What's Recent in 2025

April 1, 2025

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.

June 24, 2025

To enhance fund management, now you can delete funds. For more information, see Funds.

June 17, 2025

To track accountability of gifts and streamline processes, you can now easily post gift batches to General ledger to transfer gift information directly to Financial Edge NXT. For more information, see Gift Posting.

June 17, 2025

To save time processing pledge payments, now you can add pledges paid with credit and debit cards in the web view. Previously, you could only add manual pledges which did not have a payment method. When you add an automated pledge, from Home, New, Gift, or a constituent record, select credit or debit card under Payment method. For more information, see Pledges.

June 17, 2025

To give you more control and flexibility over your fundraising efforts in web view, now you can add new campaigns, edit existing campaigns, view a list of campaigns in a searchable format, and delete campaigns. For more information, see Campaign management.

June 17, 2025

To organize and track your fundraising appeals in web view, now you can add new appeals, edit existing appeals, view a list of appeals in a searchable format, and delete appeals. For more information, see Appeal management.

June 10, 2025

To prevent duplicate honoree and acknowledgee records, you can now review and link tributes in Online data review. You can match the donor, organization, honoree, and acknowledgee separately for a tribute gift. For more information, see Online Data Review.

March 18, 2025

To make it easier for donors to manage their recurring gifts in the portal, now they can update their gift amounts. From My recurring gifts, donors can edit Gift information. To learn more about the portal, see Get Started With the Portal.

March 11, 2025

You can now delete a gift in web view if it meets certain criteria.

For more information, see Gifts.

February 25, 2025

To eliminate the need to create duplicate individual records when an organization record already exists, you can now search for and link transactions to existing organization records when the gift is entered as an individual gift. For more information, see Online Data Review.

February 25, 2025

Now you can add gifts received via cash or check to a goal meter in website components to reflect the total amount received for a giving event. From a goal meter in website components, under Source, enter the total number and amount received for offline gifts. For more information, see Goal Meter.

January 21, 2025

From a gift record, under Opportunities, select Edit to link an opportunity to a gift. You can select if you want to link the gift to another constituent’s opportunities or add a new opportunity.

For more information, see Opportunities.

June 17, 2025

Based on your feedback, you can now manage custom fields on the event record in web view to help you track event information. For more information, see Event Records.

Note:  In the database view, custom fields appear as attributes.

April 8, 2025

You can now allow event registrants to choose to pay later when they register, such as registrants who want to pay at the event or sponsors who want to be invoiced before they make payments.

From the Get started tab on the event registration form designer, select Include pay later option for registration fees under Payment options.

With this update, you can now also:

• Update the appearance of payment buttons on the event registration form designer.

• Link a pledge or pledge payment to an event participant.

• Add the Payments Balance column from Events, Overview to view outstanding fees for an event.

For more information, see Payment Options.

February 18, 2025

To help you manage event details in web view, you can now set an event’s group, add an event’s location, and mark an event as inactive. Previously, you could only manage these settings in database view.

For more information about setting an event’s group and location, see Event Details.

For more information about marking an event as inactive, see Event Records.

February 4, 2025

To help you manage possible duplicate constituent records, we’ve made the following improvements:

• To prioritize active constituents, from a list of possible duplicates or merged duplicates, you can now select Filter and add the filters for Include deceased and Include inactive to filter deceased and inactive constituents from the list of possible duplicates or hide merges where the source constituent was deleted.

• To help you correct duplicate merge errors, from Duplicate management, Merged duplicates, you can now view more details for merge failures to help you correct merge errors under Status.

For more information, see Duplicate Management.

January 21, 2025

To help improve the accuracy of your data, the following are now automatically identified as possible duplicates for you to merge to a target record:

• Consent

• Education

• Fundraisers

• Gift Aid Declarations

• Volunteers

• Memberships

• Prospects

• Tributes

With this update, when you merge records, you can now also:

• Select to delete source constituents after you merge.

• Select to exclude soft credits when you merge gifts.

To merge view potential duplicates and merge records, navigate to Possible duplicates from Tools, Data health. For more information, see Possible Duplicates.

May 20, 2025

When you edit query criteria, you can now include inactive records in your search for campaigns, funds, and appeals.

From the query editor, on the Criteria tab, select available campaign, funds, or appeals criteria fields. Under the search field, select Include inactive.

April 15, 2025

We’ve made the following improvements to Query:

• From the list of queries, you now select to run a query from the query menu to run in the background. You’ll receive a notification when it completes.

• From the query editor, you can now select to copy a link to the Results tab.

For more information, see Query and Query Editor.

April 8, 2025

You can now limit your static query’s output to a specific number of records. For more information, see Record processing.

March 11, 2025

To help you manage queries, you can now select to delete multiple queries at once. From the query list, select Delete multiple queries and choose the queries you wish to delete. Select Delete and confirm to permanently delete the queries you selected. After you confirm, you can review a summary of the queries you deleted, including any exceptions.

For more information, see Query.

February 18, 2025

To make it easier to find the query you need, we’ve introduced an advanced query search when you merge queries and under Options, Record processing in the query editor. For more information, see Query and Query Options.

To provide you with an overview of the actions you've taken to build a qualified prospect pool and a way to monitor portfolio potential, we've added a Portfolio Summary to Prospect Insights Pro.

From Portfolio Summary you can see the number of prospects you've assigned from each Prospect Insights Pro list and those prospects' target gift range values over time.

March 24, 2025

To make identifying specific types of candidates easier, now you can filter Prospect Insights Pro lists to display candidates who meet predictive giving criteria associated with a Prospect Insights Pro model. For more information, see Prospect Insights Pro models.

February 11, 2025

To make it easier to view prospects with specific characteristics, you can now filter all Prospect Insights Pro lists by constituent code.

January 21, 2025

To support building a qualified prospect pool and to make managing the volume of prospects that used to appear in the Smaller predicted gifts list easier, Prospect Insights Pro added four new lists. Three of the new lists include candidates that used to appear in the Smaller predicted gifts list. Now, they appear in one of the new lists, based on recommended actions. The fourth list is entirely new and includes secondary prospects to qualify. The new lists are:

• Low likelihood prospects to review and engage — use this list to identify prospects that need to have their engagement plans reconsidered.

• Smaller predicted gift prospect to downgrade — use this list to identify prospects suitable for a mid-level giving program.

• Smaller predicted gift prospects to remove from portfolio — check this list for prospects to remove from major gift officers' portfolios.

• Secondary prospects to qualify — review this list for prospects to qualify and re-engage to increase their likelihood to give a gift.

Note: The Low likelihood prospects to review and engage, Smaller predicted gift prospect to downgrade and Smaller predicted gift prospects to remove from portfolio lists supersede the Smaller predicted gift list.

For more information on Prospect Insights Pro lists including descriptions, usage, and access locations, see Prospect Insights Pro lists.

May 27, 2025

In the Gift Detail and Summary Report, from the Gift types tab, you can now exclude all gift types for any gift type columns you aren't using.

Note: To prevent blank columns from printing, remove them from the Columns tab.

April 23, 2025

We’ve introduced the following new reports:

• Constituent Giving History Report

• Top Donors Report

• LYBUNT Report

• Comparative Report

For more information, see Standard Reports or Reports to Web View.

April 8, 2025

You can now use Standard reports in web view to view, edit, export, and run supported reports in Raiser’s Edge NXT. For example, you can use reports to track the effectiveness of your actions or to identify details about constituent giving.

To access Standard reports, go to Analysis, Standard reports.

For more information, see Standard Reports.

February 25, 2025

We’ve made updates to improve the way you view possible duplicates by confidence ratings:

• From a list of possible duplicates, you can now select to include matches with a zero confidence rating as the minimum match likelihood. To include possible duplicates with a zero confidence rating, select Filters, and choose the zero confidence option under Minimum match likelihood.

• From Constituents, Data Health, Possible duplicates, you can now select to view possible duplicates with only a high confidence rating in addition to viewing all possible duplicates, including those with a zero confidence rating.

Note: If you select to view only possible duplicates with higher confidence ratings, only possible duplicates with a confidence level of 1, 2, and 3 appear in the list.

June 3, 2025

To save you and your donors time, now a donor with a recurring gift can edit and delete its end date in the portal. For more information, see Get Started With the Portal.

June 10, 2025

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 Users and User Details.

May 20, 2025

For the Year-over-year fundraising tile on the Home page, we added a new option where you can include revenue based on a specific Comparison and Summaries report. Previously, this tile only showed revenue generated through various campaigns, funds, and appeals you selected.

Tip: If you select to use a Comparison and Summaries report, the tile will display the current and previous year regardless of the time periods selected on the report. When you set up the report, on the Gift types tab, we recommend you select the same Gift types and settings for Period 1 and Period 2 to ensure a good comparison.

April 8, 2025

Personalize your Raiser's Edge NXT Home page with essential info, tiles, links, and SKY add-ins for a tailored experience every time you log in. Learn how with the Customize the Home Page tutorial.

April 8, 2025

This new tool consolidates all your resources in one place. With the search functionality, you can easily find articles, help documentation, and trainings. The Resource Center displays the latest content, including newly released features and trending topics, to help you level up your skills with thought leadership, tips & tricks, and tools to boost your knowledge.

Whether you're new to Raiser’s Edge NXT, new to your organisation, or just need to refresh your skills, you can follow our guided onboarding experience and leverage basic resources to get started.

March 4, 2025

To allow you to review and resolve issues of your data syncing between Raiser's Edge NXT and Luminate Online, we've integrated the former Queue Problem Management interface directly into Raiser's Edge NXT. From Settings, Control Panel, select Luminate Online integration. For more information, see Luminate Online integration.

February 25, 2025

Tip: For a full list of navigation changes, review Navigation Enhancements.

To make it easier to access features with more intuitive navigation, the menu has moved to the left side of screen and some features have been moved to new areas for accessibility.

You can now find features in the following areas:

• Constituents — Constituent lists is now available from Constituents, where you can also access Data health and Duplicate management.

• Gifts — Fundraising is now Gifts. You can access Gift management (now Gifts, Overview), Gift lists, Receipts, Acknowledgements, Giving statements, and Funds under Gifts.

  Tip: Gift batch entry is now accessible directly from Gifts in left navigation.

• Communications — Marketing is now Communications, where you can now access Email and Workflow designer.

• Online Giving — You can now access Online Giving to create Optimized Donation Forms and access your Standard Donation Forms. For more information, see Online Giving.

• Portfolio — Work Center is now available from Portfolio, where you can also access Prospect insights, Action lists, and Opportunity lists.

• Events — You can now view and manage events from Events, Overview.

• Analysis — Query, Fundraising dashboards, and Dashboard builder are now all accessed from Analysis.

• Settings — You can now find Control panel, System fields, and Tables under Settings.