Name: Product Update Briefing - YourCause® CSRconnect®
Uploaded: 2025-11-18T17:30:19.182Z
Duration: 1 h 5 min 28 s
Description: Product Update Briefing - YourCause® CSRconnect®

Transcript for "Product Update Briefing - YourCause® CSRconnect®": Good morning, and welcome to our fall product update briefing for YourCause' CSR Connect solution. If we have not had the chance to meet before, my name is Kayla Barnes. My pronouns are she, her, hers, and I'm a principal product marketing manager here at YourCause. And I've been with the company for eight years. Hey, everyone. My name is Chris Matthew. I'm a senior product manager here at Blackbaud. Been with the company for five years. I'm in Dallas, Texas, and my pronouns are he, him, his. And hello. I'm Terry Golden. I'm a manager of product management for Blackbaud, in charge of your cause CSR connect and processing tool product. I have been at Blackbaud for a year, and my pronouns are she, her, hers. Hi, everyone. It's a pleasure to be here with you today. My name is Jewel Willett. My pronouns are she, her, hers. I'm senior manager of customer success enablement for your cause solutions and excited to join the product team as an extension of the customer experience team, and I have been here for twelve years. Awesome. Thanks so much for those introductions, y'all. So for today, I wanted to give you just a quick look at what to expect in our session. Session. So I'll start off start off with setting the stage and sharing some recent announcements. Then our product team will spend the bulk of today's session covering our road map. And I'll give you a fair warning. We have a lot of content to share today, so we do anticipate using the entire hour. Our roadmap conversation will include recently released features, items coming soon, and we'll also spend a little bit of time talking about some of our longer term visions for CSR Connect. And then finally, Jewel from customer success will round us out with a couple of quick customer callouts. I also wanna caveat one more small thing. We did notice, a bit of impact from the CloudFlare outage this morning with our Goldcast system. So if for some reason the session happened to come to a halt or anything of that nature, I promise you that we will record and get you all linked to today's content. But so far, so good. So we'll knock on wood and hope that continues. So we really can't wait to tell you about how we are driving impact across our your cause solutions during this round of product update briefings. And while we're gonna focus on CSR Connect today, we've been imagining a future on how we can empower clients like you to do more across that solution set. So we want innovation progress in our products to build momentum for our customers impact, helping you reach more communities, engage more employees, and prove the value of your efforts through robust reporting capabilities. Here's a quick look at the lineup for the YourCause product update sessions this week happening today through Thursday, the twentieth. So tomorrow's session will cover Grants Connect, our corporate grant making solution, and you won't wanna miss Thursday's session all about ImpactEdge and impact reporting. As always, if you register to attend any session, you will be sent a recording to the session within twenty four hours to your email. So even if you can't join us live on the next two days worth of sessions, I highly encourage you to go ahead and register so you can get a link to that recording. A couple of quick housekeeping items. Today's webinar is being broadcast through your computer's speakers and Internet browser. So if you have any issue with audio or with slides lagging, I encourage you to refresh your browser for the quickest, kind of restart option. And if any issues persist, we do recommend maybe switching to a different browser. GoldPASS tends to favor Chrome and Microsoft Edge over Safari as a note. So on the right hand side of the screen, you'll see a couple of different tabs, and this includes a docs tab as well as a questions and answers tab. We will reference a few items that you can find in that docs tab, throughout today's session, including that very first link, which is our companion guide. That is a great tool that kinda summarizes a lot of our recently released and coming soon functionality. So I highly encourage you to click into that and download it as kind of the reference piece for today's session. We, like I said, have a lot of exciting content to move through today, so we'll be moving pretty quickly. So as you are inputting questions into the q and a tab, we just ask that you give a little bit of context about your ask. So avoid asking really vague questions like when will this be released, without giving us context as to which specific feature you were referring to. And I promise if we aren't able to get to your question as we move throughout today's session, we will follow-up with you individually. Next, because this is one of our product update briefings, I do need to read the following safe harbor statement in its entirety. This presentation contains forward looking statements that involve inherent risks, uncertainties, and assumptions. It outlines Blackbaud's current plans and general product direction as of the date this presentation was created. Functionality described in this presentation that is not currently available is subject to change at any time without notice at Blackbaud's sole discretion. It does not represent a commitment to develop or release specific features within the time frame discussed according to the presented design or at all. Please make any purchase decisions based on features and functionality that are currently available. Okay. Before I pass it off to Terry to get into the road map conversation, I did wanna take a couple of moments to recap some exciting announcements that have been made this year and recently. Some of which we'll talk about a little bit later, more in-depth throughout the presentation. But if you missed it, we did announce the dates and have open registration for our North American corporate and social impact summit. Our inaugural convening of corporate social responsibility professionals was a massive success earlier this year in Dallas, and we had another great year of this summit across the pond in The UK this summer as well. So more on those events in just a moment. We also made another exciting announcement last month at BBCon NPO Connect, our free nonprofit portal tied to our your cost solutions, is now the Blackbaud verified network. There is a great article linked in the docs section that will give you a little bit more details around why this is more than a name change and how Blackbaud verified network is poised for a new era of innovation that connects corporations and nonprofits. And this includes things like upcoming donor detail integrations and our expedited giving functionality that you'll hear about later today. And I'll leave the last two exciting announcements for our product team to share in more detail, including our live integrations with True Impact and Candid and Impact Edge, as well as our new AI Coalition for Social Impact that Terry will cover in just a moment. But, we're so excited about this new era for NPO connect, as the Blackbaud verified network. So if you aren't familiar, this is, like I just mentioned, our free nonprofit portal tied to the your cause solutions. And so to celebrate this exciting new name change and new era for this product, we are giving away a thousand dollars to five nonprofits. So to be eligible to win, nonprofits just need to fill out the form found in the QR code on the screen, and ensure they have an admin on file in Blackbaud verified network by November 28. It's that easy. So if you're a nonprofit online, you already have an admin on file, you're eligible to enter it. You just need to fill out this form. So really excited again about Blackbaud verified network and encourage you to encourage your nonprofit friends to apply for, this giveaway. And before I pass it to Terry, I do wanna just spend a quick moment talking to you about our corporate social impact summits. These summits are designed exclusively for professionals working at companies who manage programs like employee giving, volunteering, community investment, and grant making. So next year's North American summit will be in Nashville, Nashville, Tennessee from Monday, March 30 through Wednesday, April 1. And I've actually had the great pleasure of being in Nashville the last twenty four hours. I'm sitting in one of our conference spaces right now for the event. And trust me, you are not going to wanna miss this event. It is going to be a good time. If you came and joined us in Dallas earlier this year, you can expect a similar flow of events, for this upcoming summit next March. That includes an evening reception on Monday night, followed by a day and a half packed with content and fun on Tuesday and Wednesday. We've already surpassed 50% of our registration capacity, so I highly encourage you to reach out to your customer success manager, or to your sales rep for more information if you're interested in attending. I also want to extend a save date for the UK summit next year. While just one day, this event is jam packed with wonderful content, so mark your calendars for the June 16 if you're across the pond. Now I'd like to pass it over to Terry to share some exciting news about our new AI for Social Impact Coalition. Thank you, Kayla. I am thrilled to kick off today's session by introducing an exciting initiative, Terry? the newly formed AI Coalition for Social Impact. In alignment with Blackbaud's dedicated dedication to Ethical AI, we've brought together a diverse group of companies, organizations, and thought leaders, including Realize Worth, CECP, and ACCP to collectively advance responsible AI adoption in the social good sector. The coalition's first major project is a free platform neutral AI for social impact certification course tailored specifically for nonprofits and CSR professionals. The initial module will be available for registration later this year, and I'm so pleased about the role we're playing in empowering the sector to leverage AI for positive change. We've refreshed, our mission statement for your cause product innovation. Our mission is to help organizations turn corporate purpose into real global impact. With YourCause, we connect employees, nonprofits, and data using smart technology and responsible AI. This means easier collaboration, better insights, and more meaningful results for everyone involved. We're focused on making it simple for companies to drive positive change locally and globally through every program and partnership. These are the use cases that we're exploring in the next year. These use cases represents areas that we want to leverage AI to simplify workflows, surface actionable insights, and deepen engagement, always with trust and transparency at the core. Our for end user guidance, we want to help guide users to a new features or specific engagement opportunities that you're driving to drive participation in. Well, for giving and volunteering recommendations, we'll use AI to personalize giving suggestions based on past behavior. For example, you supported youth education. Here are three local after school programs to expand their reach. This helps donors connect with causes they care about while driving impact. With volunteer recommendation and AI, we'll make volunteerings more accessible by surfacing opportunities nearby, like Habitat for Humanity is hosting a build on Saturday. Users can sign up or amplify the event with a single click, creating stronger community engagement. For community needs feeds, dynamic feeds will show real time needs near the user, such as food and security rising in Benton County. Local pantry seeks weekend volunteers. This keeps employees informed and empowers them to act quickly. With event creation prompts, we're exploring AI power prompts to simplify event creation. A user can type, I wanna create an event working with a North Texas food bank for my marketing team in Dallas, and the system will generate a ready to use event template with engagement elements, creating prompts. Similarly, we're going to have a user that might say, I wanna create an EE to help with the disaster in LA and give me five charities that are helping with those efforts. The AI will handle the heavy lifting, making setup fast and accurate. And then also AI search. We we are going to make finding causes effortless. A user can ask, I wanna find a charity in Dallas that supports puppies and instantly get curated results. This is about reducing friction and increasing meaningful connection. While we have so many ideas in stores, some of which you'll see us talk more about today, we also wanna leave space for your ideas too. Towards the end of our session, we will launch a feedback survey, and one of the questions will give attendees a space to share their ideas on how AI can help drive efficiencies and impact in their role. We're really excited to hear from you on this topic. As you follow along today's session, watch for the BB AI icon. I'm wearing it on my t shirt today. It highlights every area in the solution where we've introduced AI powered features designed to boost efficiency and maximize impact for our customers. Of note, the features that we're sharing today and coming soon and available now that have this AI marker are embedded into the solution without an additional cost. Next, I'll tell you about the road map story through our horizons. Our road map content will fall into three time horizons. First, we'll start with features that have been realized since we last present presented earlier this year in the spring. We won't be able to cover every single feature and encourage you to stay up to date in real time with our release notes that you can find in community. Next, we'll cover some of the highlights of the big features coming soon. These are features we anticipate releasing in the next six months. And finally, we'll look ahead and explore key themes we're developing around for the longer term. We have three innovation pillars which guide our product development strategy in ensuring we deliver solutions that are modern, inclusive, and deeply connected to maximize impact for our customers. With Modernize the Platform, we're committed to evolving the platform experience, streamlining workflows, and enhancing your usability, and introducing intuitive design updates that make every interaction simpler and more efficient. Our goal for globalizing is to make the platform truly universal. That means adapting to regional requirements and cultural nuances so employees and communities everywhere can engage seamlessly and inclusively. We're creating connected experiences and building deeper integrations across Blackbaud solutions with the trusted partners to deliver richer data, faster processing, and expanded capabilities, helping to organize and organizations amplify impact and accelerate results. Keep an eye out for our new listening icon throughout today's presentation. This icon will highlight features that originated from customer ideas or from feedback gathered through our customer experience survey. The insights we receive from customers are invaluable. We and we are actively collaborating across teams to turn this feedback into meaningful product and process improvements. We'll focus on uncovering impactful opportunities for progress and move forward with a clear plan to help our clients spend more time making a difference. With that being said, let's dive into and get started with showcasing features that are available today. While the main focus on this horizon will be recently released features, we're going to sprinkle in some forward looking updates throughout on topics that are continually into innovation items for us, such as improving the site's UI and UX experience and adding additional payment modalities for giving. We modernize the platform. It's all about creating an intuitive and engaging experience for every user. These enhancements simplify workflows, reduce frictions, and make it easier for employees and administrators to participate and manage programs. A few items we've covered today include express sign up for volunteer events, refresh giving campaign interfaces, and engagement element templates. With globalizing the platform, it means we're creating a connected, inclusive experience for every user worldwide. These updates remove geographic barriers, simplify workflows, and make it easier for employees and admins to engage and manage programs globally. A reminder, we launched our new global processing partner in Mexico, Monte De Piedad. This partnership brings hundreds of vetted local charities to CSR Connect, expanding, giving opportunities, and reinforcing our commitment to local impact. With our final theme, connected experiences, we're delivering several key enhancements to CSR Connect that strengthen the connected experiences across our ecosystem of good. These updates are designed to make giving and volunteering more seamless, personalized, and transparent for all stakeholders. We've arranged our available now features by core functional areas to help guide your understanding of what will impact your community. We'll start with Jewel, who'll share some quick compliance updates followed by an overview of changes to the admin portal and general community updates that apply across all com customers. Next, Chris will walk us through updates related to volunteering, giving, peer to peer fundraising, and reporting. So with that, I'll hand it over to to Jewel to have her cover the key compliance updates that are coming soon. Thank you, Terry. Alright. Everyone, I'm excited to spend some time with you, covering a couple of topics. So we do want to take advantage of this time with so many of you and highlight a new US state legislation impacting all users of online platforms such as CSR Connect. Florida senate bill 700 prohibits nonprofits in Florida from accepting donations with from individuals or entities tied to Florida's foreign sources of concern. To ensure compliance and to protect our donors and customers, Blackbaud is introducing an annual donor attestation across CSR Connect, Grants Connect, as well as JustGiving, which is another online donation platform owned and operated by Blackbaud. Currently, these sources are countries including China, Russia, Iran, North Korea, Cuba, Venezuela, and Syria. Here's what this means though for your cause solutions. In CSR Connect, users will be prompted annually to confirm residents' information and agree to compliance statements. This will meet both California eighty four eighty eight, which already exists, and the new Florida senate bill requirements at the same time. If the user sets their location as one of the sources of concern, they will not see the ability to give personal donations or make personal pledges. If the user does not accept the attestation at all, they will not be allowed to proceed into the platform. This will ensure that CSR Connect stays as flexible as possible while still adhering to the new regulation. In Grants Connect, the attestation will appear alongside the Blackbaud Giving Fund attestation that already exists when awards are processed by us here at YourCause through BBGF. Self process awards by our customers remain unchanged. In both platforms, users can access additional details through expandable text in CSR Connect or help content in Grants Connect. These changes will be coming to each platform in December, through our production releases, and we have been communicating just this to our customers and sharing FAQs both through email as well as your cause community posts. So as always, we are so committed to helping our customers stay ahead of evolving state and federal nonprofit regulations no matter the country of origin so you can continue to focus on moving your missions forward with confidence. We are also keeping track of evolving personal privacy regulations that impact donors, platforms like ours as well. So we are updating our global managed cookies pop up, which is already in place. From a user experience, the highlights include an expanded model with more information about cookies consent and more abilities to control data preferences. As admins, knowing we're adding these updates allows you to operate with confidence in the platform that you are using for your employee engagement and knowing that we are platform that you are using for your employee engagement and knowing that we are following state and global data privacy regulations. We, obviously understand if you are thinking about your end user experience after those regulatory updates, We want to remind you of our dedicated pillar of support for CSR Connect end users and how they are your teammate in answering questions that arise when employees navigate the platform. We recently expanded our end user support system to include Spanish language support. This was just the first of many innovations to come for support, including but not limited to more local languages and extending hours beyond the thirteen hours we already offer today. Stay tuned to learn more as we release these enhancements. We will be communicating them through our product release notes, posts, as well as through your your cause CSM as we continue to progress to better support your employees around the world. Alright. Now let's dive into recently released items within the admin portal where you all likely do your day to day work to manage your amazing programs. There are many innovative moments to be discussed today that will continue to enhance time savings, create efficiencies, and give our admins more control. But most recently, we've scaled volunteer management to give you the access to configure company organizations and all volunteer emails. Each of these settings help you craft tailored experiences for your volunteers. We've spent time enhancing the navigation experience, and we've now unified custom question sets across the core modules, which increases, the question types at the same time. We've got, a lot more to talk about, so many ongoing enhancements like these underway, including expanding capabilities to control more of the volunteer settings for your community, including the actual setup of custom question sets and tag management. Our platform can be utilized by people from anywhere in the world. We actually support 26 languages and all of our system text is already translated into those languages. But we know that a challenge can be presented for you and your team when it comes time to translate all of the custom text opportunities that you have for features like engagement elements, message banners, events, projects, and the give checkout just to name a few popular locations, this is where auto translate comes into play. Once you've entered the English text and saved that, you can then click on translate. Next, a modal appears with a new option to auto translate. Here, you can select the few languages that you want to translate or maybe select them all. But either way, from there, our system will translate them for you. No more needing to copy and paste from an online tool outside of the platform because we have automated that process to save you time. Alright. So we recently identified, some more ways to add additional approval notifications to keep you informed when you're outside the platform. But to keep things efficient, instead of adding more individual emails to your inbox, we actually took a step back and created one pending approvals email. It is now a consolidated digest that emails you daily or when you have approvals arise, and it spans across all approval features, and it gives you a highlight of what you need, what you need to pay attention to in that single view. So from the email, you can click into the approvals manager and begin to catch up on what your employees have been requesting. The email is actually responsive to the features that the individual admin has access to approve, and it can be toggled on and off by each admin in the approvals manager page itself. This creates, just honestly a more personalized experience for you because you can ensure that you have a say in the emails that you're getting in your day. Alright. So, you know, the development to unify your data for easy access to storytelling and impact measurement isn't actually for Impact Edge alone. We're looking at across all of our platforms. In fact, we recently made some notable enhancements in how you can collect qualitative data or additional compliance related information in CSR Connect. As previously mentioned, we released remaining functionality to have a single custom question experience across CSR Connect volunteer, matching functionality, and also within the general community. Meaning that the same feature is now used to ask your employees the questions that you need to ask when they sign up for volunteer events, as well as now matching gift request questions and even profile questions, just to name a few of the key areas. But having this question functionality streamlined and accessible in admin portal now sitting along surveys gives you more ways to gather all of the outputs achieved from those inputs that your employees enter into the system through their participation. We did introduce a new question type for what is called file upload so that you can request JPEGs, PNGs, or PDF resources from your employees through each question set that you might create. Because the question set experience is now unified, we want to call note that our original match questionnaires page has been removed, and any active match questionnaires that existed at the time of this enhancement were migrated on your behalf to the new custom question experience. So customer admins can now assign active custom question sets to match programs in the admin portal through match program management, the same as you would have attached the older questionnaires when you opened up to edit or create a program. User responses for custom questions asked in matching gifts are accessible in both match program management and approvals manager. It's important to note at this time that custom questions must be created or edited by your custom customer success manager here at YourCause. And while file uploads to the sets can be viewed in the management panels, they are not currently available for review in any of the transactional custom question reports. So to wrap up this enhancement, we just wanna highlight that not only do you have the ability to ask your participants a question about something that they've signed up for or requested, but you actually have the opportunity to present a unified set of questions across all features if you would like. We do have a highly configurable and highly flexible platform. Now that we've migrated so many settings into your hands, we did take a moment to view the admin portal and how functional it is to you as a space that you do your work. With the help of several superuser customers who we see on the line today, actually, so I hope you are also proud of the work that you have done. But we did, recently release a refreshed and thoughtfully organized admin portal. It's more in line with today's CSR Connect administrative experience, and some key highlights include a newly organized navigation that's split between core settings, that you update every so often and program management where you spend most of your time, a universal search bar to quickly find what you need, the ability to favorite reports to see most recently visited pages, and finally, our smart communication system has been deployed to present you with guides that walk you through new features and functionality, release details, or even alert you to critical announcements that are just for our admin audience. Alright. We are going to head into the platform, which is our favorite place, and cover some general community updates. If you're dialed into our product release notes and attend our monthly admin workshops, which I hope all of you are, you know that we've been releasing iterative user experience updates to modernize our look and feel, all meant to freshen the platform for your users, whether they're on a desktop or mobile experience. We've updated font styles, we've aligned page layouts and design patterns, and we've made sure that all components like buttons match across the platform so users benefit from a smoother, modern experience with the functionality they expect feature to feature. Here's a timely example of how we've updated the homepage for our traditional workplace giving campaign feature, which many customers are actually facilitating right now. You can see in this image how it displays the refresh take on the same dependable functionality. Just last month, we released a new experience for our standard engagement elements, including give, voting, and resource templates. These updates modernize the experience through many of the styles we've discussed like font, page elements, and patterns. They're more in tune with the same look and feel that you get from making a detailed engagement element through the EE designer. This is one of the most exciting modernization efforts because engagement elements greet your employees on the homepage, and they're a key way to feature initiatives and keep your programs focused. Some highlights include a new image layout and font alignment, updated styling for totals and goal tracking, updated visual experience for highlighting a charity. While this cannot be seen on the image, the charity highlight now takes the user directly into the cart flow to enter donation details, which is cutting out multiple clicks and streamlining the giving experience, which we've talked to many of you about continuing to do. So, we have done a lot of these updates by taking in and assessing all the great ideas from our customers. So we hope that you see those reflected in these updates and you're enjoying using the new templates. We do want to note that, we are going to be working to think about how we can implement AI generated capabilities with engagement elements in the future. So Keep sharing those ideas as Kayla and Terry called out in the beginning of this session because it is our goal that we will be deploying some AI capabilities to continue to enhance our engagement element functionality. So it is time, though, for me to pass the mic to Chris and continue the conversation of goodness. Awesome. Thanks, Jill. So much exciting things that you just shared, and I'm excited to keep the momentum going with the volunteer functionality. So to start us off, I'm super excited to, to share and introduce express sign up. Speed and efficiency is the name of the game. And just like how you can click a few buttons to buy something on Amazon, you can now do the same with signing up for a volunteer event. When an event only has one shift available and has no required custom questions, volunteers will now see express sign up alongside the sign up button. So if a user needs to change their privacy preference, enter their own hours, or apply for VTO, they could still do that through the sign up page. But if they are wanting to do a quicker sign up, the system will auto populate the hours based on their event times and reduce the clicks for them, and that's where express item can be leveraged. Speaking of speed and efficiency, we got more for you. Volunteers redeeming an incentive or volunteer grant can now click on select all to check all the boxes needed for the grant. So now instead of having to check six to seven boxes, volunteers can click one button to quickly redeem their incentive and help support their charities. To help our CRA admins, we're excited to introduce three new fields to help with reviewing CRA request. As we spoke with our banking customers, they shared these three fields are vital in their review process. And with that feedback, we added the fields to the census information section. This appears when you're making or managing a volunteer opportunity, CRA manager, and the relevant reports. Our team is still exploring other fields we need to include to reduce the need to hop back and forth between other sites. So if you have any other fields that you want us to consider, please let us know in the chat. Next up, let's go into the giving related functionality. So available now, you'll see here that we wanted to leverage various forms of payment methods based on preferences and needs. CSR connect now and even more coming soon is focused on ensuring all donors have a way to support their charities through our platform. Available today, we have improved our user experience with our checkout flow with expanded digital wallet capabilities. Apple Pay and Google Pay experience is now fully embedded with CSR Connect, so users see it right away and can take advantage of the quick and secure checkout they provide. And looking towards 2026, we're excited to introduce reoccurring credit card, which allows users to stretch their giving throughout the year and set up a schedule so they don't have to remember to sign in. CSR Connect will be able to support weekly, monthly, quarterly, and semi quarterly occurrences for recurring credit card. But that's not all. Our team is exploring future, in the future direct debit, PayPal, Venmo, and many more options to help our donors. So if there's a specific payment method you want our team to consider, please let us know in the chat. Next up, let's talk about peer to peer fundraising available now. With peer to peer fundraising, I'm really excited to say that a long time request in is available now. Admins can now control who in their community can create fundraisers. So previously, an all or nothing setting, you can now configure this based on roles. Along with that, we moved over more control with fundraising settings into client admin. We love sharing these updates because it empowers our admins and gives you the ability to take control without having to depend on your CSM. And that's not all with peer to peer fundraising. We made various improvements based on your feedback. So when now when you're creating a fundraiser, we've narrowed down the search results to only show charities that are eligible to receive donations. So this improves the user experience. We've also added the ability for creators to preview their fundraiser before launching to make sure everything looks as intended for the big launch. With users' personal view, they will now see all of their fundraisers activity included in fundraisers that they have supported in the past in my fundraiser section of their community. And lastly, users will see a consistent currency experience as their fundraiser total will be displayed in their community's currency. Moving on to reporting. There's some significant work our team has done related to reporting features. You won't see all the fields and columns here, so definitely check out our help center to see what's new there. But I do wanna bring attention to what's presented on this slide. Starting with data feeds. Have you ever wondered what a column means? Well, you're in luck because now we have a new data dictionary easily accessible to answer those questions for you. As new columns get added, this dictionary will reflect those updates as well. Favorites. We all love favorites even with reporting. If you're someone that always looks at the alt giving report or any standard report often, we have a new favorite section available that lets you favorite any report and quickly find that report if you need to review it. And last but not least, we now give our admins the ability to select their desired format before downloading your standard report. So now you have the choice between FCSV or Excel. This next slide, while this might seem like a small update, changing ZIP code to postal code, is actually a meaningful step towards making your platform more inclusive to users around the world. By standardizing this terminology, we're ensuring that employees and organizations outside of The United States feel seen and supported no matter where they're located. It's a simple change, but it reflects your commitment to building a truly global platform. You won't wanna miss our Impact Edge product update briefing later this week, and I wanna give you a quick overview of a feature I'm really excited about, our new Charity Discovery tool. This functionality brings our data integration partnership with true impact and candid to life in a real meaningful way. The Charity Discovery tool transforms how organizations explore and assess nonprofit users can navigate, interactive map to locate charities by primary address or program region, and also apply filters based on Candid's philanthropic classification system. For each charity, users can view predicted cost per outcome powered by True Impact, program level metrics, transparency seals, and detailed community investment data. To learn more about Impact Edge and our partnership with True Impact, which will soon be expanding with additional outcomes assessment capabilities, make sure to register and attend our Impact Edge product update briefing. You can find a link in our docs section. I'm also excited to share that there's a new group's dashboard in Impact Edge ready for you to use. This dashboard provides you with deep insights into how your employees are engaging with groups, including to the ability to analyze participation, retention, engagement in your individual groups and group programs. And as a reminder, groups is a complimentary functionality in CSR Connect that gives you and your employees the space to create groups and group programs based on, shared affinities, diversity and inclusion topics, virtual or local groups, and even a place to house your CSR ambassadors. Not only is this feature complimentary, it's also a proven tool to boost engagement. In 2024, clients using groups had significantly higher combined and volunteer engagement rates at eight point 18.613.4% compared to 15.78.3% for clients without ERGs. And with that, I'll hand it over to Terry to share exciting things coming soon with updates in Blackbaud. Thank you, Chris. Now let's move on to our next road map horizon, the release preview. I wanna note that in this session, we're not covering every new feature or enhancement in recent and upcoming months. Instead, we're offering highlights of the most impactful items. For a detailed review of what's included in our release regular releases, I recommend checking out the what's new section in our help content available at the CSR Connect Help Center. And with that, let's now transition to what's coming soon to CSR Connect. Looking ahead, we're continuing to deliver on our strategic pillars, modernize, globalize, and connective experiences. These upcoming features are designed to enhance engagement, improve usability, and expand global capabilities for our customers. With transforming giving, it's about delivering a fully connected experience that benefits nonprofits, employee donors, and CSR administrators alike. A connected ecosystem through seamless integration of the Blackbaud verified network with Razer's Edge NXT. Nonprofits can enjoy accurate donor data uploads while donors and CSR teams experience a unified streamlined process. With expedited giving and flexible payments, donations will be processed faster than ever, and employees can choose from multiple payment options such as Venmo, PayPal, and GPay for convenience and speed. It's all about transparency and trust. Nonprofits will receive funds quickly through full visibility into transactions, and donors gain confidence knowing their contributions are tracked and secure. We are empowering CSR admins with an enhanced your cost processing portal that will deliver transparency and control over funding requests while streamlining workflows to reduce manual effort and boost efficiency. Together, these innovations will accelerate giving, strengthen trust, and amplify social impact across the board for all stakeholders. With expedited giving, charitable donations made through your cost solutions will be delivered 90 to 95% faster. This will impact over a 100,000 US based nonprofits and accelerate impact for all the moments that matter to you and your employees. Imagine being able to get funds from your annual giving campaigns dispersed in just days after the giving opportunity closes or be able to communicate to your charity partner that the grant they were just awarded will be in their bank accounts next week, or even see the impact of disaster relief donations happen almost immediately. That's what expedite with giving is set out to do. Our fastest processing timelines will be through our direct integration with the Blackbaud integrated payments, which 12,000 nonprofits currently use today. This distribution method will be eligible for employee credit card donations. It is it is a credit card payment rail integration. Over 92,000 organization who receive donations via ACH will be eligible to really receive employee credit card donations and company dollars in five business days or less. As you can see, these methods make up a large portion of our annual disbursements. The exact amount that your organization will see expedited will depend on the mix of gift types you offer that your employees give through. Charities that receive donations via check will not be eligible for expedited giving, but signing up for ACH is free. And we plan to continue to encourage those nonprofits to sign up for electronic payments through the black pod verified network. We've grown ACH registrations by 40% since 2022 and continue to see a rise in adoption of this disbursement method year over year. We're currently running a pilot program with nine year cost customers testing out our expedited giving functionality with over 650 net profits participating alongside them. And so far, eligible donations in this pilots have achieved our goal of 90% faster disbursement, and we look forward to testing the direct blackbaud integrated payment rails, which will enable 95% faster processing in early twenty twenty six. We look forward to making expedited giving general available to all customers in the 2026. The YourCause processing portal isn't just another tool. It's a first of its kind innovation that transforms charitable funding management into a seamless, empowering experience for client admins. Inspired by fintech, the portal delivers visibility, actionable insights, and control all in one intuitive interface. The your cost processing portal is designed to make your work easier and more efficient. You'll have everything you need at your fingertips, funding requests, transactions, payments, and even bank activity, so you can move quickly without waiting for support. It also gives you clear visibility into the entire process with detailed views of funding requests, transaction flows, and payment life cycles, so you always know what's happening. And when it comes to control, you're in the driver's seat. You can manage refunds, download reports, and configure settings whenever you need to without relying on anyone else. It's about speed, clarity, and control, helping you work smarter and stay ahead. Our future vision for the processing portal is to enable users to manage charitable funding and reporting while integrating additional administrative tools into a single centralized platform. You'll be able to perform admin functions such as querying, processing data with Blackbaud AI and seeing expedited giving views and seeing charity search and vetting information and Blackbaud case central views. Now back to Chris for more exciting features coming to CSR soon. Awesome. Thanks, Terry. Points. Where flexibility and fun meet a reimagined incentive experience for a community. Points make everything fun, whether it's sports, board games, getting a Starbucks drink, credit card points, you name it. How this point system will work is every action, whether it's volunteering, giving, or even issuing points based on special programs your company offers, this earns your employees points. An employee can collect these points in their point wallet and have the flexibility to spend the points with different organizations. As an admin, you can assign a point value to both earning and spending points, making it a tailored experience to your community and your budget. We're super excited about the direction the point system can take us. It's a powerful as a stand alone offering that can facilitate your various programs such as dollars for doers programs, but it can also be coupled with our traditional match matching gifts program to, based on your so it's really based on your needs. With points, we have a lot of ideas on how to grab the attention of your employees, such as leaderboards to promote friendly competition, but we know there's more, and we really wanna understand what truly motivates your employees. So if you're interested in leveraging the point system for your rewards programs, we would love for you to give us feedback. So please let us know in the chat and even at the end of the survey at the presentation. Let us know if you're interested in giving us that feedback. Coming soon, right before Giving Tuesday, admins can control the exact time and time zone when their credit card match programs are available in their community. Each match program can now factor in a specific start and and redemption end time along with the time zone. So if your employees are all based on central time or if you have a location or office that is in the Pacific time, you can now leverage this new time and time zone fields to accommodate those programs. Again, we're super excited that this is released before Giving Tuesday and can be leveraged by your community for time based matching opportunities. As an employee myself of a company, I wanna know the impact my company is having. How much has my company given this year? How many volunteers are there? These details matter because employees wanna feel a sense of collective achievement, but also be motivated to further their participation. With our new community impact section on the home page, this idea is gonna be a reality. And I mentioned idea because this idea itself received 31 votes. So if you want CSR connect to help tell the story of the amazing impact your company and your employees are a part of, you can very soon by enabling this section for your community if you if it desired. Once enabled, users will see their totals in their currency, the column labels based on their preferred language, and see the metrics based on the features enabled in your community. You'll be able to turn this widget on alongside, your other home page widgets. And it's not mentioned in the slide, but spoilers, this is actually coming today. So I really wanna give a big shout out to your CSMs who have been pushing and begging about getting this in before the giving seasons. So if you log in this evening or tomorrow, you'll be able to configure this as well as the time and time zone for credit card match programs. Searching and finding an organization to donate to is extremely important, and we have heard your feedback for the need to improve it. We wanna enhance our search to make it easier to find an organization or cause, whether the user knows exactly what they're looking for or searching for something new. Some of the goodness we have already released is based on the feedback we have heard from your employees on how they're searching. So we made it smarter with improved scoring and fuzzy logic to better handle those various searches. We also introduced a new headquarter toggle to let the employee control the search results in cases where a headquarter shouldn't be at the top. And finally, when employee types in the exact term, we bring that to the top of the list automatically. So now you don't need to scroll when you know exactly what you're looking for. But coming soon, we're not done with search, and we wanna continue to, make improvements and listen to your feedback. One of the things that we have planned is modernizing the UI and UX to make search intuitive for our employees. But, also, we wanna introduce AI powered search that would give employees the ability to use prompts in cases where they're not sure or looking for something new. So keep a lookout for that exciting work coming in 2026. Back to you, Terry. Thank you, Chris. Now let's look at our longer term vision for CSR Connect and your cause. As we look ahead to 2026, we're building on the momentum from this year. In 2025, our innovation focus was transforming processing, which brought us expedited giving and the processing portal, both of which are in client pilot testing programs now. Next year, we're taking that same spirit of transformation and applying it to volunteerism. 2026 is the year of the volunteer. Our goal is to make volunteering as connected and impactful as giving. We're expanding opportunities and creating a smarter, more personalized experience for employees, nonprofits, and CSR professionals. Here's what's coming. We're integrating partner APIs to bring more volunteer events directly into CSR Connect. Through the Blackbaud verified network, nonprofits and employees will connect seamlessly for volunteer opportunities. And we're introducing BBAI powered search to personalize volunteer recommendations based on employee skills, interests, and past activity. Imagine a volunteer marketplace powered by Blackbaud AI search where nonprofits can post opportunities, CSR admins can manage programs, and employees can find roles that truly align to their passions and expertise. This is all about creating a dynamic, engaging experience that makes volunteering easy and meaningful. We're building more connected experiences to benefit provide benefits for all stakeholders. Employees will have easy access to tailored volunteer opportunities, boosting engagement and purpose. Nonprofits will have broader reach and faster connections to skilled volunteers. And CSR admins will have greater control and visibility into volunteer programs integrated with giving initiatives. Our vision for 2026 is a connected, intelligent volunteer ecosystem that complements giving, strengthens community impact, and deepens employee engagement. The intelligent impact ecosystem represents our vision to unify data insights and experiences across the social impact landscape, connecting employees, CSR professionals, nonprofits, and Blackbaud AI powered tools to drive measurable outcomes. With expedited giving, I talked about our connected experiences accelerating the donation process through the Blackbaud integrated payment system and streamlining workflows. Features like expedited giving reduce delays and ensure funds reach non pass profits faster. With the donor details and and the Blackbaud verified network, partnered by partners like Candid and Charity Navigator. This ensures donors and companies have confidence in nonprofit legitimacy. This verification layer is critical for compliance and transparency. It also acts as a bidirectional tool to power nonprofit efficiency, feeding back donor details that help nonprofits steward their donors, control their charity profile, to articulate their missions, visions, and programmatic impact, and the upcoming volunteer events integration with Raiser's Edge that brings more events into our system for employees to interact with. For the impact assessment through partnerships with True Impact and others, we're embedding outcome based measurements directly into Impact Edge. This means CSR leaders can quantify results, forecast impact, and align programs with SDGs all in one ecosystem. The Impact Edge is the hub hub for the actionable insights, centralizing data from CSR Connect and Grants Connect into dashboards that visualize giving, volunteering, and grant making trends. With Blackbaud AI driven forecasting and storytelling, CSR professionals can turn numbers into narratives effortlessly. The Blackbaud AI driven search for employees and AI driven search redefines how users can find and act on information. It goes beyond keywords using context and intent to deliver the most relevant results instantly. From personalized giving recommendations to localized volunteer opportunities, The Blackbaud AI driven search will connect employees to what matters most. And now I'm gonna hand it over to Jewel to wrap us up. Alright. So much goodness. And I feel like when we talk about, something like a blackbaud ecosystem for good, nothing brings that concept together better than the conversation we all just had together today. So we are now launching a survey for you to take as we finish up the presentation. Your feedback is very valuable to us as we craft the future of these product update briefings, so thank you for taking the time. Something we wanted to share with you before we walk away is that we know security is a top priority for you and your organizations, and that's why we are so excited to introduce the Blackbaud Trust Center. This is your new centralized hub for all things related to Blackbaud security. At trust.blackbaud.com, you'll find easy access to audit reports, including SOC and PCI documentation, security white papers, a dedicated knowledge base for frequently asked security questions, Blackbaud security credentials, and self-service access to information for risk assessments and due diligence. Anything that's not accessible in the public view can actually be accessed by our customers by simply using your Blackbaud ID with no extra credentials needed. So this resource is honestly designed to make your security reviews faster and easier and reduce the time spent on due diligence and provide you with that direct access to the information we know you need whenever you need it. This trust center is part of our commitment to transparency and to support your ease of doing business so that your organization can get to your security needs throughout your journey with us here at Blackbaud. And when it comes to customer experience, we are always aiming higher, and we hope you saw that today by the display of enhancements and innovation, which have all been inspired by our customers' ideas and feedback throughout the industry. We do equip you with the tools and teams, to help you drive your mission forward and achieve your goals, and each YourCause customer is paired with a customer success manager who supports your strategic partnership with us. When you encounter concerns with the product, our knowledgeable admin support team is there to answer your questions. And we've built a robust library of admin tools to meet you where you're at and help educate you on the product as well as the industry through things like thought leadership articles and events. So, you also have the opportunity to attend our dynamic monthly admin workshops that are led by customer experience subject matter experts, and they are designed to share with you the latest updates and best practices for each platform, and we hope that you spend time dialing into those on a regular basis. Our your cause communities and our product help centers allow you to engage with your peers and access product documentation at your fingertips. And we have been creating a your cause learning path through Blackbaud University where we have courses available to master CSR connect, with everything from implementation to design to charitable disbursements, data hygiene and standard reporting. Coming soon, a reenvision admin essentials, course as well as Impact Edge and prompt generation for Blackbaud AI. And finally, we have been on the road visiting various regions around the world and engaging with local CSR practitioners. So because it is the season of thanks and that's upon us, we want to say thank you to anyone who helped us host, helped us present, or joined us for one of these days. We will be releasing those dates soon, so you know where to find us in 2026 in addition to, of course, our North America Impact Summit and our UK Summit already announced today. As soon as you become a YourCause customer and activate your Blackbaud ID, you will have access to each of our product communities, including a community just for YourCause customers. It's worth noting because it's an enhancement that we just had. In this past summer, we did migrate to a new modern community platform where the resources that you've come to admire and expect are easier to access. So through this community, we do so much to keep you connected. We have peer discussions where you can get notified when CSR experts like yourself start a conversation or you need to start a conversation. We offer our crisis and disaster response resources here. And by signing up to follow that page, you can get instant emails when those resources are posted. Likewise, CSR Connect, Grants Connect, and Impact Edge product release notes are posted here, which you can also get emails to when they are immediately posted. And finally, we have a network of resources like toolkits for giving and service days as well as additional guides for how to be a successful admin and support your programs with our platforms. So please do meet us in community so that you don't miss a beat. And with that, thank you for joining us. It was a pleasure on behalf of the entire team taking you through the CSR connect product update briefing, and we hope to connect with you soon. Take care.