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 | Data Health | Email | General Features | Gifts | Integration | Membership | Premium Features | Prospect Insights | Standard Reports
AI
Global opt-in for generative AI
January 7, 2026
Organisation admins can now enable all current and future generative AI features powered by Blackbaud AI with one global setting — giving your organisation 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.
Unlock Smarter Fundraising with Chat for Blackbaud AI
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:
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You provide a prompt or question.
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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:
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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.
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Generate ideas:
Example "Suggest three creative ideas for a year-end fundraising campaign."
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Get quick answers about your constituents:
Example “Summarize key details about [constituent name] for my next meeting.”
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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?”
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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.”
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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.
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Ask product help questions:
Example “How do I customise 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
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Be clear and specific in your prompts.
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Include context like donor name or campaign.
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Review and customize the AI-generated content before sending or publishing.
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Refine responses by asking follow-up questions.
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Use it as a starting point — your expertise makes it great!
Why It Matters
Chat for Blackbaud AI helps you:
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Save time by reducing manual research and drafting.
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Stay focused on strategy instead of repetitive tasks.
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Improve donor engagement with personalised content. Work confidently knowing you can edit and refine AI-generated content to match your tone and goals.
How to get started
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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.
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Set permissions – Solution admins must assign the Artificial intelligence role to users who need access to chat.
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Open the chat – In Raiser's Edge NXT, select the Chat for Blackbaud AI sparkle icon from the top navigation.
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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:
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Select the thumbs up and thumbs down icons in the Blackbaud AI – Chat and add details.
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Submit suggestions and vote on ideas in the Raiser's Edge NXT Idea Bank under the Blackbaud AI - Chat category.
Data Health
New merge fields for more personalised email greetings
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 personalise 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.
Fundraisers
Quickly focus on opportunities by gift type
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 prioritise 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
Campaigns and Funds on Action records
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
Grid view batch for improved data entry (generally available)
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 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.
Enhanced Gift List: Next Installment Date for Pledge Insights
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
General ledger distributions available in web view (for some of you)
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.
Enhanced Luminate Online integration available in web view
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
Manage memberships and gifts together in web view
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.
Enhanced visibility into Membership details
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.
Premium Features
Visualise giving insights with bar and pie charts in Chat
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
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See cash flow at a glance. Visualize projected revenue from future pledge and recurring gift payments to better understand upcoming cash flow.
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Spot what’s driving results. View giving by revenue or gift counts across top campaigns, funds, or appeals to quickly identify what’s performing.
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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)
Prospect Insights
Standard Reports
Greater flexibility for constituent name formatting in Standard reports
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.