What's New

To encourage reliable recurring support, you can now make monthly giving the first choice donors see on your Optimized Donation Forms. From Online Giving, Overview, create or edit an Optimized Form. Under Donation, select Default to monthly gift. For more information, see Default to monthly gift.

To improve the donor giving experience with no scheduled payments downtime, a new dynamic, secure, and PCI v4-compliant checkout is now available for Standard Donation Forms. It lets donors use:

• Google Pay and Apple Pay for their one-time and recurring gifts.

• PayPal on fee coverage-enabled forms.

Note: For transactions less than $3000, donor cover displays to donors using PayPal on Complete Cover-enabled forms.

With this new experience,

• You will select the payment configuration and fee coverage options on the new Payment and fees tab.

  Note: Existing forms will have these capabilities, and the payment configuration and fee coverage selections move to the new Payment and fees tab.

• Forms you create are in test mode by default, so you can test the forms in the same way as Optimized Donation Forms.

To review these changes, see Standard Donation Forms Improved Checkout.

To prompt donors to give regularly, now recurring gift upsell displays automatically when they choose a one-time gift on an Optimized Donation Form. To learn more about these changes, see Recurring Gift Upsell for Donation Forms.

To help maintain consistent records in Online Giving, updates made to a constituent's contact information in Blackbaud CRM or Altru will now automatically sync to their recurring gift plan when the scheduled payment processes. These updates in Blackbaud CRM or Altru may include:

• Changing the constituent associated with the plan

• Updating the constituent's contact details

• Merging constituent records

To learn how Online Giving connects to your CRM, see Get Started with Online Giving for Blackbaud CRM or Get Started with Online Giving for Blackbaud Altru.

To make it easier to review the permissions associated with a role for a user, admins can now view the details in context. If a user doesn't have access to all tasks and permissions associated with a role, admins can select the role from the user's profile or from the Users page to see the tasks and permissions assigned to the user.

For more information, see View user access for a specific role and View user role details.

Now, you can pass a designation and an appeal through the webpage URL where a Standard Donation Form is embedded or an Optimized Donation Form launches from. Previously, you could only pass these parameters through a form's Blackbaud-hosted URL and an Optimized Donation Form's hyperlink and button. For more information, see Add Parameters to Webpage URLs.

To simplify organizational role identification, admins can now specify job titles when they add or edit users. For more information, see Users.

To make managing user access easier, admins can now limit user access to a specific time frame by setting an access expiration date for a user. After a user's expiration date, that user becomes inactive and can no longer access the Blackbaud solutions and features that admins manage on the Users page in Security. For more information, see Add a user and Edit user roles.

To reflect the total amount of a specific fundraising effort in an Optimized Donation Form's goal meter, you can add gifts, such as cash and checks, received outside the form.

From Online Giving, Overview, edit an Optimized Donation Form that has a goal meter in its branding card. Under Donation, Goal meter, enter the offline gift amount. For more information see, Branding Cards and Optimized Donation Forms.

Now, you can create batch distribution rules that determine which Blackbaud CRM batch automatically receives a gift from Optimized and Standard Donation Forms. You can base a rule on an appeal, donation forms, designations, or cards and wallets. To create a rule, select Batch distribution rules from Settings in Online Giving. To learn more about how to set up rules, see Batch Distribution Rules.

To show the impact of your recurring gift plans, view the Total raised from plans from Contributions. The chart displays the amount raised across all recurring gift plans and the amount raised from all types of payments. For more information, see Contributions.

To show the impact of your organization's recurring gift plans, you can view the Recurring gift plan forecast chart in Contributions. It displays past performance, future projections, and potential revenue across active plans and includes a recommended set of action when plans meet specific criteria, such as contacting donors when their plans are paused past 90 days. To learn more about the chart see, Recurring Gift Plan Forecast.

To ensure accurate reporting in Blackbaud CRM and Altru, if you try to skip the last payment of a recurring gift plan before its end date, you now have the option to terminate the plan. To learn how to skip payments, see Pause, Resume, or End Recurring Gift Payments.

To help you manage recurring gift plans, now you can view plans ending in 90 days, enabling you to contact donors for an extension. For plans that meet this criteria, select the prompt Contact donors with recurring gift plans that end in 90 days under Needs Attention in Contributions. To learn how to update these plans, see Recurring Gift Plans Ending in 90 Days.