are marked as Requests no email, select this list in Filter gifts, and then generate PDF receipts to print and mail to those donors. For more information, see Gift Receipting Filters

Previously when your organization's tax ID was missing, you'd receive an error after generating receipts and giving statements. Now you receive an alert on Fundraising, Gift receipting and Giving statements, and you're prevented from generating receipts and giving statements until you enter your tax ID under Settings.

For consistency with online donations, Raiser’s Edge NXT event registrations now appear as Needs acknowledgement when you view them in batches from Fundraising, Gift management. Previously, they were marked as Acknowledged.

Donors with Apply Pay enabled devices can now use Apple Pay through Blackbaud Checkout for one-time gifts on embedded donation forms. Previously, they could only use Apple Pay on standalone forms.

To display Apple Pay as an option, you must complete a verification process on your website. For more information, see KB 201611.

Note: To display Apple Pay on donation forms already embedded on a web page, copy the form's HTML and embed the code again.

Now when you access a donation form, either from All donation forms under Related Links or from Recently Accessed, you can copy the HTML code, the URL, and download the QR code under Share form. Previously, these actions were under Publish in the donation form designer. For more information, see Donation Forms.

To organize your fundraising tools together, we moved Website components to Donation forms designer, Related links. Don't worry, all your existing website components are safe. For more information, see Website Components.

For organizations that use naming conventions for their fund names, such as GO2023 for the 2023 general operating fund, you can now label the funds with donor-friendly names on donation forms. You can also sort the funds alphabetically or set your own order by moving them where you would like.

From Tools, Donation form designer, edit or create a form. Under Get started, select more than one fund. Next, under Form, select Click to edit on the fund field on the form and make your selections.

For more information, see Donation Form Fund.

You can now manage tables from Control panel, Tables. From the web view, you can view the list of tables in your database and define new donor category tables. For each table, you can add, edit, delete, and change the order of entries.

Note: To define a donor category table, select New donor table above the list of tables. To define an attribute table, navigate to Configuration, Attributes in the database view and add an attribute with a table data type.

The web view also includes improvements to help you work with tables more efficiently. You can now:

• Use drag and drop options for table entries to change their order or tab to the drag icon on your keyboard and press the up or down arrows to move entries within the list. In the database view, you can only use a menu to move entries.

  

• Continue working during table entry cleanup. In the database view, you must pause your work while a cleanup is in progress.

For more information, see Tables.

You can now filter the Low likelihood and Undergiving lists by fundraiser. Use the filter to see which candidates are assigned to a specific fundraiser and to gain insight into each fundraiser's portfolio quality.

Note: The Fundraisers filter is only available to authorized users. For more information, see Prospect insights role tasks and Permissions.

The table field type is now available in constituent custom fields for donation forms. To add custom fields to a form, from Tools, Donation form designer, create or edit a donation form. Under Form, move Constituent custom fields from Donor information in Form designer to a location on the form.

If the custom field enables donors to select multiple responses because Allow 1 per Record isn't set for the field in the database view, responses display as checkboxes.

If the custom field is set to only allow one per record in the database view, responses display as a single-select dropdown.

For more information, see Donation Form Donor and Gift Information.

Note: To configure and add new custom fields in the database view, from Configuration, select Attributes. After you configure an attribute or custom field, you can add it to donation forms. If a field is set to only allow one per record, any existing data in the field is overwritten. For more information, see Custom Fields.

As a part of our ongoing optimization efforts, we have temporarily disabled Click to Pay while we improve the user experience.

With the new Prospects assigned to non-active fundraisers list, you can quickly identify prospects with a high major giving likelihood who are not assigned to an active fundraiser. Using the list, you can easily review fundraiser assignments and re-assign prospects to active fundraisers and renew cultivation of the prospects. If any of your prospects meet the criteria for the new list, you can view them from Fundraising, Prospect insights, under Needs attention.

To track gifts made in response to a specific fundraising initiative, you can add a campaign to a donation form. After the donor submits the form, the campaign appears on the gift record in Gift management. From Tools, Donation form designer, edit or create a form. In Get started, under Hidden fields, enter the campaign name in the Campaign field.

For more information, see Donation Forms.

You can now focus your efforts with the Untapped candidates list by using the Spouse assignment filter to filter candidates by whether they have a spouse who is already assigned to a fundraiser.

Blackbaud Checkout now accepts direct debits for one-time USD transactions made through forms configured for donors or Blackbaud to pay processing fees.

Tip: Enable direct debit on your form to start accepting ACH transactions with fee coverage. For more information about accepted payment methods, see Blackbaud Payment Processing Fees.

To send notifications to those in your organization who need to know when a donor gives a gift of a minimum value, you can now set a minimum gift amount.

From Tools, Donation form designer, edit or create a form. Under Confirmations, Donation notification, enter email addresses for those you want to send the notification to. Under Minimum gift amount, enter a minimum value to activate sending the notifications.

Additionally, in response to customer feedback, notifications now include relevant personal information you can use to thank donors. Previously, notifications didn't include this information.

For more information, see Donation Forms.

Building on recent changes to help personalize information about your organization, a new setting is available from Control panel, Settings.

From General information, you can now edit the address that displays on gift receipts and giving statements.

Tip: To change your organization’s physical or billing address, go to the top-level navigation in web view, select your initials, and then open your Blackbaud account. From the Blackbaud welcome page, select Organizations.

Note: Admins automatically have access to manage general information. To provide access to other users, navigate to Control panel, Security. Under Roles, Settings roles, add or edit a role. Next, select Show permissions for General information tasks and include General information.

You can now use Raiser’s Edge NXT to customize and manage an online portal to help constituents stay connected with your organization.

With the portal, constituents can:

• Give one-time or scheduled gifts using a debit or credit card, or bank account draft.

• Manage recurring gifts such as to change payment amounts, or to skip, hold, or end payments.

• Save payment methods — or use ApplePay or Click to Pay — to avoid entering their payment information each time they give.

• View their lifetime history of giving, including cash or checks given offline.

• Email giving statements to themselves for the last calendar year or the year-to-date.

• Update their name and contact information to keep your organization’s records up-to-date.

Before constituents can use the portal, an admin must configure settings in Raiser’s Edge NXT, such as giving options, custom branding, and support contact information. After you roll out the portal to your supporters, admins can manage user account access and troubleshoot sign-up issues. They can also manage updates to name and contact information submitted by users.

For more information about how to set up the portal and app and roll them out to your supporters, see Get Started With the Portal.

Patch 31 begins releasing this week, and includes behind the scenes performance and Queue stability improvements and bug fixes. It also introduces new consent categories to enhance consent options for users and their constituents. For more information, see this Knowledgebase article.

To give donors a mobile-friendly way to donate to your organization, download the QR code for a donation form. You can add it to your print materials, such as posters and brochures. From Tools, Donation form designer, edit or create a form. Under Publish, select Download QR code. For more information, see Donation Forms.

With recurring gift upsell, a monthly recurring gift prompt displays to donors who select a one-time gift option. Now, when donors use the prompt to switch to a recurring gift, you can view the projected gift total for all successful recurring gift upsells over the next 12 months from Tools, Donation form designer.

To enable recurring gift upsell on all forms with one-time gifts and Blackbaud Merchant Services, from Tools, Donation form designer, select Enable on all eligible forms under Encourage donors to keep giving.

To enable it on a single form, create or edit a form. Under Get started, Fundraising opportunities, select Enable recurring gift upsell for one-time gifts. For more information, see Recurring Gift Upsell.

New options are available on the Recurring gifts page in the online portal for donors to manage their recurring gifts. When a portal user selects Recurring gifts, then selects a recurring gift from the list, they can now:

• Edit the Scheduled amount field under Gift information to change the gift amount and fund.

• Edit the Frequency and Next payment fields to change their payment schedule.

• Select Skip to pause their payments for a specific period of time.

• Select Hold to pause their giving until they return to the portal and resume payments.

  Note: Also, when a donor selects End payments or Hold, they now have the option to skip payments instead of ending or pausing their gift.

Previously, donors could only view their recurring gifts and stop their future payments.

To turn on recurring giving in the portal, go to Tools, Settings, Feature configuration and select Enable feature under Recurring gifts. Next, select a donation form.

Note: The form you select also determines the fields and options available if you also enable giving in the portal.

Tip: If you previously enabled recurring gifts, but didn’t enable giving in the portal, you must now select a donation form to allow donors to manage their recurring gifts. From Tools, Settings, Feature configuration, select Edit settings under Recurring gifts and select a form.

To help your organization comply with various privacy requirements, donors can now delete their portal accounts. From the My profile page in the portal, when a donor selects Delete account, they unlink their BBID from their constituent record which removes their access to the portal and all saved payment methods.

Note: Although donors can remove their own portal record, they must still contact your organization to remove their constituent record from your database. Also, if they don’t end payments before they remove their access, their recurring gifts remain active.

To help personalize information about your organization, new settings are available from Control panel, Settings.

From General information, admins can:

• Manage which name to use for your organization so that supporters recognize it in the portal, email messages, and forms. Otherwise, Raiser's Edge NXT uses the legal name that was provided at the time of purchase.

• If your organization references more than one tax ID, such as for gift receipts in parts of the organization that were merged or acquired, admins can enter a tax identifier to use as an alternate to the primary tax ID.

  Tip: Blackbaud uses your organization’s primary tax ID to verify your non-profit status. To change it, contact Support.

Note: Admins automatically have access to manage general information. To provide access to other users, navigate to Control panel, Security. Under Roles, Settings roles, add or edit a role. Next, select Show permissions for General information tasks and include General information.

Your donors can now email their giving statements to themselves in the portal. When they log into the portal, they can select Giving history, Email statement, and then choose to email themselves a statement for the last calendar year or the year-to-date.

Note: If the giving statement email is not delivered, you can still email the donor their giving statement in the web view under Fundraising, Giving statements.