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!
Language Decoder
Start with what you need to do in Raiser’s Edge NXT. Each objective includes only the terms you’ll use for that task — so you can learn without feeling overwhelmed.
What are you trying to do?
No terms match “”.
Try a simpler word, or clear the search to browse by objective.
Find a Supporter
Start here if you’re searching for a person or organization and trying to understand the record.
ConstituentThe umbrella record
Related terms:Individual vs OrgRelationshipGift
Individual vs OrgRecord type choice
Related terms:ConstituentRelationship
RelationshipConnections & context
Related terms:ConstituentIndividual vs Org
Record a Gift
Start here when you’re entering or reviewing donations and want clean reporting.
GiftThe donation record
Related terms:BatchFundConstituent
BatchGrouped entry & review
Related terms:Gift
FundWhere credit goes
CampaignBig initiatives
Manage Activity
Start here if you’re logging interactions or pulling lists for follow-up.
ActionTasks & follow-ups
Related terms:OpportunityWork CenterConstituent
OpportunityPotential gifts & next steps
Related terms:ActionWork CenterConstituent
Work CenterA fundraiser’s daily workspace
Related terms:ActionOpportunity
See Progress
Start here when you want to step back and understand progress across gifts, supporters, and activity.
ReportStructured view of your data
DashboardAt-a-glance insights
Related terms:ReportKey MetricsTrends
ListsGrouped records
Key MetricsImportant numbers to watch
TrendsPatterns over time
Related terms:DashboardKey Metrics
What it really means
A constituent is any person or organization you track in Raiser’s Edge NXT — donors, prospects, volunteers, and more.
Why it matters
Instead of separating people into lots of categories, NXT uses one umbrella term. That makes it easier to see the full relationship over time.
When you’ll see it
You’ll see “Constituent” everywhere — search results, records, reports, and dashboards. Once you recognize the word, the interface starts to feel much less intimidating.
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
