As Raiser's Edge NXT evolves, it introduces new and enhanced gift features on a frequent basis. As a refresher, these features released during 2016.
Choose whether to view inactive filter options in gift lists — To help narrow the focus of your lists, you can now choose whether to view items marked as inactive when you use filters. To view inactive options, select Show inactive when you set the filter. In gift lists, you can choose whether to view inactive:
Campaigns, funds, or appeals
For more information, see Gift List Filters.
View only the gifts you should in constituent lists — To help secure sensitive or proprietary data, your system admin may limit your access to giving information. In a list of constituents, you now only view the gifts you have rights to.
If you don't have rights to any gift information, the Giving filters and columns — First gift, Greatest gift, Latest gift, and Lifetime giving — no longer appear.
If you have rights to only some gift information, such as those toward specific funds, you can no longer access lists that contain giving you can't view.
Tip: Can't view data you think you should? Ask your system admin to update your security rights. For more information, see Record Security.
View appeals linked to campaigns and funds — To help track the effectiveness of your fundraising efforts, you can now view all of the appeals for a fund or campaign under Linked appeals on its record. Previously, you could only view those that brought in the most toward the campaign or fund. For more information, see Campaign Records andFund Records.
Configure received and committed revenue — In Fundraising, Analyze and on records of campaigns, funds, and appeals, you can use the Revenue type filter to choose whether to track revenue received through cash-in-hand giving or committed through pledges and matching gifts. To best meet the needs of your organization, admins can now choose which gift types to count as received or committed revenue. For more information, see Revenue Types.
Note: Admins! To set up these revenue types, select Control Panel, Settings and configure how to calculate received and committed revenue.
View linked funds and campaigns — To help track the effectiveness of your fundraising efforts, you can now view all of the funds and campaigns associated with a campaign, fund, or appeal under Linked funds and Linked campaigns on its record. Previously, you could only view the top-grossing funds and campaigns. For more information, see Campaign Records, Fund Records, and Appeal Records.
View when a fund is unrestricted — When donations towards a fund are for a specific purpose, you can mark the fund as restricted. On a fund’s record, Unrestricted now appears when it's not limited to a certain use. Previously, you could only view when a fund was restricted. For more information, seeFund Overview.
View how much credit fundraisers receive for a gift — Your organization may receive gifts as the result of fundraisers assigned to cultivate donor relationships or manage opportunities. On a gift’s record, you can now view who helped solicit it and how much credit they receive for its acquisition under Credited to. For more information, see Fundraisers.
Analyze acquisition revenue — To increase your base of supporters and lessen the impact of donor attrition, a focus on acquisition efforts can help bring new supporters to the fold. To analyze donors who gave to your organization for the first time — or again, after more than five years since their previous gift — in the current fiscal year, you can now select Acquisition in Fundraising, Analyze. With these metrics, you can compare giving from your newly acquired donors to previous years' giving.
Under Year-to-date acquisition, you can quickly compare your newly acquired donors and revenue — year-to-date — to the previous donor pool.
Under Year-over-year revenue acquisition, you can compare your year-to-date acquired revenue rate to cash-in-hand giving through acquired revenue over the two previous years.
For more information, see Donor Acquisition Analysis.
Note: Admins! For each security group, choose whether its members should use the Acquisition metrics. For more information, see Analyze Rights.
Manage gift attachments — On a gift’s record, you can now add, edit, and delete files associated with it — such as a PDF of the formal gift agreement or an image of a check — under Attachments. As with attachments elsewhere in Raiser's Edge NXT:
You can open them directly in their native applications such as Microsoft Office or Adobe Acrobat.
They upload and open much, much faster than media files in the database view.
They live in the cloud so you can easily access and manage them across devices.
For more information, see Attachments.
Differentiate campaign, fund, and appeal records — To help as you track the effectiveness of your fundraising efforts, you can now view whether a record is for a campaign, fund, or appeal under its description. Previously, you identified these record types by their descriptions, IDs, or the links you used to access them. For more information, see Campaigns, Funds, and Appeals.
Analyze revenue retained or committed — To choose whether to analyze cash-in-hand giving or commitments such as pledges and matching gifts, you can now use the new Revenue type filter with giving metrics on records of campaigns, funds, and appeals and under Overview, Campaigns, Funds, and Appeals in Fundraising, Analyze.
Analyze revenue retention — The goal of your acquisition efforts is to turn new donors into retained supporters who give again and again for the long term. To analyze how many donors give year-over-year and their cash-in-hand giving, you can now select Retention in Fundraising, Analyze.
Under Year-to-date retention, you can quickly gauge how many donors gave during both the current and previous fiscal years, their cash-in-hand giving, and comparison to the previous year's retention efforts.
Under Year-over-year revenue retention, you can compare your year-to-date retained revenue rate to cash-in-hand giving through retained revenue over the previous two years.
Note: Cash-in-hand only! To focus on cash-in-hand, the retention revenue metrics only include giving through donations, payments, and stock/property. For information about which gift types are included, see Revenue Types.
For more information, see Donor Retention Analysis.
View details about a gift's campaign, fund, and appeal — On a gift’s record, you can view the campaign and fund it applies to and the appeal used to ask for it under Fundraising details. To view additional details about a campaign, fund, or appeal, you can now select its description to open its record. For more information, see Gift Records.
View additional gift overview details — To highlight pertinent details about a gift, you can now view additional information at the top of its record, based on its type:
Whether (and when) you sent a receipt to the donor
A recurring gift’s current standing, and when it became such
How much the donor has left to pay toward a pledge
For more information, see Gift Overview.
View payments for a matching gift pledge — Many corporations offer programs that match employees’ donations to eligible nonprofits. On the record of a corporation’s matching gift pledge, under Pledge payments, you can now view how much (and when) they matched and how much was left to pay (if any) at the time of payment. Previously, these payments appeared under Pledge burndown. For more information, see Matching Gifts.
View how often a donor doesn't pay a recurring gift — To help track how many times a donor doesn’t pay a recurring gift, the Failed payments total under Recurring gift summary on the gift's record now include skipped payments, such as when the donor requests to temporarily stop them. Additionally, a skipped payment now appears as Failed payment (Skipped) under Recurring gift history on the gift's record. Previously, the Failed payments total only included how many payments failed to process — such as due to insufficient funds or a declined credit card — and skipped transactions appeared separate from failed payments under Recurring gift history. For more information, see Recurring Gifts.
View when you receive a recurring gift's first and latest payments — To help identify and clarify when you received the initial and most recent payments for a recurring gift, the Start date and End date fields under Recurring gift summary on its record are now First payment and Latest payment. Previously, the End date field showed when the donor made their final payment toward the gift. For more information, see Recurring Gift Summary.
View additional types of related transactions — On a gift's record, you can now view related memberships, events, and opportunities — instead of just other gifts — under Related transactions. For details about the donor or a related membership or gift, select its name or amount. For more information, see Gift Records.
Sort pledge transactions by details — Pledges are commitments to donate in the future with a single gift or through multiple installments, such as a gift of $1,200 as 12 monthly payments of $100. Under Pledge burndown on the record of a pledged gift, you can now sort its transactions by details such as their type (such as payment or write-off), how much was paid (and when), and how much was left to pay toward the gift at the time of the transaction. To sort by a detail, simply select its column header. For more information, see Pledges.
Analyze your gifts and fundraising efforts — With SKY Reporting, you — and others at your organization, including directors and fundraisers — can track and analyze the overall fundraising performance. With this easy-to-consume analysis, you can quickly discover fundraising gaps, act on insights to drive results, and share knowledge across your organization.
From Fundraising, Analyze, you can now gauge and visualize your organization's fundraising efforts with several dashboards of metrics. For more information, see Analyze.
Tip: To review the metrics offline, you can download them as a PDF or automatically receive one as an email on a regular basis. For more information, see PDFs of Analyze Metrics.
To track the performance of specific fundraising efforts, you can now select the name of a campaign, fund, or appeal to view its record. In addition to details about your fundraising efforts, these records provide metrics to help gauge and compare their effectiveness. For more information, see Campaign Records, Fund Records, and Appeal Records.
Note: Admins! For each security group, choose which metrics its members should access in Fundraising, Analyze. For information, see Analyze Rights.
To view a list of records included in the number-crunching, select the total or metric. To fine-tune the analysis, you can apply filters to the list. For further analysis, select Create list to open the list — with any filters applied — in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.
Easily view recurring gift payment history — Recurring gifts are commitments to donate at regular intervals, such as through automatic monthly gifts of $50. To help track the activity of a recurring gift, you can now easily view important details about its payment history on its record. Under Recurring gift summary, information about how much the donor paid, how many consecutive payments they made, and how many payments failed to process now appears above the other fields. For more information, see Recurring Gift Summary.
View payment information for a gift — Donors can use a variety of methods — such as cash, personal or business check, credit card, or direct debit — to pay for gifts. On the record of a gift, you can now view how the donor paid for it and related pertinent details under Payment information. For more information, see Payment Information.
View a recurring gift's transaction history — Recurring gifts are commitments to donate in the future at regular intervals for a definite or indefinite period of time, such as through automatic monthly gifts of $50. On the record of a recurring gift, you can now view details about the donor's payments toward the commitment — as well as any amendments or skipped or failed transactions — under Recurring gift history. For more information, see Recurring Gifts.
View planned gift information — With PlannedGiftTracker, you can track gifts your organization expects to receive from a donor through a bequest,
View a gift's related transactions — On a gift’s record, you can now view information about other, associated gifts — such as a payment’s original pledge or matching gift commitment — under Related transactions. For each transaction, you can view the amount and type of gift received, who gave it, and when your organization received it. For more details about a matching gift, pledge, recurring gift, planned gift, write-off, or associated payment, select its amount to view its record. For information about a donor, select their name to view their record. For more information, see Gift Records.
View pledge progress over time — Pledges are commitments to donate in the future with a single gift or through multiple installments, such as a gift of $1200 as 12 monthly payments of $100. On the record of a pledged gift, you can now view the donor's progress toward their commitment — as well as how those payments compare to the installment schedule — under Pledge burndown. Previously, you could only view detailed information about the payment history. For more information, see Pledges.
View pledge schedule information — Pledges are commitments to donate in the future with a single gift or through multiple installments, such as a gift of $1200 as 12 monthly payments of $100. On the record of a pledged gift, you can now view how often the donor pays installments and how many they committed to pay under Pledge schedule. To view a complete list of the installments and pertinent details about each, select View full schedule. For more information, see Pledge Schedule.
Filter lists by a range of gift amounts — To better analyze giving, you can now include a range of amounts to filter lists of gifts by how much they gave your organization. To filter gifts based on this detail, select Filters and, under Gift amount, select Between and enter the range of amounts to include. For more information, see Gift List Filters.
Note: If you select Between and enter only the first amount, the list includes gifts greater than equal to that amount. If you enter only the second amount, those less than or equal to that amount appear.
View recurring gift details — Recurring gifts are commitments to donate in the future at regular intervals for an indefinite period of time, such as an automatic monthly gift of $50. On the record of a recurring gift, you can now view pertinent details — such as how much the donor already paid and how much they'll pay at the next interval — under Recurring gift summary. For more information, see Recurring Gift Summary.