Turn Experience Into Insight
For experienced users who want to explore what’s new, and unlock more value from tools they already know.
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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!
 Clarify the Questions
Before exploring dashboards or reports, align on what your data is meant to answer for you. Data can guide your organization toward new strategies, highlight trends, or help address areas of weakness.
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 Look for Patterns Over Time
Clarity improves when you step back from individual moments and look for trends that repeat. This helps distinguish meaningful change from short‑term noise.
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You don’t need a perfect picture — just enough clarity to decide what deserves attention next.
This mission helps you decide what matters most right now — not everything that could matter.
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Step 1
Dashboard Deep Dive
Sharpen dashboards so insights are easier to interpret, share, and explain — especially to leadership.
Refine a dashboard → |
Step 2
Database Care & Feeding
Maintain clean, trustworthy records through small, repeatable habits — without a disruptive overhaul.
Clean Things Up → |
Step 3
AI Confidence Boost
Explore practical ways AI can reduce manual work, surface insight, and support smarter decisions — on your terms.
Explore AI uses → |
It’s about small improvements that make everyday work easier and more impactful.
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Step 1
Level Up Your Know-How
Blackbaud University’s role‑based training supports consistent, confident use of Raiser’s Edge NXT across your team.
Develop Your Expertise → |
Step 2
Explore Reignite Resources
Browse Reignite resources and guides designed for teams who want to build better habits, plan for change, and go beyond the basics.
Explore Tools → |
Step 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
