nxt next generation of finance and fundraising (m packard uc15)

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Presented by: Mike Packard, Senior Consultant, Blackbaud K-12 Group

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Presented by: Mike Packard, Senior

Consultant, Blackbaud K-12 Group

Intuitive. Reliable. Fully integrated on one cloud platform.

Financial Edge NXT gives you the accounting power nonprofits

need to empower transparency, stewardship and compliance .

“Omni Bar” access at blackbaud.com

NXT Features Common to Both Financial Edge

and Raiser’s Edge

•Subscription based. Unlimited licensing.

•Cloud access from a single point of entry.

•Role based user access.

•Product development continuous, responsive, and updates,

enhancements, and new features will be easy to roll out to all customers

quickly and simultaneously.

•“Slick” and functional user interfaces and easy navigation.

• Dramatically reduced IT and third-party costs (ex. no more servers),

hassle-free upkeep, and the world’s largest support network.

More NXT Features Common to Both Financial

Edge and Raiser’s Edge

• Built on your organization’s existing Financial Edge or Raiser’s Edge

databases.

• Migration is easy.

•Features and Roles will “light up” over a determined schedule.

• Mobility of data —mobile phones, tablets, PC’s—essentially anywhere with

internet access.

• Responsive Web Design

• Database View and NXT Web View

The Financial Edge “Look” (AP)

Database

View

NXT Web

View

Nifty Included Add-ons to The Raiser’s Edge

• Includes Data Enrichment

• Analytics

• Online Express

• Modules

• EverydayHero integration

SUBSCRIPTION PACKAGES STARTER

CLOUD ACCESS

Web & mobile

Unlimited users

Training & chat support

FUNDRAISING & SUPPORTER MANAGEMENT

Online Express: Simple email & online fundraising

Everyday Hero: Crowd-fundraising

Recurring gifts & payment processing

Tribute & memorial gifts

Planned giving

Events, Membership, Prospect Research,

Volunteer, Alumni

DATA ENRICHMENT & ANALYTICS

Address updates & wealth ratings

Email, phone & demographic appends

Suggested major donors & ask amounts

ResearchPoint: Prospect research screening

EVERY SUBSCRIPTION PACKAGE INCLUDES:

Modules, analytics, hosting, and online functionality in EVERY LEVEL.

ESSENTIALS

Pick 1

PRO

Pick 3

Role Roadmap

Multi-hat

Fundraiser • Add and edit

capabilities

• List building

Executive

Director • Reports

• Dashboards

• Action items

• workflow

planning

Frontline

Fundraiser • Constituent

record

• Fundraiser

Workcenter

Major Giving

Manager Enhancements to:

• Notes

• Actions

• Proposals

• Self-service lists

Others (Timing &

Order TBD):

• Annual Fund

Manager

• Events Manager

• Communications

• Data Entry

• Marketing

• Membership

• Volunteer

July 2016 July 2015

RELATIONSHIPS DATA ENRICHMENT

REACH EVERY CONTACT

RELATIONSHIPS

Identifies issues & works behind the scenes to append...

RELATIONSHIPS DEMOGRAPHICS

GET TO KNOW

YOUR SUPPORTERS

INFORMATION ACTIONABLE ANALYTICS

SCREEN, TARGET,

GET RESULTS

Wealth Rating Screens public assets (real estate, private

company reported ownership %, public

company insider holdings & options)

Donor Segmentation Uses giving trends in your house file +

consumer data to measure donor inclination

to give major or annual gifts

Ask Amounts Recommends the dollar amount you

should be asking based on capacity &

asset information

INFORMATION

Research Point 500 Individual Searches: Conduct

philanthropic screening to understand giving

history outside of your organization

FLEXIBLE REPORTING

PUSH DATA AND INSIGHT

BACK TO YOU

The Nonprofit Work Center

Automatically shows you who you should be

focusing on so you can achieve a deeper

understanding of your constituents.

Not just a view into your relationships...

provides actions that you should be taking

based on your role.

Walk through setup of portfolios allow

management to drive standardization across

the organization.

INFORMATION

FUNDRAISING

TARGETED MARKETING

COMMUNICATIONS THAT

ENGAGE & INTERACT

Simple Email Marketing

Organizations that send targeted messages

see a 60% increase in their campaign

response rates.

Segment your audience based on what you

know about them. Send professional emails w/

drag + drop editor.

Easily promote events and accept online

registrations. Dashboards measure email

conversion.

FUNDRAISING

MULTICHANNEL GIVING

DRIVE ONLINE

DONATIONS

Simple Online Fundraising

Let your supporters give to you how

they want to, whether that is a

donation to your webpage or a

check in the mail.

Design and embed secure online

forms for all types of gifts (one-time,

recurring, major, planned, tribute)

Dashboards measure page views &

other metrics

FUNDRAISING

SOCIAL FUNDRAISING

GO

VIRAL

Crowdfunding with EveryDay Hero

Gives your supporters the power to create

viral online campaigns that raise awareness,

support, and dollars for your cause.

Gives your nonprofit a new revenue stream,

and access to info about new and passionate

fundraisers.

On average, nonprofits see $535 raised per

individual supporter that sets up a

Crowdfunding page on their behalf.

FUNDRAISING

PROGRAMS

SPECIAL PROGRAMS

BETTER MANAGEMENT

MEANS BETTER RESULTS

Events

RSVPs, seating charts, tournaments, galas, catering

Volunteer

interests, availability, hours, assignments

Membership

multi-tier programs, renewals, upgrades/ downgrades

QUESTIONS?