Raiser's Edge NXT Chat for Blackbaud AI Prompt Library

The prompt library is a curated collection of ready-to-use questions and instructions designed specifically for Raiser's Edge NXT Chat for Blackbaud AI. Each prompt reflects real fundraising, stewardship, and operations scenarios, so you don't have to guess how to ask the right question to get useful results.

Instead of starting from a blank chat, you can begin with proven prompts that help Blackbaud AI understand your intent and deliver clearer, more actionable responses in less time.

Analytics, Reporting, and Benchmarking

Measuring Fundraising Success

Learn how to focus on the most meaningful metrics so you can evaluate performance, spot trends early, and make clearer decisions about where to invest time and resources. The more focused your follow-up questions are, the more targeted and practical the guidance becomes. Asking about specific metrics, calculations, or data points helps surface insights you can act on right away.

Locate Key Information Fast

Quickly locate a previously saved report, list, or query without navigating menus. The name portion acts as the search term and matches against saved item names and descriptions, so you can get straight to the information you need.

Campaign Giving Breakdown

Visualize how your campaigns compare when it comes to total giving. If you have a Premium subscription, this prompt returns a bar chart of received revenue for each campaign over the last fiscal year, so you can quickly spot your strongest performers and inform your planning. If you don't have a Premium subscription, this prompt will still work and return the same insights but in a list format.

Constituents and Relationships

Prepare for Donor Outreach

Quickly prep for a call or meeting with a clear view of recent gifts, status changes, and activity. You can adjust the time period in the prompt to focus on the history that's most relevant for your conversation.

Relationship Overview

Reveal a constituent's household, organizational, and tribute relationships within your database. Use these connections to coordinate outreach, identify warm introduction paths, and build more targeted relationship-based fundraising strategies.

Portfolio Prospect Mix

See how your portfolio is distributed across prospect classifications so you can spot concentration, balance your pipeline, and focus your outreach where it'll have the biggest impact. This prompt returns a count of constituents grouped by each classification category, such as Major Donor, Planned Giving, or Annual Fund, giving you an instant snapshot of your portfolio composition.

Membership Programs Overview

Quickly see all configured membership programs, with their categories, subcategories, and dues ranges, so you understand your full membership structure at a glance.

Donor Engagement

Assign a Thank-You

Schedule a thank-you action record for a specific constituent to ensure timely acknowledgment and strengthen donor relationships. If you don't have a "thank-you" action type, use one that represents sending a thank-you note. Add helpful context in the notes by elaborating in your prompt, such as: "Assign a thank-you action for Maria Johnson. She just made her first major gift."

Weekly Outreach Priorities

"Who should I reach out to this week, and why?" is one of the most powerful ways to start your week as a fundraiser. Rather than sifting through your portfolio manually, this prompt surfaces Blackbaud AI-driven recommendations based on engagement signals, opportunity readiness, and urgency. This gives you a prioritized starting point for outreach without needing to define any filters yourself.

Meeting Prep Talking Points

Get ready for a donor meeting with personalized conversation topics and background tailored to the specific constituent you're meeting with. Chat for Blackbaud AI draws on giving history, recent activity, and relationship data to help you walk in prepared. The best results come when you open the constituent record before using this prompt. With record context loaded, the response incorporates the donor's giving history, event attendance, any open opportunities, and recent actions to give you specific points to reference. Without record context, the response provides general best-practice framing for donor meetings.

Post-Meeting Follow-Up Email

Turn your meeting notes into a polished, personalized follow-up email in seconds. Chat for Blackbaud AI uses your notes alongside the constituent's giving history, event participation, and profile data to draft a message that feels timely and relevant.

Year-End Cultivation Plan

Build a mufti-step, personalized cultivation plan for a specific donor that's tied to a target ask amount and year-end deadline. The plan draws on the donor's giving history, open opportunities, communication preferences, and volunteer activity so you get a tailored roadmap you can act on right away.

Event Management

Event Invitation Email

Generate a donor-specific event invitation that draws on giving history and interests to make every ask feel personal, increasing the likelihood they say yes.

Upcoming Donor Events

Know exactly what events are coming up so you can get ahead of donor outreach, confirm staffing early, and walk into every event prepared.

General Assistance

Contact Support

Get unstuck fast when something isn't working as expected. Use this to access Blackbaud Customer Support resources for technical issues like errors, outages, bugs, or account problems. You don't need to explain the issue first. Just ask.

Ask for Help

Get fast, task-specific guidance from Raiser's Edge NXT product help and Knowledgebase content so you can learn how to do something and keep working without breaking your flow.

Gifts and Pledges

Pledges Due This Month

Stay ahead of upcoming pledge activity so you can follow up on time, support pledge fulfillment, and keep revenue tracking accurate.

My Fundraiser Credit

See the fundraiser credit you've earned for a specific campaign, appeal, fund, or gift so you can track your contribution to overall fundraising performance.

Pledged Revenue Forecast

Find out how much pledge revenue your organization can expect to collect in the coming quarter. Use this prompt when preparing for quarterly finance reviews or setting fundraising targets. Chat for Blackbaud AI calculates the total from all scheduled pledge installments falling within the requested time window and presents results as monthly totals. To focus on a specific part of your program, include a fund, campaign, or appeal name in your prompt. For example, "How much pledge revenue is expected for next quarter for the Annual Fund?"

Opportunity and Moves Management

Create a New Opportunity

Create a structured opportunity to track a potential major gift, so key details like purpose, ask amount, status, and deadlines stay visible and nothing falls through the cracks. This is a review and save experience, not an instant create. Blackbaud AI prepares a prefilled opportunity for review, but nothing is saved until you open it, confirm the details, and complete the save step.

Overdue Actions

Get a clear view of what needs attention so nothing slips through the cracks. Instantly surface all open actions assigned to you that are past their due date. You can quickly refocus on what's overdue and keep work moving forward without digging through lists or reports.

My Opportunities

Get a clear, prioritized view of your prospect pipeline so you can focus on the right outreach at the right time. Results are automatically sorted by deadline, with the most time-sensitive opportunities at the top, so you can quickly see where to act without extra sorting or setup.

Actions Due This Month

Get a clear picture of what needs your attention this month so you can prioritize work and plan your time with confidence. See actions due this month grouped by category, making it easy to understand where your effort is concentrated and what to focus on next.

Ask Amounts by Fundraiser

You'll see a breakdown of total solicitation value grouped by each fundraiser in your organization. It's an easy way to assess how opportunity pipeline value is distributed across your team. Use this prompt when you want a high-level view of your team's pipeline. The results show the sum of ask amounts across all opportunities assigned to each fundraiser, so you can quickly identify who holds the most pipeline value. You can refine further with the following prompt adjustments:

Stalled Pipeline Review

Quickly surface opportunities in your pipeline that may have been neglected. Use this prompt to focus your pipeline review on deals most at risk of going cold.

Opportunity Action Plan

Get a personalized, mufti-step outreach plan for moving a specific opportunity forward, with recommended channels, timed touchpoints, and talking points anchored to the constituent's giving history and the opportunity's details.

Prospecting

Board Member Prospects

Quickly identify board members who can act as key influencers, champions, or advocates to support fundraising, stewardship, and relationship‑building efforts. Use this prompt when you want to focus outreach, planning, or analysis on constituents who hold a board role and are likely to have strategic influence.

Giving Capacity Overview

Understand a donor's potential so you can tailor your outreach, set realistic ask amounts, and focus your time where it's most likely to have impact.

Upgrade Opportunities

Surface donors in your portfolio who may be ready to increase their support so you can focus upgrade outreach where it's most likely to succeed. Identify constituents you already manage whose suggested next ask amount exceeds their largest gift on record. Use it to quickly spot upgrade opportunities without manually reviewing individual records.

Untapped Prospects

Identify high-potential donors who are not yet on your radar so you can build a stronger major-gift pipeline and focus outreach where increased support is most likely. This prompt surfaces new growth opportunities by highlighting people Prospect Insights has identified as strong major-gift candidates who are not currently assigned to you.

Portfolio Quality Overview

See how your major giving portfolio is performing so you can identify which prospects to prioritize, who is ready to qualify, and where your pipeline needs attention. This prompt opens your Prospect Insights portfolio quality view, which shows the breakdown of your assigned prospects and their target gift ranges, and surfaces recommendations to help you take action on the right people at the right time.

Stewardship and Retention

At-Risk and Lapsing Donors

Quickly identify donors in your portfolio who may be disengaging so you can prioritize outreach, strengthen relationships, and reduce potential revenue loss. Use this prompt to generate a filtered list of constituents assigned to you who are tagged as at-risk or lapsing, giving you an early warning before donors drift away.

LYBUNT Donors

Quickly identify lapsed donors so you can prioritize outreach and re-engage supporters who gave last year but haven't given yet this year.

Strategy and Best Practices

Identifying Donor Giving Trends

Learn how to interpret donor giving trends over time so you can make smarter decisions about stewardship, solicitations, and portfolio management. It helps you understand increases and declines in giving, lapsed behavior, and seasonal patterns so you can prioritize the right donors and take more effective next steps.

Constituent Re-Engagement Strategies

When a constituent has gone quiet, you don't need to start from scratch. Chat for Blackbaud AI can surface proven stewardship and outreach tactics to help you rebuild the relationship with focus and confidence.