What's Recent in 2026

To help you cultivate relationships and improve fundraising efforts, Raiser's Edge NXT introduces new and enhanced features on a frequent basis. In case you need to catch up on what you missed or just want a refresher, here's a recap of what was recently released in:

AI and Agents for Good | Constituents | Data Health | Data Management | Donation Forms | Email | Event Management | Fundraisers | General Features | Gifts | Integration | Membership | Portal | Premium Features | Prospect Insights | Query | Receipts | Settings | Standard Reports

AI and Agents for Good

August 4, 2026

When a constituent is assigned to Development Agent, the agent now schedules and generates communications one at a time instead of creating a full year's communications plan upfront.

Note: Development Agent generates communications seven days before their scheduled send dates, providing a seven-day review cycle. By generating content closer to delivery, the agent incorporates more recent Knowledge and Brand Voice updates while still allowing time for review.

The updated scheduling experience applies immediately to newly assigned constituents. Constituents assigned before July 29, 2026, continue with their existing scheduled engagements and generated content. After those communications are sent, future communications follow the updated scheduling experience.

July 28, 2026

Brand voice has been redesigned and a new Knowledge feature gives you more control over how the Development Agent communicates and what it knows about your organization.

  • Brand voice (under Settings) influences how the agent writes — its tone, length, formality, and other style guidelines. Add voice samples such as past donor appeals and thank you notes to teach the agent your communication style.

  • Knowledge (under Settings) provides the agent with facts about your organization to reference in communications, such as programs, campaigns, organizational history, and impact stories.

The redesigned Brand voice wizard now walks through three steps:

  • Writing guidelines — Set defaults for length, warmth, formality, and urgency, and define words to avoid.

  • Voice samples — Add examples of your past communications, such as donor appeals and thank you notes, to teach the agent your style.

  • Preview — See a live comparison of non-branded and brand-voice-applied content before saving.

The new Knowledge setting lets you add factual content about your organization — such as programs, campaigns, and impact stories — for the agent to reference when generating communications. Each entry supports a content type, optional valid dates, and a content review schedule to keep information current.

June 23, 2026

Development Agent updates now give you more control over how outreach is managed and delivered as well as new insight into your agent's performance:

June 9, 2026

The Development Agent now sends email and SMS within defined delivery windows to help ensure delivery at more appropriate times. These timeframes align SMS delivery with TCPA guidelines:

  • Email: 10 AM – 6 PM Eastern Time

  • SMS: 11 AM – 7 PM Eastern Time

April 28, 2026

The Chat for Blackbaud AI Prompt Library is now available — giving you a faster, more confident path to better results in Chat.

Instead of starting from a blank window and guessing how to phrase a question, you can begin with curated, ready-to-use prompts built around real fundraising, stewardship, and operations workflows. Use them as-is or adapt them to fit your situation.

Prompts are organized by category, including analytics and reporting, constituents and relationships, donor engagement, event management, gifts and pledges, opportunity and moves management, prospecting, stewardship and retention, strategy and best practices, and general assistance.

The way you phrase a question directly affects the quality of the answer you get back. The Prompt Library removes the guesswork, so you can spend less time figuring out what to ask and more time acting on what Chat surfaces.

We'll continue to add new prompts as we expand the library and as Chat for Blackbaud AI grows. Look for the New badge to quickly spot the latest additions to the library.

March 31, 2026

Chat for Blackbaud AI helps you use online giving best practices to leverage donation forms features that make an impact and streamline decision-making. When you use tailored prompts, it helps you:

  • Create branding cards for Optimized Donation Forms to design consistent, compelling forms that strengthen your message.

  • Ask for online giving best practices so you can apply proven techniques that improve donor response.

  • Compare Online Express donation forms and Blackbaud Donation Forms features to understand how to transition to Standard and Optimized Donation Forms.

Note: This feature is available only if your organization enables Generative AI features and you have permission to use them.

March 17, 2026

The Development Agent is Blackbaud’s first Agent for Good™, built to help fundraising teams deepen donor relationships and unlock new fundraising potential. Natively embedded in Raiser’s Edge NXT, the agent acts as a proactive virtual team member — supporting personalized outreach and engagement in a way that aligns with your preferences and fundraising approach.

The Development Agent is currently available in the US. Learn more about subscription options.

January 27, 2026

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:

  • You provide a prompt or question.

  • 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.

Tip: Do you have more questions about Blackbaud AI? Visit the Blackbaud Trust Center to view FAQs about Blackbaud AI.

How Can This Help You?

Here are some examples of what you can do with these new features:

  • 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.

  • Generate ideas:

    Example "Suggest three creative ideas for a year-end fundraising campaign."

  • Get quick answers about your constituents:

    Example “Summarize key details about [constituent name] for my next meeting.”

  • 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?”

  • 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.”

  • 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.

  • 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

  • Be clear and specific in your prompts.

  • Include context like donor name or campaign.

  • Review and customize the AI-generated content before sending or publishing.

  • Refine responses by asking follow-up questions.

  • Use it as a starting point — your expertise makes it great!

Why It Matters

Chat for Blackbaud AI helps you:

  • Save time by reducing manual research and drafting.

  • Stay focused on strategy instead of repetitive tasks.

  • 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

  1. 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.

  2. Set permissions – Solution admins must assign the Artificial intelligence role to users who need access to chat.

  3. Open the chat – In Raiser's Edge NXT, select the Chat for Blackbaud AI sparkle icon from the top navigation.

  4. 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:

January 7, 2026

Organization admins can now enable all current and future generative AI features powered by Blackbaud AI with one global setting — giving your organization centralized control, clear compliance, and future-ready access to AI-powered tools that boost productivity and personalization.

If you don’t opt in, your organization remains opted out by default.

Learn more, including how to enable Generative AI features.

Constituents

July 14, 2026

Now you can close a constituent form the same way you close a donation form. This gives you more control over form availability, so you can stop accepting submissions after a deadline passes without deleting the form.

From Confirmations select Automatically close form, set a close date and time, and customize the message supporters see after the form closes. If you don't set a custom message, a default message displays: "This form is no longer available."

Configure a constituent form to automatically close.

July 7, 2026

With managed lists, you can create a constituent list where you control exactly who is included, and every addition or removal is tracked in a detailed changelog — giving your team full accountability over list membership.

When you create a managed list, choose a starting source — individual constituents, an existing list, or a query. If you start from a query list that already has a change log in database view, that history is automatically migrated into your new managed list so you retain a continuous audit trail.

Note: If you use query lists with a change log in the database view, managed lists bring that same capability into the web view.

To view who changed the list, when, and what they did, select Add/Exclude, View changelog.

May 12, 2026

Recognition goes beyond saying "thank you" - it allows you to steward lasting relationships with your most engaged supporters. From Constituents, Recognition, you can create legacy programs, the first of four distinct program types to be offered, for your legacy donors that have given your organization a planned gift or bequest. You can define rules based on your program's needs, automate qualification, and manage recognition lists.

April 30, 2026

Online constituent forms help you drive engagement and streamline data entry. To make it easy for constituents to update their profile, choose communication preferences, and collect additional information on your website, create a form from Online Giving, Constituent forms.

April 14, 2026

Now you can manage fund relationships directly from constituent records and fund records using dedicated fund relationship tiles. This update lets you view, add, and edit fund relationships from either side of the relationship.

March 17, 2026

Bulk constituent process is now available to provide clear visibility into processing progress through a detailed status view. You can now process or reject process multiple constituent updates at once in web view. The behavior varies by tab. For more information, see Bulk Constituent Processing.

Data Health

January 27, 2026

We’ve added four new benchmarking tiles to the Home page to give you fast, contextual insight into how your fundraising performance compares to similar organizations. Benchmarking uses the Blackbaud Philanthropic dataset — the largest of its kind — to ground your goals in real‑world donor behavior and sector dynamics, normalizing for organizational scale and revealing clear strengths, gaps, and opportunities for growth. Your results are compared to peer groups based on country, industry, and revenue size, then scored using percentile ranges to provide a meaningful benchmark from 1 to 10. This ensures consistent, apples‑to‑apples comparisons using all donors, calendar‑year data, and cash‑in‑hand giving. With this foundation, the new tiles help you quickly spot trends, communicate performance with confidence to boards and stakeholders, and align goals with actionable insights.

  • The Active donor growth tile tracks changes in your active donor base, helping you understand shifts in engagement and assess the impact of outreach efforts.

  • The Revenue growth tile provides a quick view of how revenue is trending over time, helping you detect patterns and identify areas that may need attention.

  • The Revenue per donor tile shows the average contribution per donor, making it easy to monitor engagement levels and evaluate the effectiveness of fundraising strategies.

  • The Sustainer performance tile offers a snapshot of your sustainer program’s health, including counts of sustainers, non‑sustainers, and potential sustainers, along with retention and growth insights.

Together, these tiles transform the Home page into a strategic dashboard so that you can turn every metric into clear, actionable guidance.

Data Management

July 7, 2026

Optimized Donation Forms includes an enhanced branding card selector that helps you search, preview, and create branding cards in one focused experience when you build or edit a form. You can review the options in context and apply the correct branding with fewer steps. Previously, the selector showed only card names, which made it harder to evaluate your selection.

Preview, create, and edit a branding card from an Optimiized Donation Form

June 23, 2026

Online data review is now organized under Data management in the left navigation, improving discoverability. Access is now tied to a new Data management role (replacing the fundraising role), with no changes to existing permissions or required user action on your part.

Donation Forms

July 28, 2026

Standard Donation Forms now let you set a start date for recurring gifts and pledges so they align with a campaign launch. When you set a start date, donors can only schedule their first payment on or after that date without risking charges before your program begins.

July 21, 2026

To increase completed gifts and improve conversion, activate the Abandoned donation reminder in Website components. The reminder prompts donors to complete their gift when they return to your website. This nudge helps recover incomplete donations and tracks how much you recapture.

Abandoned donation reminder that appears to donors who don't complete their gift.

July 14, 2026

New Standard Donation Forms now default to Monthly when you enable recurring gifts, reducing setup time and aligning forms with recurring giving best practices. Monthly is selected automatically in the configuration, and the recurring gift label updates to Monthly. When Monthly is the only enabled frequency, the frequency selector on the form is hidden from donors to streamline the giving experience. Existing forms remain unchanged.

June 16, 2026

Now, consent on an Optimized Donation Form records only when donors take action. When you create a new Optimized Donation Form and leave Select all opt-ins by default cleared under Consent preferences, Raiser's Edge NXT does not automatically record opt-outs on the constituent record. This helps you stay compliant and maintain accurate contact preferences.

June 9, 2026

Now, Overview from Online Giving brings key insights together so you can quickly understand donor behavior and donation form performance in one place. Review Payment methods to see which payment options donors use across your donation forms. Focus on the methods that make giving easier and more effective. Next, view the enhanced Top performing forms list to compare results, identify trends, and review your five highest-performing forms at a glance.

The payment methods donors use the most.

May 26, 2026

To help reduce friction and support faster form completions, now when you include the address field on Standard Donation Forms and constituent forms, you can make it optional for supporters.

May 5, 2026

To reduce manual updates when processing batches and improve gift classification, you can now assign a gift subtype on Standard and Optimized Donation Forms from the Hidden fields tab. After approving a batch, the gift subtype writes directly to the gift record.

May 5, 2026

To help you build an Optimized Donation Form with less effort, Chat for Blackbaud AI provides a guided, conversational experience. From Raiser's Edge NXT, open Chat for Blackbaud AI and enter the prompt "Help me build a donation form". The chat will ask targeted questions and use the responses to shape the donation form as it is created.

April 28, 2026

You can now offer a bill-me-later option for pledges, giving donors the flexibility to commit without providing payment during the donation form experience. This option supports pledge‑specific business processes where payment is collected later, either manually or through a separate process, while still capturing the donor’s intent and pledge amount up front.

April 28, 2026

To reduce manual updates and help you approve batches faster, you can now assign a package on Standard and Optimized Donation Forms from the Hidden fields tab, or pass it through the form URL, to automate package assignment on the gift. After approving a batch, the package writes directly to the gift record.

Note: Campaign and Appeal now appear with Package on the Hidden fields tab.

April 21, 2026

To better understand how donors reach your donation forms, you can now track UTM (Urchin Tracking Module) parameters using Google Tag Manager (GTM) and Google Analytics. When a donor opens a donation form with UTM values, GTM captures the parameters and sends them with donation form events to Google Analytics, where you can report on which campaigns, sources, and mediums lead to completed donations. This helps you connect giving activity to outreach efforts such as email and social media and evaluate campaign performance with greater confidence.

March 31, 2026

To help your organization understand donor behavior, strengthen engagement, and create more effective donation forms, new key metrics and data analysis using Chat for Blackbaud AI are available from Online Giving, Overview.

New visualizations help you evaluate performance and take action:

Email

February 17, 2026

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.

Event Management

May 5, 2026

A workflow change is coming for events users in web view. Online data review is expanding to include event registrations. If you have an active web view event registration form, review and update your Online data review settings to ensure these transactions are included.

Training: See a quick overview of Online data review in this micro learning video.

Read the blog article that walks through how event registrations were handled before and how they are handled now.

You can now manage linked events directly from a campaign record, streamlining your event tracking and fundraising oversight.

Fundraisers

April 21, 2026

Tip: This capability is a premium feature. What's a premium feature?

Action strategies help fundraisers show up prepared for the outreach they’re doing next. Instead of digging through records before a call, email, or meeting, action strategies pull together the most relevant donor context for actions due today or coming soon — so fundraisers can focus on the conversation, not last-minute research.

With action strategies, fundraisers can quickly see what’s changed, what matters most right now, and how to approach the outreach. Each action includes a personalized preparation guide that surfaces recent activity, key donor signals, communication preferences and consent, and related opportunities or cultivation plans. Action strategies can also generate optional content, such as talking points, agendas, or drafts, and provide clear recommendations — like whether to proceed, pause, or cancel — based on new context.

Action strategies are available by default to fundraisers who use Work Center in accounts with access to Premium features, with no setup required for eligible users. Action strategies require Blackbaud AI to be enabled and are designed to support confident, timely outreach while keeping fundraisers in control of their relationships.

February 24, 2026

You can now filter Opportunity lists by Gift type, making it easier to see whether an opportunity is expected to result in pledges, gifts in kind, or other gift types. From Portfolio, Opportunity lists, open a list and select Filters. Under Opportunity details, choose Gift type and apply the filter.

You can also add Gift type as a column to quickly scan and compare opportunities at a glance. This helps you prioritize follow‑up without opening individual records. Select Columns, Opportunity details, choose Gift type, and apply the change.

Tip: Gift type information is sourced from the opportunity record and reflects the value shown on the Details tile.

General Features

Benefits are incentives you provide in return for support, such as donations, memberships, or participation in gifts and appeals. They can include items like merchandise, event access, discounts, or other perks that add value to the constituent experience.

While each area uses benefits in a different context, they all follow the same general concept. You define the benefit in code tables, specify how many you provide, and record its value. You can also track when you send or fulfill each benefit.

May 12, 2026

We've redesigned and modernized the Campaign, Fund, and Appeal record experience in Raiser's Edge NXT to make it easier to understand performance, uncover trends, and take action. The updated records use a focused tab layout and new data visualization tiles to highlight what matters most — so you can see fundraising progress, donor engagement, and momentum in one view.

Instant Performance Visibility

Each record now opens with an Overview that displays key metrics, trends, and progress indicators, including Projected revenue, Cumulative giving, Revenue by month or Revenue by year, and Donors by month or Donors by year depending on the time period selected. See how an initiative is performing and identify where attention is needed — without opening reports or rebuilding filters.

Actionable Insight Without Extra Navigation

From a single record, you can move from:

  • High-level performance (Overview)

  • Transaction-level detail (Gifts)

  • Donor participation and engagement (Donors)

  • Deeper visual analysis (Analysis)

This makes it easier to validate results, explore patterns, and act — all without leaving the record.

Fund-specific Additions

Fund records include two additions built with finance collaboration in mind. The Gift list now displays Fund ID alongside Fund description, making it faster to cross-reference with your finance team without manual lookups. A dedicated GL Distributions list gives finance partners direct visibility into how fund activity maps to your general ledger — all within the record.

Appeal and Package Additions

Appeal records include a Package list, giving you a clear view into the components driving your appeal's performance. Additional package analysis and comparison tiles are planned for a future release.

A Record You Can Extend

You can now add new SKY Add-ins tabs to Campaign, Fund, and Appeal records to display the information that matters most to your organization — so the record works the way your team works.

The redesigned Campaign, Fund, and Appeal records are available now and integrate into your existing workflows. Open a record to explore the new experience and see how much easier it is to understand performance.

April 21, 2026

On a constituent record, you can link or unlink existing appeals and update certain appeal details, without impacting historical gifts or interactions. This update provides a more direct way to maintain accurate appeal associations for constituents.

April 21, 2026

You can now manage campaign, fund, and appeal details directly from their associated records, making it easier to keep track of information and improve your financial oversight:

February 10, 2026

You can now add, edit, and remove Campaigns and Funds directly on an Action Record. This allows you to keep the action tied to the appropriate fundraising effort without leaving web view. For additional information, see Action Records.

Gifts and Gift Processing

August 4, 2026

In grid view batch, you can now split gifts by percentage instead of calculating individual amounts per split. Add the split column to the grid, then enter percentages for each split. In a batch template, you can define default split percentages to be automatically applied to gifts in the grid.

August 4, 2026

You can now link opportunities to gifts directly in grid batch, helping you capture relationships during entry and reduce follow‑up work. After you add the Opportunities column, you can link existing opportunities, create new ones, or associate opportunities from different constituents, including linking multiple opportunities to a single gift. After you approve the batch, the system automatically applies these links to the gift record, improving accuracy and streamlining high‑volume gift processing workflows.

July 28, 2026

A new gift type of Stock/property is available in grid batch so you can capture stock gift information. After you add the Stock details column, you can enter the issuer, symbol, units, and average price per unit without leaving the grid. You can also include the Stock details column in batch templates to streamline data entry.

July 21, 2026

You can now run batch reports directly from gift batches in web view, so you can quickly see batch performance and identify issues without switching views. Use the Batch Validation Report before or after approval to review batch details and identify exceptions. After approval, run the Batch Control Report (Detail) to document batch activity and support audit workflows. These reports help you review, validate, and document batch processing without switching to database view.

July 7, 2026

Organizations integrated with Financial Edge NXT can now view and update General Ledger settings directly in web view.

From Gifts, Post gifts, select the Ledger settings (cog wheel) icon to review integration details and manage accountability and appeal financial settings used for gift posting.

June 16, 2026

Charts in the Analysis and Overview tabs of campaigns, funds, and appeals now support drill-through navigation. Select any bar or segment in a chart to jump directly to the Gifts or Donors tab — with filters already applied — so you can move from summary insight to specific data in a single click.

July 7, 2026

You can now add and manage tributes directly in grid batch. To get started, from Configure columns, add the Tributes column to the batch. After you enter a constituent, select Apply tribute to open the tributes modal, where you can add honorees, define tribute details, and set acknowledgement status using the same experience as the gift record. From this modal, you can also edit existing tributes, add additional tributes, or remove them as needed.

June 9, 2026

To help you manage complex gifts more efficiently, now you can sell stock/property gifts directly from gift records in web view.

June 9, 2026

On gift records in web view, you can now directly add and edit gift notes.

May 26, 2026

Grid view batch now supports gift code and constituency code entry. In grid view, select Configure columns, add the Gift code and Constituency code columns and then you can update the values in the gift rows.

Add planned gifts, link one-time gifts, and manage records without leaving web view.

You can now add, view, edit, and delete expenses directly from an appeal record. The centralized view of expenses and their associated packages helps you manage appeal-related costs more efficiently.

March 31, 2026

To streamline planned giving record keeping, you can now edit the following tiles for existing planned gifts in web view:

  • Assets

  • Planned gift details

  • Planned gift vehicles (tile changes based on the vehicle selection)

  • Beneficiaries

  • Relationships

In web view you can also now view the Realized revenue tile, which includes information about the revenue linked to the planned gift.

March 10, 2026

From the grid view, select Apply template to apply an existing batch template to quickly set up your batch, maintain consistency, and reduce data entry errors. Batch templates define which fields appear in the grid and can include default values for those fields. When you apply a template to a new or existing batch, the selected fields and default values are added automatically.

March 10, 2026

Now when you add a gift from Home or a constituent's record, back‑office gift entry uses the same checkout experience as online forms. The new checkout experience provides a modern, secure way to process payments.

Note: Update March 30, 2026: We recommend requiring the card security code (CSC) for all new credit card payments to strengthen security and safeguard your transactions. Based on your feedback, we’ve temporarily reverted back-office functionality to the original checkout for card processing. The new checkout will return in 2027, giving you time to prepare and adjust your back-office procedures. We will provide more information and an updated timeline soon.

March 3, 2026

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.

March 3, 2026

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

March 3, 2026

To more easily manage payment information, now you can update credit card details for automated pledges.

March 3, 2026

As promised, we’ve made the following updates to the grid batch:

  • You can now create a constituent directly from the grid with the new Add Constituent button.

  • For more accurate gift review, split gifts display the selected campaign, fund, and appeal names instead of Split in the Campaign, Funds, and Appeals columns.

  • For faster data entry, the Campaign, Funds, and Appeals columns now begin searching for results after you enter two characters instead of three.

March 3, 2026

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 or Edit 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 Create a Gift Batch Template.

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

January 27, 2026

The Gift list now includes a new Next installment date filter and column that enables more precise segmentation of pledges based on the due date of the next installment with an outstanding balance. This enhancement helps you quickly identify donors with upcoming or overdue payments, improving follow‑up and stewardship workflows. Because this date reflects the next unpaid installment, it may appear in the past when a pledge is overdue. In addition, Blackbaud AI Chat now supports questions related to the next installment date for pledges, making it easier to surface this information without navigating the interface.

Ask Blackbaud AI: Who has pledges due this month from my portfolio?

Integration

April 21, 2026

Merges performed in Raiser’s Edge NXT web view now also merge linked Luminate Online constituent records, keeping data aligned across both systems without requiring a database view merge.

March 17, 2026

You can now manage options directly in web view for Luminate Online integration. This update lets you configure default automatic processing, address information, constituent codes, and record‑matching behavior, including duplicate‑matching criteria, so the integration works the way your organization needs it. This does not need any action on your part. For more information, see Options.

February 10, 2026

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.

January 7, 2026

You can now manage several aspects of your Raiser's Edge and Luminate Online integration directly within Raiser's Edge NXT. While work continues on expanding web view integration, this update introduces a connection between Raiser's Edge NXT and Luminate Online, along with options for working with constituent and gift data.

Supervisor users with access to the database plugin will see the new top-level menu item labeled Luminate Online in web view. The database view plugin remains unchanged, but the web view version offers a convenient experience for completing integration tasks.

For more information, see Raiser's Edge NXT and Luminate Online.

Membership

March 31, 2026

Create, edit and delete all membership information directly from the Membership record in Raiser’s Edge NXT web view. All tiles (Credited to, Members and cards, Gift of membership, Benefits, Custom fields, and Linked gifts) support these actions. If your organization uses Memberships, these updates appear automatically with no setup required.

February 10, 2026

To help you manage memberships and gifts together, you can now link memberships directly to gifts from the gift record in web view. Use the new Memberships tile to view linked memberships, add new ones, or edit existing links without leaving the gift record.

For more information, see Gift Records.

February 10, 2026

You can now view all your membership information in one place. We've added six new tiles to Membership details — Credited to, Members and card details, Gift of membership, Benefits, Custom fields, and Linked gifts.

The Custom fields tile supports view, add, edit, and delete, while the other tiles are currently view‑only. If your organization uses Memberships, these tiles appear automatically with no setup required. Additional add, edit, and delete functionality for tiles will be released in future updates. For additional information, see Membership Records.

Portal

March 24, 2026

To help your organization increase constituent engagement, streamline giving, and save time, portal users can now:

  • View memberships and events - Portal users can easily view their memberships and past and future events keeping them informed and engaged.

  • Give through an Optimized Donation Form – Admins can select an Optimized Donation Form for portal giving. This provides portal users with a streamlined, user-friendly experience.

  • PCI v4-compliant saved payments - Portal users can save their payments with a checkout that is dynamic, secure, and with no scheduled payments downtime.

  • Recognize your brand – The portal displays your organization’s name and logo together to reinforce brand identity and create a personalized experience.

  • Improved navigation – A redesigned left navigation makes it easier for portal users to find what they need, improving usability and overall satisfaction.

To learn how to set up and configure your organization's portal experience, see Portal.

Enhanced portal homepage

Premium Features

August 4, 2026

A new premium tag, Untapped sustainer, flags donors who show strong potential to become recurring gift donors, based on their giving pattern. Use it to prioritize sustainer conversion outreach with the donors most likely to say yes.

July 7, 2026

On the Packages tab of appeal records, the Package performance tile shows your best and worst performing packages side by side. For each metric — including total gifts, gift count, donor count, average gift, median gift, largest gift, ROI, and conversion rate — you can see at a glance which package is leading and which may need attention. Select a package name to view its details, or select a metric value to drill through to the underlying gifts or donors.

The package list also includes additional columns available with this feature: average gift, median gift, ROI, and conversion rate. Hover over the ROI or conversion rate column header for details on how each metric is calculated.

July 7, 2026

Now you can create opportunities with suggested ask amounts from the Work Center, a constituent list, or from a constituent's record. Prospect Insights Pro's suggested ask amounts are based on a prospect's likely gift capacity and are designed to help you maximize fundraising outcomes.

June 30, 2026

You can now create custom intelligent tags in Raiser's Edge NXT — defining your own donor insights based on constituent queries or lists and surfacing them automatically across your fundraising workflows.

With custom tags, you connect a tag to any constituent query or list in your environment. Each night, Raiser's Edge NXT evaluates the data source and assigns the tag to matching constituents. Tags then appear on constituent records, in lists, in Work Center, and across Blackbaud AI experiences — giving your team the right context, automatically.

Your organization can create up to 25 active custom tags to reflect priorities like major donor prospects, high-engagement constituents, or any other segment that shapes your outreach strategy. Admins create and manage custom tags in Settings, Intelligent tags, on the Custom tags tab.

February 17, 2026

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)

February 17, 2026

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.

Prospect Insights

May 26, 2026

Now you can quickly identify prospects in the Undergiving queue who need your attention by selecting Prospects who haven't been optimized from Optimization status. The resulting list includes prospects who don't have an opportunity that reflects Prospect Insights Pro suggested Ask amount, don't have an action associated with an opportunity, or have an opportunity that's not assigned to a fundraiser.

For more information, see Use Filters to Find Prospects in Prospect Insights Pro and Optimized Opportunities.

Optimization status filter
Optimization status filter, available for the Undergiving queue

May 5, 2026

Now you can easily access newly relevant prospects in the Top Prospects queue by selecting the link from Prospect Insights on the Home page.

Tip: If you don't see Prospect Insights on the Home page, customize your Home page to display it. For more information, see Customize the Home Page.

Newly relevant prospects
Access newly relevant prospects via the Home page

May 5, 2026

Now you can easily access newly relevant prospects in the Untapped Candidates queue by selecting the link from Prospect Insights on the Home page.

Tip: If you don't see Prospect Insights on the Home page, customize your Home page to display it. For more information, see Customize the Home Page.

Newly relevant prospects
Access newly relevant prospects via the Home page

April 28, 2026

Now you can quickly identify prospects in the Top Prospects queue who were added within the past 14 days by selecting Assign new top prospect from Needs attention. You can also locate prospects recently added to any Prospect Insights Pro queue using the Added within filter, which is available for all queues. See Use Filters to Find Prospects in Prospect Insights Pro.

Added within filter
Added within filter, available for all queues

April 28, 2026

Now you can quickly identify prospects in the Untapped Candidates queue who were added within the past 14 days by selecting Assign new untapped candidates from Needs attention. You can also locate prospects recently added to any Prospect Insights queue using the Added within filter, which is available for all queues. See Use Filters to Find Prospects in Prospect Insights.

Added within filter
Added within filter, available for all queues

April 21, 2026

Prospect Insights Pro's data models and projected giving and wealth information scores now use the latest available data and adaptive modeling. The refresh affects all queues, so make sure to review your best major gift prospects. Because the queues are sorted by priority, you may notice different prospects at the top of a list.

March 10, 2026

To make identifying specific types of candidates easier, now you can filter Prospect Insights queues to:

  • display candidates who meet predictive giving criteria associated with a Prospect Insights model. For more information, see Prospect Insights Models.

  • show prospects who have specific constituent codes. For more information, see Constituent Codes.

March 3, 2026

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.

This capability represents the initial release of the Cultivation Assistant — an intelligent assistant that helps fundraisers move opportunities forward faster by combining Prospect Insights Pro with Blackbaud AI.

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

January 13, 2026

To help you better segment prospect pools, you can now view and filter lists and queries using Prospect Insights Pro data models.

Prospect Insights Pro category and value selection
Prospect Insights Pro list category and value selection

For more information, see Identify Prospect Insights Pro Candidates using Lists or Queries.

January 13, 2026

To help you better manage prospect disqualification actions, you can now edit their details.

To edit disqualification details:

  1. Select Prospect insights activity history from a prospect's record or from the prospect's Analysis tab in Prospect Insights or Prospect Insights Pro.

  2. Select edit and make the desired changes.

Edit Prospect Insights or Prospect Insights Pro prospect qualification details
Edit Prospect Insights or Prospect Insights Pro prospect qualification details

January 13, 2026

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:

  1. Select the fundraisers from the fundraiser filter.

  2. Select Excludes any of.

  3. Select Apply.

Query

July 14, 2026

Queries that include tribute name information now offer two distinct name format options. The Honor/Memorial Sort Name field, which was previously labeled Honor/Memorial Name, continues to display names in Last, First Middle format. A new Honor/Memorial Name field displays names in First MI Last format, so you can run mail merges and generate correspondence without reformatting name data outside of Raiser's Edge NXT.

If you renamed Honor/Memorial Name in a query's output columns, that custom name remains unchanged.

July 14, 2026

You can now include additional commonly used Export fields when building queries in web view, such as full addresses, campaign lists, and fundraiser lists, which improves readability and streamlines downstream reporting.

Use these web view-only query fields in criteria, output, and sorting across both single-row and multi-row layouts to create more complete exports for reporting and analysis.

  • Sort Name With Import ID

  • Address

  • Organization Name

  • Position

  • Country Long Description

  • Country Short Description

  • Preferred Address

  • Fundraiser List

  • Fund List

  • Payment Transaction ID

  • Appeal List

  • Campaign List

March 10, 2026

You can now resize the Query editor panes to create a workspace that supports your workflow. A new grab handle appears between the panes so you can adjust the width to focus on the criteria, output, or sort information you need. You can also resize the panes with the keyboard, which supports users who prefer or require keyboard navigation.

When you adjust the pane widths, SKY UX sticky settings store your preferences for each product and each editor view. For example, Criteria, Output, and Sort store their pane widths independently. Your preferred layout appears each time you open an editor so you can stay focused on your task without reorganizing your workspace.

Arrows point to resizable Query editor pane divider

March 10, 2026

We updated how queries format Name to align it more closely with natural language and to distinguish it from Sort Name. Sort Name uses the Last, First Middle format; Name and Sort Name had displayed the same information. To support multiple formats in web view Query, Name now displays First MI Last. Sort Name continues to display Last, First Middle.

How this update affects workflows

  • Use Sort Name when you need Last, First Middle for sorting or grouping.

  • Use Name when you need First MI Last for display or export.

  • Include both fields in a query when you need both formats available for review.

This update ensures that both formats are available in web view Query. Teams that prefer First MI Last can use Name, and teams that rely on Last, First Middle can use Sort Name.

Note: Queries that currently include Name may need to switch to Sort Name if the user wants to use Last, First Middle.

March 3, 2026

To make it easy to see which fields aren’t available in database view, web view queries now display a cloud icon for fields that are exclusive to web view. This visibility helps you confidently build queries that use web view–only data and benefit from additional insights you couldn’t access before.

We've added new fields from database view Export to web view Query:

  • Constituent, Sort name with import ID

  • Gift, Fund list

  • Preferred Address, Preferred Address

  • Address processing, Address

These address fields include all address lines in the same cell.

To support consistent terminology in Query, we’ve renamed the Sort key fields where needed:

  • Sort name lists Last name, First nameMiddle name

  • Sort name with import ID lists Last name, First name, Middle name, Import ID

Receipts

May 12, 2026

Now you can customize your giving statements with your organization's logo, signature image, signatory name, and signatory title. From Gifts, Giving statements, select the Settings gear icon, then PDF.

Enter a custom logo, signature image, signatory name, and signatory title to match your organization's branding.

Settings

August 4, 2026

We’re retiring three tags that were based only on a single wealth‑related indicator: High wealth rating, Higher giving potential, and Recent wealth data.

Prospect Insights and Prospect Insights Pro each consider wealth alongside giving behavior, external philanthropy, and demographic information, giving you a more actionable prioritization signal. If you use Prospect Insights, review the Undergiving prospect, Untapped prospect, and Qualified prospect tags instead. If you use Prospect Insights Pro, review the Undergiving prospect, Emerging prospect, Secondary prospect, Top prospect, and Qualified prospect tags instead.

Note: These three tags will stop updating on September 8, 2026, and no longer appear on constituent records, lists, or Work Center. If a list filters on one of these tags, that list keeps returning the same results. You can’t add a retired tag as a new filter, and you can’t add one back after you remove it from a list.

We’re also updating New donor and New sustainer to recognize soft credits along with direct gifts, matching how other lifecycle tags, such as At risk donor and Lapsed donor, work. For details on every standard tag, see Standard Tag Definitions.

August 4, 2026

Select a standard or custom tag to open a popover that explains what the tag means and quickly create a follow-up action.

From the popover, select Add action to create a follow‑up that's pre‑filled with the tag’s context, including the recommended next step and category. For standard tags, relevant details from the constituent’s record, such as pledge or gift information, are added to the action’s note, so they’re ready when you reach out. You can review, personalize, and save the action.

One way to try this: filter a constituent list or Work Center view to a single tag, such as Upcoming pledge installment, then select the tag and use Add action to create the follow‑up. For a complete walkthrough, see Use Intelligent Tags to Move from Signal to Follow-Up.

August 4, 2026

The standard tags list now matches the at‑a‑glance view custom tags use. For each standard tag, you can see:

  • Description

  • Recommended guidance

  • Visibility

  • Constituent count

Use Find in this list or Columns to focus on what matters to your team.

Management options differ between the two tag types, because standard tags come from Raiser's Edge NXT with fixed criteria, while custom tags are fully defined by your organization. For a standard tag, select Manage to set its visibility to All users or Specific users. For a custom tag, select Edit to update its name, description, data source, recommendation, priority, and visibility. Custom tags also support Copy and Delete. Standard tags don’t, because Raiser's Edge NXT defines and maintains them.

August 4, 2026

Admins can now limit a standard tag to specific users, the same visibility control custom tags use. Hiding a tag from a user’s view doesn’t remove underlying data — it only limits who sees it. Use this to keep every user focused on the signals that matter most to their role.

To change a tag’s visibility, go to Settings, Intelligent tags, and select Manage next to a standard tag.

Note: If you limit a standard tag to specific users, include yourself in that list to keep your own visibility into the tag.

August 4, 2026

New standard intelligent tags flag more fundraising moments automatically across the donor lifecycle:

  • Consecutive giving streak

  • Emerging prospect

  • Giving anniversary approaching

  • Prospect assigned but no opportunity

  • Qualified prospect

  • Recent soft credit

  • Recurring gift payment failing

  • Reunion year (with Alumni Tracking only)

  • Secondary prospect

  • Top prospect

  • Undergiving prospect

  • Untapped prospect

  • Upcoming pledge installment

Note: Prospect Insights intelligent tags may not be available immediately after release and will appear gradually over the next week as processing completes.

These tags appear on constituent records, in lists, and in Work Center, and require no setup. For details on when each tag applies, see Standard Tag Definitions.

March 10, 2026

We’ve simplified the Settings experience so you can spend less time navigating and more time getting things done. Instead of opening a dropdown and knowing which page to choose, selecting Settings in the left navigation now takes you straight to the main Settings page. Once you’re there, a new built‑in search helps you find the setting you want to update.

This update is designed to make Settings more intuitive, more flexible, and more future‑ready. Previously, Settings were spread across multiple sub‑menus, which meant you had to understand the structure before you could make a change. This release begins a broader consolidation of Settings into a single, easier‑to‑scan destination that’s built to grow. You’ll see more settings move here over time, and new settings will land on this page in future releases, making it the central place to find, manage, and update everything you need.

March 10, 2026

Intelligent tags — previously known as Tags in Raiser’s Edge NXT — are now managed directly in Settings, giving organizations more control over which donor insights appear throughout their fundraising workflows. These insights highlight key donor behaviors such as recent giving, lapsing activity, event participation, wealth changes, and personal milestones. They appear across the product, including constituent records, lists, Work Center, and prospect outreach recommendations in Chat for Blackbaud AI.

With this update, admins control which insights appear, so teams are guided by consistent, strategy‑aligned signals that support confident, results‑driven fundraising. By managing intelligent tags and displaying only the ones that matter to your organization, fundraisers see the most relevant donor insights when they work in Raiser’s Edge NXT.

Admins can turn individual intelligent tags on or off in Settings, Intelligent tags. A new Manage intelligent tags permission in Security, Role management, Settings determines who can adjust which insights appear.

This enhancement strengthens organizational governance, improves the relevance of insights fundraisers rely on, and creates a foundation for a more unified settings experience.

Standard Reports

To help you understand how parents of alumni contribute by class year, you can now run the Parent Class Analysis Report. Use it to track parent giving trends, measure participation rates, and generate mailing lists from output queries.

As in database view, this report is found under Analytical Reports.

May 5, 2026

You can now access Statistical Reports in Raiser's Edge NXT to get a single-period snapshot of constituent counts, gift activity, and total giving grouped by key fields like constituency, fund, campaign, or appeal. As in database view, this report is found under Demographic and Statistical Reports and offers a familiar way to summarize giving — similar to Comparisons and Summaries, but focused on a single period rather than multi-period analysis.

April 7, 2026

You can now analyze alumni giving trends by graduating class, degree program, and major with the new Alumni Class Analysis report. Use this report to compare class-level performance or review individual gift detail to better understand alumni engagement and fundraising opportunities over time.

For more information, see Standard Reports.

March 10, 2026

In response to your feedback, Comparison and Summaries reports in Standard reports now support the Class of field, allowing you to run reports organized by class year. You can apply this field from the Fields tab when building or editing a report. Previously, class year data was only available in database view.

January 7, 2026

In response to your feedback, we’ve added a new way to customize how constituent names appear in Standard reports. Previously, you could only choose Individual’s name or Individual’s record as the name source. Now, you can select From configuration for even greater flexibility. This enhancement allows you to apply any name format defined in Configuration, Addressees/Salutations in database view. For example, you can include a constituent’s ID in the name format — helping you tailor reports to your organization’s needs. When you add or edit a Standard report, on the Formats tab, under Constituent, select From configuration and choose a name format from your configuration settings. This update gives you more control over how names display in reports, ensuring consistency and alignment with your organization’s standards.