Gift Management Settings

Note: Retries are only for credit card payments. To avoid additional bank penalties to donors, Raiser's Edge NXT does not retry direct debit payments.

1. From Control panel, Settings, select Gift management.

2. Under Recurring gift processing, select Edit.

3. Under Retries allowed for card processing, update the number of times to automatically retry payments upon a failed payment attempt.

   Note: The maximum number of retries, per a gift's pay schedule, allowable is nine.

4. Select Save.

Note: These settings apply to payments that fail due to a temporary soft rejection. Payments that fail due to a hard rejection can be retried from the failed payment record. For more information, see Recurring Gift Payment Processing.

Note: Before you enable point-to-point encryption, configure your Bluefin P2PE device. For more information, see the Bluefin-Blackbaud integration guide.

1. From Control panel, Settings, select Gift management.

2. Under Point-to-point encryption, select Edit.

3. Enable point-to-point encryption, then select Save.

After P2PE is enabled, you must swipe or key in card details through your P2PE device each time you add a credit card payment in the web view.

For more information, see Point-to-Point Encryption.

When you enable donors and registrants to cover transaction fees on a donation or registration form, you can split the transactions and use a different fund for the fees. Otherwise, Raiser's Edge NXT uses the gift or event fund.

1. From Control panel, Settings, select Gift management.

2. Under Donor cover designation, select Update.

3. Choose a fund for the amount donors or registrants give to cover transaction fees, then select Save.

If you previously selected a fund for donor covered transaction fees on donation or registration forms, you can update the donor cover designation setting to end split gifts. After you end split gifts, donation and registration forms use the gift or event fund.

1. From Control panel, Settings, select Gift management.

2. Under Donor cover designation, select Update.

3. In the Donor cover designation field, clear the fund, then select Save.

   Note: If you allow donors to split gift amounts on a donation form after you remove the donor cover designation, Raiser's Edge NXT uses the first fund a donor selects for the donor cover amount. If you allow registrants to make additional donations on a registration forms, don’t set a fund for donor cover, and don’t select an event fund — such as for a free event — Raiser's Edge NXT uses the gift fund for fees.

1. From Control panel, Settings, select Gift management.

2. Under Automate manual recurring gifts:

   • The first time you run the process, select Get started to identify all the manual recurring gifts in your database.

   • For subsequent runs, select Find gifts to identify new manual recurring gifts and gifts that were previously ineligible for conversion.

3. Select the payment configuration to process its credit card or direct debit payments.

   Note: To automate recurring gifts paid by direct debit, you must process payments through Blackbaud Merchant Services.

4. Select Convert to convert the eligible gifts. When the process is complete, Raiser's Edge NXT displays a notification in your top-level navigation so you can review the results.

   Warning: You can’t undo your changes after you select Convert.

   Note: Automated payments begin with the next scheduled installment.

5. Select View results to open a list of the gifts that were identified.

6. From the converted gift results list, use the filters or sort the columns to view the eligible and converted gifts. For gifts that weren’t converted, use the Reason Not Converted column to identify the problem, then in the database view, edit the gifts as necessary to ensure they meet the conversion requirements. For example, if a gift’s schedule isn’t supported, add an amendment to select a different scheduled frequency.

   Tip: If a gift failed to convert for more than one reason, the Reason Not Converted column only displays one reason. Select the gift ID to open the record and view all the reasons.

   Note: If you search the list to find gifts that failed to convert for a specific reason, the results include all the gifts that meet the criteria — even if the reason isn’t listed in the Reason Not Converted column.

After you convert a recurring gift, payments are automatically generated based on its payment schedule. For more information, see Recurring Gifts.

Tip: If there are no payment configurations available, an admin should check settings. For more information, see Payment Configuration Troubleshooting.