{"id":12294,"date":"2025-02-13T19:19:26","date_gmt":"2025-02-13T19:19:26","guid":{"rendered":"https:\/\/teamheller.com\/?p=12294"},"modified":"2025-11-19T14:25:59","modified_gmt":"2025-11-19T14:25:59","slug":"how-to-improve-your-raisers-edge-gift-processing-approach","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/how-to-improve-your-raisers-edge-gift-processing-approach","title":{"rendered":"How to improve your Raiser\u2019s Edge\u00a0gift processing approach"},"content":{"rendered":"<p><span data-contrast=\"auto\">Gift processing might not be the most exciting part of fundraising. But it <\/span><i><span data-contrast=\"auto\">is<\/span><\/i><span data-contrast=\"auto\"> one of the most important activities for a nonprofit fundraising team. Processing gifts efficiently and accurately helps your entire organization to acknowledge gifts in a timely manner and start putting funds to work for your mission as soon as possible.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">There are multiple <\/span><a href=\"https:\/\/teamheller.com\/resources\/blog\/improving-gift-processing-for-raisers-edge-users\"><span data-contrast=\"none\">ways to improve gift processing using the popular fundraising platform, Blackbaud Raiser\u2019s Edge NXT<\/span><\/a><span data-contrast=\"auto\">. One of the best places to start is to analyze your entire gift processing approach.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Let\u2019s look at three effective ways to evaluate your gift processing approach in Raiser\u2019s Edge so that you can uncover opportunities to improve data accuracy, reduce manual work, and save time that can be spent on other fundraising activities.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">1. Document and review each step.<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">Your organization receives donations from multiple channels \u2013 from paper checks to online donations. If you don\u2019t already have one, make a map of various gift types, where they come from, and how you treat them. For example, how do online gifts get added to the Raiser\u2019s Edge database? Do those donors receive an email acknowledgement, a paper acknowledgement, or both? Are new donors tagged for special attention or put into a welcome series?<\/span><\/p>\n<p><span data-contrast=\"auto\">As you review the map, think about any steps that might be eliminated, simplified, or automated to save time. <\/span><br \/>\n<span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\"> <a href=\"\/resources\/guides\/options-for-raisers-edge-users\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignright wp-image-17862 size-medium\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/06\/hex-call-out-Re-GUIDE-300x300.png?strip=all\" alt=\"A hexagon-shaped graphic with a blue border and dark background, featuring the text: GET THE GUIDE Options for Raisers Edge Users in white and yellow fonts. Connected blue dots form a network pattern in the background.\" width=\"300\" height=\"300\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/06\/hex-call-out-Re-GUIDE-300x300.png?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/06\/hex-call-out-Re-GUIDE-150x150.png?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/06\/hex-call-out-Re-GUIDE.png?strip=all 500w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/06\/hex-call-out-Re-GUIDE.png?strip=all&amp;w=100 100w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/06\/hex-call-out-Re-GUIDE.png?strip=all&amp;w=200 200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/06\/hex-call-out-Re-GUIDE.png?strip=all&amp;w=400 400w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/a><\/span><\/p>\n<h2><b><span data-contrast=\"auto\">2. Streamline and automate manual steps.<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">Put workflow tools to work to streamline and automate manual steps in your gift processing. For example:<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\">If your team is repeatedly entering a lot of the same information, then ask your Raiser\u2019s Edge database administrator to set up business rules to automatically populate that information.* <\/span><\/li>\n<li><span data-contrast=\"auto\">Set up templates for batch gift entry so that your data entry staff does not need to set up batch gifts from scratch every time.* <\/span><\/li>\n<li><span data-contrast=\"auto\">Use <\/span><a href=\"https:\/\/omaticsoftware.com\/integrations\/raisers-edge-nxt\/\"><span data-contrast=\"none\">Omatic<\/span><\/a><span data-contrast=\"auto\">, which integrates with Raiser\u2019s Edge, to bring in donation data from, say, a fundraising event, in a bulk format. <\/span><\/li>\n<li><span data-contrast=\"auto\">Use a tool like <\/span><a href=\"https:\/\/www.microsoft.com\/en-us\/power-platform\/products\/power-automate\"><span data-contrast=\"none\">Microsoft Power Automate<\/span><\/a><span data-contrast=\"auto\">, which also integrates with Raiser\u2019s Edge, to automate gift processing steps, like gift acknowledgements, after data entry.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<p><em>* This functionality is in NXT Database View only. We will be excited to see it show up in the front-end experience.\u00a0<\/em><\/p>\n<blockquote>\n<h4><span data-contrast=\"none\">Discover more ways that Microsoft tools can help you supercharge Blackbaud Raiser\u2019s Edge. Read the article, <\/span><a href=\"https:\/\/teamheller.com\/resources\/blog\/enhance-your-blackbaud-data-with-microsoft-tools\"><span data-contrast=\"none\">How Nonprofits Can Enhance Blackbaud Data with Microsoft Tools<\/span><\/a><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/h4>\n<\/blockquote>\n<p><span data-contrast=\"auto\">Using these types of tools not only helps your gift processing team to work more efficiently but also helps to improve data accuracy\u2014all by reducing error-prone manual work.<\/span><br \/>\n<span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559685&quot;:720,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">3. Build gift processing best practices into your development plan.<\/span><\/b><\/h2>\n<p><span data-contrast=\"auto\">Analyzing and improving your gift processing isn\u2019t a one-time activity. As your organization evolves, so will your processes. So, your gift processing practices will need to evolve, too. <\/span><\/p>\n<p><span data-contrast=\"auto\">Build time into your annual development plan to review your gift processing map, update your documentation, and streamline manual steps. Allocating time for these activities will help ensure your team has bandwidth to focus on them as part of their action plan for the year.<\/span><\/p>\n<h3><b><span data-contrast=\"auto\">Learn more about improving gift processing with Raiser\u2019s Edge<\/span><\/b><\/h3>\n<p><span data-contrast=\"auto\">If you\u2019re ready to improve your nonprofit\u2019s gift processing in Raiser\u2019s Edge, the Heller Consulting team is ready to assist. We can help you assess your use of Raiser\u2019s Edge and identify tools and approaches to help you save time and improve the accuracy of your gift processing. <\/span><a href=\"https:\/\/teamheller.com\/contact-us\"><span data-contrast=\"none\">Contact us<\/span><\/a><span data-contrast=\"auto\"> today to learn more and get started.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Gift processing might not be the most exciting part of fundraising. But it is one of the most important activities for a nonprofit fundraising team. Processing gifts efficiently and accurately helps your entire organization to acknowledge gifts in a timely manner and start putting funds to work for your mission as soon as possible.\u00a0 There [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":12295,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[16,91,136,137,138],"tags":[302,303,304,305,306,145,153,210,246,247,289,298,301],"ppma_author":[589],"class_list":["post-12294","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-optimization","category-ai","category-blackbaud","category-fundraising","tag-data-best-practices","tag-gift-entry","tag-data-managers","tag-data-governance","tag-fundraising-plan","tag-raisers-edge","tag-crm","tag-blackbaud-raisers-edge","tag-data","tag-data-housekeeping","tag-crm-raisers-edge","tag-data-management","tag-crm-data"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to improve your Raiser\u2019s Edge\u00a0gift processing approach - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Gift entry isn&#039;t exciting but it is critical to your organization&#039;s fundraising. 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But it is one of the most important activities for a nonprofit fundraising team.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/teamheller.com\/resources\/blog\/how-to-improve-your-raisers-edge-gift-processing-approach\" \/>\n<meta property=\"og:site_name\" content=\"Heller Consulting\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-13T19:19:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-19T14:25:59+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/teamheller.com\/wp-content\/uploads\/2025\/02\/golf.png\" \/>\n\t<meta property=\"og:image:width\" content=\"960\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Jessica Huffman Lewis\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rebecca Nguyen\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/how-to-improve-your-raisers-edge-gift-processing-approach#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/how-to-improve-your-raisers-edge-gift-processing-approach\"},\"author\":{\"name\":\"Rebecca Nguyen\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/#\\\/schema\\\/person\\\/be27f287c68d6b42394f294778a31a45\"},\"headline\":\"How to improve your Raiser\u2019s Edge\u00a0gift processing approach\",\"datePublished\":\"2025-02-13T19:19:26+00:00\",\"dateModified\":\"2025-11-19T14:25:59+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/how-to-improve-your-raisers-edge-gift-processing-approach\"},\"wordCount\":591,\"publisher\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/how-to-improve-your-raisers-edge-gift-processing-approach#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/es7hq8rr83h.exactdn.com\\\/wp-content\\\/uploads\\\/2025\\\/02\\\/golf.png?strip=all\",\"keywords\":[\"data best practices\",\"gift entry\",\"data managers\",\"data governance\",\"fundraising plan\",\"raisers edge\",\"crm\",\"blackbaud raisers edge\",\"data\",\"data housekeeping\",\"crm raisers edge\",\"data management\",\"crm data\"],\"articleSection\":[\"CRM\",\"Optimization\",\"Data &amp; AI\",\"Blackbaud\",\"Fundraising\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/how-to-improve-your-raisers-edge-gift-processing-approach\",\"url\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/how-to-improve-your-raisers-edge-gift-processing-approach\",\"name\":\"How to improve your Raiser\u2019s Edge\u00a0gift processing approach - Heller Consulting\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/how-to-improve-your-raisers-edge-gift-processing-approach#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/teamheller.com\\\/resources\\\/blog\\\/how-to-improve-your-raisers-edge-gift-processing-approach#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/es7hq8rr83h.exactdn.com\\\/wp-content\\\/uploads\\\/2025\\\/02\\\/golf.png?strip=all\",\"datePublished\":\"2025-02-13T19:19:26+00:00\",\"dateModified\":\"2025-11-19T14:25:59+00:00\",\"description\":\"Gift entry isn't exciting but it is critical to your organization's fundraising. 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