Explore Our Curriculum

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Bring your data grouping and analysis to the next level with more advanced query functions and techniques. In this course, learn advanced query terminology, use summarized data in your groupings, design and use smart fields, merge queries, and utilize complex operators.

Learning objectives

• Use parentheses to organize complex criteria
• Use summarization tools
• Merge queries and selections
• Leverage smart fields

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

Included with the Learn® subscription

Get started using Blackbaud Altru with confidence today! In 60 minutes, we’ll show you the essential processes to get the most out of your organization’s data and effectively use tools to seamlessly interact with your patrons. In this course, join a Blackbaud Altru expert through a live tour of the solution’s highlights such as adding constituents, payments, and memberships, processing sales orders, and building a query.

Learning objectives

• Create and update a constituent record
• Explore the daily sales screen
• Use an ad-hoc query
• Run a report

CFRE: 1 credit(s) — Current and Prospective Donor Research

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From entering new memberships to managing merchandise inventory, Blackbaud Altru’s Batch tool can help you enter data in a quick and efficient manner. In this 30-minute eLearning session, learn how to configure and navigate the Blackbaud Altru Batch tool. View demonstrations of data entry for constituent records, membership dues, inventory batches, and more. Launch this course to learn how Batch can effectively streamline your data entry in Blackbaud Altru.

Learning objectives

• Configure the Blackbaud Altru Batch tool
• View demonstrations of data entry

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Blackbaud Altru is a revolutionary platform for arts and cultural organizations, which encompasses constituent relationship management, fundraising, membership, ticketing, volunteers, and merchandise functionality in one centralized system. In this 30-minute eLearning session, learn how Blackbaud Altru’s single shared database can change the way your organization functions. Begin with the basics of logging in and navigating. Then, learn the basics of constituent records and sales. Finally, learn how to successfully use help resources to get the answers you need. Launch this eLearning course to learn more about Blackbaud Altru and how it can help your organization succeed.

Learning objectives

• Navigate Blackbaud Altru and help resources
• Learn the basics of constituent records and sales

Included with the Learn® subscription

Every organization’s website should provide vital information about its mission and services. Does yours? Using the Web forms feature in Altru, you can amplify the power of your website by making it interactive and self-servicing for users. In this self-paced course, learn to create and manage Web forms so your organization can effectively process online donations and payments for programs, events, and memberships. Identify unique configuration for Web form pages including donations, memberships, event registrations, and ticket sales. Discover more about user registration for Web forms and customized email acknowledgement letters for online transactions. Our suggested prerequisites for this course include the Blackbaud Altru Fundamentals level courses.

Learning objectives

• Identify key configuration tasks for Web forms
• Review features for managing different types of Web forms
• Customize email acknowledgement letters
• Set up donation strategies to track performance and measure success

CFRE: 1.25 credit(s) — Leadership and Management

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In this course, explore new enhancements for Online Giving for Altru. Learn to close a Blackbaud Donation Form that is inactive, use Blackbaud SKY® Add-Ins in your Optimized Donation Forms, set revenue categories, and use Google Tags for advanced analytics.

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Is your constituent data trustworthy? Ensuring your Blackbaud Altru data portrays an accurate picture of your constituents is essential. In this course, learn to identify and merge duplicates. Make a plan to prevent duplicates in the future.

Learning objectives

• Discuss strategies for preventing duplicates
• Use search and reporting tools to identify potential duplicates
• Merge duplicates

Included with the Learn® subscription

What programs do you offer at your organization? Whether you schedule varied camps, lectures, and classes or have a basic daily admission structure, your programs are at the heart of your Altru system. In this course, learn the building blocks of the different types of programs, including daily admission and scheduled programs. Also learn to schedule program events and create program event packages. Our suggested prerequisites for this course include the Blackbaud Altru Fundamentals level courses.

Learning objectives

• Describe the ticket types available in Altru
• Define the purpose of the Ticket Sales Setup checklist
• Describe decisions related to the setup of sales fields
• Describe the difference between daily admission programs and scheduled programs
• Create daily admission programs and scheduled programs
• Schedule program events
• Create scheduled programs, scheduled program events, and event packages

CFRE: 1 credit(s) — Leadership and Management

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Online Giving for Altru just got even better. After some recent updates, you can now view the name of your Blackbaud Donation Form on payment records and manage recurring gifts more easily, including editing the Next Payment Date and skipping and holding payments.

Included with the Learn® subscription

How do you turn interested patrons into loyal donors? Altru provides tools for you to communicate with your patrons, donors, volunteers—any individuals or organizations in your database—using the contact information collected by your front-office or back-office staff. In this self-paced course, learn to create engaging appeals, welcome emails, and thank-you letters to acknowledge donations. You also learn how to use Altru for asking for support and tracking responses to your fundraising efforts. Our suggested prerequisites for this course include the Blackbaud Altru Fundamentals level courses.

Learning objectives

• Understand the available communication tools in Altru
• Create an appeal
• Use appeal mailings to solicit donations
• Send follow-up emails
• Thank constituents for donations

CFRE: 1.5 credit(s) — Relationship Building

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In this course, learn how to use the new features in Online Giving for Altru to help you track recurring gifts, forecast anticipated revenue, view totals raised by time and type of Blackbaud Donation Forms, and add offline gifts to a goal meter.

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How can you leverage your Altru data outside of the system? Learn how to create exports in Altru for a variety of needs. Compare and contrast different methods of exporting data. Create a reusable export definition to save time and produce consistent results.

Learning objectives

• Compare and contrast exporting from
• Query and the export tool
• Create an export definition
• Create an export

CFRE: 1 credit(s) — Leadership and Management

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As the saying goes, “Balance is the key to life.” Be sure your accounts are always in balance, by learning how to effectively reconcile Altru with your bank deposits. In this course, learn about revenue types, deposit templates, the daily deposit page, the deposit process, reconciliation, the total revenue and payments report, the deposit report, and troubleshooting reconciliation.

Learning objectives

• Reconcile Altru with your bank deposits
• Navigate the deposit process, templates, and reports

Included with the Learn® subscription

Are your transactions and deposits in balance? Learn the best practices for financial processes and reconciliation in Altru, in this self-paced course. Review how Altru manages daily transactions, including opening and closing the cash drawer and processing transactions. Process deposits and compare daily revenue against deposits to ensure accuracy. Learn strategies to reconcile and reduce discrepancies. Our suggested prerequisites for this course include the Blackbaud Altru Fundamentals level courses.

Learning objectives

• Describe process to open and close a cash drawer
• Process daily deposits
• Run reports to assist with proper reconciliation
• List reconciliation troubleshooting techniques

CFRE: 1 credit(s) — Leadership and Management

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In this Fundamentals Exam, you will have 1.5 hours (90 minutes) to complete 20 questions. You may use workbooks and notes from previous classes, and you may also have your Blackbaud software open while taking the exam. To pass, you must get 80% of the questions correct.

Once registration is complete, the exam will be available for 90 days or until December 31 of the current calendar year, whichever comes first. During this time, you have subsequent opportunities to retake and pass the exam. This exam is designed to test the knowledge gained from completing the Blackbaud Altru Fundamentals level courses:

Fundamentals: Constituent and Revenue Records | eLearning / Blackbaud AltruFundamentals: Sales | eLearning / Blackbaud Altru

Fundamentals: Memberships | eLearning / Blackbaud Altru

Included with the Learn® subscription

Everything your organization does impacts your patrons and constituents. When patrons purchase tickets and donors send in a gift, you can keep track of the needed details using constituent and revenue records. In this course, learn to store and access information to optimize the constituent experience, from greetings to targeted communications, and efficiently record transactions and different types of revenue.

Learning objectives

• Navigate constituent records
• Create constituent records
• Update constituent records
• Add a donation
• Add a pledge

CFRE: 1.5 credit(s) — Relationship Building

Included with the Learn® subscription

Ready to make every sale feel effortless? Build the confidence to process daily sales, manage membership transactions, and close the sales drawer smoothly in Altru.

Learning objectives

• Understand the daily sales process
• Manage membership transactions
• Close the sales drawer

CFRE: 1 credit(s) — Securing the Gift

Included with the Learn® subscription

Engage your members, from inquiry to renewal. In this course, learn to add and manage membership records via the front-office and back-office tools. In addition, learn membership record structure and terminology.

Learning objectives

• Identify the different types of membership programs
• Sell and add memberships through the front office and back office
• Process membership renewals

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

In this course, learn the basic processes for adding and managing a group sales reservation in Altru. Through class discussion and interactive activities, learn to create a reservation record, schedule activities for groups in an itinerary, generate a contract, manage reservation milestones and payments, and check in and check out groups. This course covers the use of Group Sales for both traditional group visits and facility rentals.

Our suggested prerequisites for this course include the Blackbaud Altru Fundamentals level courses.

Learning objectives

• Describe the characteristics of a group sale
• Identify the types of reservations that are handled through
• Group Sales
• Identify the key components of the reservation process
• Add and edit group reservations in Altru
• Manage a reservation
• Check in and check out a group

CFRE: 3 credit(s)

Included with the Learn® subscription

Selling the ticket is only the beginning. In this course, learn how to complete tasks that typically occur after a sale is made. Find sales orders, process refunds, and issue receipts. View program rosters, then check in program registrants and reschedule when needed. Our suggested prerequisites for this course include the Blackbaud Altru Fundamentals level courses.

Learning objectives

• Define the three types of membership programs
• Define the two ways to obtain a membership
• Understand midterm upgrades
• Enter a gift of membership through Sales and Back Office
• Understand membership transactions entered through Batch
• Perform basic membership reporting tasks

CFRE: 1.25 credit(s) — Leadership and Management

Included with the Learn® subscription

Effective membership communications are vital to the growth and success of your membership programs.

Renewals and cards must be sent in a timely manner to ensure that members are stewarded for their purchase and can use their benefits right away.

Learn how to create and process membership cards and renewals to keep your members active and engaged.

Learning objectives

• Format membership cards
• Process membership cards
• Format renewal notices
• Process renewal notices

CFRE: 1 credit(s) — Securing the Gift

Included with the Learn® subscription

This course explains how to set up and manage your organization’s membership programs. In this course, learn the three different types of membership programs and how each type is configured. You also learn how to perform advanced membership transactions and the basics of how to analyze the success of your membership programs.

Learning objectives

• Define the types of membership programs
• Define the two ways to obtain a membership
• Understand mid-term upgrades
• Understand membership transaction through Back Office
• Perform basic membership reporting tasks

CFRE: 1 credit(s) — Leadership and Management

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Selling things can be hard. Selling things using the Merchandise features in Altru is easy! Watch this online eLearning course to learn about configuring merchandise in Altru, vendor records, merchandise departments, merchandise records, and merchandise reports.

Learning objectives

• Configure merchandise in Altru
• Manage merchandise records and reports

Included with the Learn® subscription

Fundraising is so much more than just asking for a gift. In this course, discover how Altru can help you research, identify, cultivate, and engage prospects and donors. Learn the basics of the Wealth and Ratings feature and how you can utilize the information to more effectively target your major giving prospects.

This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud Altru Fundamentals level courses.

Learning objectives

• Understand the tools helpful in managing prospective donors through the moves management process
• Add prospects and fundraisers
• Manage prospect plans and opportunities
• Use the Wealth and Ratings feature to identify and cultivate prospects

CFRE: 2 credit(s) — Current and Prospective Donor Research

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Is your organization ready to raise more, reduce transaction fees, and delight your supporters with a visually appealing, frictionless, and secure giving experience? Get to know Online Giving and Blackbaud Donation Forms, now available for Altru. Choose the Optimized Donation Form for a streamlined, mobile-first interaction that elegantly leverages your brand assets and mission statement, or choose the highly customizable Standard Form for flexibility. Easily monitor the performance of all your forms and manage recurring gifts.

Learning objectives

• Connect Altru to
• Blackbaud Merchant Services™ Configure settings, including cards and wallets, revenue note types, and reason codes
• View metrics on the Online Giving Action Hub Manage recurring gifts, designations, and appeals on the Contributions Action Hub Create Standard and Optimized Donation Forms, including fee coverage options

Included with the Learn® subscription

Query is a powerful tool for creating groups of records based on common criteria. In this course, learn the basics of planning, creating, and using both ad-hoc and smart queries in Blackbaud Altru. You also learn how to create selections from query results for use in reports, exports, and mailings.

Learning objectives

• Manage the Information Library
• Plan, create, and save a basic ad-hoc query
• Create smart queries

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

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Queries allow you to create groups of records in Blackbaud Altru. In this 30-minute eLearning session, learn when to use a report or a query, and learn the difference between an Ad-hoc and Smart query. You will also learn how to plan a query, and how to execute that plan in Blackbaud Altru. Launch this course now to begin effectively using queries in Blackbaud Altru.

Learning objectives

• Use a query in Altru
• Plan and execute a query

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In this course, discover new enhancements for Online Giving for Altru. Learn to set monthly giving as the default option for your Optimized Donation Forms and to create custom URL passthrough links, and explore new streamlined navigation options.

Included with the Learn® subscription

In this self-paced course, learn how to analyze and effectively use the data from your constituents, events, memberships, and more to improve your organization’s efficiency. You also learn how to optimize and export Altru reports to Microsoft Excel and Microsoft Word. This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud Altru Fundamentals level courses.

Learning objectives

• Locate reporting areas within Altru
• Identify reporting processes and types
• Define report filters and view results
• Optimize and export reports for Microsoft Excel

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Do you struggle with retaining your valuable members? In this course, learn strategies for engaging and inspiring your members during every step of the membership cycle. You also learn how to calculate member retention, view membership engagement, and write engaging communications that will make your members feel appreciated and valued. This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud Altru Fundamentals level courses.

Learning objectives

• Identify the process for calculating member retention
• Discuss member appreciation and engagement strategies
• Identify the process for segmenting members, using
• Query
• Export member records from the Membership Activity dashboard

CFRE: 1.5 credit(s)

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In this course, explore new enhancements for Online Giving for Altru. Learn how to enable social sharing for your Optimized Donation Forms, how to enforce payment processing days for recurring gifts made with a Standard Donation Form, and how PCO payment technology for your Standard Forms enables Google Pay and eliminates quarterly processing downtime.

Included with the Learn® subscription

Special events are a major component of annual fundraising and engagement for many organizations. In this course, learn how to successfully plan and organize your event through initial configuration of the event record, advertisement of the event, and attendee registration options. Explore ways to successfully run your event and determine follow-up tasks. Analyze event success and lessons learned for future event improvements.

Learning objectives

• Understand available special event types
• Create and configure event records
• Define seating arrangements
• Manage event registration
• Track and manage event attendance
• Identify reports for event analysis

CFRE: 1.75 credit(s) — Leadership and Management

Included with the Learn® subscription

Successful fundraising is a process. Those who accomplish their goals most effectively do so through careful planning, setting meaningful goals, and earnestly tracking progress. In this self-paced course, learn to plan your revenue strategy and set up a fundraising hierarchy, the financial backbone of your fundraising structure. Learn how to configure the necessary settings within Altru to properly recognize donors, accurately report on progress, and measure your fundraising success.

Learning objectives

• Plan and build a fundraising hierarchy
• Strategize and create fundraising goals and sub-goals
• Define donor constituency settings
• Configure recognition settings
• Create and edit reporting filters
• Measure progress with reports, KPIs, and smart fields

CFRE: 1.75 credit(s) — Securing the Gift

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Ready to start using Online Giving for Altru? Learn how to create secure, robust forms, manage gifts easily, and create components that engage visitors to your organization’s website.

Learning objectives

• View metrics on the Online Giving Overview page
• Create Standard and Optimized Donation Forms, including fee coverage options
• Create website components
• Manage recurring gifts, designations, and appeals on the Contributions page

Included with the Learn® subscription

What’s true of superheroes can also be said of system administrators: with great power comes great responsibility. In this self-paced course, learn how to navigate system administration responsibly in Blackbaud Award Management. Define roles and scopes for system users. Create custom categories to streamline the application process. Set up system-wide correspondence.

This is an advanced course recommended for users who are responsible for setting up and managing system-wide setting within Blackbaud Award Management. Our suggested prerequisites for this course include the Blackbaud Award Management Fundamentals course series.

Learning objectives

• Establish scopes, roles, and categories
• Discuss best practices for user management
• Update email templates and other system-wide communications
• Explore system settings

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

What’s true of superheroes can also be said of system administrators: with great power comes great responsibility. In this 90-minute course, learn how to navigate system configuration responsibly in Blackbaud Award Management. Define roles and scopes for system users. Create custom categories to streamline the application process. Set up system-wide correspondence. This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud Award Management Fundamentals level courses.

Learning objectives

• Manage users, scopes, roles, and categories
• Adjust system-wide settings and communications
• Perform system maintenance

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

In Blackbaud Award Management, a full awarding cycle involves managing the entire scholarship process, from application to awarding, and includes tasks like cycle management, application review, and post-acceptance processes, ensuring efficient scholarship administration and donor reporting.

Learning objectives

• Understand and apply Applicant-Centric
• Awarding
• Perform an audit of your system
• Utilizing system-wide tools to preserve applicant data

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

As an Administrator within Blackbaud Award Management, you can manage all reviews and Reviewer Groups based on qualifications and assignments. In this course, learn to use system-wide tools to better help you monitor and manage the progress of Reviewers, to ensure reviews are completed in a timely manner.

Learning objectives

• Use assignment options and qualification criteria
• Manage Reviewers and Reviewer Groups
• Complete a review as a Reviewer

CFRE: 1.5 credit(s) — Leadership and Management

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In this Fundamentals Exam, you will have 1.5 hours (90 minutes) to complete 20 questions. You may use workbooks and notes from previous classes, and you may also have your Blackbaud software open while taking the exam. To pass, you must get 80% of the questions correct.

Once registration is complete, the exam will be available for 90 days or until December 31 of the current calendar year, whichever comes first. During this time, you have subsequent opportunities to retake and pass the exam. This exam is designed to test the knowledge gained from completing the Blackbaud Award Management Fundamentals series of prerequisite courses: Fundamentals: System Overview / Blackbaud Award ManagementFundamentals: Awarding / Blackbaud Award Management

Included with the Learn® subscription

Fundamentals: Awarding | eLearning / Blackbaud Award Management

There’s more to award management than just collecting and evaluating applications. In this self-paced course, learn what it takes to create successful pre- and post-acceptance processes. Decide when and how to send offers, manage post-acceptance, and prepare your opportunities to be archived. Our suggested prerequisite for this course is Blackbaud Award Management / Fundamentals: System Overview.

Learning objectives

• Explore pre-awarding tools
• Utilize bulk action grids and reports
• Make award offers
• Monitor post-acceptance

Included with the Learn® subscription

There’s more to award management than just collecting and evaluating applications.

In this course, learn what it takes to create a successful pre- and post-acceptance process. Decide when and how to send offers, manage post-acceptance, and prepare your opportunities to be archived. Our suggested prerequisite for this course is Blackbaud Award Management: Fundamentals – Overview.

Learning objectives

• Explore pre-awarding tools
• Utilize bulk action grids and reports
• Make award offers
• Monitor post-acceptance

CFRE: 1.5 credit(s) — Securing the Gift

Included with the Learn® subscription

Take the first step to proficiency in Blackbaud Award Management. In this course, explore the awarding process and discover how you can manage your portfolios and applications most effectively. Learn to navigate the system as both an applicant and administrator and leave with a strong understanding of the initial steps to every awarding process.

Learning objectives

• Understand the general awarding process
• Navigate the system
• Define portfolios and opportunity types
• Understand types of applications and interactions with opportunities

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Take the first step to proficiency in Blackbaud Award Management. In this self-paced course, explore the awarding process and discover how you can manage your portfolios and applications most effectively. Learn to navigate the system as both an applicant and administrator and leave with a strong understanding of the initial steps to every awarding process.

Learning objectives

• Understand the general awarding process
• Navigate the system
• Define portfolios and opportunity types
• Understand types of applications and interactions with opportunities

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

A smooth review cycle depends on a savvy administrator. In this self-paced course, learn how to set up your reviewers for success, with customized Reviewer Groups. Build, clone, and archive Reviewer Groups. Standardize evaluations and scoring criteria. Use Reviewer Chairs and anonymous reviews.

Learning objectives

• Utilize the Reviewer Group Template
• Create and customize a Reviewer Group
• Use assignment options and qualification criteria
• Manage Reviewers and Reviewer Groups

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

How do you award more scholarships to the right students while keeping donors happy?

In this self-paced course, learn how to manage and streamline the entire scholarship process. Provide background on donors supporting the fund. Manage your communications to alert applicants of available opportunities. Prepare for your upcoming awarding cycle with Cycle Management.

Learning objectives

• Identify components and create portfolios and opportunities
• Create and manage communication types
• Understand the process of Cycle Management
• Clone and archive opportunities

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Finding qualified applicants shouldn’t be like finding a needle in a haystack. In this self-paced course, learn how to streamline your application and review processes with questions and qualifications. Identify when (and where) to use different types of questions. Build custom qualifications to narrow down applicant pools, and include reference questionnaires when you need additional qualifying criteria. Combine all of your knowledge to make sure the best applicants are matched to each opportunity.

This is an advanced course recommended for users who are responsible for managing Questions, Qualifications, and Reviews within Blackbaud Award Management. Our suggested prerequisites for this course include the Blackbaud Award Management Fundamentals course series.

Learning objectives

• Define and create question types and question sets
• Create and update reference questionnaires
• Use qualifications to identify multiple or preferred applicants

CFRE: 1.5 credit(s) — Securing the Gift

Included with the Learn® subscription

Renewable awards should be just like holiday gifts—as easy to give as to receive.

In this self-paced course, learn how to streamline the renewal process with Blackbaud Award Management. Automate renewal applications and use qualifications. Review applications and distribute awards. Adjust to unique situations with selective renewals and custom categories.

This is an advanced course recommended for users who are who are most commonly System Administrators within Blackbaud Award Management. Our suggested prerequisites for this course include the Blackbaud Award Management Fundamentals course series.

Learning objectives

• Generate renewal opportunities and use the future renewal template
• Build qualification criteria for applicant evaluations
• Process renewal applications with default and custom categories
• Increase awarding flexibility with selective renewals

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Renewable awards should be just like holiday gifts—as easy to give as to receive. In this 90-minute course, learn how to streamline the renewal process using Blackbaud Award Management. Automate renewal applications and use qualifications. Review applications and distribute awards. Adjust to unique situations with selective renewals and custom categories.

Learning objectives

• Generate renewal opportunities and use the future renewal template
• Build qualification criteria for applicant evaluations
• Process renewal applications with default and custom categories
• Increase awarding flexibility with selective renewals

CFRE: 1.5 credit(s) — Relationship Building

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When it comes to your organization’s impact, show—don’t tell. In this self-paced course, learn how to share your success with your donors, using stewardship. This course is designed for users with either Blackbaud Award Management™ who have the Stewardship module or for users with only Blackbaud Stewardship Management™. Learn how to manage donor funds and create donor contacts. Keep donors informed with updates and reports. Control what information donors see using customized fields and settings.

Learning objectives

• Create and manage funds
• Manage donor contacts and donor profiles
• Share updates with donors
• Publish bulletins, cover letters, and donor reports

CFRE: 1 credit(s) — Relationship Building

Included with the Learn® subscription

Blackbaud Award Management facilitates applicant and donor communications by offering tools for managing scholarship applications, delivering award offers, and streamlining donor stewardship, including automated emails and customizable reports.

Learning objectives

• Customize system-wide communication templates
• Utilize tools to simplify digital thank-you letters
• Generate simple reports in various formats

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Award Management makes the reviewing process easier by automating much of the procedure, and keeping tasks, information, and records all in the same place. During the Review phase, System and Opportunity Administrators collect feedback from assigned reviewers indicating who they feel is the best candidate to receive an Opportunity award.

Learning objectives

• Utilize the Reviewer Group Template
• Create a Reviewer Group
• Use assignment options and qualification criteria

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

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Billing Management is your organization’s superhero utility belt for financial information. Using only the Overview page of Billing Management, you can assign statement receipts, add credits to a group, add payment plans to a group, check the past due balances for each aging period, and more. Billing Management has everything you need to manage student billing at your organization and become a financial superhero.

Learning objectives

• Track tuition, payment plans, and deposits
• Accept and record payments for students
• Add charges and fees to student accounts
• Manage past due balances
• Record actions and manage follow-ups

No cost with your BlackbaudID

Just as all great buildings begin with proper architectural design and planning, your organization’s financial records must begin with Billing Management setup. Billing Management lets you configure your organization’s financial parameters and menu options, billing dates for transactions and fees, the design, layout, and appearance of your organization’s statements, and much more.

Learning objectives

• Configure your settings
• Define your billing years
• Design your Statement layout

No cost with your BlackbaudID

Billing records hold all the student information you ever need, including contact information, billing activity, payment plans, financial aid, and more. Not only does each student have a unique record, the People Finder search tool makes it easy to find the student you’re looking for. Whether you need to review the student’s financial aid information, put a hold on a student’s account, or simply receive their contact information, billing records are the most important tool to manage the students at your organization.

Learning objectives

• Adding communication notifications
• Navigating student and billing records
• Managing holds
• Awarding financial aid

No cost with your BlackbaudID

Would you like to post transactions conveniently directly from Blackbaud Billing Management to Blackbaud Financial Edge NXT? Learn how to quickly post from Blackbaud Billing Management to your school’s General Ledger within Financial Edge NXT. Save your staff time with this new and helpful integration feature.

Learning objectives

• Utilize the Direct Post feature
• Frequently and easily post to your school’s general ledger
• Use the List view to filter distributions before posting

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Explore how Blackbaud Billing Management and contracts within Blackbaud Enrollment Management System integrate to save your school time and ensure data accuracy.

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Using Lists and Reports, you can check metrics and information at your organization. Whether you’re using the more customizable lists to gather information based on specific filters and columns, or running quick and preconfigured data reports, you can easily find and export detailed information about your organization.

Learning objectives

• Creating different types of lists
• Running reports
• Calculating aged accounts receivable

No cost with your BlackbaudID

A Blackbaud ID (BBID) is your passport to the Blackbaud ecosystem, including your organization’s solutions, training, and more. This eLearning course walks you through the basics of signing in, managing your account, adding new users, and troubleshooting issues.

Learning objectives

• Sign in with your organization’s preferred method
• Access and manage your account profile
• Add new users (with the applicable system role)
• Remove access for new users (with the applicable system role)
• Troubleshoot problems with access

No cost with your BlackbaudID

Carefully establishing security settings ensures that everyone has access to the necessary system functions and secures sensitive information.

This course is designed for administrators who manage user access across various Blackbaud solutions, such as Raiser’s Edge NXT, Financial Edge NXT, and more.

Learning objectives

• Create and manage security roles
• Create and manage
• Blackbaud user accounts
• Audit security changes at your organization

No cost with your BlackbaudID

Watch this video to learn how to update your Blackbaud Customer Contact Profile.

No cost with your BlackbaudID

Are you ready to unlock the full potential of Chat for Blackbaud AI within your system? Discover how to write prompts that turn your questions into clear, actionable answers—every time. This course guides you through the essentials of crafting effective, data-driven prompts, helping you get the most out of your organization’s data. By mastering proven strategies and best practices, you’ll confidently generate meaningful results, streamline your workflow, and drive better decision-making. Whether you’re a system administrator or a daily user, this course will empower you to communicate with AI in a way that delivers real impact.

Learning objectives

• Understand how to craft clear prompts with Chat for
• Blackbaud AI
• Use key criteria for evaluating AI responses to ensure you receive high-quality, actionable information
• Standardize prompts using reusable frameworks to streamline your work
• Validate AI generated output and ensure your decisions are based on accurate and trustworthy data

Included with the Learn® subscription

In these sessions, you learn to perform all Blackbaud CRM operations from outside of the out-of-the-box user interface. You also learn to query external data sources and update Blackbaud CRM accordingly.

No cost with your BlackbaudID

If you’re new to Online Giving, take a moment to explore the Overview page, which combines dynamic charts and meaningful metrics to give a high-level view of how your Blackbaud Donation Forms are performing.

Included with the Learn® subscription

In these sessions, you learn to use Shell and Page Designer to customize Blackbaud CRM.

Included with the Learn® subscription

Learn to build specs using C Sharp instead of SQL. You also learn how to retrieve data and display it in the form of a list.

Included with the Learn® subscription

In these sessions, you build Data Forms using C Sharp instead of SQL. You also use Reflection and LINQ to query and update your data.

Included with the Learn® subscription

Learn to deploy Stored Procedures and Global Changes to create, update, and delete records, as well as use Data Forms and Record Operations to perform CRUD operations on single records from the Blackbaud CRM user interface.

Included with the Learn® subscription

Learn to build Code Tables, extend the Blackbaud CRM data structure with Tables and Functions, and use the CRUD wizard to build Create, Read, Update, and Delete operations.

Included with the Learn® subscription

Learn to build a Software Development Kit (SDK) Package, pages, functional areas, tasks and specs. In these sessions, you also learn to set up your environment for SDK testing and development, as well as deploy a customization.

Included with the Learn® subscription

In these sessions, you learn to build Data Lists, List Builders, Simple Data Lists, Search Lists, Translation functions, and Query Views. You also learn to deploy these specs and learn how to work with dependencies.

Included with the Learn® subscription

Learn to build a page to display lists, forms, and actions. Learn to use custom Image Keys, as well as modify preexisting pages and consistently deploy the changes to your Blackbaud CRM install.

Included with the Learn® subscription

Learn how to write Ad Hoc Queries, Smart Queries, Data Lists, and Selections. You also learn how to extend Blackbaud CRM with Attributes and Smart Fields.

Included with the Learn® subscription

In these sessions, you learn to use Event Driven Programming to modify the behavior of your specs. You also learn to handle exceptions to maximize efficiency, as well as protect your data.

No cost with your BlackbaudID

Your website is the first stop for your supporters. Learn how to engage them with website components: designation searches, goal meters, and key metrics.

No cost with your BlackbaudID

Blackbaud Higher Education:

Academic Year Setup | eLearningCourse OverviewSetting up your Academic Year is the first step in your annual processes. While crucial to your planning, it doesn’t have to be daunting.

In this course, prepare for setting up your institution’s Academic Year and consider all circumstances that impact your setup. Understand the terms and sessions within an Academic Year and set your school up for success!

Advanced PreparationNone

Learning objectives

• Plan for the Academic Year
• Customize the Sessions and Terms for the Academic Year
• Utilize the Master rollover function

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Manage all aspects of your admissions process, from inquiry to decision and beyond. Explore the features of Blackbaud Enrollment Management System for Higher Education, and learn how to create and manage the inquiry and application process from start to finish.

Learning objectives

• Inquiry and application forms
• Applicant information and checklists
• Admission scheduling and committee review
• Decisions and financial aid
• Communication tools
• Re/Enrollment Contract forms
• Event registration forms

No cost with your BlackbaudID

Keep constituents current and connected to your institution. Explore the features of Blackbaud Learning Management System for Higher Education, and learn how to group constituents and manage your password-protected community.

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Increase staff and faculty efficiency with a single, accurate source of information. Explore the features of Blackbaud Student Information System for Higher Education and learn how to record and manage student data.

No cost with your BlackbaudID

As the saying goes: Communication is key. Learn how to unlock effective communication within Blackbaud’s education management portfolio.

Learning objectives

• Content management
• Calendars, resources, and news features
• School forms, notifications, and messaging
• eNewsletters

No cost with your BlackbaudID

There is plenty of information to organize when it comes to Degree Management, but these tasks don’t have to be laborious or time consuming. Your institution can manage and organize degrees within Academics, easily create and edit degrees, and organize and track a student’s progress toward a chosen degree.

Learning objectives

• Prepare to configure Degrees and Areas of Study
• Configure a Degree
• Configure Requirements in Degrees and Areas of Study
• Manage Degrees and Areas of Study on the Student profile
• Manage Degree Requirements

No cost with your BlackbaudID

Do you have the foundational knowledge you need in order to use Blackbaud’s education management portfolio to its full potential? Explore the Core features that will help you manage your database.

Learning objectives

• Adding a new user
• Using Roles and Personas
• Logging in
• Accessing and editing Contact Cards
• Creating directories

No cost with your BlackbaudID

A healthy database is vital to the day-to-day operations of your school. In this course, learn how to manage constituent data in Blackbaud’s education management portfolio for Higher Education.

Learning objectives

• Update and add new constituents to the database
• Assign the appropriate roles to constituents (e.g., Student, Parent, Teacher, Alumni)
• Update Contact Card data for users of your school’s password-protected community

Included with the Learn® subscription

K-12 Academics:

A Day in the Life of a Teacher | eLearning

Course Overview

Do your teachers wish they could spend more time teaching, and less time doing administrative work?

In this course, learn how to help teachers increase efficiency for many of their day-to-day administrative tasks. Quickly access student schedules and Learning Profiles. Effectively record student information (such as attendance, conduct infractions, Official Notes, and grades), all from one central online location.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced Preparation

None

Learning objectives

• Access teacher and student schedules
• View Learning Profiles
• View medical information
• Submit attendance
• Record grades
• Compose Official Notes
• Report conduct infractions

Included with the Learn® subscription

How much paper are your teachers using in the classroom? And at what cost?

In this course, learn how teachers can use academic course tools to share course information online. Practice creating Bulletin Boards and Topics. Explore how to use the tools on the Roster page to send communication and run reports.

No cost with your BlackbaudID

Working in Blackbaud Tuition Management often requires the need to adjust family accounts throughout the school year, including billing updates, updating demographic information, or editing payment plans. This course covers procedures and best practices for a variety of different account adjustments that are available within Blackbaud Tuition Management, including applying fees and discounts in bulk, unallocating payments, moving billing to a future month, changing due dates, and more.

Learning objectives

• Edit billing details, allowing you to apply, adjust, and remove fees and discounts
• Apply fees and discounts in bulk
• Disable both school and
• Blackbaud Tuition Management follow-up/late fees
• Refresh payment plans
• Create a Withdrawn With Balance grade level

Included with the Learn® subscription

It’s important to keep constituents current and connected to your school.

In this course, learn how to group constituents together based on their associations with your school. Focusing on activities, advisories, and dorms, target communication to specific subsets of constituents. Provide constituents with an online space to post and organize information.

Included with the Learn® subscription

Manage the admissions calendar efficiently using online tools. In this course, learn how to use online tools to schedule prospective family visits and interviews. Set up and manage the admissions calendar, choose to manually schedule all visits, or allow families to self-schedule visits.

Learning objectives

• Configure admissions calendar settings
• Add visit and interview openings to the admissions calendar
• Schedule visits and interviews

Included with the Learn® subscription

Once you’ve mastered the basics of building basic lists, it’s time to add advanced lists to your toolbox! Use advanced lists to create queries that are flexible and customizable, apply a variety of options for filters and fields, and use list templates or build lists from scratch. In this course, learn how to customize advanced lists for your school, including setting properties, selecting objects, setting filters, and more. You’ll discuss when to use advanced lists, what kinds of data can be included in advanced lists, and the terminology required for understanding advanced lists. This course has suggested prerequisites: Building Basic Lists | eLearning / K-12 Core.

Learning objectives

• Determine when to use advanced lists
• Create advanced lists
• Organize advanced lists with categories
• Use templates for advanced lists

No cost with your BlackbaudID

Are you ready for the end of the school year? Each year, your school must complete several tasks in order to successfully close out the previous school year and prepare for the upcoming year.

In this course, learn how to complete the yearly processes in Blackbaud’s education management portfolio, and ensure that every task is checked off the to-do list! Establish the preliminary settings for the next school year, adjust the user records for those who are entering or leaving, and perform data rollovers for a variety of features.

Learning objectives

• Define school years and terms
• Withdraw employees
• Graduate, promote, and withdraw students
• Enroll and inactivate candidates in
• Blackbaud Enrollment Management System™
• Perform Master Rollovers in
• Blackbaud Learning Management System™ and
• Blackbaud Student Information System™
• Identify content and materials to update

Note: This is a two-part course series, and additional materials are provided Annual Procedures Part 2.

Included with the Learn® subscription

Are you ready for the end of the school year? Each year, your school must complete several tasks in order to successfully close out the previous school year and prepare for the upcoming year.

In this course, learn how to complete the yearly processes in Blackbaud’s education management portfolio for K–12, and ensure that every task is checked off your to-do list! Establish the preliminary settings for the next school year, adjust the user records for those who are entering or leaving, and perform data rollovers for a variety of features.

Note: This is a two-part course series. Please complete Annual Procedures Part 1 (eLearning) prior to registering for this training.

Learning objectives

• Define school years and terms
• Withdraw employees
• Graduate, promote, and withdraw students
• Enroll and inactivate candidates in
• Blackbaud Enrollment Management System™
• Perform Master Rollovers in
• Blackbaud Learning Management System™ and
• Blackbaud Student Information System™
• Identify content and materials to update
• View

Included with the Learn® subscription

K-12 Academics:

Assignments, Assessments, Discussions, and Rubrics | eLearningCourse OverviewThere are an infinite number of items on every teacher’s daily checklist. Teachers must maintain numerous assignments, and assess learning in a variety of ways, to run a successful classroom. This course is an overview covering the basics you need to know as you get started with Assignments, Assessments, Discussions, and Rubrics.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationNone

Learning objectives

• Build and manage online assignments and assessments
• Post, score, view, and monitor progress on student assignments
• Use annotation tools and rubrics
• Engage participants in online discussions and manage student participation

Included with the Learn® subscription

K-12 Extracurricular:

Athletics | eLearning

Course Overview

Student athletes need to be in-the-know so they are ready for all the action!

In this course, learn how to target communication to athletic team members, and give students, coaches, and parents the information they need to stay connected. Publish game and practice schedules, directions to venues, scores and highlights, team content, and more!

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Included with the Learn® subscription

How on earth do you manage the never-ending cycle of student absences and tardies?

In this self-paced course, learn how to efficiently streamline your school’s attendance process. Differentiate between excused and unexcused absences or late arrivals. Configure your initial attendance settings. Provide faculty and staff the tools they need to effectively record and manage student attendance in a real-time, centralized location.

Learning objectives

• Explore the Attendance Hub
• Manage and update student attendance
• Utilize important attendance lists and reports

No cost with your BlackbaudID

Every penny counts – especially when it comes to education! In this course, learn the ins and outs of billing. Whether you’re applying a discount to an individual family or applying a fee to multiple families, Blackbaud Tuition Management has a variety of tools to get the job done. Master the process of applying fees and discounts, performing billing imports, and creating rate cards. Then, cross-check your work using several static reports in the system.

Learning objectives

• Apply fees and discounts to family accounts
• Import billing information
• Create and apply rate cards

Included with the Learn® subscription

K-12 Core:

Building Dashboards | eLearning / K-12 CoreCourse OverviewIn this course, learn all about building and editing dashboards to help your school see important data at-a-glance and make informed decisions.

Discover the differences between prebuilt and custom dashboards, how to edit prebuilt dashboards, how to build custom dashboards for your school’s unique needs, and how to export and share dashboards with other users at your organization.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationNone

Learning objectives

• In this course, you will learn how to:
• Access prebuilt dashboards
• Build custom dashboards
• Save, export, and share dashboards
• Create Education and Analysis roles

Included with the Learn® subscription

It’s time to put your design skills to the test! In this course, learn how to use the Report Card Builder and Transcript Builder tools to create custom report cards and transcripts that meet your school’s specific needs. Explore how to add templates, establish display settings, and generate report cards and transcripts.

Learning objectives

• Configure report card and transcript settings
• Design and style templates
• Generate report cards and transcripts

No cost with your BlackbaudID

Buy Now Give Now is a standalone tool within Tuition Management that allows your school to offer items for purchase to anyone without a Tuition Management account, including friends, family members, and the greater community. In this quick eLearning, learn the basics of setting up Buy Now Give Now, so you can streamline the purchase and donation process for your school.

Learning objectives

• Set up Buy Now Give Now
• Add an item for Buy Now Give Now
• Create Buy Now Give Now groups
• Learn the difference between Buy Now Give Now and
• Shopping Cart

Included with the Learn® subscription

Help candidates help themselves with the online community.

In this course, explore the features available in the password-protected community. Establish login procedures so prospective families can access the community. Learn how to customize the candidate profile based on the needs of your school.

Included with the Learn® subscription

Answer: This tool helps prospective families and admissions staff stay organized and on track.

Question: What are checklists?

In this course, learn how checklists act as the perfect to-do list for families throughout the admissions process. Build checklists for candidates. Manage checklist steps as constituents and staff complete their tasks. Generate reports and lists to view checklist data.

Included with the Learn® subscription

K-12 Enrollment Management:

Communication Tools | eLearning

Course Overview

Your first interaction with a prospective family shouldn’t be your last.

In this course, learn how to communicate efficiently and effectively with prospective families using Blackbaud Enrollment Management System. Create Official Notes to exchange messages with families. Perform mail merges to generate printable letters and labels.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Included with the Learn® subscription

In this course, learn how to use Community Groups to create custom groupings of constituents (e.g., Upper School Parents, Alumni Council, Book Club). Provide administrators with an easy way to target communication, and provide constituents with an online space to post and organize information.

Included with the Learn® subscription

K-12 Academics:

Competency-based Education | eLearning

Course Overview

Imagine a world where students have a personalized curriculum path and truly learn at their own pace.

In this course, as an administrator, learn how to establish mastery settings and create the transferable and content-area skills that students will be evaluated on. As a teacher, learn how to create mastery assignments and evaluate students on the associated skills. This course also reviews learning progressions and other analysis options for competency-based education data.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced Preparation

None

Learning objectives

• Establish mastery settings
• Create transferable and content-area skill lists
• Create mastery assignments
• Evaluate mastery assignments
• Track student learning progressions

Included with the Learn® subscription

Securely and accurately document student behavior issues, using the Conduct features. In this course, learn how to set up Conduct, including infraction types and consequences. As a teacher and manager, practice recording infractions. View, approve, and report on infractions and consequences.

Suggested Prerequisites

K-12 Academics: Basics of Student Information

Included with the Learn® subscription

K-12 Enrollment Management:

Conquering Contracts

Course Overview

Would you like to improve your school’s contract forms?

In this course, learn how to enhance and personalize contract forms and navigate commonly faced scenarios. Critique and enhance a subpar contract so that you feel prepared for your school’s contract season.

Note: This is an advanced level course. Please review the prerequisites before enrolling.

Course Objectives

Consider necessary steps and important questions for creating a contract

Critique a contract that requires improvement

Personalize and enhance details of a contract form

Utilize Communication Tools and online community to steer candidate experience

Navigate commonly faced scenarios during contract season

Prerequisites

This course has required prerequisites. Completing the prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Prerequisites include:

Contract Forms | eLearning / K-12 Enrollment Management

View

No cost with your BlackbaudID

Your school’s password-protected community is an invaluable resource for all constituents. Once they log in, constituents can access a wealth of information, perform numerous tasks requested by your school, and stay connected to others through Contact Cards and directories.

Learning objectives

• Customize the database to meet your school’s needs
• Determine Contact Card access and permissions
• Build online constituent directories

Included with the Learn® subscription

Your school is responsible for sharing news content and information to your current and prospective families. Learn how your school can add and manage news and content including a variety of media to reach and engage with families and the community.

Learning objectives

• Engage your constituents and share important information
• Customize notifications and settings for content categories
• Add photos, video, and audio to content categories

Included with the Learn® subscription

Providing families with a streamlined process for submitting enrollment contract forms has immeasurable benefits. How does your school measure up? In this course, learn how to create convenient and functional online enrollment and re-enrollment contract forms in Blackbaud Enrollment Management System™. Simplify data and payment collection procedures. Manage contract forms in bulk and on an individual basis. Explore reporting options.

No cost with your BlackbaudID

Blackbaud Tuition Management now allows you to open the upcoming school year on your own timeline. Learn how to create the new year in a few simple steps.

Included with the Learn® subscription

Do you have large amounts of data that you need to add to the database in Blackbaud’s education management portfolio?

In this course, learn how to quickly and efficiently import data using the Core data import tools. Discuss tips, tricks, and best practices surrounding data imports. Review how to properly format a Microsoft Excel data file. Learn about data scrubbing, import parameter files, and how to add information to existing records.

Included with the Learn® subscription

When was the last time you reviewed your process for communicating decisions and financial aid? Learn how to streamline committee review recommendations and evaluations in one central location, decide and record the types of financial aid awards given, and communicate your decision to candidates.

Learning objectives

• Setting up committees and assigning candidates
• Managing committee feedback
• Awarding and publishing financial aid
• Recording and publishing admission decisions

Included with the Learn® subscription

Are you searching for a way to streamline the course request process at your school? Examine the Course Request feature from every perspective. In this course, learn how to provide course recommendations as a teacher, enter requests as a student, and approve requests as a manager — all within the online community! Utilize course requests and set your school up for scheduling success. Note: This course has a recommended prerequisite: Scheduling | eLearning / K-12 Academics.

Learning objectives

• Recommend courses as a teacher
• Request courses and alternates as a student
• Enter requests as an advisor
• Enter requests and approve courses as a manager
• Identify the impact of course requests on scheduling

Included with the Learn® subscription

Oh, the places they’ll go! When students graduate, they’ll need proof of their high school completion. In this course, learn the steps for creating diplomas, setting up diplomas, assigning diplomas to students, and managing diplomas.

Learning objectives

• Create diplomas
• Associate diplomas with students
• Manage diplomas

Included with the Learn® subscription

Once decisions have been made, families and your school have a lot to do before students can start school.

In this course, learn to enroll new students and inactivate candidates. Discuss how to manage incoming students. Create student checklists to track to-do tasks for new and returning students. Assign checklists and manage checklist steps.

No cost with your BlackbaudID

Ensure a smooth start to the school year by mastering efficient enrollment workflows for Blackbaud Tuition Management. This course introduces schools to multiple ways of enrolling new families and re-enrolling returning ones.

Learning objectives

• Re-enroll returning families manually
• Enroll new families through a spreadsheet upload
• Enroll new families manually
• Enroll new families through Enroll.
• Blackbaud.
• School
• Complete family enrollment from the
• Pending Families folder

Included with the Learn® subscription

Does your school have an effective system in place for families to register for admissions events? In this self-paced course, learn how to use Event Registration forms and notifications to streamline the registration process for parents, candidates, and the admissions office. Build customizable registration forms, publish forms, and process forms quickly and efficiently to spend more time with candidates and less time on administrative work

Learning objectives

• Consider necessary steps and important questions for creating a registration form
• Understand how to manage payments for events requiring a fee
• Personalize and enhance details of a registration form
• Utilize notifications for candidate and staff reminders
• Efficiently publish and process registration forms

Included with the Learn® subscription

K–12 School Website

Event Registration for School Website | eLearning

Course Overview

Planning an event doesn’t have to be an event in itself.

In this self-paced course, learn how to use the Event Registration features in Blackbaud School Website System™ to build and publish customizable registration forms. Manage registrants and payments. Easily review registrant information before and after your event.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Included with the Learn® subscription

K-12 Core:

Events and Calendars | eLearning

Course Overview

Make sure your school community doesn’t miss a thing. In this on-demand course, learn how to use Blackbaud’s education management portfolio to build calendars that display the happenings at your school. Create event categories to organize your events. Add and manage event details. Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Included with the Learn® subscription

The Admissions process isn’t a quick sprint; it’s more like a road trip with several important stops along the way. In this session, you’ll take a high-level tour of how Blackbaud Enrollment Management supports each step of that journey. You’ll see how to collect information from prospective families through inquiry forms and applications, track progress with a candidate checklist, review candidates using review tools, and explore a contract as a prospective parent. We’ll also explore the online community your families will use throughout the admissions process.

Learning objectives

• Use multiple form types to shape the admissions journey for candidates
• Customize Decisions and Financial Aid terminology and requirements
• Utilize Checklists as Admissions to-do lists for families
• Utilize Communication Tools and online community to steer candidate experience

Included with the Learn® subscription

K-12 School Website:

Giving | eLearning

Course Overview

If an alum visits your school website, how easy is it for them to quickly make a donation to your school?

In this course, learn how to create online giving forms that you can share directly on your school website. In a few simple steps, you can start receiving and processing online donations, exporting gift data, and meeting your fundraising goals.

Note:

This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced Preparation

None

Learning objectives

• Create online giving forms
• Add forms to the school website
• Process donations and export gift data

Included with the Learn® subscription

A teacher’s job can feel like constant triage, and most days, they need a lifeline. How do they keep themselves organized, keep students informed, keep parents connected, and stay afloat?

In this course, learn how to enter and manage assignment grades in the online gradebook. As an administrator, establish initial settings and oversee gradebooks. As a teacher, establish individual settings and record grades. In both roles, generate reports to view gradebook grades and trends.

Learning objectives

• Establish initial gradebook settings
• Record gradebook grades
• Manage gradebooks
• Generate lists and reports to oversee gradebooks

Included with the Learn® subscription

K-12 Academics:

Grading Setup | eLearningCourse OverviewWould you give your school’s grading processes an A+?Understanding and setting up a strong foundation for grading in Blackbaud’s education management portfolio is key for your school to achieve an A+ ranking. In this course, learn how to establish grading settings and apply settings to courses.NOTE: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationNone

Learning objectives

• Establish initial settings
• Apply grade settings
• Understand assessment grading periods and grading formulas

Included with the Learn® subscription

K-12 Enrollment Management:

Inquiry and Application Forms | eLearning

Course Overview

Are you collecting the right information at each step of the admissions process?

In this course, learn how to create practical and enticing inquiry and application forms. Process the forms to add the information to your system. Report and analyze candidate information collected on forms.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced Preparation

None

Learning objectives

• Build and process inquiry forms
• Build and process application forms
• Report on inquiry and application form information

Included with the Learn® subscription

K-12 Core:

Insight Designer | eLearningCourse OverviewAre you ready to take your data analysis to the next level?

With Insight Designer, explore ways to design custom insights to meet your school’s needs! Choose from a variety of chart types, drill into specific measures, and filter information to view curated data points. Learn how to add custom insights to custom dashboards and share with others.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationRecommended prerequisite: Building Dashboards | eLearning / K-12 Core

Learning objectives

• Assign reporting access to users
• Create custom insights
• Add custom insights to custom dashboards
• Share custom dashboards

No cost with your BlackbaudID

Make contract assigning, payment options, and tuition collection a breeze with integrated contracts. In this course, learn how to create, manage, and assign integrated contracts through both Blackbaud Tuition Management and Blackbaud Enrollment Management. This course covers the step-by-step instructions on how to create integrated contracts, how to assign integrated contracts to students, how to assign financial aid, and how to test integrated contracts before sending to families.

Learning objectives

• Prepare Blackbaud Tuition Management for the new school year
• Promote the new school year in
• Blackbaud Enrollment Management
• Create integrated contracts
• Assign integrated contracts to students
• Assign financial aid through integrated contracts
• Test integrated contracts

No cost with your BlackbaudID

In this Fundamentals Exam, you will have 1.5 hours (90 minutes) to complete 25 questions. You may use workbooks and notes from previous classes, and you may also have your Blackbaud software open while taking the exam. To pass, you must get 80% of the questions correct. Once registration is complete, the exam will be available for 90 days or until December 31 of the current calendar year, whichever comes first. During this time, you have subsequent opportunities to retake and pass the exam. This exam is designed to test the knowledge gained from completing the K-12 Core series of prerequisite courses: User Management | eLearning / K-12 CoreLogin Setup with Blackbaud ID | eLearning / K-12 CoreContent and Media Strategy | eLearning / K-12 CoreEvents and Calendars | eLearning / K-12 CoreResource Boards and News | eLearning / K-12 CoreNotifications and Messages | eLearning / K-12 CoreSchool Forms | eLearning / K-12 Core

Included with the Learn® subscription

Keep track of individual student learning plans with Learning Profiles.

In this course, learn to configure Learning Profile categories and forms your school can use to create customized learning plans for students. Practice submitting and approving Learning Profile forms. Report on Learning Profile information.

No cost with your BlackbaudID

It’s hard to keep up with several passwords that are used daily. Blackbaud ID (BBID) allows users to access multiple Blackbaud products and services with a single email address and password. In this course, learn how to set up Blackbaud ID for your school. Identify different login options for Blackbaud ID. Manage your school’s users. Identify and establish additional login settings for each user of your school’s password-protected community.

Learning objectives

• Set up Blackbaud ID
• Connect users to
• Blackbaud ID
• Configure login settings

Included with the Learn® subscription

K-12 Blackbaud School Website:

Master Layout and Styles| eLearningCourse OverviewReady to put your school on display?

Learn how to create a functional and personalized website by utilizing Master Layouts and Styles. Improve site consistency with Master Layouts and add unique touches by applying styles. Let’s start the creation process!

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationNone

Learning objectives

• Utilize Master Layouts
• Apply the four style types
• Understand the Global Site Style

Included with the Learn® subscription

Accidents happen. Students have medical conditions, fall ill, suffer injuries, and experience accidents every day, both on and off campus. It is imperative to safely systemize student medical information within your school. In this course, learn how to efficiently collect and employ student medical information. Manage medical records. Understand access rights. Record medical incidents and track medical clearance.

No cost with your BlackbaudID

Your school is one-of-a-kind—and so is your school’s timeline! Luckily, Blackbaud Tuition Management allows your school to open the new school year when it works best for you. In this course, learn how to create the new school year. Think carefully about what information rolls over automatically and what work needs to be done manually. Review settings for items like payment plans, fees and discounts, enrollment options, and more. Update your settings and prepare for a smooth transition to the upcoming school session.

Learning objectives

• Create the new school year
• Identify what information rolls over automatically from year to year
• Update settings for the new year

Included with the Learn® subscription

K-12 Core:

Notifications and Messages | eLearningCourse OverviewDeliver the information your constituents need, when they need it.

In this course, learn how to use communication tools in Blackbaud’s education management portfolio to keep your school community informed. Customize email and text Notifications. Create and publish Emergency Bulletins. Set up Inbox Message options to allow constituents to communicate with each other. Add Sign In Messages to display information to constituents when they log in.NOTE: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationThis course has suggested prerequisites. Completing the prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses.

K-12 Core: Basics of Content

AND

K-12 Core: Basics of Communication

Learning objectives

• Utilize a variety of notifications and messages
• Understand custom messages
• Apply parameters around notifications and messages
• Create emergency bulletins

Included with the Learn® subscription

Did a student wow you? Do you have an academic concern? Use Official Notes to record and communicate unplanned comments about students.

In this course, learn how to create Official Note types that meet your school’s needs. Practice composing Official Notes. As a manager, view and approve Official Notes, then run reports to display Official Note information.

Included with the Learn® subscription

K-12 Academics:

Optimizing and Utilizing Gradebooks

Course Overview

Want to do a deeper dive into Gradebooks?

In this course, we build the components to create an optimized gradebook experience. Learn how to utilize the gradebook in more detail from the perspectives of the Gradebook Manager and the teacher.

Note:

This is an advanced level course. Please review the prerequisites before enrolling.

Course Objectives

Establish initial gradebook parameters

Identify gradebook settings and display options

Navigate gradebook and identify perform tasks within the gradebook

Perform gradebook analysis using reports and lists

Suggested Prerequisites

Gradebooks | eLearning / K-12 Academics

View

Included with the Learn® subscription

K-12 Enrollment Management:

Optimizing Inquiry and Application Forms

Course Overview

Ready to make inquiry and application forms your school’s specialty?

In this course, learn how to enhance form design, utilize form features correctly, and develop a process for data collection. Brainstorm tactics to boost inquiry form submissions and capture candidate information through application forms.

Note: This is an advanced level course. Please review the prerequisites before enrolling.

Course Objectives

Distinguish key differences between inquiry and application forms

Develop strategies for building effective and engaging forms

Collect and analyze form data

Suggested Prerequisites

Inquiry and Application Forms | eLearning / K-12 Enrollment Management

View

Included with the Learn® subscription

K-12 School Website:

Page Builder | eLearningCourse OverviewDesigning your school’s website doesn’t have to be an event in itself.

In this course, learn how to use the Page Builder features in Blackbaud School Website System™ to design and build your public website. With these tools, you can construct a website that showcases your school, and captivates and engages prospective, current, and past families.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationNone

Learning objectives

• Create Pages
• Build navigation menus
• Update page content

No cost with your BlackbaudID

It’s crucial to keep your school’s data “healthy” – especially when it comes to financial data! In this course, you’ll learn how to configure and use Blackbaud Tuition Management as a subledger. Through the seamless integration with Financial Edge NXT, you can easily post payments and billing data to the General Ledger. With a variety of static reports to analyze, it’s simple to stay up to date on your school’s finances.

Learning objectives

• Use Blackbaud Tuition Management as a subledger
• Connect to the Financial Edge NXT integration
• Perform General Ledger mapping
• Post payments and billing to the General Ledger Run reports to monitor your school’s financial data

Included with the Learn® subscription

K-12 Core:

Pushpage | eLearning

Course Overview

Your school needs to stay connected with constituents and keep them informed at all times. In this self-paced course, learn how to use Blackbaud’s education management portfolio to send eNewsletters to any or all constituents. Configure the initial settings to meet your school’s needs. Manage your distribution lists. Design and build Pushpages that contain relevant and engaging content. Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Included with the Learn® subscription

K-12 Academics:

Recording and Calculating Grades | eLearningCourse OverviewWhen it comes to recording end-of-term grades, is your school on track to make the honor roll?

Throughout the school year, teachers and administrators need to enter and approve grades for students. In this course, learn how to record grading information and create and generate grade calculations for report cards and transcripts.NOTE: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationNone

Learning objectives

• Record grades as a faculty member
• Record and approve grades as an administrator
• Create and generate grade calculations

Included with the Learn® subscription

Your school undoubtedly has a lot of important content to share with your constituents—and you need to ensure it appears in the right places!

In this self-paced course, learn how to use Blackbaud’s education management portfolio to publish resources and news in places that are easy to find and readily accessible. Build Resource Boards to provide important materials. Post information on the Featured Content, Recent Activity, and Archived Content pages so constituents can easily stay in-the-know.

Learning objectives

• Share content with your school community through Resource Boards posts
• Feature content items to share your school’s success stories
• Configure the content that is displayed on the Recent Activity page
• Determine which content should be archived

No cost with your BlackbaudID

Blackbaud’s education management portfolio is a powerful tool! To keep your system secure, you’ll need to ensure users have access to the appropriate tasks in the system. In this course, learn how to configure existing roles and clone new roles. Discover how to manage role membership and monitor a user’s access.

Learning objectives

• Configure roles and tasks
• Manage role membership
• View a user’s roles

No cost with your BlackbaudID

In this short course, learn all about building and running basic reports to help your school make accurate, data-informed decisions.

Quickly discover the importance of using reports, report categories, which managers are involved in running reports, and how to run a report and grant user access to reports. In just 15 minutes, you’ll master the basics of running reports!

Learning objectives

• Understand when to use reports
• Run reports based on different templates
• Grant access to reports by role or individual user

Included with the Learn® subscription

Creating your school’s schedule is the ultimate group project! This course is designed to walk you through the scheduling process and highlight the roles responsible for completing tasks. Interested in completing initial setup? Searching for information on creating departments and courses?

Ready to create the master schedule? This course covers it all:

Preparing for scheduling

Designing bell schedules

Creating departments and courses

Utilizing the Course Request feature

Creating sections for the Master Schedule

Manually adjusting schedules

Generating the Master Schedule

Generating the student schedules

Managing the schedule throughout the year

Learning objectives

• Complete initial setup tasks related to scheduling
• Create schedule sets
• Add departments and courses
• Create course sections
• Use the Course Requests feature
• Create the master schedule and student schedules
• Manage the schedule

Included with the Learn® subscription

How effectively are you managing the wealth of information collected by your school daily? In this self-paced course, learn how to use Blackbaud’s education management portfolio to efficiently create and process School Forms to gather information online from constituents. Obtain information for profile updates, manage emergency contact details, issue permission forms, and more!

Included with the Learn® subscription

K-12 School Website:

Store | eLearningCourse OverviewPlanning your School Store doesn’t have to be an event in itself. In this course, learn how to set up categories within your School Store to organize your school’s merchandise and showcase the types of items within your store. Easily add and edit products to be sold in the Store Catalog.

Note:

This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationNone

Learning objectives

• Set up categories within your
• School Store
• Add and edit products to be sold in the
• Store Catalog
• Configure email notifications
• Run reports for
• School Store

Included with the Learn® subscription

K-12 Academics:

Streamline Your School Schedule

Course Overview

Creating your school schedule can be a complex job! With careful planning and system know-how, you can use a variety of tools to streamline this process.

In this advanced course, examine the role of the Schedule Manager and practice completing scheduling tasks. Learn how to create the appropriate number of sections for each course. Use a combination of manual and automatic scheduling tools to create the master and student schedules.

Before taking this course, you should be familiar with:

Initial setup tasks for scheduling

Building schedule sets

Creating departments and courses

Course requests (if applicable)

This course covers:

Creating sections

Building the master schedule

Building the student schedule

NOTE: This is an advanced level course. Please review the prerequisites before enrolling.

Course Objectives

Create course sections

Create the master schedule

Create the student schedule

Recommended Prerequisites

Scheduling | eLearning / K-12 AcademicsView

No cost with your BlackbaudID

K-12 Blackbaud School Website:

Team Detail Pages | eLearningCourse OverviewWould you like to conveniently display information regarding your school’s athletic teams?

Learn how to create a functional and information-packed page by utilizing Team Detail Pages. Provide faculty, students, and parents with a variety of information about the many athletic teams your school supports!

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationNone

Learning objectives

• Utilize Team Detail Pages
• Understand content options
• Apply custom content

No cost with your BlackbaudID

This short course is designed for schools using either Enrollment Management or Blackbaud Tuition Management for their contracts. This course will help you identify and resolve common contract errors, ensuring smooth enrollment processes.

Learning objectives

• Identify the most common errors encountered while filling out contracts
• Apply troubleshooting techniques to resolve contract issues
• Determine when Customer Support is needed

No cost with your BlackbaudID

Blackbaud Tuition Management is your school’s tool for collecting tuition payments, admission fees, and more! In Tuition Management, you can add families, create billing items, apply billing items to families, view reports, and complete many other tasks that are necessary for ensuring your school has what it needs for a smooth tuition collection process. This course is an overview covering the basics you need to know as you get started with Blackbaud Tuition Management.

Learning objectives

• Access Blackbaud Tuition Management and navigate the menus
• Add and edit new families
• Review a family’s payment history
• Add a new billing item
• Schedule a report

No cost with your BlackbaudID

A healthy database is vital to the day-to-day operations of your school.

In this OnDemand course, learn how to manage constituent data in Blackbaud’s education management portfolio. Update and add new constituents to the database. Assign the appropriate roles to constituents (e.g., Student, Parent, Teacher, Alumni). Update Contact Card data for users of your school’s password-protected community.

No cost with your BlackbaudID

During enrollment season, your school collects an abundance of new data on candidates. This course shows you a few key areas to monitor to ensure a successful enrollment process.

No cost with your BlackbaudID

The individuals and organizations you work with power your mission, and eTapestry can help. Use accounts to store information about prospects and donors, cultivate relationships, and encourage and acknowledge donations.

Learning objectives

• Creating accounts for users, tributes, and constituents
• Using personas to communicate with constituents effectively
• Navigating the Account tabs to maintain relationship data, enter gifts and pledges, and manage details

Included with the Learn® subscription

Nearly 40% of all giving is done online—is your giving page up to the task? In this course, learn how to create functional and engaging online experiences with eTapestry Do-It-Yourself Forms. Discover how to use, build, and publish non-transactional forms. Modify existing giving forms. Examine the performance of Do-It-Yourself Forms and the effect on your eTapestry database.

This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud eTapestry Fundamentals level courses.

Learning objectives

• Identify the tools and configuration requirements for online forms
• Create and publish a non-transactional page
• Modify an existing online giving page
• Explain how data collected on DIY Forms integrates into your eTapestry database
• Discuss best practices to create impactful DIY Forms
• Analyze performance of DIY Forms

CFRE: 1.5 credit(s) — Securing the Gift

Included with the Learn® subscription

Is your constituent data trustworthy? It is essential to ensure your Blackbaud eTapestry data portrays an accurate picture of your accounts. In this course, learn to identify and use system tools to merge and reduce duplicate constituent accounts. You also learn how to identify, fix, and prevent data entry errors, such as inconsistent and missing information. This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud eTapestry Fundamentals level courses.

Learning objectives

• Identify the components and benefits of a clean database
• Discover tools and reports that assist in cleanup
• Create a database cleanup plan

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Does your database have a place for everything, and is everything in its place? In this course, learn how to configure your eTapestry database to best meet your organization’s specific needs. Increase your productivity by setting system-wide and user-based preferences. Capture accurate constituent information with data entry rules, defined fields, and donation strategies. Ensure appropriate database security by creating Security Groups.

This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud eTapestry Fundamentals level courses.

Learning objectives

• Personalize your organization’s name, address, and preferences
• Manage eTapestry user accounts, security, and preferences
• Manage system defined fields and user defined fields
• Set up donation strategies to track performance and measure success

CFRE: 1.75 credit(s) — Leadership and Management

No cost with your BlackbaudID

Any minute you spend on manual data entry is one too many. Learn how to transfer online donations and contact information more efficiently with Do-It-Yourself forms in eTapestry.

Learning objectives

• Creating Do-It-Yourself Forms
• Managing Do-It-Yourself Forms

Included with the Learn® subscription

Do you know how to efficiently create the communications you need? In this course, learn to create effective letters, newsletters, and approaches. Create, manage, and share various types of communications.

CFRE: 1 credit(s) — Relationship Building

Included with the Learn® subscription

In this course, learn to locate records in your database for follow-up and analysis. Explore the impact of data return types. Work with multiple criteria and cumulative amounts. Review the steps to combine queries.

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Do you know which reports will be effective to help you perform needed analysis? Do you know how to efficiently create the reports you need? In this course, learn to identify beneficial reports and create standard and custom reports applying best practices.

CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Excited about eTapestry but not sure where to start? Learn how to use eTapestry to maximize your fundraising efforts and build your constituent database.

Learning objectives

• Logging in to eTapestry
• Navigating the Home page

No cost with your BlackbaudID

In this Fundamentals Exam, you will have 1.5 hours (90 minutes) to complete 20 questions. You may use workbooks and notes from previous classes, and you may also have your Blackbaud software open while taking the exam. To pass, you must get 80% of the questions correct.

Once registration is complete, the exam will be available for 90 days or until December 31 of the current calendar year, whichever comes first. During this time, you have subsequent opportunities to retake and pass the exam. This exam is designed to test the knowledge gained from completing the Blackbaud eTapestry Fundamentals series of prerequisite courses: Fundamentals: Accounts / Blackbaud eTapestry

Fundamentals: Journals / Blackbaud eTapestry Fundamentals: Communications / Blackbaud eTapestry

Fundamentals: Queries and Reports / Blackbaud eTapestry

Included with the Learn® subscription

To do anything in eTapestry, you have to start with accounts.

In this course, learn how to track constituent information using accounts. Create and maintain account records. Store social connections and contact information with relationships and personas. Discover tips and tricks for optimizing your work in the database.

Learning objectives

• Identify what account information should be stored and where
• Create accounts and personas
• Manage constituent relationships
• Store and customize information with user defined fields (UDF)

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

How do you leverage the information in your database to gain and retain donors? In this course, learn how to use queries and reports to efficiently communicate with donors. Send customized communications to targeted donors. Send and track individual communications.

Learning objectives

• Create a clean mailing list
• Develop a communication template with merge fields
• Generate one-off communications

CFRE: 1 credit(s) — Relationship Building

Included with the Learn® subscription

Before you know what needs to happen, you need to know what happened before. In this course, learn how to keep track of constituent interactions on their journals. Record one-off and continuing gifts. Add contacts and notes to document meetings, communications, and more. Update constituent consent records.

Learning objectives

• Enter gifts, including cash, pledges, and recurring gifts
• Record more complicated gift transactions, such as split gifts, soft credits, and tributes
• Track account interactions and notes
• Track consistent consent to comply with external regulations
• Sort and filter journal lists

CFRE: 1.5 credit(s) — Relationship Building

Included with the Learn® subscription

What good is your data if you don’t know what to do with it? In this course, learn how to use the information stored in your database. Locate and group specific records with queries and uncover trends and past performance with reports.

CFRE: 2 credit(s) — Leadership and Management

Included with the Learn® subscription

Donor loyalty doesn’t happen by accident. In this course, learn how to use eTapestry to deepen your donor relationships. Track donor progress through the moves management process. Manage solicitor assignments and next steps. Improve and monitor your efforts with queries and reports.

CFRE: 1 credit(s) — Current and Prospective Donor Research

No cost with your BlackbaudID

Data entry doesn’t have to be time-consuming, even for large amounts of data. Learn how to create and modify new accounts and add journal entries more efficiently with the eTapestry Import tool.

Learning objectives

• Preparing the Data File
• Importing Data into eTapestry

Included with the Learn® subscription

Save valuable data entry time by using Import functionality to quickly add and update records. Instead of manually adding or opening and updating records one-by-one, use importing to add and update multiple records at a single time. In this course, learn how to set up a spreadsheet as an import file, create an import template in eTapestry, and process imports. You also learn strategies to simplify your record management using imports.

This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud eTapestry Fundamentals level courses.

Learning objectives

• Identify when to use importing
• Edit and build an import file
• Create and run an import template

CFRE: 1.25 credit(s) — Leadership and Management

No cost with your BlackbaudID

Relationships are made of moments. To keep your organization’s relationships strong, track every moment with the Journal feature in eTapestry. From the first meeting to the most recent donation, eTapestry captures all the details you need to steward constituents effectively.

Learning objectives

• Creating types of journal entries, such as gifts, pledges, soft credits, and more
• Managing information about relationships and recognition
• Managing contacts and calendar items to foster connection

Included with the Learn® subscription

Is your method for adding or altering identical information on a group of records the most effective? In this course, learn to quickly update multiple records at a single time using Mass Update instead of updating individual records one-by-one. You also learn how to use Mass Update to strategically maintain and clean up your database.

Included with the Learn® subscription

More than a third of all charitable giving happens in the last three months of the year. Is your organization ready to make the most of the season? Review workflows, tasks, and settings to maximize your efforts and minimize the hectic year-end workload. Prepare an infrastructure in eTapestry to manage #GivingTuesday and other end-of-year fundraising initiatives. Create templates for annual statements and pledge reminders. Map out the key steps for making the most of your eTapestry database.

CFRE: 2 credit(s) — Securing the Gift

No cost with your BlackbaudID

You’ve finally put all your data into eTapestry. Now what? Learn how to put your constituent and giving information to good use.

Learning objectives

• Adding categories
• Creating basic queries
• Creating reports
• Creating communication templates
• Generating correspondence and sending email

No cost with your BlackbaudID

Awarding students is a critical step in the financial aid process. This course provides an overview of how to manage and distribute financial aid using the Award Management and Budget features in Blackbaud Financial Aid Management. The course also covers how to manage individual awards, adjust funding as needed, and understand how budget settings impact awarding decisions.

Course objectives

Use budgets and award management tools to award students

Adjust and manage student award amounts

No cost with your BlackbaudID

Creating accurate budgets is a key part of managing financial aid in Blackbaud Financial Aid Management. This course provides an overview of the budgeting features, and guides users through creating and editing budgets within the system. Learners will review budget settings, understand how budgets are structured, and learn how to create new budgets.

Learning objectives

• Create budgets in
• Blackbaud Financial Aid Management
• Edit budget settings and review budget structure

No cost with your BlackbaudID

This course introduces the Blackbaud Financial Aid Parent site and guides families through the financial aid application process. Explore the main dashboard, including language options, contact resources, and live chat support. This course covers how to complete and submit an application and manage post submission communications such as award letters.

Learning objectives

• Navigate the Parent site and main dashboard features
• Complete and submit a financial aid application
• Track application status, communications, and award letters

No cost with your BlackbaudID

Reports provide valuable insights into application and award data in Blackbaud Financial Aid Management. This course provides an overview of the reporting tools available within the system and guides learners through locating, viewing, and generating reports. Learners will explore available report types, apply filters to refine report data, access reports from previous years, and download budget-related reports to support financial aid administration.

Learning objectives

• Locate and view reports in
• Blackbaud Financial Aid Management
• Generate and filter reports
• Access and download budget reports

No cost with your BlackbaudID

Sending award letters is a key step in communicating financial aid decisions to families. This course provides an overview of how to send awarded amounts and generate award letters in Blackbaud Financial Aid Management. Learners will explore how to map budgets and send awards to Tuition Management and Enrollment Management, including matching students and managing batch sends. The course also covers how to create, edit, and manage letter templates, as well as generate and send award letters to families.

Learning objectives

• Send awarded amounts using budgets
• Create and manage award letter templates
• Generate and send award letters to families

No cost with your BlackbaudID

Establishing a strong system foundation is essential for effectively managing financial aid processes and supporting users throughout the application lifecycle. This course introduces administrators and system managers to the core configuration features used to manage and monitor financial aid activity in Blackbaud Financial Aid Management.

Learning objectives

• Navigate the main page and core system features
• Use the dashboard to monitor application progress and identify users who may need additional support
• Create and manage codes for custom tagging, sorting, and reporting
• Add, manage, and maintain user accounts within the system

Included with the Learn® subscription

Before you file your 1099s, it’s a best practice to confirm the vendor totals, and ensure your settings are defined properly. In this 90-minute instructor-led course, learn how to build a pre-processing procedure for 1099 that will help make filing less stressful.

Learning objectives

• Confirm 1099 settings and totals
• Adjust 1099 totals
• Process 1099 forms

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s)

No cost with your BlackbaudID

Managing 1099 vendors is key to your organization’s success. In this eLearning course, walk through the process of filing 1099s. Begin by reviewing your 1099 vendor information, using a query and 1099 activity report to ensure your data is clean. Explore step-by-step how to file 1099 forms electronically within Financial Edge NXT using Aatrix. Ensure you are ready for filing season and for the future with this course.

Learning objectives

• Confirm 1099 information and totals
• Make adjustments to 1099 information
• Process 1099 forms with Aatrix

Included with the Learn® subscription

Sometimes, we need to pay our vendors without bringing ink and paper into the process. Luckily, Financial Edge NXT allows for invoice payments without a check print run. In this 90-minute course, learn how to record bank drafts, acquire and process EFT files, and document manual check vendor payments in an easy to understand and sustainable way.

Learning objectives

• Document invoice payments via bank draft
• Process payments with Electronic Funds Transfer (EFT)
• Record manual checks

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Nonprofits must distribute shared costs and income fairly across funds, programs, and projects. Allocation Management in Financial Edge NXT streamlines this process, reduces manual spreadsheets, and strengthens audit readiness. In this course, you’ll learn to complete the steps in the allocation process, from configuring allocation pools and fee schedules, to defining how allocations are calculated, reviewed, and posted.

Learning objectives

• Identify the purpose and benefits of Allocation Management
• Describe the different types of allocations
• Create fee schedules
• Create allocation pools
• Create and manage allocation sets
• Run an allocation
• Post an allocation

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Balance is essential in life and in accounting. Having the proper tools at hand and knowing how to use the tools is the best way to prepare to reconcile your bank statement to your bank account in Financial Edge NXT. In this course, learn to use the tools available to help you streamline your reconciliation processes.

Learning objectives

• Locate the tool necessary for reconciling
• Walk through the steps of reconciling in a sample database
• Generate reconciliation reports after reconciling

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Financial Edge NXT is a highly customizable system that lets you tailor your receivables processes to increase the efficiency of your recordkeeping, speed up data entry, and generally optimize your system performance. In this course, learn to create records for the items your clients will be billed.

Learning objectives

• Identify the role of billing items in the receivables process
• Recognize the purpose and difference of billing item types
• Add and edit billing items
• Set price schedules

Included with the Learn® subscription

Budgets guide the financial activity of your organization. Budgets are important for planning and maintaining control over your organization’s long-term goals. In this class, learn how to use the budgeting functionality in Financial Edge NXT. Explore the most update-to-date budgeting tools to facilitate your budgeting process. Practice creating, finalizing, and adjusting budgets, and leave with the confidence to use Financial Edge NXT from start to finish in your budgeting process.

Learning objectives

• Describe a basic budgeting process
• Add and edit budget information
• Finalize budgets
• Enter budget adjustments

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Budgets guide the financial activity of your organization. Budgets are important for planning and maintaining control over your organization’s long-term goals. In this course, explore the most update-to-date budgeting tools to facilitate your budgeting process.

Learning objectives

• Add a budget record
• Enter budget amounts
• Use budget tools to streamline the budget management process
• Adjust a budget
• Analyze budget information

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Some reporting requests are very specific. If you’ve ever struggled to build a custom report, then you may need to learn about using chart organizers. In this 90-minute course, learn what chart organizers are used for, the tools available to help streamline their construction, and see all the ways you can ensure what you build will work for your audience!

Learning objectives

• Describe the objective of chart organizers
• Practice using chart organizer shortcut tools
• Build a default chart organizer
• Explore troubleshooting options for chart organizers
• Utilize filters and advanced filters in chart organizer construction

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Does your organization receive miscellaneous income not associated with client records? With Financial Edge NXT, you can track the detail of such receipts while posting only the necessary transactions to General Ledger. In this course, learn how to add deposits and the payments associated with them and how to post the payments. You also learn how the approval process provides accountability and data accuracy.

Learning objectives

• Add a deposit
• Add payments to a deposit
• Print and close a deposit
• Post deposits to General Ledge

No cost with your BlackbaudID

Learn the fundamentals of designing, maintaining, and optimizing a chart of accounts in Financial Edge NXT. Explore key account structure components, best practices for managing growth and change, and techniques for organizing financial data to support accurate reporting and informed decision-making.

Learning objectives

• Explore the building blocks of a chart of accounts in Financial Edge NXT
• Identify strategies for maintaining a sustainable account structure
• Utilize tools and techniques for organizing financial data and reporting

No cost with your BlackbaudID

Are you struggling to build financial statements to meet different goals? Are you spending too much time trying to figure out how to customize your financial statements? In this course, learn how to work with chart organizers and report parameters to slice your financial data in multiple ways with the least amount of effort.

Learning objectives

• Create a default chart organizer of all accounts
• Customize a chart organizer
• Locate key financial statements
• Use chart organizers and report parameters to customize financial statements

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

Receivables are a vital part of your organization’s cash flow. In this course, learn how to manage the billing process in Receivables. Practice creating robust client records. Learn how to manage charges and invoices to collect payments for your products and services, and explore the ways your organization can save time managing billing procedures in Financial Edge NXT.

Learning objectives

• Add default information to client records
• Manage charges and invoices to collect payments for your products and services
• Optimize how your organization manages billing procedures in Receivables

No cost with your BlackbaudID

Learn how to utilize the new Payment Assistant feature to electronically submit your vendor payments in Financial Edge NXT web view. Blackbaud Financial Edge NXT shifts to a total web solution, we’re adding the Payment Assistant feature soon. To track details and timelines, bookmark What’s New.

Learning ObjectiveUtilize the new Payment Assistant feature to electronically submit your vendor payments

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Your database contains the answers to a variety of questions regarding your organization’s finances. Do you know how to find these answers? Do you wish you could view or share financial statement data in a more visual way? In this course, learn to use dashboards to provide diverse perspectives for those unfamiliar with standard financials or for those seeking unique representations of data.

Learning objectives

• Identify the difference between preconfigured dashboards and custom dashboards
• Access dashboards
• Filter dashboard data and save your preferences
• Create custom dashboards
• Share dashboards with other users

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Want to view your Financial Edge NXT data in easy-to-understand charts and tables? In this course, learn how to differentiate the options in the Analysis menu. Use and customize standard dashboards to fit your data requirements. Explore the Dashboard builder and build your own custom dashboards.

Learning objectives

• Review dashboard composition
• Filter standard dashboards
• Create custom dashboards

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Submitting, reviewing, and approving reimbursement and invoice requests can be a burdensome and time-consuming process. But it doesn’t have to be thanks to the expense management features of Financial Edge NXT. In this course, system administrators will learn to set approval rules and expense categories for easier reporting. Users will learn to submit credit card transactions and invoice requests, and to customize personal settings. Supervisors will learn to approve expenses, and payables staff will learn how to record transactions in Payables.

Learning objectives

• Explore the expense management process
• Configure settings
• Learn about expense submissions, expense approvals, and invoice entries

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

This course is designed for new users of Financial Edge NXT, and provides a quick overview of the system’s functionality and navigation. You also learn key tasks to quickly get you up and running!

Learning objectives

• Navigate Financial Edge NXT
• Add and edit records
• Run reports

Included with the Learn® subscription

What is the key to telling your organization’s financial story? Accurate financial statements are. In this 90-minute virtual instructor-led course, you will begin your journey into building the two essential financial statements every organization produces: the balance sheet and the income statement. A general understanding of chart organizers is recommended prior to taking this class.

Learning objectives

• Locate key financial statements
• Create a basic balance sheet
• Create a basic income statement

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Learn how to enter and track assets and transaction records, calculate depreciation, and analyze your organization’s fixed assets with reports.

Learning objectives

• Create asset records
• Record transaction
• Calculate depreciation
• Analyze fixed asset data

Included with the Learn® subscription

Learn how to enter and track assets and transaction records, calculate depreciation, and analyze your organization’s fixed assets with reports.

Learning objectives

• Create asset records
• Record transactions
• Calculate depreciation
• Analyze fixed asset data

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

In this course, learn about the settings associated with your Fixed Assets subledger within Financial Edge NXT and how to edit and manage each setting.

Learning objectives

• Locate the options for fixed asset settings
• Create new asset classes
• Identify and define depreciation methods and years
• Modify and define Business Rules
• Select options for fixed asset default accounts

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

Are you setting up new funds or reviewing your current fund structure? In this course, learn what a fund is and view examples from other organizations.

Learning objectives

• Define a fund and transaction requirements
• Learn about fund balance and interfund accounts

No cost with your BlackbaudID

In this Fundamentals Exam, you will have 1.5 hours (90 minutes) to complete 20 questions. You may use workbooks and notes from previous classes, and you may also have your Blackbaud software open while taking the exam. To pass, you must get 80% of the questions correct. Once registration is complete, the exam will be available for 90 days or until December 31 of the current calendar year, whichever comes first. During this time, you have subsequent opportunities to retake and pass the exam. This exam is designed to test the knowledge gained from completing the Blackbaud Financial Edge NXT Fundamentals series of prerequisite courses: Fundamentals: Overview / Blackbaud Financial Edge NXTFundamentals: Records / Blackbaud Financial Edge NXTFundamentals: Transactions / Blackbaud Financial Edge NXTFundamentals: Reports / Blackbaud Financial Edge NXT

Included with the Learn® subscription

This course explores Financial Edge NXT menus and functional areas. Discover how Financial Edge NXT is designed to support you, and how to locate useful resources to maximize your use of the database. Users with little to no experience will benefit from this course.

Learning objectives

• Navigate Financial Edge NXT
• Understand the structure of Financial Edge NXT
• Find technical support and useful resources

Included with the Learn® subscription

In this course, learn the fundamentals of working with records in Financial Edge NXT. Explore what records are and how common record types—such as accounts, projects, vendors, and invoices—store information in a similar structure across the system. Become more comfortable navigating, editing, and creating records in the system. Users with little to no experience will benefit from this course.

Learning objectives

• Define what a record is
• Understand how to use lists of records
• Navigate record layouts and tiles
• Edit existing records
• Create new records using required fields, custom fields, and understand best practices for data entry

NASBA CPE: 1 credit(s) — Information Technology – Technical, Basic level
CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

In this course, identify and define the records within the system. Explore and edit tiles that make up a record. Add alerts and notes to an existing record. Create and build a new record. Understand the similar structure and navigation of all records.

Learning objectives

• Define records
• Identify record locations
• Understand the relationship of lists and records
• Reorganize tiles on a record
• Edit a record
• Create a new project record

Included with the Learn® subscription

In this course, learn the fundamentals of creating reports in Financial Edge NXT. Explore where reports are located, the basics of creating and customizing reports, exporting report data, and other foundational reporting concepts. Users with little to no experience will benefit from this course.

Learning objectives

• Explore where reports are located
• Create a new report
• Explore report parameters
• Differentiate export file types

NASBA CPE: 1 credit(s) — Information Technology – Technical, Basic level
CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Financial Edge NXT includes a wide selection of standard reports that you can adjust for various needs and audiences. In this course, learn how to get started with reports, create a report parameter file, and explore the various options to manage your reports.

Learning objectives

• Identify the different types of reports available in Financial Edge NXT
• Manage your Reports list
• Create and edit a report parameter file
• Schedule the delivery of a report
• Add a report to your Favorites list

Included with the Learn® subscription

New to Blackbaud Financial Edge NXT? Start here. In this course, you’ll learn how to navigate Financial Edge NXT, discuss foundation principles of Financial Edge NXT databases, and learn how to access all the helpful resources designed to assist you throughout your journey. Users with little to no experience will benefit from this course.

Learning objectives

• Navigate Financial Edge NXT
• Understand the structure of Financial Edge NXT
• Find technical support and useful resources
• Explore BlackbaudU Campus content for Financial Edge NXT

Included with the Learn® subscription

In this course, learn the mechanics of transaction entry within Financial Edge NXT and add context to the impact of different transactions on an organization’s financial reports.

Learning objectives

• Identify the components of transactions within Financial Edge NXT
• Enter transactions
• Describe the outcome of posting transactions to General Ledger

Included with the Learn® subscription

In this class, learn the fundamentals of transactions in Financial Edge NXT. Explore the key components of a transaction, learn the foundations of transaction entry, and understand the outcome of posting transactions to the General Ledger. Users with little to no experience will benefit from this course.

Learning objectives

• Identify the components of transactions within Financial Edge NXT
• Enter transactions
• Identify the similarities between transaction types
• Describe the outcome of posting transactions to General Ledger

NASBA CPE: 1 credit(s) — Information Technology – Technical, Basic level
CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

Settings are the structure behind a well-functioning General Ledger in Financial Edge NXT. In this eLearning course, explore how to adjust General Ledger settings to track and report on your organization’s critical financial information. Learn how to customize the settings and business rules in your general ledger to save you time and maintain clean records.

Learning objectives

• Adjust your organization’s account codes, account structure, fiscal years, and interfund sets
• Manage distribution sets to include details such as accounts, projects, transaction codes, and the amount or percentage to be used for the distribution
• Customize business rules to align with standard procedures and requirements that best suit your organization
• Configure journal references to track details and compare transactions with source documents

CFRE: 1.5 credit(s) — Leadership and Management

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Payment Assistant is a feature built into Financial Edge NXT, which helps to automate your accounts payable process, helping you save time, reduce risk, and improve efficiency.

In this course, learn everything you’ll need to get started using Payment Assistant, what to expect out of the process, and what you can do to accelerate time-to-productivity.

Learning objectives

• Define Payment Assistant and its benefits
• Understand the Payment Assistant service agreement process
• Establish user Permissions and
• Roles
• Configure Payment Assistant settings
• Prepare Vendor and Invoice records for Payment Assistant

Included with the Learn® subscription

Financial Edge NXT is a highly customizable system that lets you tailor your receivables processes to fit your organization’s unique mission. In this course, learn the basics of the Receivables process, how to add the services or products you offer as billing items, and practice adding client records.

Learning objectives

• Understand the Receivables process
• Explore and create
• Billing item records
• Discover and create Client records

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Grants are typically revenue received from a granting organization and meant for use on a specific program, mission, or project. With Financial Edge NXT, you can track grant money from receipt to use, and use Grant records to review and explore that information. In this course, learn the key components of setting up grant tracking. Review one-time system configurations. Explore creating a Grant record and an associated transaction code. Record grant transactions within a journal entry transaction.

Learning objectives

• Configure Financial Edge NXT for grant tracking
• Create a Grant record
• Add grant transactions
• Explore grant activity

Included with the Learn® subscription

Grants are typically revenue that is received from a granting organization and meant for use on a specific program, mission, or project. With Financial Edge NXT, you can track grant money from receipt to use, and use Grant records to review and explore that information. In this course, learn the key components of setting up grant tracking. Review one-time system configurations. Explore creating a Grant record and an associated transaction code. Record grant transactions within a journal entry transaction. This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud Financial Edge NXT Fundamentals level courses.

Learning objectives

• Configure Financial Edge NXT for grant tracking
• Create a Grant record
• Add grant transactions
• Explore grant activity

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Creating accurate and meaningful financial statement parameters takes practice. In this 90-minute instructor-guided class, you will spend time constructing balance sheet and income statement parameters in a sample environment. This course assumes knowledge of creating report parameters. We will not be teaching the basics but allowing for practice of more advanced features.

This course has a suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course are Financial Statement Essentials and Chart Organizers and Financial Statements.

Learning objectives: Practice utilizing the tools found in report parameters including column definition, filters, and sort options

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Chart organizers are the key to successful financial statement creation. In this 90-minute instructor-guided class you will spend time practicing building chart organizers in a sample environment. This course assumes knowledge of building chart organizers. We will not be teaching the basics but allowing for practice of more advanced features. Users should have a strong knowledge of your organization’s reporting needs.

This course has a suggested prerequisite. Completing the suggested prerequisite course ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisite for this course is Building Chart Organizers OR Chart Organizers and Financial Statements.

Learning objectives

• Practice utilizing the tools found in chart organizers including Advanced Filters, Blank Headings/Totals, and
• Testing with Financial Statements

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Creating accurate and meaningful financial report parameters takes practice. In this 90-minute instructor-guided class, you will spend time constructing balance sheet and income statement parameters in a sample environment. This course assumes knowledge of creating report parameters. We will not be teaching the basics but allowing for practice of more advanced features.

Learning objectives

• Column definition
• Filters
• Sort options

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

There are many ways to enter data into your Financial Edge NXT database. An efficient way to add and update multiple records is to import records.

Learning objectives

• Describe the purpose of
• Import
• Identify the different import types
• Format a file for importing
• Select your import parameters
• Map columns from your data file to Financial Edge NXT
• Validate an import file to check for errors

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Your Financial Edge NXT database contains a lot of data. In this course, learn more about how to manage input and output from your database.

Learning objectives

• Modify and reuse existing exports
• Explore the varying types of imports and exports and their use cases
• Run an export

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level

No cost with your BlackbaudID

Maximize the value of your dashboards with Insight Designer for Financial Edge NXT. This optional add-on feature enables you to create custom insights tailored to your organization’s analysis needs.

In this course, you’ll determine whether Insight Designer is right for your organization, learn when to use custom insights, how to select measures, attributes, and filters, navigate the Insight Designer canvas, and add insights to custom dashboards.

Learning objectives

• Identify which situations require custom insights
• Choose appropriate insight types to accurately visualize data
• Streamline insights and insight measures with attributes and date filters
• Adjust configuration options

No cost with your BlackbaudID

Having the proper tools at hand and knowing how to use the tools is the best way to prepare to reconcile your bank statement to your bank account in Financial Edge NXT. Learn how to prepare for the reconciliation process and how to reconcile using Financial Edge NXT.

Learning objectives

• Run and compare reports in preparation for reconciliation
• Run the reconciliation process in Financial Edge NXT
• Generate post-reconciliation reports

Included with the Learn® subscription

Are you looking for ways to expedite your invoice expense entry and approval? Utilize Financial Edge NXT’s invoice request workflow through Expense Management to centralize invoice requests, approvals, and seamlessly streamline time to payment. In this instructor-led class, get hands-on practice adding invoice requests and managing aspects of the overall invoice process.

Learning objectives

• Understand the invoice request process in Expense Management
• Submit an invoice request
• Approve an invoice request
• Review how to add a new Approval rule and Expense category

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

In order to manage your expenses efficiently, it’s vital you learn the mechanics of entering invoices. In this 90-minute instructor-led course, learn how to enter and edit invoices utilizing tools such as copying previous invoices and setting up recurring invoice templates.

Learning objectives

• Identify invoice entry methods
• Enter invoices
• Update invoices

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Now that you’ve learned to enter and edit invoice information, the next step is to manage how that information is approved, posted, and adjusted. In this course, you also learn about credit memo entry and application, and basic invoice data analysis.

Learning objectives

• Manage invoice after entry
• Enter and apply credit memos
• Analyze data using reports and queries

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Journal entries are the foundation for the financial activity of your organization. Knowing how to organize and manage your journal entries keeps your organization financially sound.

Learning objectives

• Explore the Journal Entry process and page
• Create journal entries
• Approve, validate, and post batches
• Explore timesaving tips

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Journal entries are the foundation for the financial activity of your organization. Knowing how to organize and manage your journal entries keeps your organization financially sound. In this 90-minute course, learn how to use the journal entry functionality in Financial Edge NXT. Practice creating, editing, and posting journal entry batches. Leave class with the confidence to manage your journal entry process efficiently.

Learning objectives

• Define the journal entry process
• Create and edit journal entries
• Approve, validate, and post batches
• Expedite your journal entry process with time-saving tips

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Learn how to utilize the multi-tier payment run process in Payment Assistant to select invoices, submit them for approval, and check notifications for pending approvals.

No cost with your BlackbaudID

You’ve received an invoice and it’s time to record it in Financial Edge NXT. Wondering what to do? If you are new to payables in Financial Edge NXT, this course is for you. Learn the entire payables process, from vendor and invoice entry, to check printing, and finally posting the activity to General Ledger. You also learn about optional tasks such as approving invoices, and a variety of payment methods such as EFT and bank drafts.

Note: This course does not cover credit card processing, which is covered in the Financial Edge NXT Expense Management course.

Learning objectives

• Create vendor records
• Create one-time and recurring invoices
• Print computer checks and one-time checks
• Record invoice payments made via bank draft or manual checks
• Process EFT payments
• Post activity to General Ledger

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Financial Edge NXT is a highly customizable system that lets you tailor your payables processes to increase the efficiency of your recordkeeping, speed up data entry, provide security checks and balances, and generally optimize your system performance.

Learning objectives

• Enter your organization’s addresses and tax ID information
• Configure your organization’s payments terms and aging information
• Establish business rules related to the management of vendor, invoice, and purchase order records
• Define default account distributions for payables transactions
• Set up budget tracking options

Included with the Learn® subscription

You’ve entered invoices and now it’s time to pay your vendors. Wondering where to start? This 90-minute instructor-led course begins with a review of invoice settings and journeys through the entire check-processing workflow. Get hands-on experience confirming check settings, approving payments, and completing post-printing tasks. This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud Financial Edge NXT Fundamentals level courses.

Learning objectives

• Describe the settings for payment processing
• Process payments
• Manage post-payment processes

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s)

Included with the Learn® subscription

Do you frequently receive requests for updates regarding the performance impact made by your organization’s current programs? Financial statements, such as a program focused income statement, can demonstrate how your spending meets the needs of your organization’s mission. In this instructor-led course, build on skills you already have by creating a chart organizer with a project focus, and then hone your reporting skills by defining criteria within the income statement parameter.

This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course are Building Chart Organizers and Financial Statement Essentials.

Learning objectives

• Design program focused income statement templates
• Refine data output using report parameter options
• Identify additional tools to help focus report results

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Projects allow you to further categorize information for use in financial analysis and fiscal year closing.

Learning objectives

• Set up Projects
• Use Projects in data entry
• Explore how organizations use Projects

Included with the Learn® subscription

Purchase Orders in Financial Edge NXT enhance your payables operations with a variety of options for recording purchases, generating invoices from receipts, and tracking costs, supply and shipment needs, and encumbrances. In this course, learn how the purchasing process integrates with payables, how to customize the system according to your organization’s needs, and how to track your purchases, from beginning to end.

Learning objectives

• Define Configuration settings and Business Rules
• Add product records and flat line items to streamline data entry
• Create purchase order records
• Print purchase order forms
• Enter receipts for items received
• Close and post purchase orders
• Identify purchase order reports

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Your Financial Edge NXT database is a repository of many different sets of valuable data. Learn how to harness the power of that data by creating queries that instantly group your data according to the criteria you specify.

Learning objectives

• Identify the purpose and use of queries
• Use the Query Editor to add and edit queries
• Work with query results
• Manage your query list
• Create complex queries
• Merge queries

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Have you ever wanted to focus your analysis on a specific group of records? Query gathers records into groups based on common criteria you define. This 90-minute course will provide the tools to plan and build effective queries for data analysis.

Learning objectives

• Define Query
• Create a query plan
• Build a simple query
• Identify uses for queries

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Financial Edge NXT is a highly customizable system that lets you tailor your Receivables processes to fit your organization’s unique mission. In this course, learn how to streamline your Receivables workflow by creating charges, adding billing items, generating single-line and multi-line invoices, applying payments to client records, and efficiently managing the Receivables process, including copying previous charges to save time and reduce errors.

Learning objectives

• Manage charges in the Receivables process
• Manage invoices (one-time and recurring)
• Apply payments to client records

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

In this course, learn how to use Financial Edge NXT receivables communications (in the form of statements, invoices, and receipts) to play a vital role in managing transactions and maintaining customer relationships.

Learning objectives

• Create and generate statements, invoices, and receipts for one or more recipients
• Customize your forms with your organization’s logo, address, and contact information
• Sort and align your documents
• Select the balance and transaction information that should appear on your documents
• Apply a variety of formatting options
• Update receivable records upon generating documents

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Financial Edge NXT is a highly customizable system that lets you tailor your Receivables processes to fit your organization’s unique mission. In this course, learn how to streamline to create a deposit, add payment records, apply payments to your Client records, and make adjustments to your records after posting.

Learning objectives

• Create a Receivables deposit
• Add Payment records
• Apply Payment to Client records
• Post Receivables to the General Ledger
• Void Payment records

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Financial Edge NXT is a highly customizable system. In this course, learn how to tailor your receivables processes to increase the efficiency of your recordkeeping, speed up data entry, provide security checks and balances, and generally optimize your system performance.

Learning objectives

• Set your organization’s address, and client addressees and salutations, for use in invoices and statements
• Define transaction references to use on statements
• Configure your organization’s payment terms and aging information
• Define default account distributions for receivables transactions
• Establish rules for the creation of receivables records

No cost with your BlackbaudID

Learn how to manage every stage of the Receivables process with confidence in this interactive course. Discover how to create accurate deposit records, add payments, and apply them to client accounts. Explore best practices for posting deposits to the General ledger and resolving payment issues through voids and refunds. Finally, explore automation by setting up recurring payment plans for clients, to save time and reduce errors. This course is perfect for anyone responsible for Receivables in Financial Edge NXT.

Learning objectives

• Create a Receivables deposit record, entering all required information
• Add a payment to a deposit and apply it to a client record
• Post a deposit to the General ledger, and resolve payment issues by voiding and refunding them, in Financial Edge NXT
• Set up an automatic payment plan for a client, and schedule a recurring payment

No cost with your BlackbaudID

In this one-hour course, follow the reconciliation process from beginning to end. Learn how to compare reports, investigate and resolve discrepancies, document findings, and maintain supporting evidence. Explore how a structured, repeatable reconciliation process supports accurate reporting, strengthens internal controls, and promotes ongoing audit readiness.

Learning objectives

• Verify balances throughout the reconciliation process
• Resolve discrepancies using a structured investigation process
• Document findings and retain reconciliation evidence
• Support accurate reporting through sustainable reconciliation practices

Included with the Learn® subscription

How can Financial Edge NXT expedite the process of billing your grantors for reimbursable expenses? This course provides you with the tools to learn how to set up the system so that generating charges for grant expenses is a snap.

Before enrolling in this class, it is recommended you have taken the following Financial Edge NXT courses or have the appropriate system knowledge:

Fundamentals: Records

Fundamentals: Transactions

Getting Started with Receivables

Learning objectives

• Describe reimbursable grants
• Configure Financial Edge NXT for grant expense reimbursement
• Complete the process of billing for reimbursement

CFRE: 1 credit(s) — Ethics, Accountability, and Professionalism

Included with the Learn® subscription

Your grantor will be reimbursing you for some overhead expenses. That’s great news, but how can you set up Financial Edge NXT to expedite the process? This 90-minute, instructor-led course will provide you with the tools to learn how to set up the system so that generating charges for grant expenses is a snap.

This course requires prior knowledge of both General ledger and Receivables record structure and transaction entry. Before enrolling in this class, ensure you have taken the Fundamentals: Records, Fundamentals: Transactions, and Getting Started with Receivables courses or have the appropriate system knowledge.

Learning objectives

• Describe reimbursable grants
• Configure Financial Edge NXT for grant expense reimbursement
• Complete the process of billing for reimbursement

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Learn how payment runs that have been submitted for approval can be recalled for editing, and explore how approvers can reject a payment run using the new Payment Assistant feature.

No cost with your BlackbaudID

Learn how to review payment runs that were paid, using the new Payment Assistant feature in Financial Edge NXT web view

As Blackbaud Financial Edge NXT shifts to a total web solution, we’re adding the Payment Assistant feature soon. To track details and timelines, bookmark What’s New.

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Practice and learn in our Financial Edge NXT Sample Database Lab! This independent practice time is entirely self-driven with no instructor or planned exercises. Choose a time that works for you and receive access to a Financial Edge NXT sample database to test, learn, and build your skills.

You will receive email instructions to access your sample database at the start time of your session. The database will be available throughout the scheduled time of your session and will automatically be deleted afterward. There is no virtual classroom or guided practice – you own this experience and can tailor this time to suit your needs.

Note: Access to the practice environment may take up to 2 hours after enrollment. To ensure access when you need it, please enroll in advance. Need more time to practice? After enrolling, use the Manage Enrollment menu to change your selected date or choose another session anytime.

To get the most out of your Sample Database Lab:

Be aware this is a shared environment

Avoid entering sensitive or any personably identifiable information

Refrain from sending emails from the sample database

Continue exploring what you’ve learned in other classes or try something new!

Data Privacy and Security Disclaimer: Blackbaud University sample database labs are shared spaces and not secure. Therefore, uploading constituent data is prohibited. This sample database is intended for self-guided practice purposes only and does not guarantee data security.

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A crucial task of the Financial Edge NXT system administrator is to set up the appropriate permissions for system users. In this course, learn how to establish security in Financial Edge NXT by creating roles, assigning roles to users, and further restricting users from accounts, projects, and signatures.

Learning objectives

• Create and manage security roles and bank account security groups
• Assign record security to users

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

Need a quick primer on building the reports that support subledger reconciliation? This course provides demonstrations and details about running the General Ledger, Account Distribution, and Open Invoice reports.

Learning objectives

• Run reports that support subledger reconciliation
• Identify tools to ensure a smooth reconciliation process

No cost with your BlackbaudID

Transaction Codes allow you to further categorize information for use in financial analysis and fiscal year closing. This class has no required prerequisites, but users should have a working knowledge of financial reporting needs for the organization.

Learning objectives

• Set up Transaction Codes
• Use Transaction Codes in data entry
• Explore how other organizations use Transaction Codes

Included with the Learn® subscription

In this course, discover how to set up Treasury settings and bank accounts in Financial Edge NXT to suit your organization’s needs. This eLearning course explores how to adjust Treasury settings to customize logos and signatures and format receipts. Explore how to utilize business rules for deposits and payments. Learn how to enable bank feeds and efficiently manage your bank accounts in Treasury.

Learning objectives

• Use settings to customize features in Treasury
• Customize logos and signatures for your organization
• Manage business rules for deposits and payments
• Format receipt options for payments
• Enable bank feeds and manage bank accounts

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

No matter how big or small your organization is, we all need a little help from vendors. Keeping a clean and updated set of vendor records ensures a seamless payables process. In this 90-minute course, learn about the order of the payables process in Financial Edge NXT, explore vendor records and their contents, and practice adding and updating vendor records with even the smallest detail. This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud Financial Edge NXT Fundamentals level courses.

Learning objectives

• Navigating the vendor list
• Creating new vendor records
• Exploring the tiles available on a vendor record
• Updating vendor records with new information

NASBA CPE: 1.5 credit(s) — Information Technology – Technical, Basic level
CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Learn how to add a contact report in Fundraiser Performance Management.

Learning objectives: Add a Contact Report

No cost with your BlackbaudID

Learn how to add prospects for Volunteer Network Fundraising.

Learning objectives: Understand how to add prospects

No cost with your BlackbaudID

Learn how to contact a prospect.

Learning objectives: Understand how to contact a prospect

No cost with your BlackbaudID

Learn how to edit prospect contact information in Volunteer Network Fundraising.

Learning objectives: Understand how to edit prospect contact information

No cost with your BlackbaudID

Learn how to track your progress in Volunteer Network Fundraising.

Learning objectives: Understand how to track your progress

No cost with your BlackbaudID

Learn the basics of Custom Predictive Models for Fundraiser Performance Management.

Learning objectives: Understand Custom Predictive Models

No cost with your BlackbaudID

Learn the basics of List Views for Fundraiser Performance Management.

Learning objectives

• Understand the basics of
• List Views

No cost with your BlackbaudID

Learn the basics of Proposals for Fundraiser Performance Management.

Learning objectives: Understand the basics of Proposals for Fundraiser Performance Management

No cost with your BlackbaudID

Learn how to use Viewports in Blackbaud Fundraiser Performance Management.

Learning objectives: Recognize the benefits of Viewports to review fundraising performance data and identify key insights.

No cost with your BlackbaudID

Learn how to set up console goals in Blackbaud Fundraiser Performance Management.

Learning objectives: Set up console goals

No cost with your BlackbaudID

Learn about Staff Workflow for Volunteer Network Fundraising.

Learning objectives: Understand Staff Workflow

No cost with your BlackbaudID

Learn how to plan for travel with Targeter.

Learning objectives: Plan travel with Targeter

No cost with your BlackbaudID

Learn how to set up a new user in Blackbaud Fundraiser Performance Management.

Learning objectives: Set up a new user

Included with the Learn® subscription

In this course, learn how to navigate through the Applications area of Blackbaud Grantmaking. Explore how the grant application process works. Learn how to use the Form Builder to build custom forms that include specific form fields from your database. Create and learn how to share a Program link with your applicants.

Learning objectives

• Navigate through the Applications menu
• Review the entire application workflow
• Utilize the Form Builder to build custom forms
• Publish a custom form
• Build a Program record

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

In this course, learn how to build custom forms for numerous purposes. Explore field configuration options. Utilize Contact Tables to easily collect the information you need from your applicants. Discover how Eligibility forms are useful for ensuring your applicants are filling out the correct forms. Define and build a requirement form to make sure you can keep track of grantee progress. Recognize how similar the process of building forms is, regardless of form type.

Learning objectives

• Utilize the Form Builder to build custom forms
• Use the Quick Add feature to add fields to a form
• Explore Layout Components and Configuration options
• Use a Contact Table on a form
• Learn about Conditional Logic options
• Create multi-page forms
• Build request, eligibility, and requirement forms

CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

In this short course, learn how to use the Input Masks field in Blackbaud Grantmaking forms to control the format of text field responses, ensuring data is entered correctly and consistently.

Included with the Learn® subscription

In this course, learn how the grant application process works in Blackbaud Grantmaking. Learn foundation terminology and tools to help you build custom forms that include specific form fields for applicant information. Explore Programs and how to create and share a Program with your applicants.

Learning objectives

• Review the entire application workflow
• Navigate the Applications menu
• Define and build custom forms
• Define and create a Program
• Share a Program with applicants

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

Learn how to manage layout components on your custom forms to easily organize information from your applicants, using the Applicant and Grantee portal in Blackbaud Grantmaking.

Included with the Learn® subscription

In this course, experience the Blackbaud Grantmaking grant application process from both the grantor and grantee perspectives. Review foundation terminology and tools to help you build custom forms that include specific form fields for grantee information. Create an Eligibility Form and a Program to provide to your grantees. Experience the application process from the grantee’s perspective. Review and consider requests that are submitted from your grantees.

Learning objectives

• Review the application workflow
• Examine Application Portal settings
• Create an Eligibility Form Use an Eligibility Form on a Program Consider Applications Submit Applications Create an applicant account

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

In this course, learn how to build Program records to share with your applicants. Explore each section of a Program record. Indicate if a Program should contain an Eligibility form and how to choose the responses that progress an applicant to the Default form. Define Workflows and explore settings associated with Workflows. Build a Program Workflow using already published custom forms. Explore Communication options available. Recognize the importance of testing a Program before sharing a link with potential applicant.

Learning objectives

• Create and Publish a Program record
• Explore options associated with a Program record
• Discuss troubleshooting tips associated with Program records
• Explore communication options associated with Programs
• Build a Program Workflow with multiple forms and stages

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

This course teaches how to build and manage requirement forms within the Applicant and Grantee Portal. Learn how to add pages, parts, and fields to requirement forms and apply best practices for form design. This course also covers how to process requirement forms from both the grantor and grantee perspectives, including assigning, submitting, and reviewing requirements. By the end of class, you’ll be equipped to create requirement forms that support accurate data collection and streamline grant management workflows in Blackbaud Grantmaking.

Learning objectives

• Add pages, parts, and fields to requirement forms
• Define requirement form types and field types
• Process requirement forms as a grantor and grantee

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

This eLearning course walks you through how to use classifications in Blackbaud Grantmaking, to make customization and reporting a breeze. In this course, learn how to add and edit classification tables and coding sheets, and practice using the percentage coding feature.

Learning objectives

• Add and edit Classification tables
• Configure coding sheets for Request, Organization, and Contact records
• Assign percentages to values on
• Request coding sheets

Included with the Learn® subscription

Managing grant communications is easier when documents and correspondence are organized and consistent. This self-paced course walks through how to manage documents, generate correspondence, and create email and printed templates in Blackbaud Grantmaking.

You’ll learn how these tools support everyday tasks, such as communicating with grantees, preparing materials for review, and maintaining a history of communications. Along the way, you’ll gain tips for using templates and merge fields to save time and keep communications consistent.

Learning objectives

• Manage documents and correspondence in
• Blackbaud Grantmaking
• Generate letters, emails, and write-ups
• Create correspondence for individual and multiple records
• Manage templates in the
• Document Template Manager
• Use merge fields in correspondence templates

CFRE: 1 credit(s) — Relationship Building

Included with the Learn® subscription

Whether it is printed or emailed communication, we all want to save time and use organization approved language. Luckily, correspondence templates can help you do that. In this course, explore the Document template manager, learn to use merge fields to create personalized letters and emails, and manage your printed templates inside and outside of Blackbaud Grantmaking. This course has suggested prerequisites. Completing the prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Prerequisites include: Passing score on the current Blackbaud Grantmaking Fundamentals Exam.

Learning objectives

• Understand different types of correspondence templates
• Navigate the Document template manager
• Create print and email templates
• Use merge fields in templates

CFRE: 1.5 credit(s)

Included with the Learn® subscription

Learn how to tailor Blackbaud Grantmaking to your organization’s needs using Blueprint. This eLearning course teaches you how to navigate the Fields and Forms libraries, create and manage custom fields, choose appropriate field types, and understand where fields appear across records and forms, so your data stays consistent and searchable.

Learning objectives

• Navigate Blueprint safely by applying caution and planning to avoid unintended database impacts
• Distinguish field types and choose an appropriate field type for an organization need
• Create and format custom fields
• Add, edit, and format record details pages

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

Learn how to edit printed templates in the Document Template Manager directly from your browser in Blackbaud Grantmaking.

No cost with your BlackbaudID

In this Fundamentals Exam, you will have 1.5 hours (90 minutes) to complete 20 questions. You may use workbooks and notes from previous classes, and you may also have your Blackbaud software open while taking the exam. To pass, you must get 80% of the questions correct. Once registration is complete, the exam will be available for 90 days or until December 31 of the current calendar year, whichever comes first. During this time, you have subsequent opportunities to retake and pass the exam. This exam is designed to test the knowledge gained from completing the Blackbaud Grantmaking Fundamentals series of prerequisite courses: Fundamentals: Overview / Blackbaud GrantmakingFundamentals: Organizations and Contacts / Blackbaud GrantmakingFundamentals: Requests / Blackbaud GrantmakingFundamentals: Requirements and Payments / Blackbaud Grantmaking

Included with the Learn® subscription

Managing grants starts with strong, well-organized data. This self-paced course walks through how to set up Organization records, manage Contacts and affiliations, and organize documents in Blackbaud Grantmaking.

You’ll learn how these tools support everyday tasks such as communication, reporting, and application review. Along the way, you’ll gain tips that help reduce data cleanup and keep your workflow running smoothly.

Learning objectives

• Add and edit Organization records
• Add and edit Contact records and their affiliations
• Attach documents to an Organization record

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

This instructor-led training covers how to track key information in Blackbaud Grantmaking. Learn how to add and edit organization records, update contacts and affiliations, and upload and manage documents. This course helps you master the skills you need to keep your system clean and organized, making your grantmaking process more efficient and reliable.

Learning objectives

• Add and edit organization records
• Add and edit contacts and affiliations
• Upload and manage documents

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

This instructor-led training provides a practical introduction to Blackbaud Grantmaking. Learn how to navigate the system, use Quick Find and Full Search to locate records, and work with Workspace to compile records and complete tasks in batches. You also learn about the resources available to help you use your software to streamline your grantmaking process.

Learning objectives

• Navigate and search
• Blackbaud Grantmaking
• Use Quick Find and Full Search to find records
• Use Workspace to compile records and carry out batch actions

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

New to Blackbaud Grantmaking and wondering where to start? In this self-paced eLearning course, get a practical introduction to Blackbaud Grantmaking. Learn how to navigate the main areas of Blackbaud Grantmaking, search for records using Quick Find and Full Search, and use the Workspace to compile records and complete tasks in batches. You’ll also learn practical tips and shortcuts that can help simplify your day-to-day workflow.

Learning objectives

• Navigate and search
• Blackbaud Grantmaking
• Use Quick Find and Full Search to find records
• Use Workspace to compile records and carry out batch actions

CFRE: 1.25 credit(s) — Leadership and Management

Included with the Learn® subscription

Learn how to confidently manage request records from start to finish in Blackbaud Grantmaking. In this course, explore the key components and functions of request records, giving you a clear understanding of how they support your workflows. You’ll practice adding and editing records to keep information accurate and up to date and walk through the process of reviewing requests so you can make informed decisions. By the end, you’ll be equipped to efficiently manage request records and confidently approve or decline funding requests based on the information provided.

Learning objectives

• Identify the functions and components of request records
• Add and edit request records
• Approve or decline funding requests

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Are you ready to track your funding requests and workflow details in Blackbaud Grantmaking? In this course, learn how to add and update request information using Blackbaud Grantmaking. You will also practice how to track disposition, status, contact, affiliation, and activity on records, so you can easily identify where each request is in the workflow.

Learning objectives

• Identify the functions of request records
• Add and edit request records
• Approve or decline funding requests

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Does your organization require certain tasks to be completed before you fulfill grant requests? In this course, learn how to create and update grant, request, and payment requirements in Blackbaud Grantmaking. You also learn how to create and update payment schedules, and make payments contingent upon the completion of a requirement.

Learning objectives

• Generate and update a payment schedule
• Add and update a grant requirement
• Add and update a payment requirement

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Learn how to confidently manage requirements and payments in Blackbaud Grantmaking. In this course, you’ll explore the key concepts behind payment schedules, grant requirements, and payment requirements, and discover how they work together to support effective grant administration. You’ll practice generating and updating payment schedules, including schedules tied to requirement completion, and learn how to create and maintain grant and payment requirements that help ensure compliance and accountability. By the end of the course, you’ll be equipped to manage funding more effectively, track progress throughout the grant lifecycle, and keep requirements and payments accurate and up-to-date.

Learning objectives

• Generate and update a payment schedule
• Add and update a grant requirement
• Add and update a payment requirement

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

This eLearning course walks you through how to prepare for a successful Blackbaud Grantmaking implementation, helping you set the stage for a smooth and confident launch. In this course, learn how to prepare your internal teams, gather and prepare essential documentation, and identify who will support you throughout the implementation process. You’ll also get oriented to key areas of Blackbaud Grantmaking, so you can start your Blackbaud Grantmaking journey strong.

Learning objectives

• Prime your internal teams for implementation and gather the resources you’ll need
• Prepare documentation and technical resources required for implementation
• Determine who on your team, and on the
• Blackbaud team, will support you throughout the implementation process
• Explore how Blackbaud Verified Network and the
• Applicant and Grantee Portal work
• Identify key areas of
• Blackbaud Grantmaking and where to locate grant programs and workflows

No cost with your BlackbaudID

Learn where to monitor changes and login attempts in Blackbaud Grantmaking and explore how to redact fields from audit records.

Included with the Learn® subscription

In this course, learn how to create and use reports to streamline your grant management process in Blackbaud Grantmaking. Discover how to build, customize, and interpret reports so you can gain actionable insights and make data-informed decisions.

Learning objectives

• Navigate the Report Manager
• Generate a Standard Report
• Refine a pre-built report
• Export reports for sharing
• Create and customize an Ad Hoc Report

Included with the Learn® subscription

Decisions about which projects and organizations to fund is critical to achieving your mission. In this course, learn how to configure review stages and create review forms. Set up users as reviewers and give them access to the Reviewer Portal. Assign reviews to reviewers and understand how to complete a review from the Reviewer Portal. Run reports to view the details of reviewer decisions.

This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course include the Blackbaud Grantmaking Fundamentals level courses.

Learning objectives

• Configure review stages and forms
• Set up users as reviewers and create committees
• Assign reviews to reviewers and committees
• Navigate and customize the Reviewer Portal
• Understand how to complete reviews through the Reviewer Portal
• Report on review information

CFRE: 3 credit(s)

Included with the Learn® subscription

Take control of your Blackbaud Grantmaking environment with confidence. This course equips system administrators with the essential tools and techniques to manage users, streamline workflows, and maintain system integrity.

Learn how to add and manage users, customize dashboards to fit different roles, and use batch updates to efficiently reassign records. The course also covers navigating the Control Panel and using auditing tools to track system changes, ensuring transparency and accountability across your organization.

Learning objectives

• Add and manage users
• Customize dashboards for different roles
• Use batch updates to reassign records
• Navigate the Control Panel
• Track changes with auditing tools

No cost with your BlackbaudID

In this step-by-step course, set up a Blackbaud Merchant Services account and make online fundraising simple.

Learning objectives

• Create an account in
• Blackbaud Payment Service
• Create an account in
• Blackbaud Merchant Services

No cost with your BlackbaudID

As organizations grow and incoming revenues diversify, multiple payment processors can cause disruptions. Blackbaud Merchant Services Payments API seamlessly funnels all donations and payments through Blackbaud Merchant Services (BBMS) to consolidate disbursements and simplify the process. BBMS Payments API empowers organizations to securely process online payments, manage transactions, and streamline donor engagement, all within the Blackbaud ecosystem. Whether you’re an experienced developer looking to leverage the API’s capabilities, or a nonprofit professional, the BBMS Payments API can benefit your organization and help you better serve your mission.

Learning objectives

• Improving operational efficiency
• Enabling effective financial management
• Optimizing your donation processes

No cost with your BlackbaudID

Apple Pay is a convenient option for your donors. Now, after a recent update added a self-service tile to Blackbaud Merchant Services, verifying your transaction domain with Apple is convenient, too!

Learning objectives: Onboarding Apple Pay

No cost with your BlackbaudID

Savvy nonprofits allow supporters to choose their preferred method of payment and giving cadence. With billions of dollars raised worldwide, Blackbaud simplifies the process with its end-to-end payment processing solution. Learn how to process credit card transactions with Blackbaud Merchant Services directly from your Blackbaud product and don’t miss a donation again!

No cost with your BlackbaudID

Keeping up with credit card and direct debit transactions is now easier than ever. Reduce the time you spend on credit card reconciliation every month with the Blackbaud Merchant Services web portal. Learn how to manage security and configure your account to start processing transactions in your Blackbaud product. Stay on top of transaction activity with notifications and reports.

No cost with your BlackbaudID

The integration of Blackbaud NetCommunity streamlines database management, fundraising efforts, and promotes efficient communication between systems.

Learning objectives

• Overview of integration processes
• Integration setup and requirements
• Determining data flow between systems
• Integration best practices

No cost with your BlackbaudID

Are you integrated with or planning to integrate your Financial Edge NXT and Raiser’s Edge NXT? This short course will give you some ideas on what to consider as you plan your integration.

No cost with your BlackbaudID

Integration:

Define Your Integration Power Level

Learn more about this topic.

No cost with your BlackbaudID

The Integration of Raiser’s Edge NXT and Financial Edge NXT enables data to flow freely between each system. Integration helps simplify the process between the development and finance offices.

Learning objectives

• Define one-time setup tasks
• Learn how to post to General Ledger
• Identify reports to help with the process

Included with the Learn® subscription

Drive Efficiency with the Integration of Luminate Online and Raiser’s Edge NXT

In this course, learn how to connect Luminate Online with Raiser’s Edge NXT to streamline your fundraising and engagement efforts. Set up integration options and establish accurate cross-references to maintain consistency between systems. Review and update constituent records, donations, and event registrations from Luminate Online within Raiser’s Edge NXT. Configure event integration for calendars and TeamRaiser activities. Resolve common integration issues.

This course has suggested prerequisites. Completing the suggested prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Our suggested prerequisites for this course are an understanding of both Luminate Online and Raiser’s Edge NXT, including constituent records, gift records, query, groups, batch processing, and event creation.

Learning objectives

• Describe the integration process between Raiser’s Edge NXT and Luminate Online
• Configure integration options and cross-references for accurate mapping between systems
• Manage constituent Query and
• Group synchronization between Raiser’s Edge NXT and Luminate Online
• Identify and process constituent records from Luminate Online in Raiser’s Edge NXT
• Process and review transactions from Luminate Online in Raiser’s Edge NXT, including donations and event registrations
• Configure event settings and cross-references for integrated Calendar and Team
• Raiser Events
• Troubleshoot and resolve common integration issues

CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

The integration of Raiser’s Edge with Luminate Online streamlines database management, fundraising efforts, and promotes efficient communication between systems.

Learning objectives

• Overview of integration processes
• Integration setup and requirements
• Determining data flow between systems
• Integration best practices

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

The integration of Raiser’s Edge® with JustGiving® streamlines database management, fundraising efforts, and promotes efficient communication between systems.

Learning objectives

• Overview of integration processes
• Integration setup and requirements
• Determining data flow between systems
• Integration best practices

No cost with your BlackbaudID

Your Blackbaud Raiser’s Edge NXT and Blackbaud Financial Edge NXT are fully integrated, but now some small questions have come up. Launch this course to view two common questions your team may have after integration.

No cost with your BlackbaudID

Does your school struggle to keep multiple databases in sync? The Common Records Engine can help!

The Common Records Engine is a tool that allows your school to identify common records in Blackbaud Education Management and Blackbaud Raiser’s Edge NXT. This tool links matching records and automatically synchronizes common data between the two systems. In this course, identify common data and start to develop a Policies and Procedures guide that promotes accurate data entry across systems.

Learning objectives

• Define common records and common data
• Determine which fields will be synced between the two systems
• Review user data in
• Blackbaud Education Management
• Develop a Policies and Procedures guide to establish data entry standards

Included with the Learn® subscription

Work smarter, not harder by integrating your Blackbaud solutions, Raiser’s Edge and Financial Edge NXT. Not sure where to start? In this 90-minute instructor-led discussion-based course, you will begin mapping out the components of integrating with a goal of being prepared to gather essential integration information, assign integration tasks, and outline a comprehensive policies and procedures guide for the operational aspects of maintaining a highly effective Raiser’s Edge/Financial Edge NXT integration.

In this course, learn how to enhance and personalize contract forms and navigate commonly faced scenarios. Critique and enhance a subpar contract so that you feel prepared for your school’s contract season.

In this 90-minute instructor-led discussion-based course, you will begin mapping out the components of integrating with a goal of being prepared to gather essential integration information, assign integration tasks, and outline a comprehensive policies and procedures guide for the operational aspects of maintaining a highly effective Raiser’s Edge/Financial Edge NXT integration.

This course has recommended prerequisites. Completing the prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Prerequisites include knowledge of gift entry coding and an understanding of posting to the general ledger process.

Learning objectives

• Develop an integration timeline and vision statement
• Identify key conversation topics for development and finance offices
• Define Raiser’s Edge and Financial Edge terms
• Set specific milestones for integration project plans
• Identify terminology related to both Raiser’s Edge and Financial Edge to help prevent miscommunication
• Outline topics for post-integration cross-team conversations

No cost with your BlackbaudID

The integration of Raiser’s Edge with ResearchPoint streamlines database management, fundraising efforts, and promotes efficient communication between systems.

Learning objectives

• Overview of integration processes
• Integration setup and requirements
• Determining data flow between systems
• Integration best practices

No cost with your BlackbaudID

Are you ready to take the next step in keeping user data in sync across systems?

This integration allows your school to establish links between common records in Education Management and Blackbaud Raiser’s Edge NXT®. When common data is changed in one system, this two-way sync will automatically update the user’s information in the other system. In this course, learn how to establish initial settings for the Common Records Engine, link records, and confidently manage records across platforms.

Learning objectives

• Grant access to the Common Records Engine
• Configure initial integration settings
• Link and merge common records
• Manage linked records

No cost with your BlackbaudID

Do you wish you had one place to see your activity data and goal progress? Do you wish all your fundraisers knew about the Good Move app? By adding Good Move to your Blackbaud TeamRaiser® pages, you can easily track data and encourage more users to download the app. Users should have working knowledge of Blackbaud TeamRaiser.

Learning objectives

• Add pages to your Team
• Raiser event
• Encourage adoption of the Mobile App experience

No cost with your BlackbaudID

This one-hour self-paced course is essential for optimizing your organization’s advocacy efforts. Learn how to create and manage action alert groups, check alert status and target deliverability, and learn how to use the additional advocacy features of the Luminate platform. By the end of the video, you will know how to harness the power of action alerts, thereby effecting positive change and making the world a better place!

No cost with your BlackbaudID

Discover which of your online donation forms are the most, and least, popular with donors.

Included with the Learn® subscription

Blackbaud Luminate Online:

Calendar Events – OnDemand

Course Overview

Hosting events is no easy task. Learn how to streamline your workflow and optimize Luminate Online to create, manage, and report on events in this three-hour instructor-led course. You will learn about the different types of events and attendance options available in Luminate Online. Through instructor-led scenarios, class discussions, and practice in the sample database learn how to create and edit calendar events, create and manage event-related groups, and manage event attendees. You will also learn how to measure your success by utilizing reports. It is recommended to complete the Fundamentals before moving on to advanced material.

CFRE: 1.25 credit(s) — Leadership and Management

Included with the Learn® subscription

How do you make your organization’s emails stand out from the crowd? In this course, learn how to use the Classic Email features in Luminate Online to send targeted, personalized emails to your supporters. Set up email campaigns to target specific segments of your constituents. Create engaging and personalized emails. View and analyze email statistics. Users should have working knowledge of constituent records, groups, interests, the New Email Experience, and the content editor before taking this course. Our suggested prerequisites for this course are Fundamentals: Constituent Records, Fundamentals: Groups and Interests, Fundamentals: Email Campaigns, and Basics of Content Editor.

Learning objectives

• Understand Luminate Online email tools
• Prepare segments and other assets
• Create email campaigns using Classic Email
• Create personalized email messages
• View and analyze email statistics

CFRE: 2.75 credit(s) — Leadership and Management

Included with the Learn® subscription

Blackbaud Luminate Online:

Compassionate Tribute Campaigns – OnDemand

Course Overview

Are your online tribute forms and campaigns a tribute to your organization? In this course, explore honor and memorial giving in Luminate Online. Build online donation forms with tribute and eCard options. Create meaningful tribute email campaigns. Explore strategies for reaching out to your constituents, and those they choose to honor, with care and empathy. It is recommended to complete the Fundamentals before moving on to advanced material.

CFRE: 1.25 credit(s) — Securing the Gift; Leadership and Management

No cost with your BlackbaudID

Behind every great organization is a dedicated group of constituents. Get started with Luminate Online to grow your constituent database and gain a comprehensive view of your constituents.

Learning objectives

• Managing your Constituent360 database
• Exploring constituent and organizational records
• Completing common administrator tasks

No cost with your BlackbaudID

Create Smarter Content with the Luminate Online Content EditorIn this course, learn how the content editor (also known as the WYSIWYG editor) in Luminate Online is used to create and manage content across the platform. Explore where the content editor appears, how it compares to a traditional word processing program, and the types of formatting and content elements it supports. Discover how Blackbaud AI’s Enhance Content feature can be used to refine and improve text. Examine how personalizations, conditional content, and Luminate Online components can be added to create more targeted communications.

Learning objectives

• Describe the purpose and core features of the Luminate Online Content Editor
• Recognize basic HTML elements that can be inserted using the
• Content Editor
• Explain how text, tables, images, and links are supported within the editor
• Describe how Blackbaud AI’s Enhance Content feature improves written content
• Explain how personal and conditional content are used to support targeted messaging
• Insert content from Luminate Online modules using components

Included with the Learn® subscription

By creating and analyzing successful surveys, you can unlock valuable insights and optimize engagement with your constituents.

In this course, discover how to create effective surveys in Luminate Online. Design surveys with a variety of question types. Organize survey respondents into groups and manage their responses. Analyze survey data to acquire knowledge about your constituents and improve your engagement tactics.

This is an advanced class. Users should have working knowledge of constituent records and groups. It is recommended to complete the Fundamentals courses before moving on to advanced material.

Learning objectives

• Explain the reasons for using surveys in Luminate Online
• Create surveys with both simple and complex question types
• Create two-step surveys
• Organize survey respondents into groups
• Manage and download survey responses

CFRE: 1.5 credit(s) — Relationship Building

Included with the Learn® subscription

Blackbaud Luminate Online:

Custom Constituent Imports | eLearningCourse OverviewSave hours of time by updating or adding constituent records in bulk.

In this course, learn how to create a custom constituent import in Luminate Online. Prepare a file for adding or updating records, including both required and additional fields. Design a Custom Constituent Import with a focus on mapping fields and selecting the correct settings for updating data. Understand how to check and fix any errors that may occur.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationThis is an advanced class. Users should have a working knowledge of constituent records. It is recommended to complete the Fundamentals courses before moving on to advanced material.

Learning objectives

• Learn to:
• List use cases for creating Custom Imports in Luminate Online
• Build an import file
• Include required fields
• Understand when to add a
• Group ID or Interest ID
• Create a Custom Constituent Import
• Match fields
• Select the appropriate action for updating existing data
• Check for and fix errors

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

Confidently create and manage your organization’s Luminate Online web content.

In this course, learn how to build and manage engaging web content using PageBuilder in Blackbaud Luminate Online. Explore how content is created and structured within the platform. Create new web pages and enhance them with text, images, and dynamic content through the use of Luminate Online components. Manage versions and folders to keep content organized and current. Build reusable pages to streamline content creation across PageBuilder, emails, and other areas of Luminate Online.

This is an advanced class. It is recommended to complete the Fundamentals courses before moving on to advanced material.

Learning objectives

• Explain how content is created in Luminate Online
• Create new web pages using Page
• Builder
• Use Page
• Builder to include Luminate Online components
• Manage Page
• Builder pages, versions, and folders
• Describe how to create and use reusable pages

CFRE: 1 credit(s) — Relationship Building

No cost with your BlackbaudID

Are your donation management skills in good shape?

Learning objectives

• Creating donation campaigns
• Creating donation forms
• Viewing donations and giving activity
• Best practices for managing donations

No cost with your BlackbaudID

Email is a vital form of communication. Learn which aspects of emailing will help you reach constituents most effectively.

Learning objectives

• Reach out to your supporters with targeted email messages
• Keep email messages organized by using email campaigns
• Use the drag-and-drop editor to create personalized email messages by adding images, links, personalizations, and conditional content
• Track key email statistics to monitor email success and overall performance

Included with the Learn® subscription

Blackbaud Luminate Online:

Empowering TeamRaiser Volunteers – OnDemand

Course Overview

Help your volunteers help you. In this course, learn how to use the Event Management Center, a feature of TeamRaiser that allows your volunteers to work with your event without needing to log into your administrator site. Build an Event Management Center to match your event branding. Design and assign a variety of roles to your volunteers. It is recommended to complete the Fundamentals before moving on to advanced material.

CFRE: 1 credit(s) — Volunteer Involvement; Leadership and Management

No cost with your BlackbaudID

Learn the process to update donation forms, ticketed calendar event forms, and Blackbaud TeamRaiser® registration forms to include either Complete Cover™ or donor cover.

Note: This course only covers the process of updating the forms. To learn more about the two cover options and to view demos of the donor experience, search BlackbaudU Campus for “Complete Cover and donor cover.”

No cost with your BlackbaudID

Do you have Good Move but are unsure how to get started? Do you wish that you knew how to enable it on your Blackbaud TeamRaiser® events? Use this short training to understand the basics of enabling Good Move and find out how simple it is to take the first step in using this incredible tool.

Learning objectives

• Enable Good Move on Team
• Raiser events

Included with the Learn® subscription

Blackbaud Luminate Online:

Engagement Factors and Email List Health | eLearningCourse OverviewEnsure your emails are reaching the people who want to read them.

Learn best practices to help your organization target your engaged constituents through Luminate Online. Explore how to build a healthy email list. Use engagement factors to locate your disengaged constituents. Explore ways to catch their interest—and hopefully their donations—once again.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Advanced PreparationThis is an advanced class. Users should have working knowledge of email, Query, and constituent records. It is recommended to complete the Fundamentals courses before moving on to advanced material.

Learning objectives

• Learn how to:
• Understand what an engaged email list means
• Be able to recognize and avoid common spam traps
• Create engagement factors
• Build queries based on engagement factor scores
• Develop a re-engagement campaign
• Suppress disengaged constituent records

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

In this Fundamentals Exam, you will have 1.5 hours (90 minutes) to complete 25 questions. You may use workbooks and notes from previous classes, and you may also have your Blackbaud software open while taking the exam. To pass, you must get 80% of the questions correct. Once registration is complete, the exam will be available for 90 days or until December 31 of the current calendar year, whichever comes first. During this time, you have subsequent opportunities to retake and pass the exam. This exam is designed to test the knowledge gained from completing the Luminate Online Fundamentals series of prerequisite courses: Fundamentals: Constituent Records / Blackbaud Luminate OnlineFundamentals: Groups and Interests / Blackbaud Luminate OnlineFundamentals: Email Campaigns / Blackbaud Luminate OnlineFundamentals: Donation Campaigns and Forms / Blackbaud Luminate OnlineFundamentals: Standard Reports / Blackbaud Luminate OnlineFundamentals: Query / Blackbaud Luminate Online

Included with the Learn® subscription

Discover how to manage constituent records efficiently and keep your Luminate Online database strong.

In this course, learn the purpose of Luminate Online and key terminology that supports efficient data management. Discover how to add constituents to Constituent360. Navigate constituent and administrator login processes. Review the details within constituent and organization records, and master creating and managing these entries as an administrator. Explore how Luminate Online responds to existing user data to ensure consistency and accuracy across your organization’s records.

Learning objectives

• Identify the purpose of Luminate Online
• Define key terms and concepts relating to constituent records in Luminate Online
• Explain how to add constituents to Constituent360
• Navigate constituent and administrator logins
• Review information included in constituent and organization records
• Add new constituent and administrator records as an administrator
• Explain how Luminate Online responds to existing users

CFRE: 1.25 credit(s) — Relationship Building

Included with the Learn® subscription

As constituents are the heart of every Luminate Online database, it is imperative that you can manage your constituent records effectively. In this course, learn the key terms and concepts related to Luminate Online constituent records. Add, review, and update constituent records in Constituent360. Track your organization’s relationships with other organizations. Explore how Luminate Online responds to existing users. Suggested prerequisite course: Basics of Luminate Online | eLearning / Blackbaud Luminate Online

Learning objectives

• Identify the purpose of Luminate Online
• Understand key terms and concepts relating to constituent records in Luminate Online
• Explain how to add constituents to Constituent360
• Understand constituent and administrator logins
• Review information included in constituent and organization records
• Understand how Luminate Online responds to existing users

CFRE: 1.5 credit(s) — Relationship Building

Included with the Learn® subscription

How do you make your organization’s emails stand out from the crowd? In this course, learn how to create and send targeted, personalized emails to your supporters. Set up email campaigns to target specific segments of your constituents. Use the drag-and-drop editor to create engaging and personalized emails that are natively mobile-friendly. View and analyze email statistics.

Learning objectives

• Understand email tools in Luminate Online
• Explain how to prepare segments and other assets before creating email messages
• Create email campaigns and associate audience lists
• Build email messages with the simple drag-and-drop editor
• Personalize email communications
• Review and send email messages
• View and analyze email statistics

CFRE: 1.5 credit(s) — Relationship Building

Included with the Learn® subscription

Properly segmenting your constituent is the key to maximizing your online fundraising and marketing efforts. Learn how to segment constituents in Luminate Online and how to set up your site for constituents to segment themselves. Identify and create different types of groups. Set up interests and learn how interests and groups can work together to build targeted communications and customized online experiences. Add constituents to groups and interests manually and explain the different ways that constituents can be included in a group or interest automatically.

Learning objectives

• Explain ways to segment constituents in Luminate Online
• Explore methods for grouping constituents automatically and manually
• Create groups and interests
• List the different types of groups and their uses
• Understand how email interests can relate to and populate certain groups
• Manage constituent groups and interests

CFRE: 1.5 credit(s) — Relationship Building

Included with the Learn® subscription

Unlock the secrets of queries to enhance your constituent targeting and engagement. In this course, learn how to use the Query module in Luminate Online to effectively segment your constituents. Design and run simple queries using a single field clause. Create groups from your query results to better target your communications. Build and run complex queries with multiple field, interaction, and group clauses for advanced segmentation. It will be helpful to have a basic knowledge of Luminate Online constituent records before taking this course.

Learning objectives

• Understand the purpose of
• Query in Luminate Online
• Design and run simple queries
• Create groups from query results
• Build and run complex queries

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

Included with the Learn® subscription

You can’t predict the future, but you can prepare for it. In this course, learn how to use data already in Luminate Online to make informed decisions about the future. Build, run, and analyze reports included in Luminate modules. Configure and run standard reports using the Reports Classic module. Familiarity with Luminate Online navigation and terminology would be helpful for this course. Suggested prerequisite courses include Fundamentals: Constituent Records, Fundamentals: Email Campaigns, and Fundamentals: Donations.

Learning objectives

• Understand the reporting tools in Luminate Online
• Run reports and analyze dashboards inside Luminate Online applications
• Run reports from Reports Classic

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

Included with the Learn® subscription

Blackbaud Luminate Online:

Generating an Effective Welcome Series – OnDemand

Course Overview

Everyone likes to be welcomed when they join something new. Every organization should have a welcome series to greet new constituents and new donors, but few do. In this course, learn how to plan and create engaging welcome series campaigns targeted to your supporters. Use your knowledge of email campaigns, groups, and queries to develop a communication strategy and then generate a scheduled sequence of automated emails designed to motivate and retain your new constituents and donors. It is recommended to complete the Fundamentals before moving on to advanced material.

CFRE: 1.25 credit(s) — Securing the Gift; Leadership and Management

No cost with your BlackbaudID

Want to elevate your event and boost your user experience? Learn how to add Autoresponders to your Blackbaud TeamRaiser® campaign and let your users know that the Good Move app is available

Learning objectives: Create an Autoresponder

No cost with your BlackbaudID

Do you like Blueprint TeamRaiser and Good Move? Do you wish they worked together a little easier? You can now edit and manage Good Move settings at the Blueprint TeamRaiser level through the setting options and when bulk importing CSV files.

Learning objectives

• Add Good Move App Setup to your Blueprint Team
• Raiser tab
• Add Good Move Settings in your bulk CSV import file

No cost with your BlackbaudID

Do you have volunteers and staff that need to manage Blackbaud TeamRaiser® campaigns, but you don’t want to give them access to everything? Are you concerned that they might ruin your database? Accidentally wreak havoc on your event? With Good Move, you can customize permissions for each event manager role added, and give yourself peace of mind

Learning objectives

• Customize permissions for the
• Event Manager role

No cost with your BlackbaudID

Do you have users that speak other languages? With the Good Move multilingual functionality, users can now use the Good Move app in their preferred default language of English, Spanish, French, and French (Canada).

Learning objectives

• Enable multilingual functionality
• Customize language settings
• Change the default language

No cost with your BlackbaudID

Do you wish you could reach your fundraisers in a new and easy way? Send messages directly to their phones? Look no further than Good Move Notification Manager. It’s an easy way to create and push notifications and in-app alerts directly to your fundraisers’ devices.

Learning objectives: Create alerts and notifications

No cost with your BlackbaudID

Your constituents aren’t all the same. So why communicate with all of them the same way? Make your communications relevant by organizing your constituents into segments with groups and interests in Luminate Online.

Learning objectives

• Using groups to create targeted communications and establish security permissions
• Using web and email interests to personalize your communications and keep constituents engaged
• Managing groups and interests in the database

Included with the Learn® subscription

Blackbaud Luminate Online:

Growing Your Recurring Gift Program – OnDemand

Course Overview

When you value your recurring donors, the rewards grow exponentially. In this course, learn how to set up, grow, and manage a sustaining giving program in Luminate Online. Discover the advantage of having a recurring gift program. Design donation forms for a variety of sustaining gift options. Allow donors to manage their recurring gifts. Run reports and build relationships with sustaining donors. It is recommended to complete the Fundamentals before moving on to advanced material.

CFRE: 1 credit(s) — Securing the Gift; Leadership and Management

No cost with your BlackbaudID

Every icon, every logo, every document, and every asset your organization needs to communicate—organized by version and available at your fingertips. That’s the beauty of the Image Library and Document Library in Luminate Online.

Learning objectives

• Uploading and managing images and document files for use on web pages and in emails
• Modifying images and document files
• Using URL Shortcuts to create memorable and “friendly” URLs for marketing

No cost with your BlackbaudID

Are you new to Luminate Online? Get to know the basics of engaging supporters with Blackbaud’s cloud-based online fundraising and email marketing solution.

Learning objectives

• Navigating Luminate Online
• Constituent logins
• Roles and security features that keep sensitive information private
• Unique email enforcement

No cost with your BlackbaudID

Explore the donor experience when making a donation through a form with the modal payment element.

No cost with your BlackbaudID

Blackbaud Luminate Online:

Modal Payment TeamRaiser Participant and Donor Experiences

Course Overview

Explore the experiences of a participant registering for an event and a donor making a donation to a participant’s page using forms with the modal payment element.

No cost with your BlackbaudID

Do you have access to Good Move, but are not sure how to get started? Onboarding Good Move is a quick and simple way to start your Good Move fundraising journey.

Learning objectives: Download and activate the Good Move app

Included with the Learn® subscription

Blackbaud Luminate Online:

Optimizing Your Email Performance – OnDemand

Course Overview

There’s more to email than just clicking Send. Learn how to improve your email performance in Luminate Online. Optimize messages and recipient lists for better deliverability. Increase engagement with built-in tools and messaging best practices. Evaluate potential changes with variants and A/B tests. It is recommended to complete the Fundamentals before moving on to advanced material.

CFRE: 1.25 credit(s) — Securing the Gift; Leadership and Management

Included with the Learn® subscription

Blackbaud Luminate Online:

Page Wrappers – OnDemand

Course Overview

The best looks start with a dynamic foundation. In this course, learn how to create and modify page wrappers, the container that defines the look and feel of your Luminate Online website. Understand how page wrappers work with Luminate Online security options. Build reusable PageBuilder pieces and include them in your page wrappers. Note: While HTML knowledge is not required for this course, source coding will be discussed during the class exercises. It is recommended to complete the Fundamentals before moving on to advanced material.

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

Your website is an essential part of your organization’s brand. The PageBuilder module helps you create web pages that delight and inspire constituents and prospects.

Learning objectives

• Using the four-step process in the Page
• Builder module to create web pages that support your mission
• Organizing web content
• Modifying pages safely and approving updates

No cost with your BlackbaudID

Your Luminate Online database can’t talk, but it can answer questions about your supporters. All you have to do is ask—using Query! Learn to build and run queries that group constituent records together for insight into your constituents.

Learning objectives

• Creating queries with field clauses
• Using combining operators to join multiple clauses
• Creating groups from query results

Included with the Learn® subscription

Blackbaud Luminate Online:

Report Writer – OnDemand

Course Overview

Pull the information you need, in the ways you need it. In this course, learn how to create and run custom reports using Report Writer. Narrow down columns and filters to pull the precise information you need. Use reports efficiently through editing filters when running reports and scheduling frequently used reports. Explore how to organize your reports with report folders. It is recommended to complete the Fundamentals before moving on to advanced material.

Learn how to:

Create custom Report Writer reports Select the correct report type and model Select, reorder, and rename columns Define filters Run Report Writer reports Use the same reports in multiple ways Schedule reports Organize Report Writer reports into folders

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

Setting up a new app can feel daunting. You may have many tasks to do, but not sure which to do first. Learn how to set up Good Move to create a customizable app experience using activity tracking.

Learning objectives

• Create a custom mobile app experience
• Enable activity tracking
• Choose tracking methods
• Customize distance-based activities

Included with the Learn® subscription

Blackbaud Luminate:

Setting Up TeamRaiser – OnDemand

Course Overview

Most people feel more confident donating to an organization when asked by a friend to do so. By exploring the participant experience, learn how TeamRaiser, Luminate’s peer-to-peer fundraising solution, works. Create a new TeamRaiser event and examine key configuration settings. Design or modify critical content, including autoresponders and event related pages. Finally, test and launch your new event. It is recommended to complete the Fundamentals before moving on to advanced material.

CFRE: 1.5 credit(s) — Securing the Gift; Leadership and Management

No cost with your BlackbaudID

Don’t just collect data. Put your data to work. Use standard reports to discover and track trends in your online fundraising.

Learning objectives

• Using reports to monitor site activities and fundraising statistics
• Quickly analyzing your data with module reporting
• Saving time with prebuilt reports in Reports Classic
• Selecting output types that meet your needs

Included with the Learn® subscription

Blackbaud Luminate:

Successful TeamRaiser Communications | eLearningCourse OverviewOnce you build it, will they come? And if they do, will they fundraise?

Learn how to develop a comprehensive strategy for your Blackbaud TeamRaiser® communications. Use Coaching Emails to segment and send messages to recruit participants, encourage current participants to fundraise, and more. Employ news feeds to add dynamic content to your Participant Centers. Explore ways to use additional forms of communication such as autoresponders, social media, and even phone calls to engage participants.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated. Advanced PreparationIt is recommended to complete the Fundamentals courses before moving on to advanced material.

Learning objectives

• You will learn to:
• Develop a Team
• Raiser communication strategy
• Use Coaching Emails to create and send emails
• Enhance your autoresponders and suggested messages
• Make strategic use of news feeds
• Devise strategies for additional forms of communication
• Define how to thank participants and donors

CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Want to know what’s important to your supporters? Ask them! Surveys in Luminate Online are a flexible tool for collecting information from site visitors and constituents.

Learning objectives

• Using surveys to gather feedback
• Configuring an autoresponder to thank respondents for their input
• Viewing and downloading responses to your survey to understand your results

Included with the Learn® subscription

Blackbaud Luminate Online:

Tailoring Content with S-Tags

Course Overview

Bring your content development to the next level. In this course, learn how to make use of S-Tags, the coding language of Luminate Online. Understand how to put together different types of S-Tags. Write simple personalizations and conditional content using S-Tags. Note: While HTML knowledge is not required for this course, source coding will be used during the class exercises. It is recommended to complete the Fundamentals before moving on to advanced material.

No cost with your BlackbaudID

Blackbaud TeamRaiser® empowers your constituents to take charge of peer-to-peer fundraising. However, they might have questions and issues they need your help with. Be sure you can support your supporters.

Learning objectives

• Manually registering donors
• Updating registration details
• Cancelling registrations and refunding fees
• Changing and disbanding teams
• Manually adding offline donations

No cost with your BlackbaudID

Peer-to-peer fundraising harnesses the power of community to multiply the impact of a social good campaign. Use Blackbaud TeamRaiser® to set up events that bring your supporters together with their friends and family to further your mission.

Learning objectives

• Tools participants use to register for events and maximize their reach
• Creating Team
• Raiser events from start to finish
• Updating Team
• Raiser events from last year to this year

No cost with your BlackbaudID

Do you ever wish that you could view information on those who have registered for your event? Do you wish all the information came in one easy report? Now with the Live Participant Report available on all Blackbaud TeamRaiser® events, viewing that information is easy.

Learning objectives: Access the Live Participant Report

No cost with your BlackbaudID

Are you unsure or confused about what happens behind the scenes when a donor makes a gift through an online donation form? Learn how payment and merchant services work together to securely verify online donation payments and seamlessly transfer the funds from your donor to your organization.

No cost with your BlackbaudID

Learn the process to update donation forms and campaigns to new PCI-compliant donation checkout elements and merchant accounts.

Learn more about donation campaigns and forms

Included with the Learn® subscription

Microsoft:

Calculate Data with Microsoft Excel Functions and Formulas

Course Overview

One of the biggest strengths of Excel is the ability to perform common and complex calculations.

In this course, learn to identify functions and formulas. Discover and utilize the function library to easily add or create calculations to your spreadsheet cells. Utilize the IF function within a spreadsheet. Practice entering custom formulas into spreadsheet cells. Explore how to use the VLOOKUP function within your spreadsheet.

Course Objectives

Differentiate between functions and formulas

Explore the function library

Build an IF statement function

Manually enter and create formulas

Use the VLOOKUP function within a spreadsheet

Note: Due to differences between operating systems, Blackbaud University courses supporting Microsoft products are best consumed on computers running the Windows operating system.

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Included with the Learn® subscription

Microsoft:

Create Mail Merge Letters, Envelopes, and Labels in Microsoft Word

Course Overview

Efficiently communicating with donors is essential to the success of your organization.

In this course, learn how to quickly and economically create documents and letters to send to constituents. Use the Mail Merge Wizard to quickly create basic merge documents. Manually insert merge fields and map them to a spreadsheet with relevant information. Create envelopes for sending letters. Use a template to create labels.

Course ObjectivesAdd graphics, shapes, and text

Explore columns and different types of document breaks

Create a table and chart

Note: Due to differences between operating systems, Blackbaud University courses supporting Microsoft products are best consumed on computers running the Windows operating system.

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Included with the Learn® subscription

Microsoft:

Customize and Format Microsoft Excel Spreadsheets

Course Overview

There are plenty of ways to get your Excel spreadsheets looking their best.

In this course, identify the main types of formatting within a spreadsheet. Utilize conditional formatting and sparklines within an Excel spreadsheet. Use page format settings to get your spreadsheets looking the way you want.

Course Objectives

Differentiate between three main types of formatting

Adjust number formatting within a spreadsheet

Apply conditional formatting to spreadsheet cells

Create a sparkline within a spreadsheet

Adjust Page Layout options

Note: Due to differences between operating systems, Blackbaud University courses supporting Microsoft products are best consumed on computers running the Windows operating system.

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Included with the Learn® subscription

Microsoft:

Data Analysis Using Microsoft Excel PivotTables

Course Overview

A lot of our time is spent trying to notice trends within our spreadsheet data, to varying degrees of success. But with Microsoft Excel’s built-in PivotTables, you can narrow down and focus on the data most important to you.

In this course, explore the benefits when a PivotTable would be helpful. Understand the PivotTable workflow. Create and modify PivotTables. Summarize and analyze your data with filters and slicers. Visualize your PivotTable table with a PivotChart.

Course Objectives

Define and recognize uses for PivotTables

Utilize the Recommended PivotTables feature

Create a PivotTable from existing data

Visualize PivotTable data with a PivotChart

Filter and refresh results to keep your PivotTable data up-to-date

Note: Due to differences between operating systems, Blackbaud University courses supporting Microsoft products are best consumed on computers running the Windows operating system.

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Included with the Learn® subscription

Create smarter processes with intuitive, customizable flows.

In this advanced course, learn how to build effective automated cloud flows using Microsoft Power Automate. Explore how triggers work to launch processes and how connectors and connections enable communication with other applications. Create automated flows from scratch and apply conditional True/False logic that guides actions down separate paths. Test flows both manually and automatically to ensure they run as intended.

Advanced Preparation

This course has suggested prerequisites. Completing the prerequisites ensures all students have the same baseline knowledge and tools needed to participate in and fully benefit from our advanced course. Prerequisites include:

Power Automate: Overview and Templates / Microsoft

Students wishing to build a flow after class must have the necessary Power Automate license. Use this link for more information on license options.

Learning objectives

• Explain how to use triggers to automate cloud flows
• Describe how Power Automate uses connectors and connections to talk to other programs
• Build automated cloud flows from blank
• Add conditional True/False statements to flows and add actions to both paths
• Include dynamic content in flows
• Test automated flows both manually and automatically

Included with the Learn® subscription

Are you ready to take your Power Automate knowledge to the next level? Come learn how to make your automations powerful with valuable tools that will allow you to further customize flows that connect with Blackbaud Raiser’s Edge NXT®, Blackbaud Financial Edge NXT®, and other Blackbaud SKY API enabled solutions. In this course, you will build a basic flow from blank, based on the Raiser’s Edge NXT Power Automate connector. Learn how to apply Number and Date Formatting to improve the appearance of your output. Use hyperlinks in your output to directly access Constituent and Gift records. Learn how arrays (variables) can be used to retrieve multiple values such as a list of Split Gifts.

Advanced Preparation

This course has suggested prerequisites. Completing the prerequisite course ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced course. Prerequisites include:

Power Automate: Overview and Templates / Microsoft

Students wishing to build a flow during class must have the necessary Power Automate license. Use this link for more information on license options.

Learning objectives

• Build a new flow
• Use formatting and hyperlinks
• Understand and apply variables

Included with the Learn® subscription

Build scheduled flows that deliver clean, formatted results.

In this course, learn how to harness Microsoft Power Automate to build, format, and manage flows that can streamline everyday tasks. Construct scheduled flows from blank, leveraging connectors and dynamic content to communicate across applications. Retrieve and manipulate records using conditional filters, the getPastTime function, and For Each loops. Practice formatting flow outputs and integrating source links to achieve professional, readable results. Explore how to use expressions and formatting logic.

Advanced PreparationThis course has suggested prerequisites. Completing the prerequisites ensures all students have the same baseline knowledge and tools needed to participate in and fully benefit from our advanced course. Prerequisites include:

Power Automate: Overview and Templates / Microsoft

Students wishing to build a flow after class must have the necessary Power Automate license. Use this link for more information on license options.

Learning objectives

• Build a flow from blank that sends emails on a specified schedule, using dynamic content
• Describe how Power Automate uses connectors and connections to communicate with other programs
• Retrieve records from other programs and filter them based on a variety of criteria, including date added
• Work with built-in tools, including the get
• Past
• Time function and For Each loops
• Add links to source records
• Apply formatting to generated outputs
• Use expressions

Included with the Learn® subscription

This course covers the key concepts of using Microsoft Power Automate. Learn how to set up and integrate the platform with Raiser’s Edge NXT and other software. Discover the Blackbaud Marketplace and the other applications available to extend the functionality and capabilities of numerous software. Get familiar with using templates and how to import and create a flow. Explore the template showcase to see other user-created templates available for your own automated flows. Note: Students wishing to build a flow during class must have the necessary Power Automate license. Use this link for more information on license options.

Learning objectives

• Navigate the Marketplace Build a new
• Power Automate flow
• Identify help resources

Included with the Learn® subscription

The average day is full of workflows. If a person donates over $1000, send them an email thanking them and stewarding them for future giving. Or, if a person registers for an event, create a constituent record for that attendee. Using Power Platform, you can automate these workflows. The Power Platform ecosystem uses Power Apps, Power Automate, Power BI, and Power Virtual Assistant together to create endless possibilities of workflows and solutions. In addition, you can extend your capabilities using apps and add-ons through the Blackbaud Marketplace, making your workflows even more custom to your needs.

Learning objectives

• Power Platform ecosystem
• How to use connectors
• How nonprofits use connectors
• Extending your functionality using
• Blackbaud Marketplace
• Which skills to develop for low-code development

Included with the Learn® subscription

The Power Platform ecosystem makes creating drag-and-drop workflows easy. But if you’re like many other nonprofits that need several workflows ready to roll, you might want to use templates. Microsoft, Blackbaud, and other software companies provide the templates and connectors that enable their customers to use Power Platform low-code applications to extend their solutions across their ecosystems.

Learning objectives

• Certified and community-sourced (open source) templates
• How to connect
• Power Automate to Raiser’s Edge NXT connectors
• How to configure, test, and monitor your flow

Included with the Learn® subscription

Microsoft:

Prepare Microsoft Excel Spreadsheets for Import

Course Overview

Importing data into your Blackbaud solutions will save time and effort.

In this course, learn how to prepare your Excel spreadsheets for transferring data into a Blackbaud product. Add and edit header rows in a spreadsheet to fit your product needs. Prepare your data by aligning your columns to suit the required fields within your Blackbaud product. Review spelling and numbering consistency tools within Excel.

Course Objectives

Format an Excel file for importing

Map and edit spreadsheet column headers to match fields within a Blackbaud product

Use spelling and numbering consistency tools

Note: Due to differences between operating systems, Blackbaud University courses supporting Microsoft products are best consumed on computers running the Windows operating system.

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Included with the Learn® subscription

Drastically reduce the time you spend cleaning up cluttered raw data by harnessing the power of Microsoft Excel’s built-in Power Query. With Power Query, you can script your own step-by-step alterations to view your data the way you need it. In this course, identify which types of source data you can modify with Power Query. Explore the options contained within the Power Query Editor. Clean up messy raw data with a few quick steps. Transform and adjust your data for readability, importing, or reporting.

Learning objectives

• Define and recognize uses for
• Power Query
• Identify View options to quickly identify trends
• Manage duplications and missing information within raw data
• Split and merge cell data
• Add new columns based on existing data
• Filter and refresh results to keep your tables up-to-date

Included with the Learn® subscription

Microsoft:

Visualize Data with Microsoft Excel Charts and Tables

Course Overview

Make the data contained in your Excel spreadsheet look its best with impressive charts and tables.

In this course, explore the data visualization tools built into Excel. Create customizable charts with your spreadsheet data. Use historical data to build a forecast sheet to plan for the future.

Course Objectives

Explore data visualization options

Create a chart using the data within a spreadsheet

Adjust the look of a chart

Build a forecast sheet

Note: Due to differences between operating systems, Blackbaud University courses supporting Microsoft products are best consumed on computers running the Windows operating system.

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No cost with your BlackbaudID

This eLearning course is essential for learning about Blackbaud NetCommunity’s email feature. Viewers learn the specifics of four main facets of Blackbaud NetCommunity emailing: creating a recipient list, crafting and sending email, managing invalid accounts, and viewing statistical reports.

Learning objectives

• Target specific constituents
• Personalize messages
• Manage database account information
• Track the efficacy of every individual email

No cost with your BlackbaudID

This eLearning course is essential for learning how to use forms in Blackbaud NetCommunity. Viewers learn how to build and manage the three most-used NetCommunity forms: donation forms, event registration forms, and member profile forms. Viewers also learn how to process these forms within Raiser’s Edge. By the end of the course, users will be able to create, edit, and process forms within NetCommunity, thereby ensuring a synchronized and updated database.

Learning objectives

• Understand form types
• Edit a form
• Process a form

No cost with your BlackbaudID

This self-paced eLearning course is essential for learning how to use Blackbaud NetCommunity. Viewers learn how to differentiate the NetCommunity essential elements: layouts, templates, pages, and parts. Viewers also learn how to navigate the NetCommunity interface, and how to use the NetCommunity Plug-in for processing transactions within Raiser’s Edge. By the end of the course, users will be able to locate, create, and edit content within NetCommunity, as well as link new information to their Raiser’s Edge constituent records, thereby ensuring a fresh and updated database.

Learning objectives

• Understand the elements of
• Blackbaud NetCommunity
• Edit content within NetCommunity
• Link Raiser’s Edge constituent records

No cost with your BlackbaudID

This self-paced eLearning course is essential for learning how to manage online content in Blackbaud NetCommunity. Take an in-depth look at five main sectors of managing online content: creating a web page, adding content to an existing page, updating website menus, publishing volunteer opportunities, and managing images in the image library. By the end of the course, viewers will be able to efficiently and effectively manage the main content areas within NetCommunity, thereby ensuring a fresh and updated website.

Included with the Learn® subscription

North Star Sessions

Avid Peer-to-Peer Fundraising with Lisa Moran

Course Overview

Lisa Moran has been an avid peer-to-peer fundraiser for over 40 years. Join Lisa as she shares insights and lessons learned throughout her fundraising career.

Timestamped topics:

Part 1Introduction :08

Overcoming Fear 3:26

Motivators for Peer-to-Peer Fundraising 11:23

Part 2

Outside the Box Peer-to-Peer Fundraising :03

Advocacy, Education, and Changing Perceptions 6:19

Importance of Stories 12:10

Included with the Learn® subscription

North Star Sessions:

Developing Optimal Board Relationships with Shannon Steene

Course Overview

Shannon Steene has spent his career finding and blending the right mix of board leadership ingredients to create what he calls the “secret sauce.” For almost 30 years, and in partnership with two award-winning boards, he’s used grit, empathy, vision, humor, and leadership to guide human services organizations in living out their mission in partnership with their boards. Shannon is a firm believer that you can’t change the board you have. Instead, you need to grow your board so you can achieve more of your organization’s vision.

Join Shannon as he shares the ingredients to his secret sauce—and the lessons he’s learned—to build bridges and make a positive impact in his community.

Timestamped topics:

Introduction :03

Understanding the Complexity of and Growing Nonprofit Boards 3:07

Board Term Limits and Diversity 9:59

Relationships and Communication 16:42

Engaging the Community and Volunteers 22:44

Note: This course is OnDemand. Actual completion time may vary from the estimate indicated.

Included with the Learn® subscription

North Star Sessions:

Mission-Driven Marketing with Jeanine Konopelski

Course Overview

Jeanine Konopelski has always loved marketing. As the Vice President for Marketing and Advocacy for Canine Companions, she tells the story of how service dogs can bring joy and greater well-being to individuals with disabilities and professionals in health care, criminal justice, and educational settings. She shares insights about successful nonprofit marketing and how storytelling can build community and extend an organization’s reach—even on a modest budget.

Timestamped topics:

Introduction :03

The Value of Nonprofit Marketing 2:54

Brand Strategy 09:54

Audiences and Segments 13:37

Marketing Tactics 21:20

Expanding, Connecting, and Empowering 27:28

Note: This course is OnDemand. Actual completion time may vary from the estimate indicated.

Included with the Learn® subscription

North Star Sessions:

The Valuable Business of Nonprofits with Dorri McWhorter

Course Overview

Dorri McWhorter is a strategic leader who motivates everyone she meets. After starting her career in accounting and strategic consulting, Dorri moved into the nonprofit space. She now emboldens nonprofit leaders to realize and share their nonprofit’s value, so they can contribute even more to the social good space and be sustainable. Join Dorri as she shares insights and lessons learned throughout her for-profit and nonprofit career.

Timestamped topics:

Introduction :08

The Value Nonprofits Bring 2:58

What Nonprofits Can Learn from Management Consultants 4:57

Social Enterprise 7:44

Sustainability 13:51

Note: This course is self-paced. Actual completion time may vary from the estimate indicated for this eLearning.

No cost with your BlackbaudID

Most organizations use a combination of Standard and Optimized Donation Forms. This course will help you understand when to use which form—and why.

No cost with your BlackbaudID

In this course, you’ll learn about two options you can enable for your donors: Complete Cover and donor cover. Both options help your organization save on processing fees for online donations.

No cost with your BlackbaudID

Money is a must in the nonprofit world; therefore, financial knowledge is key. Learn terminology, concepts, tasks, and processes that will increase your understanding and further your mission.

Learning objectives

• Translating nonprofit financial jargon
• Completing financial tasks and procedures
• Running common financial reports
• Understanding goals and perspectives of the finance office

No cost with your BlackbaudID

Philanthropic giving continues to rise. Is your nonprofit continuing to receive? Learn how to be the best fundraiser you can be.

Learning objectives

• Implementing fundraising strategies
• Using case statements
• Acquiring major gifts
• Retaining donors
• Leveraging donor lifecycle

Included with the Learn® subscription

Organizational Best Practices

Fundraising Ethics – Part 1

Course Overview

Would you want to drive a car if you did not trust the person who built it? Hopefully not!

The same goes for donating to a cause associated with untrustworthy organizations. The first step in gaining donor trust and credibility as a nonprofit organization is knowing fundraising ethics. In Part 1 of this blended learning course, you will learn about ethics in relation to fundraising through a self-paced experience, complete with a downloadable workbook. You’ll discover what clouds ethical judgment and the most common ethical situations that arise in fundraising, as well as industry standards for ethical nonprofit operation.

Define ethics

Learn what influences ethical conduct

Acquire examples of ethics in fundraising

Find out common ethical issues

Discern steps necessary for sound ethical climate

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

CFRE: 1 credit(s) — Ethics, Accountability, and Professionalism

Included with the Learn® subscription

More than one-third of all charitable giving happens in the last three months of the year. Is your organization positioned to make the most of the season?

Learning objectives

• Planning your campaign
• Preparing your database, website, and donation page
• Engaging and asking strategies that are adapted for specific channels
• Appreciating your donors and evaluating your campaign

CFRE: 1 credit(s) — Securing the Gift; Leadership and Management

Included with the Learn® subscription

Organizational Best Practices:

Gratitude in Theory and Practice – Part 1 | eLearning

Course Overview

Cicero called gratitude “the greatest of virtues.” Gratitude is also a game-changer for how you create and maintain a strong connection with the donors who make your mission possible.

In Part 1 of this blended learning course, learn why supporters give and the most meaningful ways to say “thank you.” Use the downloadable workbook to apply theories of gratitude to your own experiences.

Course Objectives

State the benefits of gratitude

Explain motivations for donor giving

Connect donor motivations with strategies for targeted gratitude

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

CFRE: 1 credit(s) — Relationship Building; Leadership and Management

No cost with your BlackbaudID

Marketing is the cornerstone of social-good success. Is your organization continuing to spread your message and tell your story? Learn how to not only stand out as an organization, but also shine.

Learning objectives

• Implementing top marketing strategies
• Using your brand
• Developing the Welcome Series
• Leveraging social media

No cost with your BlackbaudID

Understanding the hierarchy and structure is essential for all healthy nonprofit organizations. Learn about the individual roles and responsibilities of nonprofit leaders: board of directors, executive director, development director, finance director, and programming director.

Learning objectives

• Using correct nonprofit terminology
• Collaborate during a capital campaign
• Dividing labor for common events

No cost with your BlackbaudID

Organizational Best Practices:

Top Tips to Increase Your Average Gift | eLearning

Course Overview

Worried about weakened donor participation, retention, and revenue? Learn five top tips to boost your average gift and stay strong in tough financial times.

Note: This course is self-paced. Actual completion time may vary from the estimate indicated.

Included with the Learn® subscription

In this course, learn how to effectively use Actions within your Raiser’s Edge NXT database, for efficient communication and improved fundraising. Delve into the available Action categories and types to determine which are beneficial for your organization. Practice adding Actions and configuring the database for management and follow-up. Find out how to share Actions between fundraisers for better collaborative success.

Learning objectives

• Distinguish between Action categories and Action types
• Navigate the Actions tab
• Add and manage Actions
• Share Actions internally and externally
• Analyze and assess Actions
• Passing score on the current Raiser’s Edge Fundamentals Exam.
• Completing the prerequisite ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses.

Recommended prerequisite:

CFRE: 1.5 credit(s) — Relationship Building

Included with the Learn® subscription

Are you ready to optimize and organize your fundraising methods?

In this course, learn how to effectively use Actions within your Raiser’s Edge NXT database, for efficient communication and improved fundraising. Delve into the available Action categories and types to determine which are beneficial for your organization. Practice adding Actions and configuring the database for management and follow-up. Find out how to share Actions between fundraisers for better collaborative success.

Learning objectives

• Navigate the Actions tab
• Add and manage Actions
• Share Actions internally and externally
• Analyze and assess Actions

CFRE: 1.5 credit(s)

No cost with your BlackbaudID

In this step-by-step course, add a Blackbaud Merchant Services account in database view to make online fundraising simple.

No cost with your BlackbaudID

By using custom fields with your Standard Donation Forms, you can collect information from your donors that helps you build lasting relationships. In this course, learn to create Constituent and Gift custom fields and add them to your forms.

No cost with your BlackbaudID

Your online Standard Donation Form is designed to capture payments quickly and frictionlessly from credit cards and digital wallets. But what if a supporter wants to give offline in cash or with a check? After a recent enhancement, you can associate offline gifts with a Standard Donation Form and see the impact of those gifts in a goal meter.

Included with the Learn® subscription

Do you enjoy using dashboards but just can’t find the one you need? Ever wish you could customize your own dashboard from our library of pre-built insights to be exactly what you want? Come learn how in this Advanced

Dashboards course! This class explores how to customize your dashboard, while providing unique insights to your data.

This course has recommended prerequisites. Completing the prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses. Prerequisites include: Blackbaud Raiser’s Edge NXT Fundamentals.

Learning objectives

• Define your donor tiers
• Determine when to customize dashboards
• Create a custom dashboard
• Identify how to use a custom dashboard
• Modify insights

CFRE: 1.5 credit(s)

No cost with your BlackbaudID

Accurate data entry and maintenance for gifts is crucial. Gift updates and gift management are important for keeping information accurate, up-to-date, and promoting relationship development with your constituents. Learn how to sell stock/property gifts, manage pass-through organizations, and add benefits to gifts.

Learning objectives

• Document the sale of a stock/property gift
• Discuss how to handle linking gifts and pass-through gifts
• Add a benefit to a gift record

Included with the Learn® subscription

Queries are the primary mechanism for retrieving information from your Raiser’s Edge NXT database. Learn how to utilize summary fields, parentheses, and merge queries. Through instructor-led scenarios, course discussions, and practices in the sample database, learn to troubleshoot unexpected query results. This course builds on the Raiser’s Edge NXT Query in Web View course.

Learning objectives

• Use parentheses to define how criteria are applied
• Merge two queries to create a new query
• Group records with no common characteristics
• Troubleshoot queries with unexpected results

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

No cost with your BlackbaudID

Queries are the primary mechanism for retrieving information from your Raiser’s Edge NXT database. Learn how to utilize summary fields, parenthesis, and merge queries. Through instructor-led scenarios, course discussions, and practices in the sample database, learn to troubleshoot unexpected query results.

This course builds on the Raiser’s Edge NXT Fundamentals: Query course.

Learning objectives

• Use parenthesis to define how criteria are applied
• Merge two queries to create a new query
• Group records with no common characteristics
• Troubleshoot queries with unexpected results

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

Included with the Learn® subscription

Do you want to challenge your knowledge of tools within Raiser’s Edge NXT?

In this course, learn best practices for using tools, then examine and select the best tool or tools to solve various scenarios.

Recommended prerequisites:

Raiser’s Edge NXT Fundamentals Certification

Online Giving: Standard Forms / Blackbaud Raiser’s Edge NXT

Online Giving: Optimized Forms / Blackbaud Raiser’s Edge NXT

Email / Blackbaud Raiser’s Edge NXT

Learning objectives

• Become familiar with Raiser’s Edge NXT tools
• Identify the best tool or tools for a specific function
• Combine tools for advanced tasks

CFRE: 1.5 credit(s) — Relationship Building

Included with the Learn® subscription

Do you get tired of trying to write a perfectly crafted email? Do you want to use Artificial Intelligence (AI) to make the email acknowledgement process easier? With the use of AI email acknowledgements, you can generate uniquely tailored acknowledgements for each donation and pledge, with a new easy-to-use tool.

Learning objectives

• Understand the use and benefits of Artificial Intelligence in Raiser’s Edge NXT
• Learn how to use AI email acknowledgements
• Learn how to create AI profiles and acknowledgement templates

No cost with your BlackbaudID

Want to save time in your donor acknowledgements? With the new generative AI Acknowledgement capabilities, AI can generate and personalize your donor acknowledgements.

No cost with your BlackbaudID

To pass the exam, you must get 80% of the questions correct. Once registration is complete, the exam will be available for 90 days or until December 31 of the current year, whichever comes first.

Advanced Preparation

Applicants for the AI Fluent Database Manager Certification Exam must have taken and passed the Blackbaud Raiser’s Edge NXT Fundamentals Exam and the Blackbaud Raiser’s Edge NXT Professional Exam

The AI Fluent Database Manager Certification Exam is designed to test the knowledge gained from completing the following prerequisite courses:

Security and Data Privacy for Blackbaud AI | eLearning / Blackbaud Raiser’s Edge NXT

Writing AI Prompts for Better Outcomes | eLearning / Blackbaud Raiser’s Edge NXT

Peer Exchange: Chat for Blackbaud AI / Blackbaud Raiser’s Edge NXT

Included with the Learn® subscription

In this session, explore how analysis, automation, and AI can help streamline work, reduce manual effort, and support better decision-making.

Learn how tools differ, where they work best together, and how to identify everyday tasks that are good candidates for automation or AI assisted workflows. We’ll discuss best practices for using AI responsibly and effectively to improve efficiency while maintaining accuracy and oversight.

Learning objectives

• Describe the differences between tools and how they are commonly used
• Identify tasks and workflows that are well-suited for automation or AI assistance
• Apply best practices for using AI enabled tools responsibly in day-to-day work

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

How do you gain confidence writing AI Chat prompts that produce reliable, useful results?

In this course, you’ll build a shared understanding of how prompt design impacts the results you receive. Together, we’ll explore common reasons why prompt results vary and discuss practical strategies to refine and troubleshoot them. You’ll also have time to test and adapt real examples from the Prompt Library, learning how to customize prompts for your own use cases. This session is designed to encourage experimentation, shared learning, and confidence in working with AI Chat.

Note: Complete a one-time opt-in to use current and future generative-AI features. Refer to the Global Opt-In video to learn more.

Learning objectives

• Identify optimal uses for Chat for
• Blackbaud AI
• Create prompts that generate actionable fundraising insights
• Refine prompts to improve AI-generated outcomes
• Utilize resources to implement Chat for
• Blackbaud AI

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

No cost with your BlackbaudID

When change occurs in the workplace, every employee needs to adapt, whether directly or indirectly involved. How people react and respond to change varies. Sometimes, this leads to setbacks and conflict. Understanding the different ways people respond to change can help toward a smooth and harmonious transition. In this session, examine four different personas and explore their relationship to change within a professional environment. Learn best practices on how to engage with and support these different personas during major workplace shifts. Discuss motivation methods for each persona type to help them align and acclimate.

Learning objectives

• Identify different reactions and responses to change
• Examine underlying issues that cause change-related behaviors
• Determine motivators and methodologies for different personas

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT:

Best Practices: Increase Donor Giving Level

Course Overview

If you always do things the same way, you’re sure to get the same results.

That ideology can be limiting with fundraising. An organization needs to grow and expand to be successful, which requires adaptation and new perspectives. This course guides you through assessing your existing donor tiers and redefining them based on your organization’s current needs and goals. Learn how to effectively target donors by giving level, and apply methodology to transition them to the next level. Explore ways to use Raiser’s Edge NXT advanced reporting tools to track the progression of your donors.

Advanced Preparation

None

Learning objectives

• Define your donor tiers
• Upgrade donors to the next tier
• Analyze success

CFRE: 1.5 credit(s)

Included with the Learn® subscription

A successful fundraising strategy depends on identifying, acquiring, and retaining the right donors.

In this course, learn how to identify your best prospects and move them through the moves management process. Explore your options for configuring Raiser’s Edge NXT to optimally capture prospect data and easily identify the status of constituents as they progress through your organization’s moves management process.

Learning objectives

• Explain key concepts and stages of moves management
• Identify and qualify prospects using available information and ratings
• Manage prospect-related activities and information in Raiser’s Edge NXT
• Apply moves management strategies to support donor engagement and fundraising goals

CFRE: 1 credit(s) — Relationship Building

Included with the Learn® subscription

Raiser’s Edge NXT:

Best Practices – Moves Management

Course Overview

Strategizing your donor acquisition and retention is vital to creating a successful fundraising strategy.

In this course, we discuss how to identify your best prospects and move them through the moves management process. Understand your options for setting up Raiser’s Edge NXT to optimally capture data and easily identify the status of constituents as they progress through your organization’s moves management process.

Define moves management

Optimize Raiser’s Edge NXT for your organization’s moves management stages

Discuss ideas to move prospects through the moves management stages

View

CFRE: 1.5 credit(s)

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT

Best Practices: Policies and Procedures – Constituents

Course Overview

Ever wish you could make operations run more smoothly?

In this course, learn how to structure policies and procedures regarding constituents for your Raiser’s Edge NXT database. Distinguish key fields for constituent records. Consider address and salutation requirements for optimal communication and precise data. Plan out an organizational strategy for updating constituent information.

Understand the need for policies and procedures for your organization

Create guidelines for when to add non-constituent and constituent records

Determine how and when to add different relationship types

Develop checklists for common constituent life changes

Prerequisites

This course has required prerequisites. Completing the prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses.

Passing score on the current Raiser’s Edge or Raiser’s Edge NXT Fundamentals ExamView

CFRE: 1.5 credit(s)

Included with the Learn® subscription

Course Overview

Ever wished you could solve problems before they happened?

In this course, learn how to create policies and procedures regarding gifts for your Raiser’s Edge NXT database. Identify important gift fields for your organization’s fundraising success. Plan out an organizational strategy for accepting gifts. Discuss best practices for gift entry and adjustment.

Advanced Preparation

This course has suggested prerequisites. Completing the prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses.

Passing score on the current Raiser’s Edge or Raiser’s Edge NXT Fundamentals Exam

Learning objectives

• Explain the importance of a gift acceptance policy
• Determine how and when to use different gift types
• Create guidelines for entering gifts
• Cultivate regulations for posting and adjusting gifts

CFRE: 1.5 credit(s)

No cost with your BlackbaudID

Ready to unlock Blackbaud AI tools for your organization? Start here. Learn how to enable and adopt Blackbaud AI today.

This resource guide includes the following courses:

Blackbaud AI Global Opt-In eLearning

Chat for Blackbaud AI eLearning

Chat for Blackbaud AI – Adoption Guide

No cost with your BlackbaudID

Learn more about a series of recent enhancements that help Canadian organizations delight and inspire donors, including the release of the Optimized Donation Form and French-language support for Standard and Optimized Donation Forms.

No cost with your BlackbaudID

Integration:

Blackbaud Raiser’s Edge NXT and JustGiving from Blackbaud | eLearning

Course Overview

Do you want to save time as you work between Raiser’s Edge NXT and JustGiving? Learn how to enable your integration, as well as the many uses and benefits connecting these two together.

No cost with your BlackbaudID

Learn about a recent enhancement to the giving process in Raiser’s Edge NXT web view. Save time and effort by converting multiple manual recurring gifts from database view to automatically processing recurring gifts in web view.

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT:

Challenge Your Web View Skills

Course Overview

Each tool within Raiser’s Edge NXT is designed to make your job easier. Utilizing tools together can increase efficiency and overall satisfaction.

In this course, expand your knowledge of different tools within Raiser’s Edge NXT and explore their versatility when used in tandem. Learn to identify tool best practices, select the best tool or tools by task, and practice executing advanced scenarios for optimal results.

Advanced Preparation

Suggested prerequisite: Raiser’s Edge NXT Fundamentals Certification

Learning objectives

• Get acquainted with Raiser’s Edge NXT tools
• Identify the best tool or tools for a specific task or function
• Combine tools for advanced tasks

CFRE: 1.5 credit(s)

Included with the Learn® subscription

Ensure your organization’s data is set up for success!

In this course, learn how to configure name formats for effective communications. Set business rules to optimize your data and empower your users. You also learn how to use global changes, additions, and deletions to resolve existing issues with your database and maintain your data quality.

Learning objectives

• Define addressees and salutations
• Set business rules
• Perform global processes

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Have you heard about the General Data Protection Regulation (GDPR) and are not sure if it applies to your organization? Complete this course to learn more about GDPR, and how to add consent records in Raiser’s Edge NXT.

Learning objectives

• Define GDPR
• Determine if your organization needs to follow GDPR standards
• Configure and add consent records

CFRE: 1 credit(s) — Ethics, Accountability, and Professionalism

No cost with your BlackbaudID

Managing consent in Raiser’s Edge NXT helps your organization maintain accurate communication preferences, streamline consent tracking, and support compliance efforts.

In this course, you’ll learn how to configure and manage consent settings, including consent categories, channels, sources, and mappings. You’ll also explore how consent records work alongside solicit codes, capture opt-in and opt-out preferences, and apply consent management within constituent records and forms.

Learning objectives

• Differentiate between consent and solicit codes
• Map consent categories
• Use consent in Raiser’s Edge NXT

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT:

Constituent Updates

Course Overview

Accurate constituent records don’t happen by accident.

In this course, learn how to maintain constituent and relationship records using Raiser’s Edge NXT. Strengthen donor relationships with up-to-date constituent information. Determine which events in a constituent’s life should be recorded in your database. Discuss best practices for your organization’s policies and procedures.

Identify and capture relationship updates

Record constituent life changes

Document unexpected life changes

View

CFRE: 1.5 credit(s)

Included with the Learn® subscription

In this course, learn how to update constituent records in Blackbaud Raiser’s Edge NXT to support stronger constituent engagement and build relationships with prospective donors. Explore how to capture relationship updates, including individual, organizational, and fundraiser relationships. Learn how to record life changes such as address updates, marital status changes, and employment updates. The course also covers how to document unexpected life events, including child relationships, divorce, and deceased constituent updates.

Recommended prerequisite: Fundamentals: Overview and Constituents / Blackbaud Raiser’s Edge NXT

Learning objectives

• Identify and capture relationship updates
• Record constituent life changes
• Document unexpected life changes

CFRE: 1 credit(s) — Relationship Building

No cost with your BlackbaudID

The Optimized Donation Form is a great choice for organizations who want to quickly and efficiently develop a graphically rich, mobile-friendly form that minimizes friction in the donor experience. In this course, learn to create a branding card and an Optimized Form and monitor form performance.

Recommended prerequisite: Learn Basics (AKA Universal Learning; all basic eLearn and all FUN certs)

Learning objectives

• Configure payment and branding settings for optimized donation forms
• Create and publish optimized donation forms in
• Blackbaud Raiser’s Edge NXT
• Generate donation forms using
• Blackbaud AI
• Monitor form performance and submission activity
• Review and manage online donation data to ensure accuracy

CFRE: 1 credit(s) — Relationship Building

No cost with your BlackbaudID

Have you worked in lists and wanted additional filters? Do you have a need for more refined groupings? Learn how to use Query in Raiser’s Edge NXT web view to create those specific groups of records in your database.

Learning objectives: Learn how support for international addresses makes event registration easy

No cost with your BlackbaudID

Learn how to create, customize, and manage Standard Donation Forms in Raiser’s Edge NXT. In this course, you’ll configure payment and gift options, personalize the donor experience, collect valuable donor information for stewardship, monitor form performance, and track fundraising efforts by passing designations, campaigns, and appeals into donation records. Through realistic scenarios and hands-on activities, you’ll apply best practices to create standard donation forms that support your organization’s fundraising goals.

Recommended prerequisite: Learn Basics (AKA Universal Learning; all basic eLearn and all FUN certs)

Learning objectives

• Create and publish a Standard Donation Form
• Configure payment options, gift types, and donor engagement features
• Customize donation forms and confirmation communications
• Track fundraising efforts using campaigns, appeals, and designations
• Monitor form performance and manage donation data
• Apply best practices to support successful online giving initiatives

CFRE: 1 credit(s)

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT:

Custom Insights

Course Overview

Do you want to do more with your data?

In this course, learn how to build custom reports with Insight Designer, an optional additional feature for purchase. Identify when and how you might use custom insights. Determine whether this feature will help your organization. Choose appropriate measures, attributes, and filters for insights. Control user access to custom insights.

Advanced Preparation

None

Learning objectives

• Recognize which reporting situations require custom insights
• Choose appropriate insight types to accurately visualize data
• Streamline insights and insight measures with attributes and date filters

CFRE: 1.5 credit(s)

No cost with your BlackbaudID

Are you responsible for your Raiser’s Edge NXT database but aren’t sure where to begin? In this course, learn how to manage system settings, data health, and more in Raiser’s Edge NXT web view. You also learn how to identify and merge duplicate records. This course has a recommended prerequisite of the Fundamentals Exam / Blackbaud Raiser’s Edge NXT.

CFRE: 1 credit(s) — Leadership and Management

No cost with your BlackbaudID

Are you responsible for your Raiser’s Edge NXT database but aren’t sure where to begin? In this course, learn how to manage system settings, data health, and more in Raiser’s Edge NXT web view. You also learn how to identify and merge duplicate records. This course has a recommended prerequisite of the Fundamentals Exam / Blackbaud Raiser’s Edge NXT.

https://learn.blackbaud.com/learn/courses/14622/security-elearning-blackbaud-raisers-edge-nxt

Learning objectives

• Evaluate and monitor
• Data Health
• Review and merge duplicate constituent records
• Modify system options and settings

CFRE: 1.5 credit(s)

Included with the Learn® subscription

In this session, explore database configurations that can help your organization tailor Raiser’s Edge NXT to support your unique fundraising, reporting, and operational needs.

We’ll discuss how configuration choices such as structure, data standards, and administrative settings can impact data quality, consistency, and long-term usability. Learn how thoughtful configuration decisions support organizational goals and maintain a healthy, scalable database.

Learning objectives

• Describe how database configuration choices impact data quality, reporting, and daily workflows in Raiser’s Edge NXT
• Identify common configuration areas that your organization can adjust to align with your processes and goals
• Evaluate configuration decisions to balance flexibility, consistency, and long-term database health

CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Too many queries? A recent enhancement allows users to delete multiple queries simultaneously in web view, with safeguards for merge queries and business rules.

No cost with your BlackbaudID

Have you been using Raiser’s Edge database view for some time and want to see what Blackbaud Raiser’s Edge NXT® web view is all about? In this course, learn how to navigate web view. View where key pieces of information are located within a constituent record. Gain an understanding of web view tools that can streamline your gift entry, as well as receipting and acknowledgement methods. See which grouping option will best fit your needs. Use reporting options to track your goals. Review web view enhancements.

Learning objectives

• Navigate in web view
• Identify web view tools that will help you stay up-to-date with your constituents
• Classify gift entry, receipting, and acknowledgement methods to streamline your operations
• Compare grouping choices available in web view
• Use reporting options to gather, view, and track organizational goals

No cost with your BlackbaudID

The more you know about your supporters, the more you can steward them. In this course, learn how a recent enhancement lets you add and edit details about a constituent’s education in web view.

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT:

Email

Course Overview

Looking to expand and track your digital communications?

In this course, learn best practices for creating engaging mobile-friendly emails in Raiser’s Edge NXT. Develop strategies for targeting specific constituents. Design and send elegant emails quickly and easily.

Prerequisites

This course has required prerequisites. Completing the prerequisite courses ensures all students have the same baseline knowledge needed to participate in and fully benefit from our advanced courses.

Prerequisites include:

Passing score on the current Raiser’s Edge or Raiser’s Edge NXT Fundamentals Exam

Course Objectives

Prepare segments and other assets before crafting email messages

Create email messages with the simple drag-and-drop editor

Review and send email messages

Explain email statistics

View

CFRE: 1.5 credit(s)

No cost with your BlackbaudID

Looking to expand and track your digital communications?

In this course, learn best practices for creating engaging, mobile‑friendly emails in Raiser’s Edge NXT. Explore strategies for targeting specific constituents, design and send polished emails efficiently, and review post‑send statistics to understand performance. The course also covers how to interpret key email metrics and use results to support follow‑up actions and improve future communications.

Recommended prerequisite: Passing score on the current Raiser’s Edge or Raiser’s Edge NXT Fundamentals Exam

Learning objectives

• Plan and prepare email assets and constituent lists
• Create, design, and send modern, mobile‑friendly emails
• Track and measure email statistics to improve performance

CFRE: 1 credit(s) — Relationship Building

No cost with your BlackbaudID

Learn about a recent enhancement to the giving process in Raiser’s Edge NXT web view.

Learning objectives

• Administrators can set up your donation form to send receipts to donors
• When the gift is approved in gift batch, the receipt will be sent to the donor

No cost with your BlackbaudID

Learn about a recent enhancement to the giving process in Raiser’s Edge NXT web view.

Learning objectives: Source goal meters and metrics from a donation form rather than through an approved gift list

No cost with your BlackbaudID

Do you want to reduce paperwork, improve data accuracy, and increase event attendance by giving event attendees the ability to register for events online? Take Event Registration Forms to learn how to set up and build mobile-responsive online event registration forms that match your organization’s branding. Explore how Raiser’s Edge NXT updates and creates participant and guest records for event registrations that are submitted via event registration forms.

Learning objectives

• Learn how registration forms work with events
• Create an event registration form
• See how participants and guests are added to an event after using a registration form

Included with the Learn® subscription

Reduce paperwork, improve data accuracy, and increase event attendance by giving event attendees the ability to register for events online. In this course, learn how to set up and build mobile-responsive online event registration forms that match your organization’s branding. Explore how Raiser’s Edge NXT updates and creates participant and guest records for event registrations that are submitted via event registration forms. This is an advanced course. Users should have working knowledge of event and email creation in Raiser’s Edge NXT.

Learning objectives

• Explain the importance of having mobile-friendly online event registration forms
• Set up your database and events to enable registration forms
• Design event registration forms with the simple drag-and-drop editor
• Create thank-you emails
• Understand how to publish the event registration form on your organization’s website
• Explain how constituent, participant, and gift records are created or updated when someone uses the form to register for an event

CFRE: 1.5 credit(s) — Securing the Gift

No cost with your BlackbaudID

Is planning your event an event in itself?

In this course, learn how to streamline your event creation, registration, and check-ins with Raiser’s Edge NXT.

Learning objectives

• Create events
• Add participants
• Manage the event

CFRE: 1.25 credit(s) — Leadership and Management

Included with the Learn® subscription

Is planning your event an event in itself? In this course, learn how to streamline your event creation, registration, and check-ins with web view functionality.

NOTE: This is an advanced course. Users should have basic knowledge of gift entry and constituent records in Raiser’s Edge NXT.

Learning objectives

• Create events
• Add registrants
• Manage the event

CFRE: 1.5 credit(s) — Securing the Gift

Included with the Learn® subscription

In this session, discover what exports are and how they support your day-to-day work in Raiser’s Edge NXT unified view.

You’ll explore how queries and exports work together to select the right data and extract it from Raiser’s Edge NXT. Learn how exported data can be used for tasks such as deeper analysis and creating communications to engage your constituents.

Learning Objective

s

Explain what exports are and when to use them

Use queries to select and export specific data

Identify common ways exported data can be used for analysis or communications

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT:

Exports in Database View

Course Overview

Once you have data in your database, how do you extract it as needed?

In this course, learn how to create exports in Raiser’s Edge for a variety of needs and into an assortment of formats, including spreadsheets. Explore the different fields included in an export, including those with multiple values and those that summarize giving data, and how to use each type.

Advanced Preparation

None

Learning objectives

• Design an export with one-to-one fields, one-to-many fields, and summary fields
• Modify and reuse existing exports
• Export fields to use in a mail merge

CFRE: 1.5 credit(s)

No cost with your BlackbaudID

In this Fundamentals Exam, you will have 1.5 hours (90 minutes) to complete 30 questions. You may use workbooks and notes from previous classes, and you may also have your Blackbaud software open while taking the exam. To pass, you must get 80% of the questions correct.

Once registration is complete, the exam will be available for 90 days or until December 31 of the current calendar year, whichever comes first. During this time, you have subsequent opportunities to retake and pass the exam. This exam is designed to test the knowledge gained from completing the Raiser’s Edge NXT Fundamentals series of prerequisite courses:

Fundamentals: Overview and Constituents / Blackbaud Raiser’s Edge NXT

Fundamentals: Gift Management / Blackbaud Raiser’s Edge NXT

Fundamentals: Lists / Blackbaud Raiser’s Edge NXT

Fundamentals: Query / Blackbaud Raiser’s Edge NXT

Fundamentals: Dashboards / Blackbaud Raiser’s Edge NXT

Fundamentals: Standard Reports / Blackbaud Raiser’s Edge NXT

Included with the Learn® subscription

There’s a simple yet vital ingredient in your organization’s success—your constituents. In this course, learn how to build relationships with your supporters, using Raiser’s Edge NXT database view. Utilize different types of constituent records to store biographical, contact, fundraising, and other important data. Explore system navigation.

Learning objectives

• Review and create constituent records in database view
• Update constituent records
• Add and update actions and relationships

CFRE: 1 credit(s) — Securing the Gift

No cost with your BlackbaudID

When it comes to your data, seeing is believing. In this course, address common reporting needs with standard dashboards and share them across your organization. Compare your organization’s fundraising with similar organizations, with benchmarking.

Learning objectives

• Explore standard dashboards
• Share dashboards with internal and external stakeholders
• Create custom dashboards

CFRE: 1 credit(s)

Included with the Learn® subscription

When it comes to your data, seeing is believing. In this course, address common reporting needs with standard dashboards and share them across your organization. Compare your organization’s fundraising with similar organizations with benchmarking.

Learning objectives

• Explore standard dashboards
• Share dashboards with internal and external stakeholders
• Create custom dashboards

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Manage gift records in your database, using Raiser’s Edge NXT. Learn the basics of gift records and how to add gifts to your database.

Learning objectives

• Identify the purpose of campaigns, funds, and appeals
• Create a gift record
• Understand the basics of Batch

CFRE: 1.5 credit(s) — Leadership and Management

No cost with your BlackbaudID

Manage gift records in your database, using Raiser’s Edge NXT. Learn the basics of gift records and how to add gifts to your database.

Learning objectives

• Identify the purpose of campaigns, funds, and appeals
• Create a gift record
• Understand the basics of Batch

CFRE: 1 credit(s)

Included with the Learn® subscription

Gifts are vital to your success as an organization. In this course, learn where gifts fall in the fundraising process and how to enter them in Raiser’s Edge NXT database view. See best practices for gift entry. Explore different types of gift records, as well as the information tracked for each type.

Note: This course is taught in database view.

Learning objectives

• Identify the purpose of campaigns, funds, and appeals
• Describe gift types
• Create gift records

CFRE: 1.5 credit(s) — Securing the Gift

Included with the Learn® subscription

Grouping and filtering records is crucial for leveraging Raiser’s Edge NXT tools effectively. Focus your efforts! In this course, learn to create lists. Add and exclude records from the list using filters or a map. Fine-tune your display and learn shortcuts for creating a list.

Learning objectives

• Create lists
• Add and exclude records from lists
• Customize the display columns

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

No cost with your BlackbaudID

Grouping and filtering records is crucial for leveraging Raiser’s Edge NXT tools effectively. Focus your efforts! In this course, learn to create lists. Add and exclude records from the list, using filters or a map. Fine-tune your display and learn shortcuts for creating a list.

Learning objectives

• Create lists
• Add and exclude records from lists
• Customize the display columns

CFRE: 1 credit(s) — Current and Prospective Donor Research

Included with the Learn® subscription

Get started using Raiser’s Edge NXT today! In this course, learn how you can use this powerful tool to quickly access vital prospect, donor, and constituent data. Explore the interface to confidently navigate key features and tools. Customize your Home page to streamline your daily workflow. Create and manage constituent records and relationships to maintain accurate and meaningful data.

Learning objectives

• Understand the basic functionality of Raiser’s Edge NXT
• Navigate within Raiser’s Edge NXT
• Customize the Home page
• Review and create constituent records
• Add relationships

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

No cost with your BlackbaudID

Get started using Raiser’s Edge NXT today! In this course, learn how you can use this powerful tool to quickly access vital prospect and donor data. We’ll explore system navigation and how to search for information about constituents. Learn how to enter, utilize, and update constituent records, identify key concepts for working with constituent and relationship records. We’ll also preview the Work Center to better view information all in one place.

Learning objectives

• Navigate within Raiser’s Edge NXT
• Review and create constituent records
• Add relationships
• Understand the basics of
• Work Center

CFRE: 1 credit(s)

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT:

Query in Web View

Course Overview

In this course, learn what queries are and how to use them effectively in Raiser’s Edge NXT web view. Explore how to create groups of records and use them to curate your efforts to the right records.

Advanced Preparation

None

Learning objectives

• Describe the role of queries in Raiser’s Edge NXT
• Create a simple query
• Construct an advanced query using combining operators

CFRE: 1.5 credit(s)

No cost with your BlackbaudID

In this course, learn what queries are and how to use them effectively in Raiser’s Edge NXT web view. Explore how to create groups of records and use them to curate your efforts to the correct records.

Learning objectives

• Describe the role of queries in Raiser’s Edge NXT
• Create a simple query
• Construct an advanced query using combining operators

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

No cost with your BlackbaudID

Accurate reporting is crucial for measuring success and creating a strategy for the future. Learn how to use popular reports to analyze and assess your organization’s constituents, gifts, and overall trends. Develop a fuller understanding of how accurate reporting benefits your organization.

CFRE: 1.5 credit(s) — Leadership and Management

Included with the Learn® subscription

Accurate reporting is crucial for measuring success and creating a strategy for the future. Learn how to use popular reports to analyze and assess your organization’s constituents, gifts, and overall trends. Develop a fuller understanding of how accurate reporting benefits your organization.

Learning objectives

• Create reports
• Process reports
• Export reports

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

No cost with your BlackbaudID

Fundraisers – who are they in your organization and what should they be able to do in Raiser’s Edge NXT? Come learn how to use Work Center to keep up-to-date with your constituents. We’ll also look at reports that can help you see how your fundraisers are performing in relation to their goals.

Learning objectives

• Identify fundraisers in your organization
• Utilize Work Center to stay up-to-date with constituents
• Leverage reports to track fundraiser status against their goals

CFRE: 1 credit(s) — Relationship Building

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT:

Fundraisers

Course Overview

Fundraisers – who are they in your organization and what should they be able to do in Raiser’s Edge NXT? Come learn how to use Work Center to keep up-to-date with your constituents. We’ll also look at reports that can help you see how your fundraisers are performing in relation to their goals.

Advanced Preparation

None

Learning objectives

• Identify fundraisers in your organization
• Utilize Work Center to stay up-to-date with constituents
• Leverage reports to track fundraiser status against their goals

CFRE: 1.5 credit(s)

No cost with your BlackbaudID

Maximize your organization’s fundraising potential and impact by creating effective fundraising structures.

In this course, learn to create Fund, Campaign, and Appeal records to track key information about your donations. Explore using dashboards and reports to track and evaluate fundraising progress.

Learning objectives

• Explain fundraising structures in Raiser’s Edge NXT
• Create Fund records
• Build Campaign and Appeal records
• Analyze fundraising progress

CFRE: 1 credit(s) — Securing the Gift

Included with the Learn® subscription

Maximize your organization’s fundraising potential and impact by creating effective fundraising structures.

Create Fund, Campaign, and Appeal records to track key information about your donations. Use dashboards and reports to track and evaluate fundraising progress.

Learning objectives

• Explain fundraising structures in Raiser’s Edge NXT
• Create Fund records
• Build Campaign and Appeal records
• Analyze fundraising progress

CFRE: 1.5 credit(s) — Securing the Gift

No cost with your BlackbaudID

The technology landscape is evolving, and so is the role of the database manager. A database manager directs and manages users, data, and technical strategy for the organization. Learn more about this vital role and how it is evolving.

Learning objectives

• Understand how the responsibilities of the database manager have evolved
• Identify database manager roles for security, training, and documentation
• Describe how the database manager directs data oversight

No cost with your BlackbaudID

To pass the exam, you must get 80% of the questions correct. Once registration is complete, the exam will be available for 90 days or until December 31 of the current year, whichever comes first.

Advanced Preparation

Applicants for the Future of the Database Manager Certification Exam must have taken and passed the Blackbaud Raiser’s Edge NXT Fundamentals Exam and the Blackbaud Raiser’s Edge NXT Professional Exam

The Future of the Database Manager Certification Exam is designed to test the knowledge gained from completing the following prerequisite courses:

Future of the Database Manager / Blackbaud Raiser’s Edge NXT

Discovering the Advantages of Web View | eLearning / Blackbaud Raiser’s Edge NXT

Best Practices: Policies and Procedures – Constituents / Blackbaud Raiser’s Edge NXT

Best Practices: Policies and Procedures – Gifts / Blackbaud Raiser’s Edge NXT

You Inherited a Mess! / Blackbaud Raiser’s Edge NXT

Decision Making Lab / Blackbaud Raiser’s Edge NXT

Troubleshooting / Blackbaud Raiser’s Edge NXT

No cost with your BlackbaudID

Are you new to Raiser’s Edge NXT? This course consists of 7 short videos that give you a quick intro to the product tools. By the end, you’ll feel comfortable clicking around Raiser’s Edge NXT, and ready to dive deeper into future trainings.

Blackbaud Raiser’s Edge NXT Solutions Overview

Get to Know Constituents

Get to Know Gift Entry

Get to Know Lists and Query

Get to Know Dashboards and Reports

Get to Know Email

Get to Know Events and Event Registration Forms

Included with the Learn® subscription

As a Blackbaud UK customer, identify ways to get the most out of your donations, both legally and financially, in this eLearning course.

Learning objectives

• Configure
• Set up qualifications
• Claim gift aid

No cost with your BlackbaudID

Use gift batch to enter, review, and approve multiple gifts efficiently.

This course walks through the complete gift batch workflow, from creating a batch and adding gifts to validating, approving, and managing automatically generated batches.

Learn how gift records are created, how to resolve exceptions and duplicates, and how batch numbers support receipting, reporting, and audit workstreams.

By the end of the course, you can confidently use gift batch to support accurate, consistent, and traceable gift processing.

Recommended prerequisite: None

Learning objectives

• Create and manage gift batches for efficient gift entry
• Add, review, and validate gifts within a batch
• Approve manual and automatically generated batches
• Use batch numbers to support receipting, reporting, and audit workflows

CFRE: 1 credit(s) — Securing the Gift

No cost with your BlackbaudID

Has your organization received a group of gifts and needs to enter them efficiently into Raiser’s Edge NXT?

In this course, learn how to use gift batch to streamline your gift entry, simplify your process, and standardize your data entry.

Learning objectives

• Enter gift records via Batch
• Understand how online and ongoing payments are added to the database
• Review and approve batches

CFRE: 1.5 credit(s) — Securing the Gift

Included with the Learn® subscription

Blackbaud Raiser’s Edge NXT:

Gift ReceiptingCourse OverviewStewardship is a crucial component of fundraising.

Steward your donors effectively by receipting gifts promptly. In this course, learn how to draft and send gift receipts by email. You also learn how to perform any follow-up tasks needed.NOTE: This is an advanced course. Users should have basic knowledge of gift entry and constituent records in Raiser’s Edge NXT.Advanced PreparationNone

Learning objectives

• In this course, you will learn how to:
• Configure gift receipting templates
• Create and send gift receipts
• Perform follow-up tasks

CFRE: 1.5 credit(s) — Securing the Gift

No cost with your BlackbaudID

Take time to master the gift receipt workflows that will boost donor trust and transparency. In this course, learn the importance of sending gift receipts to donors in a timely manner. Update PDF receipt templates and create new email receipt templates and receipt series. Generate gift receipts both as an email and as a printable PDF for multiple donors. Automate sending an email receipt when a gift comes in via an online donation form. Replace, reissue, and cancel receipts, and generate audit documents.

This is an advanced class. Users should have a working knowledge of gift and constituent records. It is recommended to complete the Fundamentals courses before moving on to advanced material.

Learning objectives

• Understand the purpose and importance of sending gift receipts to donors
• Set up both PDF receipt and email receipt templates
• Create receipt series
• Generate both PDFs and email receipts from a list of unreceipted gifts
• Automate email receipt sends for online gifts
• Email a receipt for a single gift
• Work with receipts and generate audit documents
• Troubleshoot failed email sends

CFRE: 1.25 credit(s) — Relationship Building

No cost with your BlackbaudID

Remind your donors of their impact on your organization by sending them giving statements. In this course, learn the importance of sending giving statements in maintaining donor relations. Generate giving statements both as an email and as a printable PDF for single and multiple donors. View the history of sent statements on a constituent’s record and resolve issues related to failed email sends.

Learning objectives

• Understand the purpose and importance of sending giving statements to donors
• Generate both email and PDF giving statements
• Send statements to a single donor, a list of donors, and a select donors in a list
• Explore how donors can use the Self-Service Portal to email themselves giving statements
• View the record of sent statements on a constituent’s record
• Troubleshoot failed email sends

CFRE: 1 credit(s) — Relationship Building

No cost with your BlackbaudID

This short video explores how to maintain clean and accurate constituent records using data integrity tools in Raiser’s Edge NXT. Learn how to effectively manage duplicate constituent records to ensure a streamlined and accurate database. Use Address Finder to validate and update constituent records. Review how Deceased Finder works to identify and manage records of deceased individuals.

Included with the Learn® subscription

Import is a powerful tool in Raiser’s Edge that allows you to add or update records from a file directly to the database.

In this advanced course, you’ll master the process of importing new Constituent records. You’ll explore how to correctly apply Raiser’s Edge field names, unique identifiers, and required fields within your Import file. You’ll also learn how to validate your file to identify and resolve any errors or exceptions.

Advanced Preparation

This is an advanced database view class; students should have a general knowledge of Constituent records.

The recommended prerequisites are:

Preparing an Import File | eLearning / Blackbaud Raiser’s Edge NXT

Prepare Microsoft Excel Spreadsheets for Import

Please go to the Content tab for this course before class and download the practice file

Learning objectives

• Understand the importance of using
• Import
• Recognize when to use
• Import over other data entry tools
• Format a file for importing
• Map columns from a file to Raiser’s Edge
• Import new constituent records
• Identify ways to increase efficiency in the import process
• Validate the import file to check for errors

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

Included with the Learn® subscription

In this course, learn how to build custom reports with Insight Designer, an optional additional feature for purchase. Determine how this feature can best help your organization. Identify when and how you might use custom insights. Choose appropriate measures, attributes, and filters for insights. Control user access to custom insights.

CFRE: 1 credit(s) — Relationship Building

No cost with your BlackbaudID

Opportunities help fundraisers build relationships with supporters. A recent update allows users to link a gift to an Opportunity in web view.

Included with the Learn® subscription

Cultivate your donors and steward the donor relationship with effective communication. In this course, discover how to use the Mail feature in Raiser’s Edge to strengthen relationships with your donor base. Learn how to define parameter files and perform a mail merge to create donor acknowledgement letters.

Learning objectives

• Discuss the role of Mail in Raiser’s Edge
• Prepare parameter files
• Create merge letters

CFRE: 1.5 credit(s) — Relationship Building

No cost with your BlackbaudID

Have you been using Raiser’s Edge database view for some time and want to see what Blackbaud Raiser’s Edge NXT web view is all about? In this course, learn how to navigate web view. View where key pieces of information are located within a constituent record. Gain an understanding of web view tools that can streamline your gift entry, as well as receipting and acknowledgement methods. See which grouping option will best fit your needs. Use reporting options to track your goals.

Learning objectives

• Navigate within web view
• Identify web view tools that will help you stay up-to-date with your constituents
• Classify gift entry, receipting, and acknowledgement methods that can help streamline your operations
• Compare grouping choices available in web view
• Use reporting options to gather, view, and track organization goals

CFRE: 1.5 credit(s) — Current and Prospective Donor Research

Included with the Learn® subscription

Wouldn’t it be nice if you could double your donations? With matching gifts, it’s certainly possible! In this instructor-led course, learn how to enter matching gift pledges and matching gift payments. You also learn how to automate matching gifts and learn best practices around this easy method to increase your organization’s revenue.

ALERT: This course is taught in database view. In preparation for this class, please download and install Citrix Workspace at least one day before the scheduled start time. Download and install Citrix Workspace from: https://www.citrix.com/downloads/workspace-app/

Learning objectives

• Define the components of matching gifts
• Add a matching gift pledge and payment
• Identify best practices for matching gifts

CFRE: 1.5 credit(s) — Securing the Gift

Included with the Learn® subscription

Turn one-time visitors into supporters who renew year after year.

In this course, you’ll learn how to plan a membership structure, set up tables and category defaults, and add memberships and joint members. You’ll also learn how to process renewals, drops, rejoins, and online membership forms. Hands-on activities and scenario-based knowledge checks throughout help you apply each skill to your organization’s membership program.

Learning objectives

• Plan a membership structure that matches your organization’s offerings
• Set up the table entries and categories your memberships use
• Add and manage memberships on constituent records

CFRE: 1 credit(s) — Relationship Building

No cost with your BlackbaudID

After a recent enhancement, it’s easier than ever to manage and merge duplicate constituent records in web view.

No cost with your BlackbaudID

Online Giving makes it easy to view performance data for your Blackbaud Donation Forms. This course teaches you to view and export performance details for a single form or all your forms.

No cost with your BlackbaudID

Constituent Forms allow you to quickly and easily add constituents and their information to your database for cultivation, engagement, and solicitation. In this course, learn about constituent forms and how to create them.

Included with the Learn® subscription

Why recreate the wheel? We know what works on an online donation form – use it to your organization’s advantage! In this course, learn how to leverage Blackbaud’s experience and real-world research in your online form setup. Apply industry best practices to save time and effort and then track your form’s success.

Learning objectives

• Describe the value of optimized forms
• Build optimized donation form
• Process donations and track success

CFRE: 1.5 credit(s)

Included with the Learn® subscription

Make your donation forms an invitation—not a barrier—to online fundraising. In this course, learn how to use Raiser’s Edge NXT Online Giving to create easy to use, mobile-responsive standard donation forms that match your organization’s branding. Explore how Raiser’s Edge NXT updates and creates records for online donations and how to track your online fundraising efforts with reporting.

This is an advanced class; users should have working knowledge of gift records and constituent records. An understanding of batch gift processing is helpful but not necessary. Recommended prerequisites include Raiser’s Edge NXT Fundamentals.

Learning objectives

• Explain the importance of having mobile-friendly online giving forms
• Design standard online donation forms with the simple drag-and-drop editor
• Create thank-you emails
• Understand how to publish the donation form on an organization’s website
• Set up and add related website components
• Explain how constituent and gift records are created or updated when a donation is made
• Use reports to track success

CFRE: 1.5 credit(s) — Securing the Gift

Included with the Learn® subscription

How do you gain confidence writing AI Chat prompts that produce reliable, useful results?

In this interactive 60 minute peer discussion, you’ll build a shared understanding on how prompt design impacts the results you receive. Together, we’ll explore common reasons why prompt results vary and discuss practical strategies to refine and troubleshoot them. You’ll also have time to test and adapt real examples from the Prompt Library, learning how to customize prompts for your own use cases. This session is discussion driven and designed to encourage experimentation, shared learning, and confidence in working with AI Chat.

Video camera and microphone use during the course is strongly encouraged.

Note: Complete a one-time opt-in to use current and future generative-AI features. Refer to the Global Opt-In video to learn more.

Included with the Learn® subscription

Have you ever wished you knew more about event management when you first started using Raiser’s Edge NXT? Join us for a 60-minute peer discussion, guided by a skilled instructor. This attendee-driven session promises a valuable peer knowledge exchange and may also include instructor demos, tips & tricks, and breakout groups.

This session is geared toward intermediate and advanced users. Video camera and microphone use is optional but encouraged.

No cost with your BlackbaudID

Developing clear, practical policies and procedures is a critical step in creating consistency, improving data quality, and preparing your organization for a successful transition to web view. In this interactive live peer exchange, you’ll connect with other Raiser’s Edge NXT users to discuss approaches, challenges, and lessons learned while documenting gift management processes. This session complements the Gift Management Policies & Procedures Guide Template and provides an opportunity to ask questions, share ideas, and learn how peers are adapting recommended practices to their own organizations.

Who should attend:

Database managers, gift managers, advancement services professionals, and change leaders responsible for defining, documenting, or improving gift management workflows.

Learning objectives

• Gift acceptance and processing policies
• Gift entry and batch management procedures
• Reconciliation and financial review practices
• Roles, permissions, and workflow ownership
• Strategies for driving consistency and adoption across teams
• Preparing gift management operations for web view workflows

Format: Live, instructor-led discussion with peer collaboration and open Q&A. Bring your questions, experiences, and ideas to share with the group.

Recommended prerequisite: Download and review the Policies and Procedures Guide Template: Gift Management before attending to get the most value from the discussion. See Course Files below to download the template.

Included with the Learn® subscription

How do fundraisers turn scattered prospects, complex portfolios, and endless stewardship tasks into a streamlined engine for philanthropic growth?

Join us for a 60-minute peer discussion with your peers, guided by a skilled instructor. Topics will include Prospect Identification and Qualification; Portfolio Management and Solicitation Strategy; Cultivation and Stewardship Workflows; and Fundraiser and Team Performance Analysis. This attendee-driven session promises a valuable peer knowledge exchange and may also include instructor demos and tips & tricks.

This session is geared toward intermediate and advanced users. Video camera and microphone use is strongly encouraged.

Included with the Learn® subscription

Have you ever wished you knew more about Query when you first started using Raiser’s Edge NXT?

Join us for a 60-minute peer discussion, guided by a skilled instructor. This attendee-driven session promises a valuable peer knowledge exchange and may also include instructor demos, tips & tricks, and breakout groups.

This session is geared toward intermediate and advanced users. Video camera and microphone use is optional but encouraged.

No cost with your BlackbaudID

Learn about two recent enhancements to the gift receipting process in Blackbaud Raiser’s Edge NXT® web view:

Edit the thank-you message on gift receipt PDF templates and include signatory name and title

Filter the Gift Receipting area based on donor information or preferences

Included with the Learn® subscription

You know how to effectively fundraise with your donors, but do you know how to maximize donations with planned giving?

In this course, learn the basic aspects of planned giving, and the different vehicles associated with planned gifts, to expand your fundraising efforts. You also learn how to add a planned gift, utilize a planned gift record, and how to update planned gifts accordingly for secured revenue and donations over a long duration.

Learning objectives

• Create planned gifts
• Differentiate between Planned gift vehicles
• Update Planned gifts and link payments

No cost with your BlackbaudID

Pledges and recurring gifts are key sources of revenue for your organization.

In this course, learn how to create, schedule, and manage pledge and automated recurring gifts in web view. Grasp how payments are processed and applied to each gift type.

Learning objectives

• Compare and contrast pledges and automated recurring gifts
• Understand the relationship between commitments and contributions
• Create pledge and automated recurring gifts
• Understand how ongoing payments are added to the database

CFRE: 1.5 credit(s) — Securing the Gift

No cost with your BlackbaudID

Preparing for the transition from Database View to Web View? This resource provides a downloadable Gift Management Policies and Procedures template to help change leaders document, review, and update their organization’s gift management workflows and decisions.

Simply open the course and download the template to begin planning your transition. After completing the template, you are encouraged to attend the accompanying Peer Exchange: Policies and Procedures for Gift Management live session to discuss best practices, ask questions, and learn from other organizations navigating the Raiser’s Edge NXT Web View transition.

Included with the Learn® subscription

The Portal feature in Raiser’s Edge NXT enables constituents to manage donations and profiles, view their giving history, and more.

Learning objectives

• Using the Profile Update log to track changes to records
• Determining which users have access to the Portal
• Troubleshooting with the User Account Activity Log

CFRE: 1 credit(s) — Securing the Gift

Included with the Learn® subscription

Put your knowledge into practice with this guided learning experience. Follow the eLearning activities to explore key tasks across the gift management workflow, reinforce concepts learned previously, and build confidence using Raiser’s Edge NXT. Along the way, you’ll watch demonstrations and have the option to complete hands-on exercises in a Sample Database Lab to gain practical experience managing gifts from entry through completion.

Important: The hands-on exercises are optional. You can complete the eLearning and watch the demonstrations without using the practice environment. If you would like to complete the hands-on activities, be sure to plan ahead by requesting enrolling a Sample Database Lab. Access may not be available the same day you enroll and can take up to 2 hours to provision. To ensure access when you need it, enroll in advance of your intended practice session. Need more time? Use the Manage Enrollment option after enrolling to select a different date or choose another available session at any time.

Learning objectives

• Complete key tasks within the end-to-end gift management workflow
• Apply gift management concepts
• Process gift-related records using appropriate tools and workflows
• Demonstrate proficiency in common gift management tasks and best practices

CFRE: 1.25 credit(s) — Securing the Gift

Included with the Learn® subscription

This course is designed for those wanting to validate and practice their organization’s business processes in a safe, guided environment.

Participants will engage in realistic scenarios and workflow simulations that mirror day-to-day operations such as adding a new constituent, adding a gift, and adding an event.

CFRE: 1 credit(s) — Leadership and Management

Included with the Learn® subscription

The Import feature allows you to upload data from a file directly into Raiser’s Edge; this file is called an Import file. In this course, learn how to prepare your Import file to efficiently add or update one or many records in your database.

Learning objectives

• Select the type of
• Import needed
• Define the fields the
• Import file will need
• Establish how data will be entered in the
• Import file

CFRE: 1 credit(s) — Leadership and Management