Product Update Briefing

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.

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 user and Edit user roles.