You’re not behind. You’re ready to move forward.
Built for teams who are ready to move from feeling overwhelmed to confident in Raiser’s Edge NXT.
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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!
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Step 1
Rediscover Raiser’s Edge NXT
Review useful features and rebuild navigation confidence.
Get Familiar Again → |
Step 2
See Where You Stand
Build dashboards that help you focus on priorities.
Learn About Your Data → |
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Working with Constituent Records
Find, add, and understand the people and organizations in your database.
Includes: searching and adding constituents, managing relationships
Find & Manage Constituents → |
Managing Gift Records
Record and process donations that power your organization’s mission.
Includes: adding gifts, processing, and receipting
Record & Process Gifts → |
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Understand What’s New with AI
Get a quick, practical overview of how AI fits into Raiser’s Edge NXT — without hype or technical detail.
Includes: dashboards, analytics, queries, lists, and AI insights
Watch the 4-Minute Overview → |
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One confident action is often more powerful than ten unfinished ideas.
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Step 1
Campaigns, Funds & Appeals
Track progress and connect fundraising activity to measurable outcomes.
Explore Strategy → |
Step 2
Build Lists & Segments
Create lists for targeted outreach, pipeline review, and campaign execution.
Build a List → |
Step 3
Prospect Insights
Identify and prioritize likely donors so you can focus on prospects most likely to engage.
Learn More → |
You need one you trust enough to act on.
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Step 1
Database Care & Feeding
Maintain clean, trustworthy records through small, repeatable habits — without a disruptive overhaul.
Clean Things Up → |
Step 2
Zhuzh Your Donation Form
Make small changes that reduce donor friction and improve completion — without rebuilding your form.
Start Zhuzh‑ing → |
Losing momentum doesn’t have to.
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Step 1
Secure Your System
Reduce risk by ensuring access, roles, and permissions are set up to withstand staff changes.
Start the plan →
~15 minutes · Prevent future emergencies
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Step 2
Capture Institutional Knowledge
Document dashboards, reports, workflows, and naming conventions — including the “why” behind them.
Capture what matters →
Focus on context, not perfection
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Step 3
Plan for Continuity
Set expectations for onboarding, training, and shared ownership so progress continues — even when roles change.
Protect your progress →
Optional now · Critical later
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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
