Raiser's Edge NXT releases features, enhancements, and other changes on a regular basis, so keep an eye on this space each week for details about the latest. Enjoy!
To encourage donors of one-time gifts to give regularly, you can offer monthly recurring giving based on their selected gift amount. To enable recurring gift upsell, a form must include one-time gift amounts and process payments with Blackbaud Merchant Services. When enabled, the recurring gift options appear to donors who select a one-time gift.
Donors can choose to,
Give a monthly gift that's 50% of their one-time gift selection.
Give a monthly gift that's 20% of their one-time gift selection.
Proceed with their one-time gift selection.
Note: Recurring gift upsell does not appear for donors making one-time gifts of $1000 or more.
From Tools, Donation form designer, edit or create a form. Under Get started, select Enable recurring gift upsell. To change the default title and text, under Form, select the gift amounts to edit. For more information, see Donation Forms.
To bring more revenue to your mission, you can now configure Raiser's Edge NXT registration forms to give registrants the option to cover your organization’s fixed online transaction fee during checkout for one-time donations.
Note: This option is referred to as donor cover and was previously only available for donation forms.
Set a fund for donor covered fees. From Control panel, Settings, select Gift management, then select the fund and save. For more information, see Gift Management Settings.
From an event record, under Online registration forms, add or edit a form.
Under Get started, in the Process payments with field, select a payment configuration for a Blackbaud Merchant Services account.
Under Fee coverage, choose Donor pays.
For more information, see Blackbaud Payment Processing Fees.
From Fundraising, Prospect Insights, you can now view metrics to help you track how your portfolio quality has changed since you began using Prospect Insights. As you continue to use Prospects Insights, you'll be able to gauge your portfolio's progress over time.
Use the Portfolio quality tile to view your portfolio's proportion of initial and current high potential prospects. Your quality will improve as you assign qualified untapped candidates and dismiss those with low likelihood for major giving.
Use the Portfolio quality over time chart to view changes in high potential prospects by month. You can also filter the chart to view by fundraiser. To view a list of prospects included in the chart, select the column for the desired month.
Note: This chart’s availability in the application depends on when you begin using Prospect Insights. Chart data updates on the last day of each month so if you begin using Prospect Insights the last week of a month, the chart will appear in a few days. Otherwise, it will take longer.
For more information, see Get Started With Prospect Insights.
The Recurring gifts page in the portal has a new look and feel. When a portal user selects Recurring gifts to view their recurring gifts, they now access a list they can filter to show only active recurring gifts. When the user selects a recurring gift in the list, they access the enhanced details page which now includes when the gift started, its next payment date, and the total given so far. They can also update the payment method for the recurring gift.
To avoid confusion, we updated the Send button under Fundraising, Giving Statements, Multiple statements. Previously it displayed a constituent number, but now the number is removed. Constituents who have already received a giving statement for the selected time period are not sent another one.
Note: This What's New automatically appears after a new release so you know what's what.