Set Up Blackbaud ID
Blackbaud ID (BBID) unlocks access to Blackbaud.com, Training, Support and other resources. Your project's first administrator should accept their email invitation to create their BBID and invite other teammates.
Begin Project Checklist
Every customer is unique, but most projects begin with basic preparation. Use the tiles below to review the Project Prep Checklist specific to your solution. Our team is here to help you every step of the way.
Onboarding Resources
Whether you are new to Blackbaud or have been a customer for years, you may have questions about Blackbaud resources and need some guidance. Here are some helpful resources to Help You Get Started!
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Tame Duplicate Records
Review likely matches before duplicates quietly multiply and cause reporting or outreach issues.
Review Duplicate Management → |
Reignite Resource
Data Zen Day
A less than one‑day reset to reduce duplicate clutter and restore confidence — without boiling the ocean..
Run a Data Zen Day → |
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Quiet Inactive Records
Marking records inactive keeps everyday work focused without deleting history.
Learn About Inactive Records → |
Update Deceased Records
Keeping deceased indicators current helps prevent inappropriate communication and confusion.
Configure Deceased Settings → |
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Clean Up Saved Queries
Old or unused queries can lead to confusion or mistakes. Keeping only what’s relevant makes everyday work faster and safer.
Review Saved Queries → |
Clear Out Unused Lists
Lists pile up quickly. Removing unused ones helps teams avoid sending to the wrong audience or second‑guessing results.
Clean Up Lists → |
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Standardize Code Tables Once
Code tables quietly shape reporting and segmentation. A quick review helps ensure everyone is using the same options in the same way.
Review Your Tables → |
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Inactivate Old Users
As teams change, access should change too. Inactivating users who no longer need access helps keep permissions clear and secure.
Manage Users and Access → |
Document Your Housekeeping Habits
Writing down how your team handles routine upkeep makes good habits repeatable — even as roles evolve.
View Policies & Procedures Guidance → |
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Working with Constituent Records
Find, add, and understand the people and organizations you work with.
Includes: searching and adding constituents, managing relationships
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Managing Gift Records
Record and process donations that power your organization’s mission.
Includes: adding gifts, processing, and receipting
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Seeing & Using Your Data
Understand what’s happening in your database and take action with confidence.
Includes: analytics, dashboards, queries, list building, AI Chat, customizing the Home page
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Online Giving
Create donation forms that make it easy for supporters to give.
Includes: standard and optimized donation forms
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 Fundraiser
You work with donors, gifts, and fundraising activity — and want quick wins you can use right away.
Select Fundraiser →
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 Database Manager
You keep data organized, accurate, and running smoothly.
Select Database Manager →
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Outcome-driven description goes here.
Start hereNot sure? Choose the closest match — you can always explore more resources in the next section.
Ready for more?
Once you’ve built a little confidence with those first wins, Reignite can help you go deeper — at your own pace. Explore additional tools, training, and next‑step resources when you’re ready.
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Quick Win
Campaign Starter KitFrom goals to outcomes — get a campaign out the door this week. Download Plan |
Explore the Resource Library
When you’re ready to go deeper, the Resource Library brings together all Reignite workshops, guides, challenges, and on‑demand learning — organized so you can move at your own pace.
Go to the Resource LibraryStep 5: Develop a Strategic Fundraising Plan
You have learned about main features of Raiser’s Edge NXT designed to help you manage donor relationships, increase donations, and streamline fundraising efforts. Now, let's put all this information into action!
It is critical that your development and fundraising teams have a common Strategic Fundraising Plan that:
- Identify your Fundraisers: Tag constituents who interact with others on behalf of your organization
- Use Work Center and Actions: Assign tasks, track progress, and ensure timely follow-ups
- Cultivate growth and new opportunities using Prospect Insights: Analyze donor data to develop targeted strategies and maximize fundraising potential
Get Started
Let’s start with the Fundraising Work Center that allows you to manage tasks and relationships efficiently in one central location. Track fundraising efforts at a glance, allowing fundraisers to gauge their performance across multiple areas. Use Actions and Opportunities to assign and monitor qualified prospects to fundraisers.
To learn more watch this on-demand webinar Raiser’s Edge NXT: Power Your Fundraising with Actions and Opportunities.
For those with access to the comprehensive data intelligence in Prospect Insights, use this tool to identify and prioritize top candidates for major giving. Use data analysis to develop targeted engagement strategies for high-priority prospects. For more details, refer to the Get Started with Prospect Insights guide.
Take Action
Now, it’s your turn to begin using Work Center, Actions and Opportunities:
- Begin by setting up Fundraising Work Center if your organization has not already done so
- Assign yourself as a fundraiser to a specific constituent or prospect to cultivate
- Add an Action (meeting, phone call, email) from the Needs Attention Section of the Work Center
- Once you have added a few actions, create an Actions List
Expand Your Knowledge
To learn more about the Raiser’s Edge NXT tools that will help you transform your Fundraising Strategy, take these Blackbaud University courses:
- Blackbaud Raiser’s Edge NXT: Fundraisers (Live, Instructor-led)
- Blackbaud Raiser’s Edge NXT: Funds and Fundraising Structure (Live, Instructor-led)
- Raiser’s Edge NXT: Prospect Management Configuration (eLearning)
- Raiser’s Edge NXT: Basics of Prospect Insights (eLearning)
Blackbaud Resource Spotlight
Blackbaud’s award-winning Customer Support is committed to your success and has the resources, knowledge, and expertise your organization needs to excel. Blackbaud Customer Support offers:
- Comprehensive digital resources and hundreds of highly trained associates
- Availability Monday through Fridays from 8:30 A.M. – 6:00 P.M. (ET), excluding holidays
- Generative AI in our chatbot and Knowledgebase for easy resolution of basic questions
- An easy-to-use chat interface for direct assistance
